Media: some high-end pension companies receive a million yuan per person, but they still lose money.
the tuyere of the pension industry is expanding. In October 11th of this year, the twenty-eighth meeting of the Central Committee for the comprehensive deepening of the reform and leadership of the Central Committee of the Central Committee of China passed the views on the overall release of the service market for the aged to improve the quality of the service for the aged (hereinafter referred to as "the opinion"), especially to reduce the entry threshold and guide the social capital into the service industry of the aged. The public data show that by the end of 2015, the elderly population over 60 years old in China has reached 222 million, accounting for about 16.1% of the total population, and 143 million of the elderly over 65 years old, accounting for 10.5% of the total population.
this means that the pension industry will be a very large market. With the publication of the "opinions", actions are frequent everywhere. In November 4th, Shaanxi held a service field promotion meeting for the old-age service industry. The province will fully open the service market for the aged in the next year. In October 26th, Hangzhou will convene the comprehensive reform pilot work of the pension service industry to mobilize the conference.
the capital has already smelled this big cake. "Daily economic news" reporter rough statistics found that at present, A shares related to the concept of the pension concept of listed companies have up to 34, each square is doing a lot of work, ready to dry one. But "wind" has not come to "fruit" yet. Most of the current pension institutions, even if they are able to make profits, are only small profits. Many companies facing the pension industry are faced with the problem of how to survive.
with the intensification of the aging of the population and the government's vigorous advocacy of private capital entering the pension market, the pension industry will enter the "golden age". In recent years, there have been many listed companies entering the field of service for the aged. There are up to 34 listed companies involving the concept of pension in A shares, but there is no leading company in the industry, and most of them are still in the early layout. Early
2016, Yihua health (000150, SZ) funded 400 million yuan holding pension service company affinity source, regard the pension industry as one of the company's future important source of profit, but the source of affinity in 2014, 2015 is still in a loss state, in 2014, a loss of 52 million 639 thousand and 500 yuan, in the stock acquisition agreement, the original shareholders of the agreement, the original shareholders Cheng The source of noo in 2019 was profitable, while another 002381, SZ, which tried to make a big pension service industry (SZ) 2016 half year reported that the subsidiary of Tongxiang and Yi Yi Yang Yuan, a subsidiary, was also losing 3 million 450 thousand yuan in the first half of the year.
it is worth noting that the current domestic A shares listed companies such as Yihua health, double arrow shares in the old-age service field are mostly concentrated in the high-end pension field, and the old-age service, especially the high-end old-age service field, is on a large scale of running horse circles, but from the current basically in a state of loss. It's still too early to talk about profit.
capital preference high-end pension
data from the national aging Work Committee shows that the consumer demand for the elderly service market is over 3 trillion yuan, and it will reach 5 trillion yuan in 2050. The old-age service covers the elderly, living, living care, supplies, medical services, and cultural health. Many fields, such as entertainment and so on, involve a wide range and long industrial chain. A new industry with great potential is emerging.
at present, along with the serious domestic old-age situation in the future, at the same time, due to the lack of profit expectation of the middle and low end old-age service, from a few years ago to the large health industry of "medical care combination", all the capital has turned the line of sight to the high-end pension field, and the trend has been formed.
according to incomplete statistics, various types of enterprises are involved in, plan to dabble in or study high-end old-age areas, such as the Taikang Life, China life, joint life and safety insurance in insurance companies, such as Real Estate Company such as Vanke, Pauli, green city and green space, etc. medical service agencies such as Yada international, MB and so on There are affinity sources for professional nursing homes, such as Beijing Sun City, Gong Heyuan, etc.
public information shows that the source of Yihua health holding is a professional service company which is engaged in the operation of the pension community and providing the management of the service for the aged. At present, the affinity source mainly runs four product lines, covering pension community, leisure pension, medical care, pension consultation and entrusted operation. As of the end of December 2015, there were 838 apartments for elderly apartments in Shanghai, with an occupancy rate of about 95%.
Yihua health in July this year's reply to the letter of concern of the Shenzhen Stock Exchange, the profit and business model of the affinity source is summarized as: mainly engaged in the pension community operation of the membership system, the innovation of the old-age products and providing the service for the management of the old-age service. The company takes advantage of its own brand influence by collecting the membership card fee and the year. At the same time, the company provides happy service, health service and lifelong care service for the elderly. At the same time, the company uses the concept and technology of modern service industry to improve the quality of the old-age service, summarizes the experience of its own operating pension community, and forms the output of management concept, and provides consulting and planning services for other pension projects. In order to obtain income, profit and cash.
is also very expensive to locate high-end affinity. Qiu Haitao, Secretary of the health board of China, told the daily economic news reporter that the A card membership fee is 1 million 500 thousand yuan and the B card membership fee is 880 thousand yuan. At the same time, it is required to pay tens of thousands of yuan per year between the occupancy period. .
to this high-end pension, Deng Chunyang, executive director of the China Institute of aging industry, said: "the real endowment is the most basic guarantee provided by the government for the society." However, when some people who have achieved some achievements want an elegant and comfortable environment for the aged, the entry of social capital should be encouraged, and the social capital should be really done in the middle and high end of the old age. From the low end of the old age, the social capital is also very difficult to get a better capital return.