现代消费不是简单的"你做我买"，而是动态共创。新供给能激发潜在需求，比如户外露营、智能清洁、AI助手；新需求也倒逼供给升级。 尤其当年轻人成为主力，他们爱的是审美、文化、情绪疗愈。 a rea 5 1 11:00 x e SAC GU . . . . . . 18 - 你有没有被这种微妙瞬间气笑过：购物车里盯了半年的小家电突然断货，而商家拼命上架的"爆品"却毫无人气？ 供需这对"老相亲对象"，有时就像在同一座城里绕圈圈，却总是擦肩而不过招呼。 好在六部门最新出台的《实施方案》，终于给这段关系安排了一位专业"红娘"。 ——当年轻人的"情绪价值"遇上中国制造的创新速度，消费升级这场好戏才刚刚开场 《在供需"双向奔赴"中找到消费的新惊喜》 匹配不到位，多半因为——信息不对称、创新时滞、行业壁垒，让市场像被"静音"了一样听不见彼此。 破局的钥匙已经很清晰：1、完善标准体系，让优质优价真正跑出来；2、强化"AI+消费"，用数据洞察消费者真实偏好；3、推进柔性制造，让个性化不再 难产；4、优化消费环境，投诉有门、反馈直达，信息才能顺畅流动。 当供需真正实现更聪明、更高质量的双向奔赴，企业能精准找到创新方向，消费者能轻松买 ...

Group 1: Market Demand and Consumer Behavior - The introduction of the national subsidy policy has significantly lowered the cost of upgrading devices, activating latent market demand for digital products like tablets and smartphones [1] - In Q1 2025, China's tablet market is expected to reach a shipment volume of 8.52 million units, representing a year-on-year growth of 19.5%, with Huawei capturing a market share of 34.5% [1] - Consumer inquiries about trade-in policies indicate a strong interest in upgrading devices, reflecting a concentrated release of pent-up demand [1] Group 2: Product Innovation and Features - Huawei's MatePad Air addresses various user needs by incorporating features such as automatic handwriting beautification and a smart assistant for problem-solving, enhancing productivity and learning efficiency [2] - The device includes a "super clear eye protection screen" for improved visual comfort and a cross-device file drag-and-drop feature for seamless integration between smartphones, tablets, and computers [2] - The HarmonyOS allows for a unified experience across devices, enabling professional applications to be utilized on the tablet, transforming it from an entertainment tool to a productivity platform [2] Group 3: Industry Trends and Consumer Expectations - A report by CITIC Think Tank highlights that consumers now evaluate products based on additional value beyond price, such as emotional and spiritual needs, necessitating a focus on technical innovation to address these pain points [3] - The innovation in smart tablets exemplifies a microcosm of the broader trend towards high-quality economic development in China, emphasizing the importance of enhancing supply capabilities to meet consumer demands [3] - As more companies focus on supply-side quality upgrades through technological innovation, the benefits of policy incentives will reach a wider audience [3]

Core Insights - Consumption is not merely a transactional behavior; when consumption potential can be smoothly transformed into market orientation and supply can promptly respond to demand, China's economy will exhibit stronger resilience and vitality [2][5] - The government has prioritized boosting consumption and improving investment efficiency as key tasks for economic growth, especially in addressing the shortfalls in domestic demand [2][3] Group 1: Consumption Trends - The retail sales of consumer goods in China exceeded 24.55 trillion yuan in the first half of the year, with a cumulative growth of 5%, indicating a steady growth trend [2] - The contribution rate of final consumption to economic growth reached 52%, with the second quarter showing a contribution rate of 52.3%, reflecting the foundational role of consumption in economic development [2] Group 2: Consumption Drivers - The "old-for-new" consumption policy has significantly boosted sales, with over 1.7 trillion yuan in sales driven by this initiative, and notable growth in key categories such as home appliances and new energy vehicles [3] - Emerging consumption trends such as "IP + consumption" and "artificial intelligence + consumption" are gaining popularity, alongside a vibrant service consumption sector, highlighting the potential for growth in these areas [3][4] Group 3: Enhancing Consumption Capacity - To expand consumption, it is crucial to enhance residents' consumption capacity by steadily increasing disposable income, as there remains significant room for improvement in spending within the livelihood sector [4] - Targeted policy measures are needed to improve income distribution and promote social equity, which in turn can boost consumer willingness to spend [4] Group 4: Supply and Demand Dynamics - There is a need to cultivate new growth points in consumption by increasing the supply of quality goods and services, as consumer expectations for quality and personalized experiences continue to rise [4][5] - Optimizing the institutional environment for consumption is essential, particularly in addressing issues such as market segmentation and inconsistent quality standards, which hinder efficient supply-demand matching [5]