本报（chinatimes.net.cn）记者刘昱汝 徐芸茜 北京报道 轻工业服务14亿人，"衣食居用行、文娱旅美尚"相关产业是促消费、惠民生主力，年出口近1万亿美 元，占全球超30%，亦是稳外贸关键领域。 上述负责人表示，当前，轻工业稳出口、稳增长面临较大压力。方案旨在着力破解消费供给的结构性矛 盾，推动轻工业实现质的有效提升和量的合理增长，为工业稳增长和提振消费提供有力支撑。 《工作方案》为未来两年轻工业发展描绘了清晰蓝图。到2026年，轻工业在稳增长、促消费、惠民生中 的作用更加凸显。重点行业规模稳中有升，企业经营效益基本稳定。智能家居、老年和婴童用品、体育 休闲时尚产品等新增长点快速发展，引领消费能力不断提升。新增推广300项升级和创新产品，接续培 育10个规模1000亿元以上特色产业产区。 为实现上述目标，《工作方案》坚持将深化供给侧结构性改革与扩大内需战略有机结合，围绕强供给、 促消费、稳出口、优生态、增动能部署15项任务。 此外，《工作方案》对优化轻工业供给提出加快产品创新、加强质量保障和加力品牌培育3项措施，为 解决供给结构不平衡、低端供给过剩、优质供给不足、质量保障有待增强等制约发展的深层次 ...

Core Viewpoint - The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the role of the light industry in stabilizing growth, promoting consumption, and improving livelihoods, amidst increasing international uncertainties and domestic demand challenges [1][2]. Group 1: Key Objectives - The plan outlines that by 2025-2026, the light industry will play a more significant role in stabilizing growth and promoting consumption, with key sectors showing stable growth and operational efficiency [1]. - It targets the rapid development of new growth points such as smart home products, elderly and infant goods, and sports leisure fashion products, with the goal of promoting 300 upgraded and innovative products [1][2]. Group 2: Tasks and Strategies - The plan emphasizes three main tasks for quality supply: accelerating product innovation, enhancing quality assurance, and strengthening brand cultivation, including actions to adapt supply and demand in consumer goods [2]. - In promoting consumption, the plan will continue to support "old-for-new" exchanges for appliances and expand into health, elderly care, and cultural tourism sectors, leveraging artificial intelligence in the light industry [2]. - For exports, the plan supports leading enterprises in sectors like home appliances and furniture to accelerate global brand building and encourages the development of cross-border e-commerce and overseas service stations [2]. Group 3: Implementation and Corporate Responsibility - The plan calls for market participants to actively engage in its implementation, focusing on technology leadership, quality pricing, brand building, and optimizing global layouts, while urging companies to phase out inefficient capacities [3].

Core Viewpoint - The light industry in China is a key sector for economic growth, consumer promotion, and livelihood improvement, with a strong international competitive edge. The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the industry's role in these areas through various strategic tasks [1]. Group 1: Key Objectives of the Work Plan - The main goals of the Work Plan include highlighting the role of light industry in stabilizing growth and promoting consumption from 2025 to 2026, with a focus on maintaining stable scale and operational efficiency in key industries [1]. - New growth points such as smart home products, elderly and infant goods, and sports leisure fashion products are expected to develop rapidly, leading to increased consumer capacity [1]. - The plan aims to promote 300 upgraded and innovative products and cultivate 10 characteristic industrial regions with a scale exceeding 100 billion yuan [1]. Group 2: Tasks for Quality Supply - The Work Plan outlines three major tasks for quality supply: accelerating product innovation, enhancing quality assurance, and strengthening brand cultivation [2]. - Specific actions include conducting consumer goods supply-demand matching initiatives using artificial intelligence, revising standards for 10 product categories, and completing 300 industry standard revisions annually [2]. - The plan also emphasizes the development of AI applications in the light industry, particularly in home appliances and sports equipment [2]. Group 3: Consumer Promotion Strategies - In promoting consumption, the plan continues to support "old-for-new" initiatives for home appliances and electric bicycles, while also focusing on health, elderly care, and cultural tourism as new growth engines [2]. - The Work Plan aims to leverage AI to create innovative products and high-quality industrial data sets [2]. Group 4: Export Development Directions - The Work Plan provides new directions for the internationalization of light industry, supporting leading enterprises in global brand building and cross-border e-commerce [2]. - It encourages localities to develop comprehensive overseas service ports and stations to facilitate global business expansion [2]. Group 5: Implementation Pathways for Enterprises - The Work Plan emphasizes the need for market participants to collaborate in implementing the policies, focusing on technology leadership, quality pricing, brand building, and global layout optimization [3]. - It calls for enterprises to actively exit low-efficiency capacities and enhance high-end supply capabilities [3].

Core Viewpoint - The light industry in China is a key sector for economic growth, consumer promotion, and livelihood improvement, with a strong international competitive edge. The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the industry's role in these areas through various strategic tasks [1]. Group 1: Key Objectives of the Work Plan - The main goals of the Work Plan include highlighting the role of light industry in stabilizing growth and promoting consumption from 2025 to 2026, with a focus on maintaining stable scale and operational efficiency in key industries [1]. - The plan aims to rapidly develop new growth points such as smart home products, elderly and infant goods, and sports leisure fashion products, while promoting 300 upgraded and innovative products and nurturing 10 specialty industrial regions with over 100 billion yuan in scale [1]. Group 2: Tasks for Quality Supply - The Work Plan outlines three major tasks for quality supply: accelerating product innovation, strengthening quality assurance, and enhancing brand cultivation. This includes actions to match supply and demand in consumer goods and revising standards for various products [2]. - It emphasizes the use of artificial intelligence to identify consumer needs and aims to complete 300 industry standard revisions annually to improve the light industry standard system [2]. Group 3: Consumer Promotion Strategies - In promoting consumption, the plan continues to support "old-for-new" initiatives for appliances and furniture, while focusing on new growth engines in health, elderly care, child-rearing, and cultural tourism [2]. - The Work Plan also includes initiatives to apply artificial intelligence in the light industry, developing innovative AI application products and creating high-quality industrial data sets [2]. Group 4: Export Development - The Work Plan provides new directions for the internationalization of light industry, supporting leading enterprises in sectors like home appliances and furniture to accelerate global brand building [2]. - It encourages the development of cross-border e-commerce and the establishment of comprehensive service ports and stations overseas, guiding enterprises to optimize global layouts for mutual investment benefits [2]. Group 5: Implementation Pathways for Enterprises - The Work Plan emphasizes the need for market participants to collaborate in implementing policies, highlighting the importance of technology leadership, quality pricing, brand building, and global optimization [3]. - It calls for enterprises to actively exit low-efficiency capacities and enhance high-end supply capabilities to align with the strategic goals of the Work Plan [3].

Core Viewpoint - The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to ensure steady growth in key sectors and stable operational efficiency for enterprises, focusing on new growth points such as smart home products, elderly and infant goods, and sports leisure fashion products [1][4][10]. Group 1: Industry Overview - Light industry is a traditional advantage and important livelihood industry in China's economy, contributing 15.4% to the total industrial value added in 2024, and plays a crucial role in stabilizing economic growth [3][10]. - The industry faces challenges such as unstable international economic conditions and weak domestic demand, making the stabilization task difficult [3][10]. Group 2: Main Objectives - The plan sets clear goals for the industry, including maintaining steady growth in key sectors and ensuring stable operational efficiency for enterprises [4][10]. - New growth points are identified, including smart home products, elderly and infant goods, and sports leisure fashion products [4][10]. Group 3: Key Initiatives - The plan emphasizes optimizing supply by accelerating product innovation, enhancing quality assurance, and strengthening brand cultivation [6][10]. - It aims to expand consumption by promoting traditional consumption and cultivating new consumption growth points [6]. - The promotion of new business models and the establishment of supply-demand matching platforms are also highlighted [7]. Group 4: International Competitiveness - The plan focuses on maintaining international competitiveness by optimizing trade structures and supporting leading enterprises in global brand building [11]. - It encourages trade and investment cooperation with regions such as Southeast Asia, Africa, and the Middle East [11]. - The development of new foreign trade models, including support for cross-border e-commerce, is also emphasized [11]. Group 5: Quality and Standards - The plan addresses the need for quality improvement and standard supply, proposing the completion of 300 industry standard revisions annually [12][13]. - It aims to establish standards for elderly products and smart home industries, and actively participate in international standard revisions [13]. - The plan also emphasizes the importance of maintaining a strong foundation for light industry by stabilizing enterprises [13].

Core Viewpoint - The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the role of light industry in stabilizing growth, promoting consumption, and improving livelihoods, with a focus on new growth points such as smart home products and elderly and infant goods [1][2] Group 1: Key Tasks and Objectives - The plan outlines five key tasks: optimizing supply, expanding consumption, maintaining international competitiveness, optimizing the industrial ecosystem, and enhancing high-quality development momentum [2] - It aims to address structural contradictions in consumption supply and promote both qualitative and quantitative growth in light industry, supporting industrial stability and consumption recovery [2][5] Group 2: Supply and Demand Relationship - The plan emphasizes the need to enhance supply-demand adaptability by accelerating product innovation and utilizing artificial intelligence to analyze consumer needs [6][7] - It includes initiatives to improve quality assurance and brand cultivation across various sectors, with a target of completing 300 industry standard revisions annually [6][7] Group 3: Consumption Expansion - The plan promotes traditional consumption through policies like appliance replacement and aims to cultivate new consumption growth points in health, elderly care, and smart home products [6][7] - It also encourages the application of new business models, such as AI in product design and manufacturing, to facilitate personalized production [7] Group 4: Export and Domestic Demand - The plan seeks to maintain international competitiveness by optimizing trade structures and supporting leading enterprises in global brand development [8] - It promotes new foreign trade models, including cross-border e-commerce, and aims to enhance public services for enterprises expanding internationally [8][9] Group 5: Industrial Ecosystem Optimization - The plan outlines measures to promote collaborative development within the industrial chain and to support the establishment of leading enterprises in key sectors [9] - It emphasizes the importance of digital transformation and green development as core strategies for enhancing competitiveness and sustainability in traditional industries [9]

Core Viewpoint - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued the "Light Industry Stabilization and Growth Work Plan (2025-2026)", outlining development goals and a roadmap for the light industry over the next two years, providing a practical action guide for stabilizing growth, promoting consumption, and benefiting people's livelihoods [1][4]. Group 1: Development Goals - The plan sets multiple "small goals" for the light industry from 2025 to 2026, including steady growth in key industry scales, stable business operations, rapid growth in emerging fields such as smart home products and elderly and infant goods, the launch of 300 upgraded innovative products, and the cultivation of 10 industry clusters with a scale exceeding 100 billion yuan [4][5][8]. Group 2: Supply and Demand Optimization - The plan emphasizes a dual approach of "optimizing supply" and "expanding consumption" to invigorate the market [8]. - In optimizing supply, strategies include accelerating product innovation through AI analysis of segmented demands, enhancing quality and safety by revising national standards, and building brand influence in sectors like home appliances and cosmetics [10][12][14]. - To expand consumption, the plan promotes policies for replacing old appliances, introduces new categories focused on health and elderly care, and develops platforms for supply-demand matching through events like "Online New Year Goods Festival" [12][14]. Group 3: Export Stability and Ecological Optimization - The plan aims to maintain international competitiveness by supporting leading companies in global brand expansion, developing new foreign trade models, and promoting traditional industries to international markets [15][19]. - It also focuses on optimizing the industrial ecosystem by nurturing leading enterprises in key sectors, encouraging collaboration between large and small enterprises, and promoting the relocation of businesses to central and western regions [19]. - The light industry's export share exceeds 30% globally, and the plan seeks to consolidate this advantage through trade structure optimization and enhanced public services [19].

Core Viewpoint - The Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued the "Light Industry Stabilization and Growth Work Plan (2025-2026)", outlining development goals and a roadmap for the light industry to stabilize growth, promote consumption, and benefit people's livelihoods [1] Group 1: Goals and Strategies - The plan aims for steady growth in key industries, stable business operations, rapid growth in emerging sectors like smart home products and elderly and infant goods, the launch of 300 upgraded innovative products, and the cultivation of 10 industry clusters each exceeding 100 billion yuan [1] - The five main tasks include strengthening supply, promoting consumption, stabilizing exports, optimizing ecology, and increasing momentum for "dual improvements" in quality and quantity within the light industry [4] Group 2: Supply Optimization - The plan includes measures such as accelerating product innovation through AI analysis of demand, enhancing quality and safety by revising national standards, and building brand influence by selecting brands for the "China Consumer Famous Products Array" [6][8] - Specific actions include implementing a replacement policy for home appliances and promoting green, smart products suitable for the elderly and children [8] Group 3: Consumption Expansion - The plan emphasizes increasing new categories around health, elderly care, and infant products, and developing new business models like "AI + consumption" to achieve quick responses and personalized customization [8][10] Group 4: Export Stability and Ecological Optimization - The plan supports leading companies in home appliances and furniture to accelerate global branding and enhance cooperation with regions like Southeast Asia and Africa through the Belt and Road Initiative [11] - It also aims to cultivate leading enterprises in sectors like home appliances and batteries, promote collaboration between large and small enterprises, and guide businesses to relocate to central and western regions [13] Group 5: Transformation and Upgrading - The plan focuses on digital transformation in industries like furniture and footwear, promoting green development through low-carbon technologies and recyclable materials, and pushing the industry towards high-end, intelligent, and green transformation [16] - The light industry's global export share exceeds 30%, maintaining a leading position worldwide, with an emphasis on optimizing trade structures and strengthening public services to consolidate advantages [17]

上市公司：万里马（300591），中胤时尚（300901），恒辉安防（300952），ST奥康（603001），红 蜻蜓（603116），ST起步（603557），健盛集团（603558），天创时尚（603608），康隆达 （603665），牧高笛（603908），哈森股份（603958），扬州金泉（603307） 2016-2025年1-4月皮革、毛皮、羽毛及其制品和制鞋业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国皮革行业市场现状分析及产业趋势研判报告》 2025年1-4月，皮革、毛皮、羽毛及其制品和制鞋业企业数（以下数据涉及的企业，均为规模以上工业 企业，从2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收 入2000万元）为8701个，和上年同期相比，减少了 ...

Core Viewpoint - The company, Xingye Technology, has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Strategic Cooperation - The collaboration aims to promote the application of technologically advanced fabrics in key components of humanoid robots, automotive seats, steering wheels, consumer electronics, smart wearable devices, footwear, and leather goods [1]