消费利好！六部门，联合解读

Core Insights - The State Council has introduced an implementation plan to enhance the adaptability of supply and demand for consumer goods, aiming to stimulate consumption and address mismatches in the market [1][7] Group 1: Key Consumption Areas - Three trillion-level consumption areas identified include elderly products, smart connected vehicles, and consumer electronics [2][5] - Ten billion-level consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [2][5] Group 2: Market Trends and Growth Potential - The market for elderly products is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [5] - The demand for outdoor products and fitness equipment is increasing due to the rising health and fitness awareness among the population [5] Group 3: Implementation Strategies - The implementation plan includes measures to expand new technologies and innovative applications, enhance product supply, and create new consumption scenarios [7][8] - Emphasis on the application of new technologies such as generative artificial intelligence and 3D digital design to develop innovative consumer products [8] Group 4: Consumer Replacement Program - The consumer goods replacement program has generated over 2.4 trillion yuan in sales and benefited more than 360 million people in the first ten months of the year [10]