近日，工业和信息化部会同5部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》 （以下简称《实施方案》）。11月27日上午，国务院新闻办公室举行政策例行吹风会，工业和信息化部 副部长谢远生等介绍有关情况。 实现生产和消费从量到质的转变 "总体看，当前我国消费品供给已进入优质优价新发展阶段，基本满足了人民美好生活需要。但部分领 域供需结构性错配问题依然存在。"谢远生表示，如国内首饰、箱包、化妆品等领域高端品牌还比较 少；适应居民品质化、个性化需求的新产品创新应用和供给不足；部分消费热点尚未完全充分供给。 聚焦供需错配的主要领域和环节，《实施方案》提出5个方面的举措。 拓展增量，加速新技术新模式创新应用。打造一批重点领域标志性产品和首用场景样板，推广柔性生 产、用户参与设计等高效响应制造新模式，完善中试验证等服务平台，推动人工智能等新技术融入研发 生产销售应用全链条。 深挖存量，扩大特色和新型产品供给。针对绿色、健康、农村、国潮等新型和重点领域消费，加快特殊 膳食食品、休闲运动等产品研发创新，提升消费品能效、水效限定值标准，推广体育优品目录和历史经 典产品消费地图，开展名优产品巡展和下乡活动等。 细分 ...

2025年11月26日，工信部、商务部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》（以下简称《方案》）。 政策背景：解决供给和需求错配问题 《方案》提出，到2027年，消费品供给结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文化内涵、享誉全球的高品质消费 品；到2030年，供给与消费良性互动、相互促进的高质量发展格局基本形成，消费对经济增长的贡献率稳步提升。 当前，我国消费市场的低端供给过剩与高端供给不足并存的结构性矛盾日益凸显。 为实现上述目标，《方案》部署了拓展增量、深挖存量、细分市场、场景赋能、优化环境五方面19项重点任务，构建起全方位促消费政策体系。 11月27日国新办举行国务院政策例行吹风会上，工业和信息化部副部长谢远生表示，适配就是消费品生产供给端主动适应消费趋势变化，从产品设计开始 就精准匹配多元消费需求，实现供给和需求的双向奔赴，在质量、结构、效用等方面动态匹配。"老百姓想要什么、喜欢什么，政策就引导鼓励企业琢磨 什么、生产什么，以便广大消费者能买到称心如意的东西、享受到无微不至的服务，有利于企业生产的产品适销对路、优质优价。" 《方案》的出台 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, addressing structural mismatches and promoting high-quality consumption in China by 2027 [2][4]. Group 1: Implementation Measures - Five key measures are proposed to address supply-demand mismatches, including expanding new product supply, enhancing innovation in technology and models, and promoting flexible manufacturing [2][3]. - The plan emphasizes the development of new consumption scenarios and business models, such as curated retail and shared consumption, to foster a vibrant market environment [3][4]. Group 2: Market Potential - The plan anticipates the creation of three trillion-yuan-level consumption sectors and ten hundred-billion-yuan-level consumption hotspots by 2027, including areas like elderly products and smart connected vehicles [4][5]. - The consumer market is expected to diversify and show strong growth potential, particularly in cultural and creative products, which enhance cultural identity and satisfaction [4][6]. Group 3: Economic Contribution - By 2030, the plan aims to establish a high-quality development framework where supply and consumption interact positively, increasing consumption's contribution to economic growth [7][8]. - Recent data indicates a steady growth in retail sales, with a year-on-year increase of 4.4% in the first ten months of the year, reflecting a positive trend in consumer spending [7][8]. Group 4: Quality Improvement - The plan includes initiatives to improve the quality of consumer goods through technological innovation and enhanced standards, particularly focusing on the needs of vulnerable groups like the elderly and children [8][9]. - Regulatory bodies will strengthen the oversight of product quality and safety, ensuring that new products meet higher standards to adapt to changing consumer demands [8][9].

Group 1 - The article emphasizes the importance of enhancing the adaptability of supply and demand in consumer goods to promote consumption and achieve a dynamic balance between supply and demand [1] - By 2027, the plan aims to optimize the supply structure of consumer goods, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1] - The concept of "supply-demand adaptability" involves the supply side proactively adjusting to changes in consumer trends, ensuring that products meet diverse needs from the design stage [1] Group 2 - The article highlights that technological innovation, particularly the rise of artificial intelligence, is crucial for stimulating new demand and creating new markets, such as smart electric vehicles and smart home products [2] - It points out the structural issues in the supply side, where there is an excess of low-end products and a lack of high-end offerings, which hinders industrial upgrading [2] - The evolution of lifestyle, aesthetic values, and beliefs in developed countries drives changes in consumption patterns, indicating that these factors are essential for understanding consumer desires [2] Group 3 - The article suggests that cultural development should be strengthened to drive supply upgrades through evolving lifestyles and new demands, especially considering the potential of over 400 million middle-income individuals in China [3] - It notes the growing importance of the silver economy due to an aging population, while also highlighting the mismatch between product design and the diverse needs of older consumers [3] - The article concludes that consumption upgrades require not only technological revolutions but also a shift in societal values and lifestyles to create sustained new demand [3]

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with goals set for 2027 and 2030 to promote high-quality development and increase consumption's contribution to economic growth [1][2]. Group 1: Development Goals - By 2027, the plan targets the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1]. - By 2030, the goal is to establish a high-quality development pattern where supply and consumption interact positively, gradually increasing consumption's contribution to economic growth [1]. Group 2: Consumer Market Transformation - The consumer market in China is transitioning from total expansion to structural optimization, focusing on precise matching of product supply to the diverse needs of different demographics, including infants, students, young adults, and the elderly [1][4]. - The current consumption market is evolving towards higher quality, innovation, and sustainability, with an emphasis on smart and green products [3]. Group 3: Employment and Income - Improving corporate earnings can create more jobs, which in turn increases residents' income and enhances consumer purchasing power, providing intrinsic motivation for further consumption [2]. - Stabilizing employment and promoting income growth are essential for boosting consumer confidence and spending [6]. Group 4: Targeted Strategies - The plan emphasizes the importance of targeted strategies for different age groups to effectively stimulate consumption potential, particularly in health-related sectors [4]. - Companies are encouraged to adopt a mindset of differentiation and higher standards, focusing on brand value and customer experience to stand out in a competitive market [5]. Group 5: Sustainable Consumption Growth - The focus on enhancing consumer product quality and ensuring sustainable practices is crucial for driving new consumption growth points [6]. - Continuous innovation and quality improvement are necessary to meet evolving consumer demands and support economic growth [6].

Group 1 - The core viewpoint of the news is the implementation of a plan to enhance the adaptability of supply and demand in consumer goods, aiming for consumption upgrades to lead industrial upgrades and achieve a dynamic balance between supply and demand [1] - The plan outlines goals for 2027, including optimizing the supply structure of consumer goods, forming three trillion-level consumption fields, and ten hundred-billion-level consumption hotspots [1] - By 2030, the plan aims to establish a high-quality development pattern where supply and consumption interact positively, with a steady increase in the contribution of consumption to economic growth [1] Group 2 - The article highlights the role of technological innovation, particularly the rise of artificial intelligence, in creating new markets and driving consumption upgrades through the integration of AI with traditional products [2] - It points out the structural issues in the supply side, where there is an excess of low-end products and a lack of high-end supply, which affects the industrial upgrade process [2] - The article emphasizes the need for a transformation in consumer culture to support consumption upgrades, drawing on experiences from developed countries where lifestyle, aesthetic values, and values evolve to drive consumption changes [2] Group 3 - The article suggests that cultural development should be strengthened to drive supply upgrades through new demands arising from evolving lifestyles, particularly given the potential of over 400 million middle-income individuals in China [3] - It notes the emergence of new industries driven by changing lifestyles, such as camping gear and chain coffee, as well as the importance of addressing the needs of the aging population in the market [3] - The article concludes that consumption upgrades require not only technological revolutions but also a shift in societal values and lifestyles to create sustainable new demands and guide supply-side innovation [3]

"总体看，当前我国消费品供给已进入优质优价新发展阶段，基本满足了人民美好生活需要。但部分领 域供需结构性错配问题依然存在。"谢远生表示，如国内首饰、箱包、化妆品等领域高端品牌还比较 少；适应居民品质化、个性化需求的新产品创新应用和供给不足；部分消费热点尚未完全充分供给。 近日，工业和信息化部会同5部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》 （以下简称《实施方案》）。11月27日上午，国务院新闻办公室举行政策例行吹风会，工业和信息化部 副部长谢远生等介绍有关情况。 实现生产和消费从量到质的转变 《实施方案》提出，到2027年，形成3个万亿级消费领域和10个千亿级消费热点。 "一方面，通过提升产品品质、增加文化内涵、注入智能绿色元素，推动传统消费品'价值跃迁'；另一 方面，围绕新人群、新场景、新理念、新需求，创造全新的产品与服务。"谢远生表示，其中万亿级消 费领域包括老年用品、智能网联汽车、消费电子等，千亿级消费热点包括婴童用品、智能穿戴产品、化 妆品、健身器材、户外用品、宠物食品用品、民用无人机、潮玩、珠宝首饰与国潮服饰等。 聚焦供需错配的主要领域和环节，《实施方案》提出5个方面的举措。 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability and balance of supply and demand in the consumer goods industry, leveraging consumption upgrades to drive industrial upgrades and transforming China's manufacturing advantages into strong consumer momentum [1][4]. Supply Side Analysis - China has established a comprehensive consumer goods industrial system with over 100 products, including home appliances, automobiles, consumer electronics, and textiles, leading the world in production capacity [1]. - The country possesses rich experience in intelligent and green transformation, making its supply capabilities globally competitive [1]. Demand Side Analysis - The consumer goods sector is a basic necessity for people's livelihoods, covering essential needs such as clothing, food, housing, and transportation [1]. - China has the world's largest and most dynamic consumer market, with significant potential for domestic demand growth [1]. Structural Mismatch Issues - There exists a structural mismatch in the current supply and demand, characterized by an excess of low-end supply and a shortage of high-quality offerings, particularly in high-end footwear, cosmetics, and bags, which are heavily reliant on imports [2]. - The transition from old to new growth drivers is lagging, with insufficient technological innovation and a lack of new product supply to meet rapidly growing emerging demands [2]. Solutions for Mismatch - To address the supply-demand mismatch, it is essential to focus on the demand side by understanding consumer needs through big data and behavioral analysis [2]. - Companies should shift from a "produce first, find market later" approach to a model that accurately meets essential needs and follows consumer trends [3]. - Production should innovate to reduce costs and develop new products that balance affordability with quality, replacing price competition with value competition [3]. Multi-Channel Approach - Optimizing channel layouts in the distribution sector is crucial to match different consumer groups' preferences and manage inventory effectively [3]. - Establishing a supply-demand information platform and enhancing regulatory measures can help align production with effective supply [3]. - Consumer education and improved product transparency are necessary to address subjective factors contributing to demand mismatch [3]. Economic Growth Perspective - Consumption is a vital engine for economic growth, and supply-demand adaptability is key to unlocking this potential [4]. - With the implementation of policies like trade-in programs and continuous improvement in corporate innovation capabilities, the synergy between quality supply and upgraded demand can unleash more consumption potential and stimulate endogenous growth [4].

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, with a focus on high-quality development by 2030 [1] Group 1: Consumption Market Transformation - The Chinese consumption market is transitioning from total expansion to structural optimization, with a focus on matching product supply to the diverse needs of different demographics, including infants, students, young adults, and the elderly [1][5] - The plan emphasizes the importance of a strong domestic circulation system, where improved corporate earnings can lead to job creation and increased resident income, thereby enhancing consumer purchasing power [2] Group 2: High-Quality and Innovative Consumption - The plan highlights the shift towards high-quality, innovative, and green consumption, indicating a demand for smarter and more sustainable products [5] - The focus on precise supply-demand matching across all age groups aims to activate consumer potential and stimulate consumption dynamics [7] Group 3: Differentiation and Brand Value - Companies are encouraged to adopt a mindset of differentiation, emphasizing higher standards such as environmental sustainability, brand value, and enhanced product and service experiences [10] - The market's competitive mechanism will favor companies that can effectively meet consumer demands for quality and innovation [10] Group 4: Employment and Income Stability - To boost consumption, it is crucial to stabilize employment and promote income growth, which will enhance consumer purchasing power and alleviate concerns for households [12] - The plan aims to identify new growth points and dynamics in the industry while ensuring that quality improvements lead to sustainable consumption growth [12]

11月27日，国家统计局发布数据显示，1—10月份，全国规模以上工业企业实现利润总额59502.9亿元，同比增长1.9%。虽较1—9月回落1.3个百分点，但自8 月以来累计增速已连续三个月保持正向改善。其中，传统产业新质生产力发展成效初步显现，利润明显高于行业平均水平。 单月来看，10月份，规模以上工业企业利润同比下降5.5%。国家统计局工业司首席统计师于卫宁解读称，系受上年同期基数有所抬高、财务费用增长较快 等因素影响。前海开源基金首席经济学家、基金经理杨德龙关注了需求端，他认为，10月份，社会消费品零售总额增速相比上月有所下降，内需不足是影响 工业企业增长的重要原因。 值得一提的是，近日，工业和信息化部会同五部门联合印发了《关于增强消费品供需适配性进一步促进消费的实施方案》（以下简称《实施方案》），将有 利于企业生产的产品适销对路、优质优价，并激发消费潜力，促进经济循环畅通。 展望下一阶段，中国民生银行首席经济学家温彬对21世纪经济报道记者表示，在利润基数平稳、价格因素改善的共同作用下，预计工业利润累计增速仍将保 持正向改善，但受前期基数逐步抬升等因素制约，回升斜率可能趋于温和。 累计增速连增三个月 自今 ...