《增强消费品供需适配性实施方案》政策解读:供需适配激活消费新引擎,打造三个万亿级消费领域
Lian He Zi Xin·2025-12-16 11:37

Policy Overview - The "Implementation Plan" aims to enhance the adaptability of consumer goods supply and demand, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027[6]. - The plan emphasizes a shift from broad-based consumption policies to a focus on quality supply that meets diverse consumer needs, aiming for structural optimization in supply-demand matching[3]. Key Objectives - By 2027, the consumer goods supply structure is expected to be significantly optimized, with specific focus on sectors such as elderly products, smart connected vehicles, and consumer electronics[6]. - The plan outlines five key tasks and nineteen specific initiatives, including accelerating new technology applications and expanding the supply of unique and innovative products[12]. Market Impact - The plan is projected to activate consumption potential through supply-side reforms, addressing mismatches where consumers want to buy but cannot find suitable products[6]. - The expected contribution of consumption to economic growth is set to increase steadily, with a goal of achieving a high-quality development pattern by 2030[6]. Industry Focus - Key consumption hotspots include baby products, smart wearables, cosmetics, fitness equipment, outdoor goods, pet supplies, and cultural fashion items[6]. - The plan encourages industries to focus on precise demand matching, technological empowerment, and the integration of consumption scenarios to maximize policy benefits[14]. Financial Support - The plan highlights the importance of financial support and aims to enhance the adaptability and convenience of consumer finance services, with a focus on promoting consumption through subsidies and incentives[18]. - The "old-for-new" subsidy policies are expected to continue into 2026, with an emphasis on targeted and expanded coverage[18].