Core Viewpoint - The article emphasizes the dual approach of leveraging both "effective markets" and "proactive government" to support green low-carbon development, highlighting the importance of a collaborative effort in achieving sustainable growth [1][4]. Group 1: Green Production and Technology - Green production relies on technological innovation to replace high-carbon technologies with low-carbon or zero-carbon alternatives, which is essential for enhancing green supply [3]. - Countries are focusing on key emerging technologies related to renewable energy and low-carbon solutions, as seen in initiatives like the U.S. "Key and Emerging Technologies List 2024" and the EU's "Horizon Europe Strategic Plan 2025-2027" [3]. - There is a need to promote low-carbon technology applications and explore new energy storage solutions, such as virtual power plants, to advance clean production and circular economy practices [3]. Group 2: Green Consumption - The transition to low-carbon consumption depends on both green technologies that reduce energy consumption and the preservation of traditional green lifestyles [3]. - It is crucial to stimulate green consumption awareness and behaviors to enhance the scale and structure of green consumption [3]. - Initiatives promoting resource conservation and waste classification are essential for fostering a green lifestyle and building a beautiful China [3]. Group 3: Policy and Institutional Support - A robust institutional framework is necessary to support green low-carbon development, which includes effective market mechanisms and proactive government policies [4]. - Policies related to taxation, pricing, finance, land use, and government procurement should be aligned to facilitate green development [4]. - Establishing standards for green product design, procurement, and manufacturing, along with a certification system, is vital to eliminate misleading green claims [4].

绿色低碳发展既要充分发挥"有效市场"在资源配置中的决定性作用，也要更好发挥"有为政府"在宏观经 济治理中的管理和服务作用，"两手发力"为绿色发展提供坚实支撑。 河北保定推进"公园+"模式，让市民共享绿色生活；青岛高新区鼓励引导企业进行绿色化改造，打造绿 色工厂、绿色供应链……一段时间以来，不少地区采取积极举措，发力绿色产业，创新绿色科技，主动 推行绿色生产生活方式。加快形成绿色生产生活方式，与我们每个人息息相关，是全面绿色转型的根本 所在，也是实现高质量发展、构建人与自然和谐共生的现代化的重要支撑。 我国坚持绿水青山就是金山银山的理念，坚持走绿色低碳循环发展之路，生产生活绿色低碳转型成效显 著。当前，我国已建成全球最大、最完整的新能源产业链，为全球提供了70%的光伏组件和60%的风电 装备，电动汽车、锂电池、光伏产品等优质产能，为世界绿色发展提供了重要助力。随着我国居民消费 从主要解决"有没有"向实现"好不好"转变，消费多元化、品质化、个性化特征日益凸显，共享出行、可 回收的网购包装、光盘打卡等低碳生活逐步成为社会新风尚。 应该看到，我国当前生产生活方式绿色低碳发展仍有很长的路要走。从供给侧来看，受制于不够成 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand for consumer goods, further promoting consumption in China, with a focus on innovation, product quality, and market segmentation [1][4][16]. Group 1: Key Tasks - The plan outlines five main areas with 19 key tasks to boost consumption [4]. - The first area focuses on expanding new technologies and innovative applications, including the promotion of efficient manufacturing models and the integration of artificial intelligence [5][18]. - The second area emphasizes deepening the supply of unique and new products, such as green products and health innovations [5][20][22]. - The third area targets market segmentation to meet diverse consumer needs, including enhancing offerings for children, students, and the elderly [6][24]. - The fourth area aims to cultivate new consumption scenarios and business models, promoting flagship stores and new retail formats [7][26]. - The fifth area seeks to optimize the development environment through financial support and market regulation [8][28]. Group 2: Goals and Future Outlook - By 2027, the plan aims to optimize the structure of consumer goods supply, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [17]. - By 2030, a high-quality development pattern of mutual promotion between supply and consumption is expected to be established, with a steady increase in consumption's contribution to economic growth [17]. Group 3: Market Reaction - Following the announcement of the plan, retail concept stocks surged, with companies like Dongbai Group and Guoguang Chain experiencing significant stock price increases [9].

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" ...

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].

Core Insights - VOSS, a high-quality drinking water brand from Norway, is leading the green transformation in the industry by launching recyclable aluminum can packaging for its sparkling mineral water in China, promoting a "plastic replacement" initiative [1] - The brand emphasizes "high quality and sustainability" as its dual engines, continuously innovating in product and experience while focusing on quality, scenarios, and environmental protection [1][3] Brand Values - VOSS's brand narrative reflects a deep dialogue from the Norwegian rock layers to urban life, encapsulating three core values: "natural purity," "pioneering spirit," and "calmness" [3] - The brand's commitment to local development is highlighted by its choice of Shennongjia in Hubei as its only recognized natural mineral water source outside Norway since 2016, ensuring a balance between quality and nature [3] Market Trends - The Chinese market is shifting from "functional consumption" to "quality consumption," with consumers increasingly concerned about the source, composition, and environmental attributes of water [7] - VOSS sees opportunities in enhancing daily experiences into more ritualistic and quality-oriented moments, particularly in fine dining and high-quality lifestyle scenarios [9][11] Sustainability Initiatives - VOSS is committed to long-term practices in water source management, ecological protection, green packaging, and corporate social responsibility [4] - The brand's focus on "design aesthetics + sustainable responsibility" is evident in its use of recyclable aluminum cans, making sustainability a visible and participatory aspect for consumers [9][11] Future Strategies - VOSS plans to focus on three key areas in the Chinese market: maintaining high-quality water sources that reflect Nordic purity, enhancing channel collaboration to solidify its positioning in high-end hotels and fine dining, and integrating high-quality lifestyle attitudes with social responsibility [12]

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 ...