六部门发文！“供需适配”政策将催生哪些消费

Core Viewpoint - The article discusses the implementation plan issued by six departments, including the Ministry of Industry and Information Technology, aimed at enhancing the adaptability of supply and demand in consumer goods, promoting consumption, and stimulating the domestic market's potential [3][4]. Summary by Relevant Sections Key Tasks and Focus Areas - The plan outlines 19 key tasks focusing on expanding new consumption, tapping into existing markets, segmenting markets, empowering scenarios, and optimizing the environment [4]. - By 2027, the plan aims to create a new consumption market worth trillions in key areas through supply-side structural reforms [4]. Supply and Demand Dynamics - The concept of "adaptability" is emphasized, where the supply side actively responds to changing consumer trends, ensuring that products meet diverse consumer needs [4][5]. - China's consumer goods variety has reached 230 million, with over 100 categories, including home appliances and furniture, leading globally in production [4]. Growth in Specific Sectors - Data shows significant growth in sectors like smart drones (59.9% increase) and smart vehicle equipment (25.1% increase) in the first three quarters of 2025 [5]. - The penetration rate of new passenger cars with Level 2 driving assistance features reached 64%, indicating rapid technological adaptation [5]. Structural Optimization Goals - By 2027, the supply structure is expected to improve significantly, with three trillion-level consumption areas and ten hundred-billion-level consumption hotspots identified [6]. - The aging population is driving the market for elderly products, 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% [6]. Emerging Consumption Trends - The article highlights the emergence of new consumption trends, including health and fitness products, smart wearables, and pet supplies, reflecting a diverse and vibrant market [6][9]. - The shift in consumer focus from availability to quality is noted, with increasing demand for high-quality and diverse consumption scenarios [9]. Role of Technology and Innovation - The integration of artificial intelligence in consumer goods is emphasized, with a user base of 515 million for generative AI products as of mid-2023 [10]. - The plan promotes the development of intelligent products and applications, aiming to enhance manufacturing efficiency and brand upgrades through technology [10].