当市场抱怨消费疲软时，一个巨大商机已浮出水面。国家正通过切换解法，进一步发掘消费潜力，满足 人们更高水平的消费需求。 11月14日的国常会部署增强消费品供需适配性，给出了提振消费新思路。从"刺激买"转变为"精准供"。 "AI"和"新场景"两大核心，将共同打造消费增长"新引擎"。 个性化需求正在成为新的增长点。在供给端，会议提出，升级安全绿色标准，打造柔性工厂。人工智能 将为供需对接赋能，精准挖掘消费需求，与柔性工厂共同提供定制产品，满足更高层次需求。 消费是经济增长重要引擎，连着宏观经济和千家万户。随着人工智能与消费新场景的发展，供需适配性 不断增强，新消费新生活正在到来。 （文章来源：21世纪经济报道） 今年9月，商务部财政部发文，支持业态创新、模式创新。包括商圈向多元消费场景升级，发展夜间经 济、特色商业街优化升级等。 高水平供需平衡将带来充沛消费动能。商务部数据显示，2024年示范商圈客流量超4000亿人次，营收超 5000亿元，有效支撑促消费扩内需。 人工智能与智能家居、机器巡检、智慧物流也正在改变人们生活。专家预计，AI+情感经济、全场景互 联成未来发展趋势。 在场景端，会议提出要培育消费新场景、新 ...

消费作为经济增长的重要引擎，一头连着宏观经济，一头连着千家万户。 11月14日，国务院总理李强主持召开国务院常务会议，部署增强消费品供需适配性进一步促进消费政策 措施。消费新场景新业态、人工智能融合赋能成为两大关键词。 中国数实融合50人论坛智库专家洪勇向21世纪经济报道记者表示，此次国常会部署消费政策的亮点，是 从传统的"拉动需求"转向"优化供给结构"，强调通过提升供给质量来释放消费潜力。"增强供需适配 性"意味着消费政策从过去强调"刺激买"转向强调"提供更适合消费者想买的产品"。从总量扩张逻辑迈 向结构优化逻辑，体现了消费治理的转变。 "特别是提出以消费升级引领产业升级、通过标准提升、柔性制造、特色供给实现更高水平的供需动态 平衡，本质是推动中国消费从'有没有'迈向'好不好''合不合适'，将成为构建高质量内需体系的关键抓 手。"洪勇说。 打造消费新场景新业态 国家统计局数据显示，今年1—10月，社会消费品零售总额412169亿元，增长4.3%；10月份社会消费品 零售总额46291亿元，同比增长2.9%。专家指出，10月份社零增速放缓，反映出传统大宗消费动力不 足，而特色消费、品质消费、个性消费尚未充分释 ...

消费作为经济增长的重要引擎，一头连着宏观经济，一头连着千家万户。 11月14日，国务院总理李强主持召开国务院常务会议，部署增强消费品供需适配性进一步促进消费政策 措施。消费新场景新业态、人工智能融合赋能成为两大关键词。 中国数实融合50人论坛智库专家洪勇向21世纪经济报道记者表示，此次国常会部署消费政策的亮点，是 从传统的"拉动需求"转向"优化供给结构"，强调通过提升供给质量来释放消费潜力。"增强供需适配 性"意味着消费政策从过去强调"刺激买"转向强调"提供更适合消费者想买的产品"。从总量扩张逻辑迈 向结构优化逻辑，体现了消费治理的转变。 "特别是提出以消费升级引领产业升级、通过标准提升、柔性制造、特色供给实现更高水平的供需动态 平衡，本质是推动中国消费从'有没有'迈向'好不好''合不合适'，将成为构建高质量内需体系的关键抓 手。"洪勇说。 21世纪经济报道 记者周潇枭 见习记者张旭 北京报道 具体来看，包括商圈向多元消费场景升级、发展夜间经济、特色商业街优化升级，打造特色消费场景等 方面。 目前，上述建设已经取得了一些进展。商务部数据显示，2024年，全国示范步行街（商圈）共实现客流 量超4000亿人次、营 ...

Core Insights - Consumption remains a key driver of economic growth, with a high contribution rate to GDP growth in recent years [1] - The focus on expanding domestic demand is essential, which includes increasing disposable income, stabilizing employment, and enhancing public service supply [1] - The current economic environment faces challenges of local supply surplus and relatively insufficient consumption [1] Group 1: Economic Strategy - The "14th Five-Year Plan" emphasizes the mutual traction between supply and demand, aiming for a higher level of dynamic adaptation [1] - The commercial circulation industry is crucial in connecting supply and demand, needing to guide manufacturing to optimize supply structure [1] Group 2: Regional Development - Anhui Province has seen significant improvements in its commercial circulation system, with plans to cultivate over 50 large commercial circles and establish 79 provincial-level characteristic commercial streets [1] - The province aims to attract over 200 brand flagship stores annually [1] Group 3: Innovation and Digitalization - Emphasis on innovation across various sectors, including product, technology, culture, and integration innovation [2] - The integration of digitalization and artificial intelligence in retail is highlighted as a key development direction for the commercial circulation system [2] Group 4: Green Development - The importance of green development, environmental protection, and circular economy is stressed, with suggestions for enhancing green consumption incentives and improving the recycling system [2] - The shift in commercial focus from merely selling products to providing services is noted, with considerations for enhancing community living circles and services for specific demographics [2] Group 5: Rural Economic Growth - The rapid growth of the county economy in Anhui Province presents significant opportunities for further development in the retail sector, particularly in rural areas [2]

中国数实融合50人论坛智库专家洪勇向《证券日报》记者表示，供需适配指的是供给与需求之间在结 构、质量、效率等方面的动态匹配，其核心在于通过精准、优质的供给来满足多元化、个性化的消费需 求，从而形成"需求牵引供给、供给创造需求"的良性循环。 上述会议提出，要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。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。要积极支持企业扩大特色、高品质消费品供给，加快安全、性能、绿 色等标准更新升级，完善认证体系。要围绕细分市场精准匹配不同人群需求，发展一批柔性制造工厂， 推动生产高效响应消费者个性化需要。要培育消费新场景新业态，丰富消费金融产品和服务，营造良好 消费环境。 11月14日召开的国务院常务会议，部署增强消费品供需适配性进一步促进消费政策措施。会议指出，增 强供需适配性是进一步释放消费潜力、畅通经济循环的有效举措。 朱克力认为，消费市场不是简单的买卖关系，而是消费者用脚投票的动态过程。围绕细分市场精准匹配 需求，本质是消费升级背景下的产业变革。当生产端能高效响应个性化需 ...

"这是发挥政府投资撬动作用的一个重要方面，也是拓宽民间投资领域，优化营商环境的具体体现。"王 青预计，"十五五"期间，在"两重"建设带动下，基建投资会保持适度增速，在补短板、强基础、持续推 进经济转型升级的同时，切实发挥好逆周期调节作用。 会议指出，要把"两重"建设放在"十五五"全局中谋划和推进，牢牢把握战略性、前瞻性、全局性要求， 强化部门协同，注重软硬结合，推动国家重大战略深入实施、重点领域安全能力稳步提升。要优化项目 审核，更加注重创新要素投入、无形资产投资，促进新质生产力发展。要健全项目协调推进机制，严格 工程质量和安全管理，同步做好资产管理、后续运维等工作。 东方金诚首席宏观分析师王青接受上证报记者采访表示，国务院常务会议研究深入实施"两重"建设有关 工作，这意味着"两重"建设将在"十五五"时期持续推进，而且为其提供资金支持的超长期特别国债发行 规模有可能逐步扩大。 王青分析表示，未来五年，"两重"建设将作为扩大有效投资、培育新质生产力的重要抓手，同时也是积 极财政政策的一个重要发力点。 会议指出，要合理安排项目建设与资金拨付节奏，强化项目和资金匹配，积极撬动超长期贷款、政策性 金融等资金，引导更多 ...

新华社北京11月14日电（记者谢希瑶）11月14日召开的国务院常务会议，部署增强消费品供需适配 性进一步促进消费政策措施。 "对于供给端生产者来说，消费新需求里蕴含着发展新机遇。"董超认为，企业要善于从消费新趋势 中找到供给新方向，以更优质的服务、更新颖的业态、更多元的场景满足消费新需求。 供求关系是市场经济运行中的重要关系。会议指出，增强供需适配性是进一步释放消费潜力、畅通 经济循环的有效举措。 国务院发展研究中心市场经济研究所市场流通研究室主任、研究员陈丽芬认为，我国居民消费从注 重量的满足转向质的提升，多元化、个性化、品质化消费趋势凸显，消费者愿意为满足情绪价值的好产 品、好场景、好体验支付溢价。这就要求推动产业升级与消费升级互促共进，以新需求引领新供给，以 新供给创造新需求，从而促进形成消费和投资、供给和需求的良性互动。 "供需适配是指通过提升供给与需求的匹配度，从而解决低端供给过剩、优质供给不足的供需错位 问题，进一步打通制约消费的卡点堵点，畅通经济循环，释放消费潜力。"商务部研究院流通与消费研 究所所长董超说。 "适"在于适应大环境，"配"要求主动作为。"要以消费升级引领产业升级""要加快新技术新 ...

Core Viewpoint - Sichuan Province has introduced the "Implementation Plan for Promoting Trade-Industry Integration Development" to enhance the synergy between trade and industry, addressing bottlenecks in trade and industrial adaptation [1][2]. Group 1: Trade-Industry Integration - The plan focuses on four main areas: precise alignment of "Sichuan-made" products with domestic and international market demands, enhancing the trade's role in driving industry, promoting innovation in trade models, and solidifying the development framework for trade-industry integration [1][2]. Group 2: Market Expansion Strategies - For international market expansion, the plan emphasizes identifying target countries, exploring suitable trade products, and improving international marketing networks. For domestic market integration, it focuses on strengthening cooperation in key regions, integrating into essential domestic supply chains, and enhancing regional modern commercial circulation systems [1][2]. Group 3: Enhancing Trade's Role - The plan proposes measures to enhance trade's role in industry by expanding the import of key technologies and goods, promoting supply-demand matching driven by market needs, internationalizing Sichuan standards and brands, and strengthening the trade entity workforce [1][2]. Group 4: Innovation in Trade Models - To foster trade model innovation, the plan suggests accelerating the integration of "cross-border e-commerce + industrial belts," extending the industrial value chain to activate new service trade dynamics, and leveraging the green transformation of industries to create new competitive advantages in trade [2]. Group 5: Development Framework - The plan aims to solidify the development framework for trade-industry integration by utilizing free trade pilot zones for comprehensive innovation, cultivating benchmark trade-industry integration parks, and enhancing the professionalism and effectiveness of trade-related exhibitions [2]. Group 6: Addressing Capacity and Order Issues - As the first province in the country to systematically plan trade-industry integration and issue a specialized plan, Sichuan will establish a regular information exchange mechanism between trade platforms and production enterprises to improve market trend forecasting, personalized customization, small batch quick returns, and convenient delivery capabilities [2].

Core Viewpoint - The new "Work Plan for Stable Growth in the Petrochemical Industry (2025-2026)" aims to address challenges and promote high-quality development in the petrochemical sector through innovation, efficiency improvement, demand expansion, and collaboration among various stakeholders [1][2]. Group 1: Industry Overview - The petrochemical industry is a crucial pillar of the national economy, with significant economic volume and high industrial correlation, impacting industrial stability and economic operation [1][5]. - China has become the world's largest producer and consumer of petrochemical products, with the industry's added value expected to account for 14.9% of industrial output in 2024, growing at a rate of 6.6%, which is 0.8 percentage points higher than the industrial average [1]. Group 2: Current Challenges - The industry faces intensified competition in basic organic raw materials, insufficient supply of high-end fine chemicals, slowing domestic demand growth, and increasing external uncertainties [2][5]. - Current domestic chemical product price indices, profit margins, and industry valuations are at low levels, while global demand for chemical products remains weak [2]. Group 3: Strategic Goals - The Work Plan sets a target for the petrochemical industry's added value to grow by over 5% annually from 2025 to 2026, with a focus on stabilizing economic benefits and enhancing technological innovation capabilities [2][7]. - Emphasis will be placed on improving the quality and safety of production, reducing pollution and carbon emissions, and transitioning chemical parks from standard construction to high-quality development [2][7]. Group 4: Key Initiatives - The plan includes supporting key product breakthroughs in electronic chemicals and high-end polyolefins, and promoting the upgrade of bulk products like coatings and pesticides [3][8]. - It aims to expand market demand by organizing supply-demand matching activities and exploring consumption potential in traditional sectors like construction and automotive, as well as emerging fields such as new energy and robotics [3][15]. Group 5: Investment and Policy Support - The plan calls for scientific control of major project construction, particularly in refining and ethylene production, and emphasizes the need for safety upgrades in aging facilities [11][12]. - It encourages the use of long-term special bonds and other policy channels to support technological innovation and equipment upgrades in the petrochemical sector [19].

Core Viewpoint - The popularity of the "Super League" has significantly impacted the tourism market, with companies like Pop Mart experiencing stock price surges due to the success of their LABUBU toy line, indicating a broader trend in consumer spending towards quality and experience rather than just quantity [1] Group 1: Market Trends - There is a shift in consumer behavior from focusing on quantity to pursuing quality in consumption [1] - The consumption pattern is evolving from primarily goods-based to a balanced emphasis on both goods and services [1] Group 2: Business Opportunities - Companies need to be adept at capturing emerging trends to enhance their supply-side adjustments [1] - The ability to provide higher quality services, innovative business models, and diverse scenarios is essential to meet new consumer demands [1]