滕泰认为，要鼓励新供给来创造新需求，新供给不仅是新技术，还有新产品、新场景和新商业模式。提 振消费，不仅是拉动经济增长的必要手段，更是所有经济活动的最终目的。 北京商报讯（记者 卢扬 程靓）11月27日，在"2025搜狐财经年度论坛"上，经济学家、万博新经济研究 院院长滕泰表示，中国长期依赖的、已经严重过剩的投资驱动增长模式不可持续，必须要转向以消费为 主导的发展道路。 ...

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。11月，工信 部、国家发改委、商务部、文旅部、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》)，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。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》聚焦拓展增量、深挖存量和瞄准细分市 场，从加速新技术新模式创新应用、扩大特色和新型产品供给、精准匹配不同人群需求、培育消费新场 景新业态、营造良好发展环境5方面部署了19项重点任务。 深挖存量 精准匹配 在推动健康产品创新发展方面，《方案》提出支持企业加强保健食品、特殊医学用途配方食品等特殊膳 食食品研发，鼓励绿色、有机、名特优新和地理标志农产品消费。同时，聚焦高端医疗器械、可穿戴设 备、高效体外诊断设备等领域，拓展家用健康管理应用场景。在打造定制化产品上，推动旅游与康养相 结合，开展中医药保健、药膳食疗等服务。 拓展增量 在培育消费新场景新业态方面，《方案》从拓展多元兴趣消费供给、 ...

在推动健康产品创新发展方面，《方案》提出支持企业加强保健食品、特殊医学用途配方食品等特殊膳 食食品研发，鼓励绿色、有机、名特优新和地理标志农产品消费。同时，聚焦高端医疗器械、可穿戴设 备、高效体外诊断设备等领域，拓展家用健康管理应用场景。在打造定制化产品上，推动旅游与康养相 结合，开展中医药保健、药膳食疗等服务。 拓展增量 在培育消费新场景新业态方面，《方案》从拓展多元兴趣消费供给、积极推动消费品首发等方面部署了 重点任务。 具体来看，针对新兴消费需求，积极发展宠物周边、动漫、潮服潮玩等兴趣消费产品。在严控风险、确 保安全的前提下，有序扩大低空旅游、航空运动、私人飞行、消费级无人机等低空消费供给；拓展汽车 改装、房车露营、汽车赛事等汽车后市场消费，促进汽车租赁高质量发展。支持企业孵化本土知识产权 （IP），创新设计文创产品、动漫周边商品等，发展品牌授权，推出系列IP授权类产品。传统商超、购 物中心、商业街设计改造时，鼓励引入"谷店"或集合型潮玩店。 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。11月，工信 部、国家发改委、商务部、文旅部、中国人民银行和市场监管总局联合印发《关 ...

11月27日，2025搜狐财经年度论坛将在北京举办。本届论坛将汇集来自学术界、产业界和投资领域20余位重磅发言嘉宾，围绕宏观政策、产业升级、企业国 际化、资本市场改革以及国际格局演变等核心议题，展开全天候、多角度的思想交流与战略对话。 在当前全球地缘政治的深刻调整和国内经济结构性转型的持续深化的背景下，消费信心尚需进一步恢复，产业竞争也日益加剧。在这样的大环境下，如何巩 固高质量发展的基础、激发内生增长的动力、增强经济系统的韧性，已经成为时代赋予的重大课题。 作为关乎国计民生的重要行业，房地产正处于从高杠杆扩张向高质量发展转型的关键阶段。中原集团主席施永青、绿城管理总裁王俊峰、同策集团董事长孙 益功、58安居客研究院院长张波将共同探讨行业破局之道与未来周期的新趋势。 在消费端，呷哺呷哺集团董事长贺光启将以餐饮业为例，分享企业在价格竞争与需求疲软双重压力下，如何通过产品创新与组织变革实现逆势增长。 面对全球化逆风，中国企业正加速"走出去"并向"扎下根"迈进。鹏辉能源总裁甄少强、云迹科技副总裁谢云鹏、追觅扫地机器人事业部总裁孟佳将结合新能 源、人工智能与智能硬件等赛道，解析技术出海、本地化运营与全球竞争力构建的实 ...

Core Insights - The Sohu Finance Annual Forum will be held on November 27, 2025, in Beijing, featuring over twenty experts from academia, industry, and investment sectors discussing key topics such as macro policies, industrial upgrades, corporate internationalization, capital market reforms, and international dynamics [2][6] - The forum aims to address the challenges of restoring consumer confidence and enhancing economic resilience amid global geopolitical shifts and domestic structural transformations [2][3] Industry Insights - The morning session will focus on practical insights from industry experts regarding policy guidance, market mechanisms, and corporate strategies, particularly addressing the "involution and efficiency trap" [3] - The real estate sector is transitioning from high-leverage expansion to high-quality operations, with discussions on industry breakthroughs and future trends led by prominent figures from major real estate companies [3][4] - In the consumer sector, companies like Xiaobuxiang will share strategies for achieving growth through product innovation and organizational change despite price competition and weak demand [4] Financial Sector Insights - The financial investment segment will feature seasoned professionals discussing asset allocation, pharmaceutical and biotechnology sectors, chip technology, and gold as a hedge against uncertainty [4] - The afternoon session will delve into macroeconomic resilience and strategic directions, with discussions on the evolution of the global macroeconomic landscape and the transformation of China's capital market towards a more regulated and transparent wealth management system [5] - Experts will also explore new consumption drivers and the potential of emerging trends like concerts and IP blind boxes to stimulate significant consumer spending [5] Forum Impact - The Sohu Finance Annual Forum has evolved into a significant high-end financial dialogue platform, aiming to break down information barriers, promote cross-sector collaboration, and connect policies with market dynamics, which is crucial for China's economic development [6]

Core Viewpoint - The article highlights the launch of the "Guangdong Shopping Map" and "Guangdong Food Map" by the Guangdong Provincial Department of Commerce, aimed at boosting winter consumption and enhancing the integration of commerce, culture, and tourism in the region [1][3][5]. Group 1: Overview of the Maps - The "Guangdong Shopping Map" integrates key shopping areas, specialty streets, duty-free shops, and local brands across 21 cities, serving as a comprehensive guide for consumers [3][5]. - The "Guangdong Food Map" features nearly 300 landmark dishes from various Cantonese culinary styles, showcasing the rich food culture of Guangdong [5][6]. Group 2: Consumer Engagement and Technology - The maps utilize a "scan to access" feature, allowing users to easily navigate to shopping and dining locations, thus enhancing the consumer experience [5][8]. - The initiative aims to connect online consumer traffic to offline experiences, leveraging technology to create a seamless shopping journey [8][9]. Group 3: Economic Impact and Strategic Goals - The maps are part of a broader strategy to stimulate consumption by guiding consumer spending towards quality experiences and enhancing the overall shopping environment in Guangdong [6][10]. - The initiative is expected to elevate the quality of consumption in the region, transitioning from mere scale expansion to quality improvement [6][10].

Core Insights - The article discusses the growing popularity and innovation in smart wearable devices, particularly smartwatches and AR glasses, driven by new consumer demands and technological advancements [1] Group 1: Smartwatches - Smartwatches have become essential tools for health management, capable of monitoring heart rate and blood flow continuously, thus shifting health checks from occasional to long-term tracking [1][2] - Advanced sensors and AI algorithms work together to capture subtle signals from the skin, enhancing the accuracy of health monitoring despite various external factors [2] - Smartwatches are not intended to replace professional medical devices but serve as health "gatekeepers" to help identify and intervene in potential health issues [3] Group 2: AR Glasses - AR glasses are equipped with multiple components, including chips and sensors, allowing for real-time translation and other functionalities, effectively acting as an "external brain" for users [4] - The technology behind AR glasses involves micro-projectors that create a virtual screen, demonstrating the complexity of integrating advanced features into a compact form [6] - Despite skepticism about market demand, the application scenarios for smart glasses are expanding, with companies aiming to integrate more functionalities and reduce costs through mass production [7]

Core Insights - The article emphasizes the concept of "new demand leading to new supply and new supply creating new demand," highlighting the growing popularity of smart wearable devices in China, with a significant increase in product variety [1] Group 1: Smart Wearable Devices - The total number of registered smart wearable products in China reached 181,000 in the first three quarters of the year, marking a 91.4% increase compared to September 2020 [1] - Smartwatches have become essential tools for health management, capable of continuously monitoring heart rate and other vital signs, thus transforming health checks from occasional to ongoing [2][3] Group 2: Technology and Innovation - Advanced sensors and AI algorithms work together to accurately capture subtle physiological signals, allowing for precise health monitoring [3] - The collaboration between research teams and medical professionals is crucial for developing AI models that can predict health issues, such as the risk of cardiac arrest [3][4] Group 3: AR Glasses - AR glasses are being developed with features like real-time translation and virtual screens, showcasing the potential for these devices to enhance daily activities [5][6] - The global market for smart glasses is expected to exceed 12 million units this year, indicating a growing interest despite skepticism about market demand [6] Group 4: Market Challenges - The development of smart glasses faces challenges, including the need for targeted optimization of components and key technologies [7] - Companies are focusing on collaborative innovation across the supply chain to reduce costs and expand the consumer market, aiming for a positive feedback loop within the industry [7]

Core Viewpoint - The 20th Central Committee of the Communist Party of China emphasizes promoting high-quality development in the real estate sector, indicating that the industry is currently in an adjustment phase and will focus on achieving higher living standards during the 14th Five-Year Plan period [1][2] Group 1: Real Estate Development Strategy - The real estate industry will focus on the construction of "good houses" and urban renewal as key strategies, aiming to create new demand through new supply [1] - The industry is expected to enhance risk prevention by strengthening regulation throughout the entire process of real estate development, financing, sales, and exit [1] - A project "white list" system will be implemented to ensure the delivery of commodity housing projects, with a focus on promoting the sale of existing houses to mitigate delivery risks [1] Group 2: Service Enhancement in Real Estate - Future real estate development should shift from a focus on construction to providing services throughout the entire lifecycle of properties, emphasizing the importance of both hardware and software aspects [2] - The property service sector is seen as having significant growth potential, which has been largely underestimated, and efforts should be made to improve service levels in areas such as elderly care, childcare, and household services [2] - The implementation of residential service enhancement actions is encouraged to provide better living services for residents and expand new growth opportunities within the industry [2]

Group 1 - The core viewpoint is that the 20th Central Committee's Fourth Plenary Session emphasizes promoting high-quality development in the real estate sector, with a focus on creating "good houses" and urban renewal during the 14th Five-Year Plan period [1] - The real estate market in China is currently in an adjustment cycle, and the development will revolve around achieving a higher level of housing quality [1] - The industry should enhance risk prevention by strengthening regulation throughout the entire process of real estate development, financing, and sales [1] Group 2 - The future of the real estate industry should focus on lifecycle services rather than just development, emphasizing the importance of both hardware and software in housing [2] - The property service sector has significant growth potential that has been largely underestimated, and there is a need to improve service levels in areas such as elderly care, childcare, and domestic services [2] - Implementing actions to enhance residential services will not only improve living conditions for citizens but also expand new growth opportunities for the industry [2]