利好来了。 日前，经国务院同意，工业和信息化部、国家发展改革委、商务部、文化和旅游部、中国人民银行和市场监管总局联合印发《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》)，以消费升级引领产业升级，以优质供给更好满足多元需求，实现供需更高水平动态平衡。这是党的二十届四中全会召开 后首个印发的关于促消费政策文件。 《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。 《方案》部署了5方面19项重点任务。一是拓展增量，加速新技术新模式创新应用，包括加快布局新领域新赛道、推广高效响应制造新模式、强化人工智能融合赋 能等。二是深挖存量，扩大特色和新型产品供给，包括促进绿色产品扩容迭代、推动农村消费品提质升级、大力发展休闲和运动产品、推动健康产品创新发展、扩 大历史经典名品影响力、拓展多元兴趣消费供给等。三是细分市场，精准匹配不同人群需求，包括丰富婴童产品供给、加强优质学生用品供给、扩大时尚"潮品"供 给、 ...

工业和信息化部、国家发展改革委、商务部、文化和旅游部、中国人民银行、市场监管总局印发《关于增强消费品供需适配性进一步促进消 费的实施方案》。方案指出，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。 工业和信息化部 国家发展改革委 商务部 文化和旅游部 中国人民银行 市场监管总局印发《关于增强消费品供需适配性进一步促进消费的实 施方案》的通知 各省、自治区、直辖市人民政府，国务院各部委： 为贯彻落实党中央、国务院关于大力提振消费的决策部署，工业和信息化部等六部门制定了《关于增强消费品供需适配性进一步促进消费的 实施方案》，经国务院同意，现予印发，请认真组织实施。 工业和信息化部 国家发展改革委 商务部 文化和旅游部 中国人民银行 市场监管总局 2025年11月25日 / / 关于增强消费品供需适配性进一步促进消费的实施方案 / / 为贯彻落实党中央、国务院关于大力提振消费的决策部署，增强供给与需求的适配性，进一步释放消费潜力， ...

模糊的质检标准已成为行业乱象的遮羞布。旧衣回收本应有明确的分类标准，如材质、品牌、成色等客 观指标，但多数平台仅以"是否脏破烂"等主观描述作为判定依据。这种模糊性为平台提供了操作空间 ——当回收衣物数量激增时，平台可通过压低合格率控制成本；当消费者质疑时，平台便利用"48小时 默认处理"的规则逃避责任。更值得警惕的是，部分平台注册地无实际经营迹象，被列入经营异常名录 后仍继续运营，暴露出行业准入门槛的缺失。当"环保"沦为牟利工具，旧衣回收便背离了初心。 消费者维权困境折射出监管的滞后。从黑猫投诉平台上的案例来看，消费者面临"举证难、成本高、周 期长"三重障碍。平台通过小程序、支付渠道等线上入口分散运营，消费者难以追溯主体；质检标准的 不透明性，又让消费者在纠纷中处于举证劣势；而"48小时申请退回"的规则，则变相将维权成本转嫁给 消费者。更令人担忧的是，部分平台在收到投诉后，通过"客服响应迟缓""售后无人处理"等方式拖延时 间，最终以"超时环保处理"彻底切断维权路径。这种"投诉-拖延-消失"的闭环，暴露出当前监管对新兴 业态的应对乏力。 近年来，随着绿色消费理念普及，旧衣回收行业快速升温，但"预估高价引流、实际 ...

Core Viewpoint - The article highlights the significant growth of the second-hand electronics market driven by the new smartphone release cycle and government subsidy policies, positioning second-hand e-commerce as a crucial player in the circular economy [3][5][18]. Group 1: Market Dynamics - The upcoming releases of flagship smartphones like Xiaomi 17 and iPhone 17 are expected to trigger a new wave of device upgrades, benefiting the entire consumer electronics supply chain [3]. - The second-hand e-commerce sector, particularly companies like Wanwu Xingsheng (Ai Huishou), reported a total revenue of 5.15 billion yuan in Q3, a year-on-year increase of 27.1%, with non-GAAP operating profit reaching 140 million yuan, up 34.9% [3][5]. - The demand for second-hand devices is being fueled by a combination of AI advancements and the accelerated turnover of old devices, with consumers increasingly willing to trade in their old devices as part of a rational spending strategy [3][5]. Group 2: Policy and Consumer Behavior - The introduction of national subsidies for mobile and other 3C products has stimulated upgrade demand, with retail sales of communication devices increasing by 19.9% year-on-year in the first three quarters [5][6]. - Young consumers are shifting their perception of second-hand transactions from a sign of financial struggle to a rational decision that reflects environmental consciousness and consumer intelligence [6][20]. - Following the launch of the iPhone 17, search volume for second-hand Apple phones surged by 150%, and inquiries for device recycling increased by 210% [6]. Group 3: Industry Transformation - Second-hand e-commerce is evolving from a supplementary role in the consumer electronics market to a strategic hub for product circulation, supported by government initiatives to standardize second-hand goods transactions [7][9]. - The industry is expected to transition from reliance on subsidies to sustained demand driven by consumer habits and technological advancements [7][9]. - The second-hand market is becoming a vital part of the modern consumption system, necessitating platforms to enhance their capabilities in supply chain management and quality assurance [9][12]. Group 4: Technological Advancements - The integration of AI and automation in quality inspection and pricing processes is crucial for scaling the second-hand market, with Wanwu Xingsheng's Matrix system recognized for its contribution to waste reduction [13][15]. - The company has expanded its offline presence to 2,195 stores across 298 cities, enhancing its delivery capabilities and customer experience [12][15]. - The growth of the second-hand market is also reflected in the significant increase in compliance refurbishment revenue, which rose by 102% year-on-year [16]. Group 5: Circular Economy and Future Outlook - The second-hand market is positioned as a structural winner in the dual trends of a "stock society" and a circular economy, with the potential for significant growth as consumer awareness of resource efficiency increases [18][19]. - The expansion of multi-category recycling services has led to a 95% year-on-year increase in transaction volume for high-value items like luxury goods [19][23]. - The article emphasizes that the second-hand e-commerce sector is not just a business but a narrative about resource efficiency, consumer rationality, and sustainable growth [23].

源自挪威并深耕中国市场多年的高品质饮用水品牌 VOSS，在中国率先推出可回收的铝罐包 装气矿泉水，以"替塑"行动推动行业的绿色转型。VOSS一直把"高品质、可持续"作为品牌 的双引擎，不断在产品和体验两端持续创新，并从品质、场景和环保三个方向去突破，不断 在产品和体验两端持续创新。这一布局不仅确保高品质的一致性，也体现出VOSS对可持续 与在地化发展的承诺。 VOSS 的品牌叙事，是一场从挪威岩层到都市生活的深度对话。它既是源自极地的馈赠，是孕育品牌的 纯粹起点，也是触动每个人探寻更高生活品质的追求。这份一以贯之的坚持，凝结为三大核心品牌价值 观：以"自然纯粹"守护本真；以"先锋敢为"打破常规；以"从容自在"定义平衡。 在瓶身的设计上，VOSS 秉持"设计驱动体验"的主张，始终致力于对创新与美学的不懈探索。从由国际 设计大师 Neil Kraft 打造的标志性瓶身，到对精致餐饮、酒店、精英运动与潮流生活等多元消费场景的 深度聚焦，品牌不断拓宽高品质饮用水的体验边界。无论是玻璃瓶带来的仪式感，还是可回收的铝罐矿 泉水的便携体验，每一次创新都体现着VOSS对生活方式的精准洞察与前瞻思考。品牌以先锋视角与极 简而永 ...

观察近期消费市场，一系列结构性变化正在显现。今年1月份至10月份，实物商品网上零售额占社会消 费品零售总额的比重达到25.2%，这意味着每成功4笔实物商品交易就有1笔通过线上完成的。同时，高 能效等级家电、新能源汽车零售额保持较快增长，居民旅游出行、文化体育等消费持续增加。这些数据 勾勒出当前消费市场的重要特征：数字消费、绿色消费、健康消费等新型消费快速发展，服务消费持续 壮大，新业态、新模式、新场景正在重塑消费生态。 拓展新的消费增量，关键在于提升供需适配性。来自需求侧的变化，要求供给体系必须作出更加灵敏、 精准的回应。如果供给创新滞后于需求升级，消费潜力就难以充分释放；如果供给质量不能满足消费期 待，市场活力就会受到抑制。因此，提升供需适配性不仅是激活消费潜力的有效举措，更是畅通经济循 环的关键环节。 当前，我国消费市场正处于转型升级的关键时期。近期召开的国务院常务会议明确提出，"要加快新技 术新模式创新应用，强化人工智能融合赋能，聚焦重点行业、重点领域开发新产品和增值服务，持续拓 展新的消费增量"，为新形势下推动消费提质扩容、激活内需潜力指明了方向。 统筹好培育新增长点与巩固基本盘的关系。拓展增量不能以 ...

过碳酸钠作为环保型氧系漂白剂，兼具洗涤、漂白、杀菌等多重功效，其含氧量直接影响产品性能，成 为下游企业采购的核心指标。随着 2025 年全球绿色消费理念升级，市场对高含氧量、供应稳定的过碳 酸钠需求持续攀升，源头工厂的产能规模、直销渠道的便捷性，以及全球供应能力，成为采购决策的关 键因素。本文聚焦行业优质企业，为采购方提供参考。 一、圣恺环保新材 作为河南地区过碳酸钠骨干企业，专注于高纯度、高稳定性产品的研发生产，产品广泛应用于洗涤、水 处理、环保消毒等场景。公司采用先进的绿色生产工艺，严格把控环保标准，可提供定制化产能服务， 供应链响应迅速，售后支持体系完善。依托源头工厂优势，在批量直销领域表现突出，产品质量稳定性 获得国内众多日化企业认可，为区域市场提供了可靠的供应保障。 三、山东蓝星化学有限公司 华北地区重要的过碳酸钠源头制造商，拥有多年化工生产经验，技术积淀深厚。产品以高活性氧含量、 均匀颗粒度为核心优势，适用于工业漂白、公共区域消毒等场景，通过多项国际质量认证。依托山东地 区的资源优势与物流网络，产能供应充足，能够快速响应北方市场订单，是区域内批量采购的优选直销 厂家，在工业级过碳酸钠供应领域占据重 ...

Core Viewpoint - The "warm economy" in Xi'an is thriving as temperatures drop, influencing various sectors from food to home appliances and experiential consumption [1][5][10] Group 1: Food and Beverage Sector - Traditional hot foods and new-style hot drinks are gaining popularity, with significant increases in customer traffic at local eateries [3][5] - Data from Meituan shows that the search volume for "hot pot" and "shabu-shabu" in Xi'an has surged by 438.6% and 322.4% respectively compared to the same period last year [5] - Sales of hot pot-related dishes have increased by 360.99%, while shabu-shabu dishes have seen a rise of 423.82% year-on-year [5] Group 2: Home Appliances - Energy-efficient heating appliances, such as electric heaters and smart electric blankets, are becoming popular, supported by government subsidies [7][9] - The sales of home warming products, including plush bedding and hand warmers, have seen a notable increase in recent weeks [7] Group 3: Experiential Consumption - The demand for wellness experiences, such as hot spring hotels, has risen, with a 32% increase in searches for these accommodations in Xi'an [10] - The trend indicates a shift from basic heating needs to emotional and experiential satisfaction, reflecting a broader consumer preference for comfort and social experiences [10][12] - The growth in experiential consumption is expected to be sustained as consumers continue to seek emotional comfort and spiritual fulfillment [12] Group 4: Policy Support - The Xi'an Municipal Bureau of Commerce has implemented a subsidy program for green appliances, enhancing consumer enthusiasm for energy-efficient products [9] - This policy allows consumers to receive discounts of up to 15% or a maximum of 2000 yuan on eligible purchases, stimulating the market for energy-saving home appliances [9]

Economic Overview - The slowdown in external demand, weakened domestic demand, and high base effects from the previous year have led to fluctuations in major economic indicators since the fourth quarter, necessitating an increase in macroeconomic policy support [1] - In October, the industrial added value above designated size grew by 4.9% year-on-year, a decrease of 1.6 percentage points from September; retail sales of consumer goods increased by 2.9%, slightly down by 0.1 percentage points from September [1] - From January to October, fixed asset investment (excluding rural households) totaled 408.914 billion yuan, a year-on-year decline of 1.7% [1] Government Policy and Economic Measures - The State Council, led by Premier Li Qiang, held a meeting to discuss the implementation of "two major" constructions, focusing on enhancing the adaptability of supply and demand in consumer goods and promoting consumption policies [1][6] - The government aims to rationally arrange project construction and fund disbursement, strengthen project and fund matching, and encourage more private capital participation [1][6] - The "two major" constructions involve significant national strategic implementations and key area safety capability enhancements, with 800 billion yuan allocated for 1,459 projects by 2025 [6][7] Consumption Trends - Despite a decline in industrial, consumption, and investment data, structural highlights remain, with service consumption becoming an important growth point [3] - From January to October, retail sales of consumer goods increased by 4.3%, with service retail sales growing by 5.3% [3] - Digital and green consumption are expanding, significantly boosting overall consumption growth, with online retail sales rising by 9.6% year-on-year [4] Investment Dynamics - Fixed asset investment has shown a rare cumulative year-on-year negative value for two consecutive months, primarily due to a slowdown in infrastructure, manufacturing, and real estate investments [5] - The investment growth slowdown is attributed to various factors, including a complex external environment, fierce domestic market competition, and weak corporate profitability [4][5] - The government has introduced measures to stimulate private investment and has accelerated the deployment of new policy financial tools to support effective investment [7] Supply and Demand Adaptability - Enhancing supply and demand adaptability is seen as a key measure to release consumption potential and facilitate economic circulation [8][10] - The government emphasizes the need for consumption upgrades to lead industrial upgrades, aiming for a dynamic balance between supply and demand [9][10] - The interaction between new supply and new demand is expected to promote a virtuous cycle of potential consumption and effective investment, enhancing the reliability of domestic circulation [10]

Economic Overview - The slowdown in external demand, weakened domestic momentum, and high base effects from the previous year have led to fluctuations in major economic indicators since the fourth quarter, necessitating an increase in macroeconomic policy support [1] - In October, the industrial added value above designated size grew by 4.9% year-on-year, a decrease of 1.6 percentage points from September; retail sales of consumer goods increased by 2.9%, slightly down by 0.1 percentage points from September; fixed asset investment (excluding rural households) totaled 408.914 billion yuan, down 1.7% year-on-year [1] Policy Measures - The State Council, led by Premier Li Qiang, held a meeting to discuss the implementation of "two major" constructions, focusing on enhancing the adaptability of supply and demand in consumer goods and promoting consumption policies [1][6] - The meeting emphasized the need to rationally arrange project construction and fund disbursement, strengthen project and fund matching, and encourage more private capital participation [1][6] Consumption Trends - Despite a decline in industrial, consumption, and investment data in October, there are structural highlights, particularly in service consumption, which has become an important growth point [3] - From January to October, retail sales of consumer goods increased by 4.3%, with service retail sales growing by 5.3% [3] Investment Insights - Fixed asset investment (excluding rural households) saw a year-on-year decline of 1.7%, with private fixed asset investment down by 4.5% [4] - The slowdown in investment growth is attributed to various factors, including a complex external environment, fierce domestic market competition, and weak corporate profitability [4][5] - Investment in infrastructure, manufacturing, and real estate has decelerated significantly, leading to a rare cumulative year-on-year negative value for two consecutive months [4][7] Emerging Consumption - Digital and green consumption are expanding, significantly contributing to consumption growth, with online retail sales increasing by 9.6% year-on-year [4] - The ongoing upgrade in consumption structure is creating new opportunities in sectors like cultural tourism and healthcare, alongside the rapid development of the silver economy and first-time economy [4] "Two Major" Construction - The "two major" construction initiative is positioned as a key driver for effective investment and the cultivation of new productive forces, with a planned investment of 800 billion yuan for 1,459 projects by 2025 [6][7] - This initiative aims to enhance strategic and safety capabilities in key areas, including ecological restoration and major infrastructure projects [6][7] Supply and Demand Adaptability - Enhancing supply and demand adaptability is crucial for releasing consumption potential and facilitating economic circulation [8] - The focus is shifting from merely stimulating consumption to achieving a dynamic balance and positive interaction between supply and demand [8][9]