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数万亿元新增消费市场在路上!多部门权威解读促消费新政
11月27日,国务院新闻办公室举行国务院政策例行吹风会,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。 据工业和信息化部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》(《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。 目前我国消费品品种总量 已达到2.3亿种 谢远生介绍,目前我国消费品品种总量已达到2.3亿种,家电、家具、文体用品、服装家纺等100多个品 类产量全球第一。智能家居、可穿戴设备、人形机器人、无人机等创新型产品供给稳步提升,2025年前 三季度,智能无人机飞行器制造、智能车载设备制造增加值分别增长59.9%和25.1%。具备组合驾驶辅 助功能(L2)的乘用车新车销量同比增长21.2%,渗透率达64%。中国消费品企业能够以极快的速度响 应技术的升级和消费者需求的细微变化,不断对产品进行迭代创新。比如,柔性制造带动"小单快反"式 生产变革,服装等行业"两天打样、三 ...
六部门部署2027年形成3个万亿级消费领域
Chang Jiang Shang Bao· 2025-11-27 04:25
Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer sector, promoting consumption potential and economic growth through structural reforms and targeted initiatives [1] Group 1: Key Tasks and Goals - The plan outlines 19 key tasks across five areas, focusing on balancing supply and demand while leading industrial upgrades through consumption upgrades [1] - By 2027, the supply structure of consumer goods is expected to be significantly optimized, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is anticipated, with a steady increase in consumption's contribution to economic growth [1] Group 2: Innovation and New Product Supply - The plan emphasizes accelerating the application of new technologies and models, particularly in sectors like smart connected vehicles, smart home products, and green building materials [2] - It promotes flexible and customized production models, establishing a digital system that integrates user demand, intelligent design, and flexible manufacturing [2] - Specific measures include enhancing the supply of green products, upgrading rural consumer goods, and expanding the influence of historical classic products [2] Group 3: Targeted Consumer Needs - The plan aims to enrich the supply of products for different demographics, including children, students, and the elderly, focusing on quality and intelligent development [3] - It encourages the development of new consumption scenarios and business models, such as flagship stores and live e-commerce, to stimulate consumer engagement [3] - The initiative also includes promoting shared consumption models in public spaces, enhancing accessibility for various consumer groups [3] Group 4: Supportive Environment - The plan calls for strengthened financial support and the organization of special events to foster a conducive environment for consumption growth [3] - It highlights the importance of utilizing policies for equipment upgrades and trade-in programs to stimulate consumer spending [3] - The initiative aims to leverage policy funding to support the quality upgrade of the consumer goods industry [3]
工信部:将持续推进互联网应用及智能终端适老化改造
Yang Shi Wang· 2025-11-27 03:59
Core Insights - The Chinese consumer market is undergoing a significant transformation from total expansion to structural optimization, driven by changes in consumer demographics and preferences [1] Group 1: Focus on Children and Students - The government emphasizes the importance of addressing the key needs of "healthy growth" and "learning efficiency" for children and students, highlighting issues such as product safety and quality [2] - There is a push for the development of AI toys that facilitate open and personalized interactions with children, promoting active learning and emotional management [2] Group 2: Focus on the Elderly - The initiative aims to combine "practical convenience" with "quality of life" for the elderly, addressing challenges such as mobility issues and the need for home care [3] - The government plans to enhance the development of elderly care products, including service robots and easy-to-swallow foods, while also establishing a standard system for elderly products [3] Group 3: Focus on Young Consumers - The strategy highlights the importance of "individual expression" and "fashion leadership" for young consumers, with a focus on cultural trends and the rise of domestic brands [4] - Support will be provided for the development of culturally rich and fashionable products, including designer collaborations and personalized services to meet diverse consumer needs [4]
今年前10月,消费品以旧换新带动销售额超2.4万亿元
Xin Jing Bao· 2025-11-27 03:23
围绕精品购物、精致美食、精彩旅游、精美展演四大板块,开展了精品首发季、精品消费月、国际消费 季、老字号嘉年华等20余项专题活动,指导各地打造地方特色扩消费活动品牌,扩大优质供给。深化国 际消费中心城市培育建设,支持上海、北京、广州、天津、重庆等城市打造具有全球吸引力的消费环 境。目前,五个城市入境外国人数量约占全国的1/3,消费品进口占全国的一半以上,离境退税销售额 占全国七成左右,充分发挥了示范引领作用。 工业和信息化部会同五部门近日联合印发了《关于增强消费品供需适配性进一步促进消费的实施方 案》。杨枿介绍,商务部深入实施提振消费专项行动,打造"购在中国"品牌,促进供需衔接,推动更多 优质消费品进入百姓生活,更好满足人民美好生活需要。今年以来,商务部会同相关部门实施消费品以 旧换新,让更多绿色、智能消费品进入千家万户。1-10月,新能源乘用车零售量达到1015万辆,同比增 长21.9%。推动出台优化离境退税、促进健康消费、开展茧丝绸产业"东绸西固"等政策举措,不断释放 扩消费、惠民生政策红利。 新京报讯(记者陈琳)商务部市场运行和消费促进司负责人杨枿11月27日在国新办举行的政策例行吹风 会上介绍,今年前1 ...
涵盖装备制造等关键行业 我国首批15家领航级智能工厂名单公布
中国基金报· 2025-11-27 02:42
Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has officially announced the first batch of leading intelligent factories, marking a significant leap in China's smart manufacturing from digitization and networking to intelligence [2] - A total of 15 intelligent factories have been recognized, spanning key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [2] - These leading intelligent factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of smart manufacturing in China [2] Group 1: List of Leading Intelligent Factories - Baoshan Iron & Steel Co., Ltd.: High-end green silicon steel predictive manufacturing intelligent factory located in Shanghai [3] - Shanghai Aerospace Equipment Manufacturing Co., Ltd.: High-reliability large-scale aerospace product full-process chain intelligent factory located in Shanghai [3] - Xuzhou Heavy Machinery Co., Ltd.: Global customized agile delivery mobile crane intelligent factory located in Jiangsu [3] - Nanjing Steel Co., Ltd.: Deeply collaborative special steel personalized customization intelligent factory located in Jiangsu [3] - Sinopec Zhenhai Refining & Chemical Company: Self-executing green petrochemical intelligent factory based on global optimization located in Zhejiang [3] - Hikvision Digital Technology Co., Ltd.: Large-scale personalized customization intelligent factory for IoT perception products located in Zhejiang [3] - Weichai Power Co., Ltd.: High-end engine intelligent factory based on digital lean model located in Shandong [3] - Qingdao Haier Central Air Conditioning Co., Ltd.: Full-process customized service and smart integration intelligent factory located in Shandong [3] - Yangtze Optical Fibre and Cable Joint Stock Limited Company: Integrated intelligent factory for extreme process rod fibre cable located in Hubei [3] - Wuhan BOE Optoelectronics Technology Co., Ltd.: 10.5 generation liquid crystal panel intelligent factory driven by extreme efficiency located in Hubei [3] - Zoomlion Heavy Industry Science & Technology Co., Ltd.: Excavator shared manufacturing intelligent factory located in Hunan [3] - Gree Electric Appliances (Zhuhai Jinwan) Co., Ltd.: Full value chain Gree collaborative air conditioning intelligent factory located in Guangdong [3] - SAIC-GM-Wuling Automobile Co., Ltd.: Automotive island-style intelligent factory based on process decoupling and production line reconstruction located in Guangxi [3] - CNOOC (China) Limited Hainan Branch: "Deep Sea No. 1" smart oilfield optimized for all business processes located in Hainan [3] - Chengdu Aircraft Industrial (Group) Co., Ltd.: Flexible agile intelligent factory for advanced aviation equipment located in Sichuan [3] Group 2: Achievements in Smart Factory Construction - Currently, over 7,000 advanced intelligent factories have been established in China [3] - After upgrading and transforming hundreds of intelligent factories, the average product development cycle has been shortened by 29% [3] - Production efficiency has improved by nearly 22% on average, and carbon emissions have been reduced by nearly 20% [3]
涵盖装备制造等关键行业 我国首批15家领航级智能工厂名单公布
Yang Shi Xin Wen· 2025-11-27 02:08
今天(27日),工业和信息化部等六部门正式公布了首批领航级智能工厂名单。这标志着我国智能制造 进入从数字化、网络化迈向智能化的关键跃升期。首批公布的领航级智能工厂共15家,涵盖装备制造、 原材料、电子信息、消费品等多个关键行业。工业和信息化部相关负责人表示,领航级智能工厂,融合 了新一代信息技术、先进制造技术、精益管理理念等,代表了我国制造业智能化的最高标准。 (文章来源:央视新闻) ...
盘前机会前瞻|多部门联合印发!大消费再赢政策利好,这几家大消费细分领域企业值得关注(覆概念股)
Sou Hu Cai Jing· 2025-11-27 01:36
Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand for consumer goods, promoting consumption upgrades to lead industrial upgrades and ensuring high-level dynamic balance between supply and demand, marking the first consumer promotion policy document issued after the 20th National Congress of the Communist Party of China [2][5]. Group 1: Key Tasks - The plan outlines 19 key tasks across five areas: expanding new technologies and innovative applications, deepening the supply of unique and new products, segmenting markets to match diverse consumer needs, empowering new consumption scenarios and business formats, and optimizing the development environment [3][6]. Group 2: Goals and Targets - By 2027, the structure of consumer goods supply is expected to be significantly optimized, forming three trillion-level consumption fields and ten hundred-billion-level consumption hotspots, while creating a number of high-quality consumer goods with cultural connotations and global recognition [3][6]. - By 2030, a high-quality development pattern characterized by positive interaction and mutual promotion between supply and consumption is anticipated to be basically formed, with a steady increase in the contribution rate of consumption to economic growth [3][6].
六部门:到2027年形成3个万亿级消费领域
Zhong Guo Xin Wen Wang· 2025-11-27 00:33
Core Insights - The Ministry of Industry and Information Technology of China, along with five other departments, has issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for a significant optimization of the supply structure by 2027 [1] - The plan focuses on leading industrial upgrades through consumption upgrades, ensuring high-quality development where supply and consumption interact positively by 2030, with a steady increase in consumption's contribution to economic growth [1] Group 1: Key Focus Areas - Accelerating the application of new technologies and models, including the promotion of efficient manufacturing models and the integration of artificial intelligence [1] - Encouraging the development of smart home robots, smart appliances, and AI-enabled devices to provide various life services [1] Group 2: Expanding Supply - Expanding the supply of distinctive and new products, including green products, rural consumer goods, leisure and sports products, and health product innovations [2] - Enhancing the influence of historical classic products and diversifying interest-based consumption offerings [2] Group 3: Targeting Specific Markets - Precisely matching the needs of different demographics by enriching the supply of baby products, quality student supplies, trendy fashion items, and products catering to the elderly [2]
六部门联合发文促消费 增强消费品供需适配性
为保障政策落地,方案明确强化财政金融支持,用好以旧换新政策,丰富消费金融产品;将举办特色活 动培育中国消费名品方阵,编制创新消费品指南;持续整治市场乱象,加强重点人群产品标准制修订, 推动国内标准与国际先进标准接轨。 吴垠认为,方案的出台精准把握了当前消费市场供需矛盾的核心,通过供给侧创新与需求侧引导双向发 力,既为企业指明了转型方向,也为消费者带来了更多高品质选择。随着各项举措逐步落地,将有效激 活消费市场内生动力,推动消费从规模扩张向质量提升转型,为经济高质量发展注入持久动能。 (上接1版) 消费场景与业态创新被放在重要位置。方案支持开设消费品首店、旗舰店,培育首发平台载体,推 动"国潮出海";有序发展直播电商、即时零售等新业态,鼓励平台企业打造沉浸式消费体验;规范推广 共享轮椅、婴幼儿推车等共享消费模式,完善服务质量认证体系,让消费场景更丰富、消费体验更便 捷。 ...
汇丰调查显示:中国内地企业面对贸易变局更具韧性和信心
汇丰银行(中国)有限公司环球贸易方案部董事总经理袁家强表示,随着中国企业在包括新能源、消费 和医疗健康等新兴产业中积聚起丰富经验和领先实力,"中国创造"正走入更多市场,也帮助中国企业在 本轮的经贸格局重塑中建立起更有韧性和多元化的业务布局。 调查显示,36%来自医疗健康领域和约两成来自能源和材料行业的内地受访企业计划增加面向沙特的销 售,均高于全球平均;在日渐兴起的消费品领域,17%内地受访企业计划增加在新加坡的销售。 来源:北京日报客户端 转自:北京日报客户端 汇丰集团近期面向全球企业的一项贸易前景调查显示,尽管贸易政策和关税等仍存在不确定性,但随着 逐步适应"贸易新常态",中国内地企业对变化带来的影响有更清晰的认识和更多准备,对收入前景的信 心也在增加。内地企业正积极加大对新兴市场的业务布局,尤其是亚洲和中东,积极应对变化带来的挑 战,显示出强大韧性和业务灵活性。 调查显示,72%的内地受访企业表示,与6个月前相比,他们现在对全球贸易形势变化有了更清晰的认 识,对业务受到的影响有了更确定的了解和评估,高于66%的全球平均水平。这种确定性的增加成为企 业决策和进行未来计划的重要一环,54%的内地受访企业预计 ...