新消费增量从何而来

Core Insights - The article emphasizes the importance of enhancing supply-demand adaptability to unlock new consumption growth in China, particularly during the current transformation phase of the consumption market [1][2] Group 1: Current Market Trends - From January to October, the online retail sales of physical goods accounted for 25.2% of total retail sales, indicating a significant shift towards digital consumption [2] - High-efficiency appliances and new energy vehicles are experiencing rapid growth, while spending on travel, culture, and sports continues to rise, highlighting the emergence of new consumption patterns [2] Group 2: Technological Integration - The integration of technological innovation with market demand is crucial, with AI and big data driving the transformation of manufacturing and service industries towards flexibility and intelligence [3] - New business models and scenarios, such as instant retail and digital tourism, are reshaping the consumption landscape, necessitating both breakthrough innovations and quality improvements [3] Group 3: Policy Support - Expanding new consumption growth requires supportive policies to address challenges like standardization, regulation, and infrastructure for emerging consumption forms [4] - Recent government measures aimed at promoting consumption, such as incentives for replacing old products and enhancing service consumption, have laid a solid foundation for future growth [4]