● 本报记者 傅苏颖 工业和信息化部11月26日消息，日前，经国务院同意，工信部、国家发改委等六部门联合印发《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。 苏商银行特约分析师付一夫在接受中国证券报记者采访时表示，"提高消费品供需的适配性"是国家立足 消费升级与产业转型关键期的战略部署，核心在于构建"需求牵引供给、供给创造需求"的良性循环，既 是释放消费潜力的现实抓手，也是畅通经济循环、夯实高质量发展根基的关键举措。"这一提法以结构 性改革破解供需矛盾，体现了对市场经济运行规律的深刻把握。" 加快布局新领域新赛道 此外，付一夫表示，政策特别关注细分人群，将推动婴童产品、学生用品、适老化产品向精细化、品质 化和智能化发展。在消费业态方面，直播电商、即时零售等平台消费新业态将得到有序发展，为核心商 圈和消费品首发注入活力。"政策的核心在于推动供给端从'生产更多'转向'生产更对、更好'，通过精准 创新来激活内需潜力。上述产业将进入一个重要的战略发展期。" 方案部署了5个方面19项重点工作。方案提出，加快布局新领域新赛道，聚焦智能 ...

Core Viewpoint - The Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for consumption upgrades to lead industrial upgrades and achieve a dynamic balance between supply and demand [1][2]. Group 1: Development Goals - The plan outlines a two-step development goal: by 2027, the supply structure of consumer goods will be significantly optimized, forming three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots; by 2030, a high-quality development pattern of mutual interaction between supply and consumption will be basically formed, with a steady increase in the contribution rate of consumption to economic growth [1]. Group 2: Key Tasks - The plan deploys 19 key tasks across five areas: expanding incremental supply, deepening existing supply, segmenting markets, empowering scenarios, and optimizing the environment [1]. - In expanding incremental supply, the focus is on innovation in technology and models, particularly in smart connected new energy vehicles, smart home products, and consumer electronics [2]. - The "Thousand Factories, Thousand Faces" transformation plan aims to cultivate flexible manufacturing factories in industries such as home appliances, furniture, and cosmetics, enhancing production responsiveness to personalized demands [2]. Group 3: Artificial Intelligence and Market Optimization - The plan emphasizes the role of artificial intelligence, promoting the application of generative AI and 3D digital design across the consumer goods sector, and encourages the development of smart home products and experience centers for elderly-friendly products [2]. - For optimizing existing markets, the plan aims to expand the supply of unique and new products, particularly in leisure, sports, and health consumption sectors, addressing new demands from event and outdoor economies [2]. Group 4: Targeted Supply Matching - The plan specifies supply matching requirements for different consumer groups, including children, students, fashion items, and elderly products, encouraging actions to promote quality elderly products and home modifications for the elderly [3]. - It also highlights the importance of a favorable consumption environment, reinforcing financial support through fiscal subsidies and special loans to support technological innovation and product upgrades in consumer goods companies [3]. Group 5: Implementation and Coordination - The Ministry of Industry and Information Technology will work with relevant departments to promote the plan, strengthen collaboration, and guide local regions and industry associations in its implementation, aiming to continuously create new consumer products, scenarios, and hotspots to unleash consumption potential [3].

拓展增量，明确加快布局新领域新赛道、推广高效响应制造新模式、强化人工智能融合赋能等。如聚焦 智能网联新能源汽车、智能家居、消费电子、现代纺织、食品、绿色建材等重点行业，打造百个标志性 产品、百家创新企业和一批可体验可推广的新产品首用场景样板。 深挖存量，要求促进绿色产品扩容迭代、推动农村消费品提质升级、大力发展休闲和运动产品等。包括 适应绿色化低碳化消费趋势，提高消费品能效、水效限定值标准；面向赛事经济、户外经济、冰雪经济 等新需求，加强多功能智能化体育健身器材、冰雪和户外运动装备等优质产品供给。 瞄准细分市场，明确丰富婴童产品供给、加强优质学生用品供给、扩大时尚"潮品"供给、优化适老化产 品供给等。推动婴童产品精细化、品质化、智能化发展；研发设计具有保护视力、肩颈、脊椎等功能的 书写工具，推广个性化、模块化组合学习套装等。 （文章来源：期货日报网） 记者26日获悉，工业和信息化部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施 方案》（下称《方案》），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。 《方案》提出，到2027年，消费品供给结构明显优化，形成3个万 ...

Core Viewpoint - Chongqing is focusing on building a modern manufacturing cluster system called "33618" to enhance its industrial capabilities, aiming for an industrial output of 4 trillion yuan by 2027, with significant growth in key sectors such as intelligent equipment, food processing, and software services [1][2]. Group 1: Manufacturing Development - The manufacturing sector is the foundation of Chongqing's economy, with a target industrial output exceeding 2.7 trillion yuan by 2024 [1]. - The city has established a solid industrial base covering 39 industrial categories and all 31 categories of manufacturing [1]. - Chongqing's logistics system has achieved connectivity with 127 countries and regions globally, enhancing its industrial competitiveness [1]. Group 2: Key Industries - The three leading industries in Chongqing are experiencing significant growth, particularly in intelligent connected vehicles, with an expected production of 953,000 units in 2024 [2]. - The new generation of electronic information manufacturing is leading globally, with notebook computer production ranking first worldwide [2]. - The advanced materials industry has made breakthroughs, notably in nylon 66, breaking international monopolies [2]. Group 3: Industrial Cluster System - The "33618" modern manufacturing cluster system aims to promote high-quality development in manufacturing, focusing on three trillion-yuan leading industry clusters: intelligent connected vehicles, new generation electronic information manufacturing, and advanced materials [2]. - The system also includes upgrading to 500 billion yuan pillar industry clusters in intelligent equipment, food processing, and software services, along with developing six billion-yuan specialty industry clusters [2]. Group 4: Talent Development - The "14th Five-Year Plan" emphasizes the need for a high-quality technical talent pool to support industrial modernization and technological advancements [3]. - The third National Industrial and Information Technology Skills Competition focuses on integrating talent development with industry needs, promoting new technologies and processes [3].

Core Insights - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, targeting significant optimization of supply structure by 2027 and establishing a high-quality development pattern by 2030 [1][2][3] Group 1: Goals and Objectives - By 2027, the plan targets the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, with a focus on high-quality consumer goods that have cultural significance [1] - By 2030, the plan aims for a well-functioning interaction between supply and consumption, with a steady increase in the contribution of consumption to economic growth [1] Group 2: Innovation and Technology - The plan emphasizes the acceleration of new technology and model applications, promoting efficient manufacturing responses and the integration of artificial intelligence [1] - Key industries targeted include smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [1] Group 3: Product Supply Expansion - The plan outlines measures to enhance the supply of green products, improve rural consumer goods, and promote the development of leisure, sports, and health products [2] - Specific actions include adapting to green consumption trends and revising national standards for volatile organic compounds (VOCs) and heavy metals in products [2] Group 4: Consumer Demand Matching - The plan aims to diversify product offerings to meet the needs of different demographics, including children, students, and the elderly [2] - It promotes the development of high-quality, intelligent, and refined products for children, as well as optimizing products for the elderly [2] Group 5: New Consumption Scenarios and Business Models - The plan encourages the establishment of new consumption scenarios, including the launch of flagship stores and the development of new business models such as live e-commerce and instant retail [2] - It also supports the promotion of shared consumption models in public spaces [2] Group 6: Supportive Environment - The plan emphasizes the importance of financial and fiscal support, maintaining market order, and organizing special events to foster a conducive environment for consumer goods [3] - Specific measures include leveraging policies for equipment upgrades and trade-in programs to support the consumer goods industry [3]

Core Insights - The overall economic performance of China in the first half of the year shows a total GDP of 66.05 trillion yuan, providing a clear reference for regional comparisons [2] Group 1: Economic Scale and Growth - Guangdong remains the leader in economic scale with a GDP of 6.87 trillion yuan, while Jiangsu follows closely with 6.69 trillion yuan, showing a gap of approximately 0.3 trillion yuan [3] - Jiangsu outperformed Guangdong in growth, achieving an increase of 2,543 billion yuan compared to Guangdong's 2,085 billion yuan, with Jiangsu's growth rate at 4.25%, exceeding the national average by about 1.2 percentage points [3] Group 2: Industrial Structure - Advanced manufacturing is the core driver of Jiangsu's economic growth, contributing over 62% to the province's economy, with cities like Suzhou and Nanjing generating over 3 trillion yuan in combined output [4] - Guangdong focuses on a full-chain layout of strategic emerging industries, enhancing its competitive edge in economic development [4] Group 3: Regional Performance - The Yangtze River Delta region shows strong performance with four provinces in the top ten, including Zhejiang with a GDP of 4.5 trillion yuan and Shanghai at 2.62 trillion yuan [5] - Anhui, while facing structural transformation challenges, has significant potential in high-tech industries like semiconductors and new energy vehicles, with R&D investment intensity exceeding 3.8% [5] Group 4: Midwestern Developments - Hubei's GDP surpassed 2.9 trillion yuan with a growth rate of 6.22%, reflecting a balance in regional development [6] - Tibet leads the nation with a growth rate of 9.48%, driven by grassroots investment and infrastructure projects [6] Group 5: Urban Dynamics - Chongqing's GDP reached 1.5929 trillion yuan, surpassing Liaoning's 1.5707 trillion yuan, with significant achievements in smart manufacturing and a 21% increase in imports and exports [7][8] - Liaoning's economic reliance on a few cities indicates a concentration of internal industries and population, limiting future growth potential [8] Group 6: Future Outlook - The shift from factor-driven growth to innovation-driven growth is evident, with regional disparities in industrial structure and innovation capabilities [9] - Emphasis on transforming total advantages into quality advantages through investment in original innovation and complete industrial chains is crucial for future development [9][10] - Key areas for attention include enhancing core scientific and technological capabilities, localizing and upgrading industrial chains, and fostering regional collaboration to avoid homogenized competition [10]

沪深两市成交额1.78万亿，较上一个交易日缩量288亿。全市场1689股上涨，超3500股下跌。 11月26日，深成指、创业板指低开高走，创业板指盘中一度涨超3%。截至收盘，上证指数跌0.15%，深证成指涨1.02%，创业板指涨2.14%，北证50跌 0.42%。 方案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。 拓展增量，明确加快布局新领域新赛道、推广高效响应制造新模式、强化人工智能融合赋能等。如聚焦智能网联新能源汽车、智能家居、消费电子、现代 纺织、食品、绿色建材等重点行业，打造百个标志性产品、百家创新企业和一批可体验可推广的新产品首用场景样板。 深挖存量，要求促进绿色产品扩容迭代、推动农村消费品提质升级、大力发展休闲和运动产品等。包括适应绿色化低碳化消费趋势，提高消费品能效、水 效限定值标准；面向赛事经济、户外经济、冰雪经济等新需求，加强多功能智能化体育健身器材、冰雪和户外运动装备等优质产品供给。 瞄准细分市场，明确丰富婴童产品供给、加强优质学生用品供给、扩大时尚"潮品"供给、优化适老化产品供给等。推动婴童 ...

新华财经北京11月26日电（记者丁雅雯、刘旭阳）工业和信息化部等六部门26日联合印发《关于增强消 费品供需适配性进一步促进消费的实施方案》，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。 专家指出，该方案是应对当前结构性矛盾、推动经济高质量发展的关键举措，标志着我国消费政策从侧 重需求刺激向供需双侧协同发力深化。 聚焦核心逻辑：打通供需堵点实现同频共振 方案提出，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。 专家指出，方案的核心理念在于增强供需适配性，破解长期存在的结构性矛盾。 商务部研究院副研究员洪勇指出，该方案出台于当前经济转型的关键时期，旨在破解"低端供给过剩与 优质供给短缺并存""企业对消费趋势响应滞后""产销循环效率不足"等结构性供需错位问题。政策打破 了传统"重刺激、轻适配"的惯性思维，转向以结构性改革破解深层次供需矛盾，体现了对市场经济运行 规律的深刻把握。其核心是以"消费升级引领产业升级"，通过优化供给结构来释放消费潜力。 国研新经济研究院创始院长朱克力指出，该政策 ...

记者丨周潇枭 见习记者张旭 编辑丨张星 当市场抱怨消费不足时，一个巨大商机已浮出水面。国家正通过切换解法，进一步发掘消费潜力，满足 人们更高水平的消费需求。 11月14日，国常会部署增强消费品供需适配性进一步促进消费政策措施后，具体方案迎来落地。11月26 日，工信部、商务部等六部门联合印发《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》）。 《方案》部署了多项重点任务，包括加快布局新领域新赛道、推广高效响应制造新模式、强化人工智能 融合赋能等。《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，打造一批富有文化内涵、享誉全球的高品质消费品。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。 2025年11月，北京国贸商城众多消费者在选购商品，拍摄：张旭 知名经济学家、国研新经济研究院创始院长朱克力向21世纪经济报道记者分析称，《方案》最大亮点在 于系统性与操作性并重，一方面提出5方面19项任务，覆盖技术、产品、市场、场景、环境全链条，避 免"头痛医头"；另一方面明确到2027年形成3个 ...

21世纪经济报道记者周慧 北京报道 11月26日，工业和信息化部、国家发展改革委、商务部、文化和旅游部、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》）。 资料图 聚焦生成式人工智能、机器人等热门领域 消费品供需适配性如何增强？《方案》提出，要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和营造良好发展环境。 21世纪经济报道记者梳理《方案》后发现，在加速新技术新模式创新应用方面，《方案》提及了包括智 能网联新能源汽车、生成式人工智能、家庭服务机器人等新赛道和新领域，还强调了推动人工智能在消 费品全行业全领域全过程应用，相关行业迎来政策利好。 具体来看，聚焦智能网联新能源汽车、智能家居、消费电子、现代纺织、食品、绿色建材等重点行业， 打造百个标志性产品、百家创新企业和一批可体验可推广的新产品首用场景样板。 另外，积极推广柔性化与定制化模式，实施"千厂千面"改造计划，建立"用户需求—智能设计—柔性生 产"全链条数字化体系。在家电、家具、制鞋、箱包、纺织、化妆品等行业培育一批柔性制造工厂。 《方案》还提到了 ...