最新预告。 据国新网消息，国务院新闻办公室将于2025年11月27日（星期四）上午10时举行国务院政策例行吹风会，请工业和信息化部副部长谢远生和国家发展改革 委、商务部、文化和旅游部、市场监管总局有关负责人介绍增强消费品供需适配性进一步促进消费政策措施有关情况，并答记者问。 11月14日，国务院总理李强主持召开国务院常务会议，研究深入实施"两重"建设有关工作；部署增强消费品供需适配性进一步促进消费政策措施等。 会议还指出，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。 今年7月，全国工业和信息化主管部门负责同志座谈会在京召开。其中提到，制定增强消费品供需适配性助力扩大消费行动方案。华创证券研究所副所 长、首席宏观分析师张瑜曾在研报中表示，要在提高供给体系质量和效率上做文章，提升供给结构对有效需求的适配性，不能形成不符合发展方向和市场 需求的落后产能和产品，造成社会资源和财富浪费。 提升供给体系对国内需求适配 ...

要将居民消费增速、工资增长等指标纳入地方政府考核体系。 日前召开的国务院常务会议研究部署了增强消费品供需适配性进一步促进消费的政策措施。这是持续推 出的促消费系列举措中的一环。 当前我国整体经济结构更偏向生产，而不是更偏向消费，这与地方政府"重投资、轻消费"的惯性思维有 关。对地方政府而言，基础设施建设等是见效快的"硬投资"，而消费环境建设则是周期长、见效慢 的"软投资"。因此各地在争创经济佳绩之时，过去往往就更为注重快的方面。 由此，要持续提振消费，可以用好考核这一指挥棒。可将消费纳入地方政府考核指标体系，引导各地将 注意力从短期GDP增长转向长期可持续发展，增强居民信心并促进消费。 2020年10月，《中共中央组织部关于改进推动高质量发展的政绩考核的通知》发布，其中明确，高质量 发展综合绩效评价是地方各级党政领导班子和领导干部政绩考核的重要组成部分，要对应创新、协调、 绿色、开放、共享发展要求，精准设置关键性、引领性指标。 而促进消费已成为实现高质量发展的重要方面，改进科学高效的政绩考核体系势在必行。 将居民消费纳入地方政府考核体系，一是要将提升居民消费率落实到考核中。地方政府要持续加大对消 费领域的投入 ...

Core Viewpoint - The State Council of China held a meeting on November 14 to discuss measures aimed at enhancing the adaptability of supply and demand in consumer goods, with the goal of further promoting consumption [1] Group 1 - The meeting focused on deploying policies to improve the alignment between consumer goods supply and demand [1] - The initiative is part of broader efforts to stimulate consumption in the Chinese economy [1]

人民财讯11月14日电，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。 转自：证券时报 ...

（文章来源：央视网） 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。 ...

进博优品交易会是大磁场。既立足服务国家战略，放大进博溢出效应，又让进博好物走进千家万户，让广大消费者共享进博红利。 （总台记者 白廷俊 朱志远） 优品交易会是大市场。展会面向普通消费者。交易模式将以现场销售为主，兼顾看样订货，既有现场零售，也可以线上下单、线下提货。 11月9日，2025进博优品交易会宣介会在第八届进博会期间举办。据介绍，进博会的延展——2025进博优品交易会将于12月19日至21日在国家 会展中心（上海）举办，主要目的是扩大进口，促进消费，延续进博消费季效应，满足消费者对品质生活的追求。 优品交易会是大秀场。将对第八届进博会首发新品进行专门集中展示，设置非遗老字号专区，并举办优品发布、供需对接、鉴赏互动、文化展 演、试吃打卡、文旅推介等商旅文体展紧密联动的系列活动。一大批进博会的明星企业将再度闪亮登场。 据悉，首届进博优品交易会展览面积6万平方米，预计来访观众8万人次。 ...

人民财讯11月9日电，11月9日，2025进博优品交易会宣介会在第八届进博会期间举办。中国国际进口博 览局党委书记、副局长，国家会展中心(上海)董事长吴政平透露，进博会的延展——2025进博优品交易 会将于12月19日至21日在国家会展中心(上海)举办，主要目的是扩大进口，促进消费，延续进博消费季 效应，满足消费者对品质生活的追求。据透露，展会面向普通消费者，交易模式将以现场销售为主，兼 顾看样订货，既有现场零售，也可以线上下单、线下提货。 ...

Core Viewpoint - The annual "Double Eleven" shopping festival is highlighted, with the company aiming to enhance consumer experience through various financial services and exclusive offers [1] Group 1: Promotions and Discounts - The company has launched straightforward "Double Eleven" benefits in collaboration with major payment platforms like Alipay, Douyin, and JD.com, allowing consumers to enjoy clear and direct discounts without complex rules [2] - Customers can receive up to 2025 yuan in cashback through the "Consumption Cashback" activity, applicable to various purchases [2] Group 2: Comprehensive Service Coverage - The company has integrated its credit card services with major e-commerce platforms, offering up to 24 months of interest-free installments for digital product purchases [3] - The "Xingye Life" app provides users with various payment discounts across multiple services, including food delivery and travel [3] Group 3: Interactive Engagement - An innovative activity called "Hua Hua Hao Will Play Double 11 Scratch to Win Millions" allows customers to collect "Dragon Balls" through spending and tasks, which can be used for daily scratch-off prizes and a chance to win grand prizes [4] - The app features a unique game involving a panda, enhancing user engagement and adding a fun element to the shopping experience [4]

Core Viewpoint - The Guangdong provincial government has launched the "Enjoy Warm Winter, Travel Guangdong" consumption season, which will run from November 2025 to March 2026, featuring various activities aimed at boosting tourism and consumption in the region [1][3][4]. Group 1: Activities - The consumption season will include four major activities centered around the 15th National Games, the APEC summit in Shenzhen, and significant holidays like the winter vacation and Spring Festival [7][8]. - The activities will create a matrix of promotional events, including themed tourism routes and immersive experiences that combine sports and leisure [8]. Group 2: Brands - Five major consumer brands will be promoted, focusing on shopping, food, tourism, leisure, and fitness, to enhance the overall experience for visitors [11][12]. - The "Shopping in Guangdong" brand will feature a shopping map and 45 traditional "Yue Handicrafts" [11]. - The "Food in Guangdong" brand will introduce 30 specialty food gathering areas and tasting routes [11][12]. Group 3: Policies - Six major policies will be implemented to provide discounts and incentives for consumers, including free admission to attractions for participants of the National Games [13][16]. - A total of 35 billion yuan will be allocated to support these initiatives, with funding linked to local government performance in promoting consumption [18][19].

Group 1 - The Fourth Plenary Session has concluded, providing positive policy signals that inject strong confidence and stable expectations into the A-share market, leading to a significant market rally [1] - The Shanghai Composite Index reached a ten-year high and successfully crossed the historical 4000-point mark shortly after the session [1] - Market fluctuations intensified around the 4000-point level, prompting questions about future market directions, which may be answered by historical trends [1] Group 2 - The most frequently mentioned keywords in the conference communiqué include "security" (15 times), "technology" (10 times), and "industry" (9 times), indicating a shift in policy focus [3] - Historical trends show that since 2010, the frequency of terms like "high-quality development," "technological innovation," and "promoting consumption" has been on the rise, reflecting a more diversified and comprehensive economic development goal [6] - The changes in policy keywords suggest a continued emphasis on security, innovation, and livelihood, while significantly strengthening the focus on technology, industry, and consumption, highlighting high-quality development and new productive forces [8] Group 3 - Historical data indicates that the release of the communiqué typically has a positive impact on the market, with major indices showing a high probability of rising after the announcement [10] - The small-cap style significantly outperformed large-cap stocks in the month following the communiqué release, with the ChiNext Index showing particularly notable average gains [10] - The technology sector has contributed over half of the gains in the Shanghai Composite Index during the current market rally, indicating a shift from reliance on traditional sectors like finance and real estate to a focus on technological innovation and efficiency [13][14] Group 4 - Future investment strategies may focus on two main lines: balanced allocation and technology self-sufficiency, with specific ETFs and funds recommended for investment [14]