0:00 在海南生态软件园，基于人工智能和虚拟现实技术的数字疗法，或可为有"星星的孩子"之称的孤独症患 儿带去希望。（记者 王志锋 董泽扬 孟凡盛） 来源：人民日报客户端 ...

Group 1 - The core viewpoint of the news is the release of the "Guiding Opinions on Vigorously Developing Digital Consumption to Co-create a Better Life in the Digital Age" by the Ministry of Commerce and eight other departments, focusing on collaborative efforts from both supply and demand sides with 14 tasks proposed [1][2] - The opinions emphasize enhancing digital service consumption by encouraging the use of technologies such as artificial intelligence, virtual reality, and augmented reality in cultural and tourism venues to create immersive and experiential consumption scenarios [1] - The document outlines the implementation of a national digital education strategy to expand access to quality educational resources and improve public service capabilities in education [1] Group 2 - The opinions highlight the importance of strengthening financial support for digital consumption, encouraging government financing guarantee institutions to provide credit enhancement support for small and micro enterprises in the digital consumption sector [2] - Financial institutions are encouraged to collaborate with digital consumption and payment enterprises to develop financial products and services tailored to the characteristics of digital consumption [2] - The document calls for local governments to reduce financing costs for digital consumption enterprises through interest subsidies and risk compensation, aiming to create a favorable environment for digital consumption [2]

大力发展数字消费。 近日，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》（以下简称《指导意见》）。《指导意见》全面贯彻落实党 中央、国务院决策部署，发挥超大规模市场优势，扩大数字消费多元化供给，创新和丰富数字消费场景，促进数字消费更高水平供需动态平衡，激发和增 强社会经济活力，共创数字时代美好生活。 《指导意见》聚焦供需两侧协同发力，从4方面提出14项任务举措。一是丰富数字消费领域供给。扩大数字产品消费，提升数字服务消费，创新数字内容 消费，拓展数字消费渠道，以数字消费新供给激发消费新需求。二是培育壮大数字消费经营主体。提升数字消费企业创新能力，赋能中小企业数字化发 展，支持数字消费企业发展壮大，不断增强内生动力和创新活力。三是优化数字消费支撑体系。打造数字消费平台载体，完善快递物流配送体系，提升支 付便利化水平，强化要素投入保障，加强财政金融支持，构建高效协同的数字消费生态体系，夯实数字消费发展基础。四是营造数字消费良好环境。开展 消费促进活动，推动国际交流合作，促进规范健康发展，统筹促进与规范、国内与国际，以更优环境推动数字消费高质量发展。 丰富数字消费领域供给方面，《指导意 ...

Core Viewpoint - The article emphasizes the importance of developing digital consumption to enhance economic vitality and improve quality of life in the digital age, as outlined in the recent guidance from the Ministry of Commerce and other departments [1][6]. Group 1: Overall Requirements - The guidance aims to implement the new development philosophy and promote high-quality development to meet the growing needs of the people, leveraging the advantages of a large-scale market [6]. Group 2: Enriching Digital Consumption Supply - The guidance proposes to expand digital product consumption by encouraging innovation in artificial intelligence (AI) terminal products, such as smartphones, computers, and smart home devices [7]. - It aims to enhance digital service consumption by integrating AI and immersive technologies in cultural and tourism sectors to create diverse consumption experiences [7]. - The guidance also focuses on innovating digital content consumption through cultural digitization and the development of new content forms targeting various demographics [8]. - It encourages the expansion of digital consumption channels by supporting the digital transformation of retail and promoting new business models like social e-commerce and live-streaming commerce [9]. Group 3: Cultivating Digital Consumption Entities - The guidance emphasizes enhancing the innovation capabilities of digital consumption enterprises and fostering a competitive environment for small and medium-sized enterprises (SMEs) [10]. - It supports the digitalization of SMEs through improved e-commerce public service platforms and rural e-commerce development initiatives [10]. Group 4: Optimizing Digital Consumption Support System - The guidance calls for the establishment of digital consumption platforms and the enhancement of logistics systems to support efficient delivery and service [11]. - It highlights the need for improved payment convenience, including the expansion of digital currency acceptance and the enhancement of payment services for various demographics [12]. - The guidance also stresses the importance of financial support for digital consumption projects, including the issuance of bonds and asset securitization [13]. Group 5: Creating a Favorable Environment for Digital Consumption - The guidance outlines plans for promotional activities to stimulate consumption, such as online shopping festivals and the introduction of digital consumption vouchers [14]. - It encourages international cooperation in e-commerce and digital services to meet diverse consumer needs [15]. - The guidance promotes the establishment of standards for digital products and services to ensure consumer protection and market order [15]. Group 6: Implementation and Coordination - The article concludes with a call for enhanced organizational leadership and policy support to ensure the effective implementation of the guidance measures [16].

【导读】事关 数字消费赛道 ，重磅文件来了 中国基金报记者 张舟 事关 数字消费赛道 ，重磅文件来了！ 9月24日，商务部等8部门联合对外发布《关于大力发展数字消费共创数字时代美好生活的指 导意见》（以下简称《指导意见》）。 《指导意见》明确了数字消费的概念。 数字消费包括：数字产品消费、数字服务消费、数字 内容消费以及通过数字渠道实现的消费。 《指导意见》确定了总体要求： 全面贯彻落实党中央、国务院决策部署，发挥超大规模市场优势，扩大数字消费多元化供 给，创新和丰富数字消费场景，促进数字消费更高水平供需动态平衡，激发和增强社会经济 活力。 《指导意见》聚焦供需两侧协同发力，从四方面提出14项任务举措： 一是丰富数字消费领域供给。扩大数字产品消费，提升数字服务消费，创新数字内容消费， 拓展数字消费渠道，以数字消费新供给激发消费新需求。二是培育壮大数字消费经营主体。 提升数字消费企业创新能力，赋能中小企业数字化发展，支持数字消费企业发展壮大，不断 增强内生动力和创新活力。三是优化数字消费支撑体系。打造数字消费平台载体，完善快递 物流配送体系，提升支付便利化水平，强化要素投入保障，加强财政金融支持，构建高效协 同 ...

Core Insights - The VR industry in Jiangxi achieved a revenue of 110 billion yuan in 2024, marking a year-on-year growth of 9.34% [1] Group 1: Industry Development Characteristics - Leading companies are accelerating their concentration in Jiangxi, with over 400 VR enterprises established, including major players like Huawei, Alibaba, Lenovo, HTC, and iFlytek [1] - Jiangxi is home to 16 of the top 50 VR companies in the country, with 9 headquartered in the province [1] Group 2: Innovation Platforms - The National Virtual Reality Innovation Center has made breakthroughs in key technologies such as liquid crystal lens zoom display, 3D reconstruction, perception interaction, eye tracking, and gesture tracking since its establishment in 2022 [2] - Several leading innovation platforms, including Qius Research Institute, Huawei Nanchang Research Institute, and Beihang University Jiangxi Research Institute, have been established in Jiangxi [2] Group 3: Industry Ecosystem - Jiangxi has included the VR industry in its key manufacturing industry chain modernization plan, creating a multi-level policy support system for VR development [2] - The province has launched a virtual reality application promotion plan and identified 76 demonstration projects to promote the integration of VR technology across various sectors [2] - Six universities in Jiangxi have established undergraduate programs in virtual reality technology, with over 20 schools offering specialized programs [2] - The electronic information industry in Jiangxi has maintained a scale of over 1 trillion yuan for three consecutive years, providing a solid industrial foundation for VR hardware manufacturing [2]

近日，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》（以下简 称《指导意见》）。《指导意见》全面贯彻落实党中央、国务院决策部署，发挥超大规模市场优势，扩 大数字消费多元化供给，创新和丰富数字消费场景，促进数字消费更高水平供需动态平衡，激发和增强 社会经济活力，共创数字时代美好生活。 《指导意见》聚焦供需两侧协同发力，从4方面提出14项任务举措。一是丰富数字消费领域供给。扩大 数字产品消费，提升数字服务消费，创新数字内容消费，拓展数字消费渠道，以数字消费新供给激发消 费新需求。 二是培育壮大数字消费经营主体。提升数字消费企业创新能力，赋能中小企业数字化发展，支持数字消 费企业发展壮大，不断增强内生动力和创新活力。 三是优化数字消费支撑体系。打造数字消费平台载体，完善快递物流配送体系，提升支付便利化水平， 强化要素投入保障，加强财政金融支持，构建高效协同的数字消费生态体系，夯实数字消费发展基础。 四是营造数字消费良好环境。开展消费促进活动，推动国际交流合作，促进规范健康发展，统筹促进与 规范、国内与国际，以更优环境推动数字消费高质量发展。 《指导意见》要求各有关单位充分认识数字消费在 ...

数字消费包括数字产品消费、数字服务消费、数字内容消费以及通过数字渠道实现的消费。为释放多样 化、差异化数字消费潜力，发展新型消费，推动消费提质升级，现提出以下意见。 一、总体要求 以习近平新时代中国特色社会主义思想为指导，全面贯彻落实党的二十大和二十届二中、三中全会精 神，完整准确全面贯彻新发展理念，加快构建新发展格局，着力推动高质量发展，以满足人民日益增长 的美好生活需要为出发点和落脚点，发挥超大规模市场优势，扩大数字消费多元化供给，创新和丰富数 字消费场景，促进数字消费更高水平供需动态平衡，激发和增强社会经济活力。 二、丰富数字消费领域供给 （一）扩大数字产品消费。鼓励企业加速研发创新，增加人工智能终端产品有效供给，释放人工智能手 机、电脑、智能机器人、可穿戴设备、桌面级3D打印设备等新产品消费潜力。加快智能家电、智能安 防、视频照护系统等研发及互联互通。开展智能网联汽车准入和上路通行试点。培育建设新消费品牌， 推动数字国潮等品牌创新发展。 （二）提升数字服务消费。鼓励运用人工智能、虚拟现实、增强现实等信息技术，赋能文博场馆、旅游 景区、休闲街区等相关场所，打造沉浸式、体验式的多元化消费场景。开展"人工智 ...

Overall Requirements - The initiative aims to enhance digital consumption by leveraging the advantages of a large-scale market, promoting diversified supply, and innovating consumption scenarios to achieve a dynamic balance between supply and demand [2] Expanding Digital Consumption Supply - Encouragement for enterprises to accelerate R&D and increase the supply of AI terminal products, including smartphones, computers, and smart home devices [3] - Promotion of immersive and experiential consumption scenarios in cultural and tourism sectors through technologies like AI and virtual reality [3][4] - Development of digital content through cultural digitization strategies and innovative technologies, targeting various demographics including the elderly [4] Cultivating Digital Consumption Entities - Strengthening innovation capabilities of digital consumption enterprises and fostering influential small and medium-sized enterprises [6] - Enhancing digitalization support for small and micro enterprises, particularly in rural e-commerce [6] Optimizing Digital Consumption Support System - Encouragement for the development of smart retail and digital marketing across various channels [5] - Improvement of logistics and delivery systems, including the use of drones and automated delivery vehicles [7] - Promotion of payment convenience through the expansion of digital currency acceptance and improved payment experiences [8] Creating a Favorable Environment for Digital Consumption - Organization of consumption promotion activities, such as online shopping festivals and digital currency incentives [10] - Encouragement of international cooperation in e-commerce and digital education to meet diverse consumer needs [13] Promoting Healthy Development - Support for the establishment of standards in digital products and services, and the implementation of a data-driven regulatory model [11] - Development of a monitoring and analysis system to assess digital consumption trends and consumer confidence [11]

Core Viewpoint - The company, Huakai Yibai Technology Co., Ltd., is experiencing growth in its cross-border e-commerce business, benefiting from the depreciation of the RMB and advancements in AIGC and VR technologies [2][3]. Group 1: Company Overview - Huakai Yibai was established on February 23, 2009, and listed on January 20, 2017, focusing on space environment art design and providing comprehensive exhibition services for large venues [7]. - The company's main revenue sources are cross-border e-commerce (92.16%), comprehensive cross-border e-commerce services (7.71%), and other business income (0.18%) [7]. - As of June 30, 2025, the company reported a revenue of 4.538 billion yuan, a year-on-year increase of 28.97%, while the net profit attributable to shareholders decreased by 72.69% to 36.74 million yuan [7]. Group 2: Business Segments and Technologies - The company operates a multi-platform, multi-region, and multi-category model for its cross-border e-commerce export business, primarily targeting Europe and North America [2]. - The company has integrated AIGC technology into its self-developed systems, enabling AI-driven generation of product descriptions, significantly reducing labor costs and enhancing operational efficiency [2]. - Huakai Yibai's VR technology is applied in exhibition setups, focusing on environmentally friendly design and exploring VR digital content production and interactive platforms [2]. Group 3: Financial and Market Analysis - The company's market capitalization is 4.513 billion yuan, with a trading volume of 130 million yuan and a turnover rate of 3.37% [1]. - The average trading cost of the company's shares is 11.54 yuan, with the current stock price near a support level of 11.15 yuan [6]. - As of June 30, 2025, the company has distributed a total of 154 million yuan in dividends since its A-share listing, with 136 million yuan distributed over the past three years [8].