国常会部署：加速供需适配，AI与新场景联手促消费

Core Viewpoint - The Chinese government is shifting its consumption policy focus from merely stimulating demand to optimizing supply structures, emphasizing the importance of enhancing supply quality to unlock consumer potential [1][3]. Group 1: Consumption Policy Changes - The State Council meeting highlighted the transition from "stimulating purchases" to "providing products that better meet consumer needs," indicating a shift in consumption governance [1]. - The meeting emphasized the need for consumption upgrades to lead industrial upgrades, aiming for a higher level of dynamic balance between supply and demand [3]. Group 2: Current Consumption Trends - From January to October, the total retail sales of consumer goods reached 41.2169 trillion yuan, growing by 4.3%, with October's sales at 462.91 billion yuan, reflecting a year-on-year increase of 2.9% [3]. - Experts noted that the slowdown in retail sales growth in October indicates insufficient momentum in traditional bulk consumption, while niche, quality, and personalized consumption have yet to be fully realized [3]. Group 3: New Consumption Scenarios and Business Models - The development of new consumption scenarios and business models is driven by digitalization, cross-industry collaboration, and personalized services, which are expected to adapt to upgraded consumption demands [4]. - The Ministry of Commerce and the Ministry of Finance issued a notice in September to support the innovation of new business formats and models, promoting the application of digital technologies in various sectors [4]. Group 4: Progress and Future Directions - As of 2024, national demonstration pedestrian streets achieved over 400 billion visits and over 500 billion yuan in revenue, creating more than 800,000 jobs [5]. - Future efforts will focus on enhancing standards, product segmentation, and flexible manufacturing to better match diverse consumer needs [5]. Group 5: Role of Artificial Intelligence - Artificial intelligence is transforming supply from "extensive" to "precise," enabling personalized manufacturing and enhancing understanding of consumer trends [6]. - AI's integration into consumption is expected to create new growth points by facilitating the development of new products and services [6][7]. Group 6: Trends in AI and Consumption - The integration of AI in consumption is anticipated to lead to the rise of emotional economy, seamless interconnectivity across various scenarios, and accelerated cross-industry fusion [8].