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理响中国·聚焦2026中国经济丨“十五五”开局之年 为何强调五个“关键着力点”
Yang Guang Wang· 2026-01-02 08:12
2025年岁末,中央经济工作会议在北京举行。会议总结2025年经济工作,分析当前经济形势,部署2026年 经济工作。今年是"十五五"开局之年,如何确保"十五五"开好局起好步?如何做好经济工作五个"关键着力 点"?聚焦舆论关注的重点问题,央广网约请相关领域专家深入解读中央经济工作会议。 国绕做强国内大循环 拓展内需增长新空间 大力提振消费 制定实施城乡居民增收计划, 促进高质量充分就业 扩大优质商品和服务供给,大力 发展消费新业态新模式新场景 2025年 我国内需总体保持稳健 前三季度内需 对经济增长贡献率 达到71% m 2025年社会消费品 零售总额有望突破 50万亿元 >> 今年经济工作八项重点任务之首: "坚持内需主导,建设强大国内市场" 万亿级消费领域 老年用品 知 能 同 联 与 在 在 千亿级消费热点 婴童用品 知此容哉立口 000 目 ■ HK 户外用品 消费电子 宠物食品用品 潮玩 有效释放消费需求潜力, 持续清理不合理限制措施 打造"购在中国"品牌,释放 入境消费巨大增量空间 扩大有效投资 提高养老、托育、医疗等民生类投资比重 ● 8 有效发挥政府投资带动作用 用好中央预算内投资、超长期特别 ...
晶采观察丨六部门划定三大万亿级消费赛道 带来哪些利好?
Yang Guang Wang· 2025-12-02 01:29
Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer goods sector to address pain points in consumption [1][2] Group 1: Goals and Targets - The plan sets a target to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [2] - The three trillion-level sectors include elderly products, smart connected vehicles, and consumer electronics [2] - The ten hundred-billion-level hotspots focus on specific categories such as baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [2] Group 2: Targeted Consumer Groups - For the young demographic, the plan emphasizes "individual expression" and "fashion leadership," supporting the development of culturally rich and fashionable products like national trend clothing and designer collaborations [2][3] - In addressing the needs of infants and students, the plan promotes the integration of traditional toys and stationery with smart technology, aiming for products that facilitate personalized interaction and learning [3] - For the elderly, the focus is on practical convenience and quality of life, with plans to enhance the development of products like elderly care robots, suitable clothing, and easy-to-swallow foods [3] Group 3: Market Dynamics - The plan anticipates the creation of a new consumption market worth trillions in key sectors by 2027, driven by both "stock optimization" and "incremental creation" [3] - Stock optimization refers to the growing popularity of culturally significant domestic products, while incremental creation involves developing new products and services for emerging demographics and scenarios [3] Group 4: Economic Impact - The multi-faceted approach is expected to significantly enhance the resilience and vitality of the domestic consumer market, providing solid support for the construction of a new development pattern [4] - The goal is to achieve a dynamic balance of supply and demand at a higher level within approximately five years, allowing consumers to enjoy higher quality products and services [4]
【图解】权威解读:3个万亿级和10个千亿级消费热点有哪些?
Zhong Guo Jing Ji Wang· 2025-11-29 01:34
Core Insights - The implementation plan by six departments, including the Ministry of Industry and Information Technology, aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, based on comprehensive analysis of consumption trends, industrial foundations, and technological changes [3][4]. Trillion-Level Consumption Sectors - The three trillion-level consumption sectors identified include elderly products, smart connected vehicles, and consumer electronics. For instance, the market size for elderly products has grown from 2.6 trillion yuan in 2014 to an expected 5.4 trillion yuan by 2024, reflecting a compound annual growth rate of 7.3%, highlighting the significance of the silver economy [4]. Hundred-Billion-Level Consumption Hotspots - The ten hundred-billion-level consumption hotspots encompass a diverse range of products, including baby products, smart wearable devices, cosmetics, fitness equipment, outdoor goods, pet food, civilian drones, trendy toys, jewelry, and national trend clothing. These sectors are showing strong growth momentum and significant development potential, contributing to a diversified and vibrant consumer market [4][6]. Emerging Trends - The rise of health-conscious living and the concept of national fitness are driving increased demand for outdoor products and fitness equipment [6]. - The IP economy, which leverages intellectual property to create economic value, aligns with the consumption preferences of younger demographics, leading to a rapid global popularity of trendy toy products [8]. Market Resilience - The multi-faceted and layered approach to consumption hotspots is expected to significantly enhance the resilience and vitality of the domestic consumer market, providing solid support for the construction of a new development pattern [8].
推动供给与消费良性互动、相互促进
Ren Min Ri Bao· 2025-11-28 09:47
Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has issued an implementation plan aimed at enhancing the adaptability of supply and demand in consumer goods, further promoting consumption [1] Group 1: Supply and Demand Transformation - The current supply of consumer goods in China has entered a new development stage characterized by high quality and price, but structural mismatches in supply and demand still exist in certain areas [2] - The implementation plan proposes five measures to address these mismatches, including expanding new product supply and accelerating the application of new technologies and models [2][3] Group 2: Market Segmentation and Consumer Needs - The plan emphasizes the need to cater to diverse consumer needs across different age groups, including initiatives for children's safety and elderly-friendly products [3][5] - It aims to create new consumption scenarios and business models, promoting platforms for product launches and exhibitions [3][6] Group 3: Economic Contribution and Growth - By 2027, the plan aims to create three trillion-yuan-level consumption sectors and ten hundred-billion-yuan-level consumption hotspots, including areas like elderly products and smart connected vehicles [4] - The contribution of consumption to economic growth is expected to steadily increase, with a goal of achieving a high-quality development pattern by 2030 [7] Group 4: Quality and Safety Standards - The National Development and Reform Commission plans to enhance supply quality by focusing on technology leadership and improving brand standards [8] - The State Administration for Market Regulation is set to strengthen the quality and safety of consumer goods, particularly for vulnerable groups such as the elderly and children [8]
六部门发文!“供需适配”政策将催生哪些消费
第一财经· 2025-11-28 06:59
Core Viewpoint - The article discusses the implementation plan issued by six departments, including the Ministry of Industry and Information Technology, aimed at enhancing the adaptability of supply and demand in consumer goods, promoting consumption, and stimulating the domestic market's potential [3][4]. Summary by Relevant Sections Key Tasks and Focus Areas - The plan outlines 19 key tasks focusing on expanding new consumption, tapping into existing markets, segmenting markets, empowering scenarios, and optimizing the environment [4]. - By 2027, the plan aims to create a new consumption market worth trillions in key areas through supply-side structural reforms [4]. Supply and Demand Dynamics - The concept of "adaptability" is emphasized, where the supply side actively responds to changing consumer trends, ensuring that products meet diverse consumer needs [4][5]. - China's consumer goods variety has reached 230 million, with over 100 categories, including home appliances and furniture, leading globally in production [4]. Growth in Specific Sectors - Data shows significant growth in sectors like smart drones (59.9% increase) and smart vehicle equipment (25.1% increase) in the first three quarters of 2025 [5]. - The penetration rate of new passenger cars with Level 2 driving assistance features reached 64%, indicating rapid technological adaptation [5]. Structural Optimization Goals - By 2027, the supply structure is expected to improve significantly, with three trillion-level consumption areas and ten hundred-billion-level consumption hotspots identified [6]. - The aging population is driving the market for elderly products, projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [6]. Emerging Consumption Trends - The article highlights the emergence of new consumption trends, including health and fitness products, smart wearables, and pet supplies, reflecting a diverse and vibrant market [6][9]. - The shift in consumer focus from availability to quality is noted, with increasing demand for high-quality and diverse consumption scenarios [9]. Role of Technology and Innovation - The integration of artificial intelligence in consumer goods is emphasized, with a user base of 515 million for generative AI products as of mid-2023 [10]. - The plan promotes the development of intelligent products and applications, aiming to enhance manufacturing efficiency and brand upgrades through technology [10].
增强供给对需求的适配性引领性
Jing Ji Ri Bao· 2025-11-27 21:25
Core Viewpoint - The Chinese government is implementing a new policy to enhance the adaptability of consumer goods supply and demand, aiming to improve the quality and efficiency of production and consumption [1][2]. Group 1: Policy Implementation - The "Implementation Plan" focuses on transforming production from quantity to quality, addressing mismatches in supply and demand, and reducing resource waste [1]. - The plan includes five targeted policy deployments from both supply and demand perspectives, ensuring seamless integration from production to consumption [1]. Group 2: Development Goals - The plan sets two main development goals: by 2027, to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots; by 2030, to achieve a high-quality development pattern of mutual promotion between supply and consumption [2]. - The trillion-level consumption sectors include elderly products, smart connected vehicles, and consumer electronics, while the hundred-billion-level hotspots encompass baby products, smart wearables, cosmetics, fitness equipment, outdoor goods, and pet supplies [2]. Group 3: Consumer Trends - With rising living standards, consumer focus has shifted from availability to quality, prompting specific arrangements to promote high-quality consumer goods supply [3]. - The National Development and Reform Commission aims to enhance supply quality through technological innovation, brand standards, and meeting public needs [3].
中国工信部详解3个万亿元级和10个千亿元级消费热点
Zhong Guo Xin Wen Wang· 2025-11-27 11:46
Core Insights - The Chinese government aims to create three trillion-yuan-level consumption sectors and ten hundred-billion-yuan-level consumption hotspots by 2027, focusing on supply-side structural reforms to stimulate domestic demand [1][2] Group 1: Trillion-Yuan Consumption Sectors - The three identified trillion-yuan consumption sectors are elderly products, smart connected vehicles, and consumer electronics, with the elderly products market expected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, reflecting a compound annual growth rate of 7.3% [1] Group 2: Hundred-Billion-Yuan Consumption Hotspots - The ten hundred-billion-yuan consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [1] Group 3: Market Trends and Consumer Preferences - There is a strong growth momentum in these sectors, driven by trends such as health consciousness and fitness, leading to increased demand for outdoor products and fitness equipment. The IP economy aligns with the consumption preferences of younger demographics, resulting in a rapid global rise of trendy products [2]
重磅部署!3个万亿级+10个千亿级,消费热点来了!6部门,联合发声
券商中国· 2025-11-27 09:35
Core Insights - The article discusses the implementation plan released on November 26, aimed at enhancing the adaptability of supply and demand in consumer goods to further promote consumption [1][3]. Group 1: Key Consumption Areas - Three trillion-level consumption areas identified include elderly products, smart connected vehicles, and consumer electronics [5]. - Ten billion-level consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food supplies, civilian drones, trendy toys, jewelry, and national trend clothing [5][6]. - The elderly products market is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [5]. Group 2: Addressing Supply and Demand Mismatches - The core objective of the implementation plan is to transition production and consumption from quantity to quality, addressing mismatches in supply and demand that lead to resource waste [7]. - The plan includes measures to expand new technologies, enhance product supply, and create new consumption scenarios to better match diverse consumer needs [7][8]. Group 3: Consumer Trends and Innovations - The user base for generative artificial intelligence products reached 515 million by mid-2023, indicating a growing application in consumer goods [8]. - The promotion of old-for-new consumption policies has generated over 2.4 trillion yuan in sales, benefiting more than 360 million people in the first ten months of the year [9]. - Future initiatives will focus on expanding large-scale consumption, fostering new types of consumption, and creating an international consumption environment [9].
“3个万亿级和10个千亿级消费热点” 有哪些,工信部回应
Core Insights - The document outlines a plan to enhance the adaptability of supply and demand in consumer goods, aiming for significant structural optimization by 2027, with the creation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][5]. Group 1: Trillion-Level Consumption Sectors - The three trillion-level consumption sectors identified include elderly products, smart connected vehicles, and consumer electronics, reflecting a comprehensive assessment of consumption trends, industrial foundations, and technological changes [1][2]. Group 2: Hundred-Billion-Level Consumption Hotspots - The ten hundred-billion-level consumption hotspots encompass baby and children's products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food and supplies, civilian drones, trendy toys, jewelry, and national trend clothing, all showing strong growth momentum and significant development potential [2][4]. Group 3: Market Dynamics and Growth Potential - The elderly products market is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3%, highlighting the importance of the silver economy [1][2]. - The implementation plan aims to stimulate the domestic consumption market's resilience and vitality, potentially generating several trillion yuan in new consumption markets by 2027 through supply-side structural reforms [5]. - The strategy includes optimizing existing products by enhancing quality and cultural elements, as well as creating new products and services to meet emerging consumer needs, such as smart home ecosystems and solutions for the elderly [5].
“3个万亿级和10个千亿级消费热点”有哪些?工信部解释
Sou Hu Cai Jing· 2025-11-27 04:38
Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued an implementation plan aimed at enhancing the adaptability of supply and demand in consumer goods, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [1][3]. Group 1: Trillion-Level Consumption Sectors - The three trillion-level consumption sectors identified include elderly products, smart connected vehicles, and consumer electronics [3]. - The market size for elderly products is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, reflecting a compound annual growth rate (CAGR) of 7.3%, highlighting the significance of the silver economy [3]. Group 2: Hundred-Billion-Level Consumption Hotspots - The ten hundred-billion-level consumption hotspots encompass baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food and supplies, civilian drones, trendy toys, jewelry, and national trend clothing [3]. - These sectors are showing strong growth momentum and significant development potential, contributing to a diversified and vibrant consumer market [3]. - The rise of health-conscious living and the concept of national fitness are driving increased demand for outdoor products and fitness equipment, while the IP economy aligns with the consumption preferences of younger demographics, leading to the rapid global popularity of trendy toy products [3]. Group 3: Market Resilience and Vitality - The multi-faceted and layered approach to cultivating consumption hotspots is expected to significantly enhance the resilience and vitality of the domestic consumer market, providing solid support for the construction of a new development pattern [3].