"我们将加强工作部署，做好岁末年初生活必需品的保供工作，丰富商品供应。同时将通过扩大高水平 对外开放，以开放优化供给，以供给创造需求，从而激发消费的新增量。"何亚东说。 （文章来源：上海证券报） 商务部发言人何亚东4日在商务部例行新闻发布会上表示，岁末年初是传统的消费旺季，商务部将坚持 惠民生和促消费紧密结合，扩大优质商品和服务供给，创新消费场景，更好地满足人民美好生活需要。 何亚东介绍，商务部将加快推进消费新业态、新模式、新场景试点和国际化消费环境建设工作，打造更 加舒适便捷的消费环境。同时指导各地打造一批带动面广、显示度高的消费新场景，包括服务消费、数 字消费、绿色消费、人工智能+消费等领域。 ...

Core Insights - Domestic demand is a key driver of China's economic growth, contributing an average of 86.4% to economic growth during the "14th Five-Year Plan" period, with consumption accounting for approximately 60% of this growth [1][5][20] Group 1: Consumer Market Dynamics - China's total retail sales of consumer goods reached 50 trillion yuan, establishing it as the world's second-largest consumer market [1] - The average annual growth rate of retail sales is projected to be 5.5%, increasing from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024 [5] - Online retail sales in China have maintained the global leading position for 12 consecutive years [3] Group 2: Sectoral Growth and Innovations - The sales volume in sectors such as automobiles and home appliances ranks first globally [5] - The value added by the wholesale and retail industry is expected to reach 13.8 trillion yuan in 2024, marking a 40% increase compared to the end of the "13th Five-Year Plan" [5] - The integration of culture, tourism, and commerce is driving innovation in "one-stop" services, with domestic products gaining popularity both domestically and internationally [11] Group 3: Logistics and Infrastructure - The proportion of social logistics costs to GDP has decreased from 14.7% five years ago to 14.1% [13] - Over 95% of administrative villages can now access direct express delivery services [13] - The total volume of cold storage facilities in the country has reached 25.3 million cubic meters, with 495,000 refrigerated vehicles [14] Group 4: International Trade and Investment - Cumulative imports of consumer goods from 2021 to 2024 are expected to reach 7.4 trillion yuan [16] - The total expenditure of inbound tourists in 2024 is projected to be 94.2 billion USD, reflecting a 77.8% increase [16] - The actual use of foreign capital during the "14th Five-Year Plan" period reached 70.87 billion USD, with a significant increase in newly established foreign enterprises [22]

0:00 最近，大家注意到，相关部门和一些地方又相继出台了一系列提振消费的新政策，来激发新活力。消费是中国经济增长的重要引擎，特别是在外部环境不确 定性增加的背景下，扩大内需、增强消费对经济的拉动作用至关重要。"十五五"规划建议中，大力提振消费也被置于更加突出的位置，并提出一系列重大部 署。那么，我国的消费市场有怎样的优势和潜力？怎么能更好地发挥消费引擎的作用呢？ 今年大热的AI玩具你玩儿过吗？融合了最新的大语言模型技术，这些玩具可以实现高度拟人化交互体验。通俗地说，就是它可以更好地与你互动。这些玩 具可不仅仅是给小朋友玩儿的，像是AI下棋机器人、AI陪伴机器人、AI宠物等也备受成年人欢迎。京东数据显示，2025年上半年，AI玩具销量同比增长超 200%，迅速成为消费市场的"新宠"。 国务院发展研究中心市场经济研究所研究员 王微：超大规模的市场不仅仅是规模大，它的结构更加重要，它所带来的成本优势、创新优势也是不可忽略 的。比如近些年来很多先进的科学技术在中国能够迅速打开市场，正是因为跟我们巨大规模的市场相结合，跟很多不同的消费场景结合，能够让很多先进的 科学技术率先落地，然后进行更多频次的技术迭代，最终能够走 ...

近日，王府井在互动平台向投资者表示，公司紧跟新消费需求，加快推进业态迭代，"一店一策"推动百 货业态焕新计划，持续关注首发经济、银发经济、冰雪经济、"人工智能+消费"以及数字消费、绿色消 费、健康消费等热点经济，结合文商旅体融合发展新趋势，打造多元化消费体验场景，强化成本优化与 效率提升，推动公司长期可持续发展。2025年1至9月，王府井实现营收77.09亿元，同比下降9.30%；实 现归母净利润1.24亿元，同比下降71.02%。 ...

Core Insights - The Ministry of Commerce and the Ministry of Finance have jointly announced the list of "Pilot Cities for International Consumption Environment Construction," with Shanghai leading the Yangtze River Delta as an international consumption center, while Nanjing and Hangzhou have made their debut on the list [1][3][4] Group 1: Consumption Landscape - Shanghai remains at the top of the consumption hierarchy, with projected international tourism revenue of $11.09 billion in 2024, a growth of 79.3%, and domestic tourism revenue of approximately ¥497.26 billion, a growth of 35.2% [3] - Hangzhou is recognized as the "E-commerce Capital," with online retail sales exceeding ¥1 trillion in 2022, supported by over 128 e-commerce platforms and 1.25 million online stores [3][4] - Nanjing excels in offline shopping districts and cultural scenes, with a focus on revitalizing historical areas and enhancing night economy, leading to a higher density of cultural offerings compared to similar cities [4] Group 2: Absence of Strong Manufacturing Cities - Notable absences from the pilot list include major manufacturing cities like Suzhou, Ningbo, and Wuxi, which, despite their economic strength, have not developed corresponding international consumption environments [5][6] - Suzhou is projected to surpass ¥1 trillion in retail sales in 2024, yet its service sector's contribution to GDP is only about 52.4%, indicating a reliance on manufacturing income rather than a robust consumer market [5][6] - Ningbo and Wuxi also exhibit similar trends, with low inbound tourism numbers and a lack of international consumption experiences, highlighting a disconnect between industrial strength and consumer engagement [5][6] Group 3: Regional Consumption Gradient - The Yangtze River Delta has established a preliminary consumption gradient, with Shanghai at the internationalization peak, followed by Hangzhou and Nanjing as innovation hubs, while Suzhou, Ningbo, and Wuxi lag behind in consumer engagement [6][7] - This entrenched structure may weaken the overall domestic demand potential of the Yangtze River Delta and create new imbalances in urban capabilities and regional roles [6] Group 4: Challenges in Consumption Coordination - Despite advancements in transportation integration, the consumption landscape has not evolved correspondingly, with a lack of clear regional consumption function division [7][8] - The absence of a unified data framework hampers regional collaboration, as cities rely on disparate data sources, leading to a fragmented understanding of consumer behavior across the region [8] Group 5: Recommendations for Regional Benefits - To transform the pilot cities' advantages into regional benefits, it is essential to address institutional shortcomings and establish unified standards for cross-city operations [9][10] - Shanghai should continue to serve as a global entry point, while Nanjing and Hangzhou can focus on cultural and digital consumption experiences, respectively, to create a cohesive regional consumption ecosystem [9][10] - Developing a regional consumption big data platform could enhance policy precision and foster sustainable cross-city consumption habits [10]

仅需1人就能高效管理万家门店，苏州一家企业帮助5家品牌从区域小连锁长成"万店巨头"；常州一家企业造出了全球最大的无人货运飞机，切入低空经 济，签下500架订单，合同金额超300亿元；南京企业研发出了"骨科全科手术机器人"，3分钟就能完成传统30分钟的操作……11月25日，由江苏省数据局 牵头，江苏省大数据管理中心、南通市数据局共同组织的2025年全省数字消费供需对接活动在南通举办。活动中100个"江苏省2025年数字消费创新场 景"亮相后，江苏数字消费企业的"硬实力"根本藏不住！ 江苏数字消费企业集体"首秀" 这场数字消费场景企业展，让"科技改变生活"具象化。AI技术让1个人管上万店成为现实，苏州万店掌网络科技有限公司在供需对接活动中分享道，比如 你去便利店买气泡水，"AI巡店机器人"能主动问"要无糖的吗"，还能带你找到货架。它能分析客流：进店的人多不多？买没买东西？数据实时回传，总部 能立马知道哪些商品卖得好，哪些该下架。现在全国50万家门店用上了他们的系统。 在低空经济赛道，白鲸航线(常州)科技有限公司可谓一鸣惊人，造出了全球最大的无人货运飞机，能装5吨货，飞2600公里不用加油，800米跑道就能起飞 降 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued a plan to enhance the adaptability of supply and demand for consumer goods, aiming to further stimulate consumption in China [1] Group 1: Automotive Sector - The Ministry of Commerce will promote reforms in automotive circulation, expand the second-hand car market, and develop the automotive aftermarket, including modifications, rentals, events, and RV camping [1] - Retail sales of passenger cars increased by 7.9% from January to October this year, indicating a sustained growth trend in the automotive sector [1] Group 2: Home Appliances and Furniture - Retail sales of home appliances, furniture, and communication equipment have grown by approximately 20% year-on-year for the same period, highlighting strong consumer demand in these categories [1] Group 3: New Consumption Models - The government will actively promote the "first launch economy," encouraging companies to release new products, open flagship stores, and host debut events [1] - There is a focus on developing health consumption and enhancing the quality of health-related goods and services [1] - The initiative also aims to foster digital and green consumption, integrating artificial intelligence with consumer trends to create new growth points [1]

Core Insights - The article highlights the achievements and future plans of Xuzhou in terms of consumption and economic development during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" [1][9] Consumption Market Performance - Xuzhou's social retail sales reached 377.02 billion yuan from January to October 2025, with a growth rate of 5.9%, ranking third in the province and first in growth [2] - The city organized over 9,000 consumption promotion events since 2023, with nearly 40 million yuan allocated for consumption vouchers, generating over 20 times in sales [2] Upgrading Consumption Scenarios - The Pengcheng Square business district was recognized as a national smart demonstration area, and the first international tax refund store in Northern Jiangsu was established, enhancing international consumption capabilities [3] - Nighttime consumption increased by 35.2%, with over 50% of visitors to the newly opened Pengcheng Qili being from outside the city [3] - A total of 564 new stores were introduced from 2022 to 2024, with over 100 new brands expected in 2025 [3] Collaborative Efforts for Consumption Upgrade - Cultural and tourism consumption has become a new growth engine, with significant increases in visitor numbers and revenue from various attractions and events [4] - The city received 66 million visitors in 2024, with tourism revenue reaching 22.132 billion yuan, marking growth rates of 18.67% and 19.18% respectively [4] Optimizing Consumption Environment - The market supervision bureau established a new consumer rights protection mechanism, resulting in 1.09 billion yuan in economic losses recovered for consumers [5] - The city has developed 1,660 units with no-reason return commitments and 888 ODR enterprises to enhance consumer confidence [5] District Highlights and New Consumption Patterns - Xinyi's retail sales grew from 28.7 billion yuan at the end of the 13th Five-Year Plan to over 60 billion yuan in 2025, with an average annual growth rate of 15.9% [6] - The Yunlong District saw a 6.2% annual growth in retail sales, with significant contributions from the first-store economy and cultural tourism [7] Future Outlook for Consumption Development - Xuzhou plans to enhance consumption supply, innovate business formats, and optimize scenarios to elevate the consumption market [8] - The city aims to develop cultural tourism as a pillar industry, promoting new consumption scenarios such as water tourism and RV camping [8]

Core Insights - The event held on November 25, 2025, in Nantong, Jiangsu Province, focused on digital consumption, bringing together over 100 leading innovative companies and institutions from various sectors such as footwear, pharmaceuticals, and electronics to facilitate efficient communication and collaboration between supply and demand [1][3] - WanDianZhang, a benchmark enterprise in retail chain digitization, was recognized in the provincial digital consumption innovation scene list and participated in sharing solutions and demonstrations, providing new ideas for the implementation of digital consumption innovation scenarios [1][3] Group 1: Recognition and Impact - The Jiangsu Provincial Data Bureau announced the 2025 digital consumption innovation scene list, with WanDianZhang being selected due to its solid practical achievements in the retail AI sector, reflecting the urgent demand for AI empowerment across various industries [3][5] - The selection of WanDianZhang signifies authoritative recognition from government departments regarding its technological strength and ability to implement solutions effectively, highlighting the growing need for digital solutions in the retail sector [3][5] Group 2: AI Technology Applications - During the event, experts emphasized that the current consumer market has entered a scenario consumption phase, with AI evolving from a basic tool to a core engine driving scenario innovation and value creation [6] - WanDianZhang showcased its AI technology applications in retail environments, including AI store inspections, AI customer flow analysis, AI robots, and cloud-based management solutions, demonstrating practical examples and commercial value for the industry [6][8] Group 3: Practical Solutions and Future Directions - The AI store inspection solution utilizes intelligent visual recognition technology to automatically detect store displays and service standards, reducing management costs by replacing manual inspections [8] - The AI customer flow analysis tool helps retail businesses optimize service flow and store operations by analyzing customer entry and exit data, enhancing space utilization [8] - The AI robot can perform autonomous inspections, stock alerts, and customer guidance, operating 24/7 to reduce labor costs in stores [8] - Cloud-based management enables remote monitoring and intelligent interaction, facilitating "unmanned management with AI oversight and human service," addressing challenges in nighttime store operations [8] - WanDianZhang aims to continue focusing on retail AI technology development and scenario innovation, deepening collaboration with government and industry partners to promote digital upgrades for more retail enterprises, thereby injecting momentum into the development of the digital consumption sector in Jiangsu Province [8]

Group 1 - The online retail sales in China from January to October increased by 9.6% year-on-year, reflecting the advantages of a large-scale market and the deep integration of "Made in China" industrial upgrades [1] - Smart wearable products, such as AI glasses and smartwatches, saw a significant growth in online sales, with an increase of 23.1%, indicating a shift from novelty consumption to essential consumption [1] - The strong consumer demand is driving companies to invest more in core technology and product iterations, creating a virtuous cycle where market demand drives technological upgrades and technological progress stimulates consumption potential [1] Group 2 - Recent policies aimed at promoting digital consumption are being released, positioning digital consumption as a new engine for expanding domestic demand [2] - The State Council's recent meeting emphasized leading industrial upgrades through consumption upgrades and achieving a dynamic balance between supply and demand [2] - The market is witnessing structural changes, with digital consumption becoming a significant component, characterized by essential, scenario-based, segmented, and quality-oriented consumption [2] Group 3 - There is an expectation for relevant departments to introduce policies to enhance the adaptability of supply and demand in consumer goods, which will support the expansion of consumption [3] - Fields such as artificial intelligence terminals, ultra-high-definition video, and drones are likely to experience rapid development [3]