一图详解三大万亿消费领域 哪些行业将迎红利?

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, focusing on elderly products, smart connected vehicles, and consumer electronics [1] Group 1: Elderly Products - The plan emphasizes the development of age-friendly products, including elderly service robots, multifunctional nursing beds, and health monitoring devices [6][7] - It promotes the launch of comfortable, functional, and stylish clothing and footwear for the elderly, as well as food products that cater to their nutritional needs [9] - An initiative will be launched to support elderly products and services, encouraging home modifications for elderly care and promoting age-friendly product directories [11] Group 2: Smart Connected Vehicles - Significant breakthroughs have been made in key technologies for smart connected vehicles, establishing a complete industrial chain that includes smart cockpits, autonomous driving, and connected cloud control [12] - From January to October, retail sales of new energy passenger vehicles reached 10.15 million units, marking a year-on-year increase of 21.9% [12] - The production value of smart vehicle equipment manufacturing increased by 25.1% in the first three quarters, with new car sales of vehicles equipped with Level 2 driving assistance features growing by 21.2% [14] Group 3: Consumer Electronics - The definition of consumer electronics has evolved, now encompassing a wide range of products including personal computers, smartphones, and smart home devices, with a focus on integrating generative artificial intelligence technologies [17][18] - From January to October, the production of smartphones reached 1.02 billion units, with overall sales in the home appliance and communication equipment sectors also showing significant growth [19] - The plan encourages the development of smart home products, consumer electronics, and the establishment of a robust manufacturing base in the home appliance sector [23]