晶采观察丨六部门划定三大万亿级消费赛道 带来哪些利好？

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer goods sector to address pain points in consumption [1][2] Group 1: Goals and Targets - The plan sets a target to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [2] - The three trillion-level sectors include elderly products, smart connected vehicles, and consumer electronics [2] - The ten hundred-billion-level hotspots focus on specific categories such as baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [2] Group 2: Targeted Consumer Groups - For the young demographic, the plan emphasizes "individual expression" and "fashion leadership," supporting the development of culturally rich and fashionable products like national trend clothing and designer collaborations [2][3] - In addressing the needs of infants and students, the plan promotes the integration of traditional toys and stationery with smart technology, aiming for products that facilitate personalized interaction and learning [3] - For the elderly, the focus is on practical convenience and quality of life, with plans to enhance the development of products like elderly care robots, suitable clothing, and easy-to-swallow foods [3] Group 3: Market Dynamics - The plan anticipates the creation of a new consumption market worth trillions in key sectors by 2027, driven by both "stock optimization" and "incremental creation" [3] - Stock optimization refers to the growing popularity of culturally significant domestic products, while incremental creation involves developing new products and services for emerging demographics and scenarios [3] Group 4: Economic Impact - The multi-faceted approach is expected to significantly enhance the resilience and vitality of the domestic consumer market, providing solid support for the construction of a new development pattern [4] - The goal is to achieve a dynamic balance of supply and demand at a higher level within approximately five years, allowing consumers to enjoy higher quality products and services [4]