关于六部委“进一步促进消费实施方案”的点评：“3个万亿级+10个千亿级”，促消费获信心

Investment Rating - The industry investment rating is "Outperform the Market" [1][13] Core Insights - The report discusses the implementation plan issued by six ministries to enhance consumer goods supply and demand adaptability, aiming to optimize the supply structure by 2027, creating three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1][6] - By 2030, a high-quality development pattern of mutual promotion between supply and consumption is expected to be formed, with a steady increase in the contribution of consumption to economic growth [1][6] - The plan emphasizes the importance of new technologies and innovative applications, aiming to expand the supply of unique and new products while accurately matching the diverse needs of different consumer groups [1][3][6] Summary by Sections Overall Requirements - The plan aims for a significant optimization of the consumer goods supply structure by 2027, with a focus on creating high-quality consumer goods with cultural significance [6] - Key industries identified include smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [6] Accelerating New Technology and Model Innovation - The report highlights the promotion of flexible and customized manufacturing models, establishing a digital system that connects user demand with intelligent design and flexible production [6][7] - The integration of artificial intelligence across the consumer goods industry is emphasized, with a focus on developing smart home products and enhancing consumer experiences [6][7] Promoting Green Product Development - The plan encourages the expansion of green products and the promotion of low-carbon consumption trends, including the development of energy-efficient appliances and green building materials [6][7] Enhancing Consumer Experience - The report suggests creating new consumption scenarios and business models, leveraging technology to enhance consumer engagement through immersive experiences [6][7] - It also emphasizes the importance of establishing a robust environment for consumer goods supply and demand adaptability [6][7] Targeting Diverse Consumer Needs - The plan addresses the urgent need for products tailored to specific demographics, including children, students, and the elderly, promoting high-quality and safe products [6][7] - It encourages the development of personalized and modular learning tools for students and innovative fashion products for young consumers [6][7] Investment Recommendations - The report suggests focusing on companies related to employment, tourism, sports events, and cultural creative consumption, highlighting specific companies such as Keri International and Beijing Human Resources [3]