Core Insights - The "Human-Vehicle-Home" ecosystem is rapidly emerging, driven by advancements in 5G, AI, and IoT technologies, as well as increasing consumer demand for smart living [1][2] - Midea Group and BYD have signed a strategic cooperation agreement to integrate their strengths in smart vehicles, smart home appliances, and AIoT technologies, aiming to create a leading smart ecosystem [1][2] - Boston Consulting Group predicts that by 2030, the "Human-Vehicle-Home" ecosystem will account for 58% of the incremental smart market, becoming a key driver of future technological development [1] Industry Developments - The "Human-Vehicle-Home" ecosystem aims to seamlessly connect people, vehicles, and home environments, creating a super-intelligent ecosystem centered around user needs [2] - Midea Group and BYD's collaboration will involve integrating all BYD vehicle models with Midea's smart home products, focusing on AI innovation and standardizing technical interfaces and data protocols [2][5] - Other tech giants like Xiaomi and Huawei are also accelerating their involvement in the "Human-Vehicle-Home" ecosystem, with Xiaomi completing its ecosystem with the launch of the Xiaomi SU7 [3] Technological Innovations - Key technologies driving the "Human-Vehicle-Home" ecosystem include Ultra-Wideband (UWB) digital fusion technology and foundational operating system integration, which facilitate deep integration of various scenarios [4] - AI technology is becoming increasingly critical, with Midea developing an AI assistant that acts as a "home autopilot," enhancing user interaction within the ecosystem [6] Business Models and Value - Companies with ecosystem integration capabilities are expected to capture over 50% of the new revenue in the smart mobility and home integration market [7] - The "Human-Vehicle-Home" ecosystem fosters strong user engagement and collaborative effects, transitioning competition from individual products to ecosystem-based competition [7] - Midea's partnership with BYD not only expands product application scenarios but also allows for reaching more users through mobile terminals [7] User Experience - The "Human-Vehicle-Home" ecosystem enhances user convenience and comfort, allowing for dual control of home appliances from vehicles and vice versa, as well as automated scene triggers based on geofencing technology [8] - The development of this ecosystem faces challenges such as the need for unified technical standards, data security, and coordination in cross-industry collaborations [8]

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]

Market Performance - The Shenzhen Component Index and ChiNext Index opened lower but rose throughout the day, with the ChiNext Index increasing by over 3% at one point [1] - By the end of trading, the Shanghai Composite Index fell by 0.15%, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index increased by 2.14% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion yuan, a decrease of 28.8 billion yuan compared to the previous trading day, with 1,689 stocks rising and over 3,500 stocks falling [1] Sector Activity - Active sectors included CPO, influenza, and consumer sectors, while military and commercial aerospace sectors experienced adjustments [3] - The Ministry of Industry and Information Technology, along with other government bodies, issued a plan to enhance the adaptability of consumer goods supply and demand, aiming for significant optimization of the consumer goods supply structure by 2027 [3] Policy Initiatives - The plan aims to create three trillion-level consumption fields and ten hundred-billion-level consumption hotspots, focusing on high-quality consumer goods with cultural significance [3] - It emphasizes upgrading consumption to lead industrial upgrades and achieving a dynamic balance between supply and demand, with a goal of improving the contribution of consumption to economic growth by 2030 [3] Key Tasks - The plan outlines 19 key tasks across five areas, including accelerating the application of new technologies, expanding the supply of unique and new products, and fostering new consumption scenarios and business formats [3][4] - Specific focus areas include smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, with the goal of creating hundreds of iconic products and innovative companies [4] Market Segmentation - The plan also targets the expansion of green products, enhancement of rural consumer goods, and development of leisure and sports products [4] - It aims to adapt to trends in green and low-carbon consumption, improve product efficiency standards, and strengthen the supply of quality sports and outdoor equipment [4] - Additionally, it seeks to enrich the supply of children's products, enhance quality student supplies, expand fashionable "trendy" products, and optimize products for the elderly [4]

Core Viewpoint - The implementation plan issued by six departments aims to enhance the adaptability of supply and demand in consumer goods, marking a shift in China's consumption policy from demand stimulation to a dual-sided approach focusing on both supply and demand [1][2]. Group 1: Key Tasks and Objectives - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of unique and new products, precisely matching the needs of different demographics, cultivating new consumption scenarios and business formats, and creating a favorable development environment [1]. - By 2027, the supply structure of consumer goods is expected to be significantly optimized, forming three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [3]. Group 2: Supply and Demand Dynamics - The core logic of the plan is to break through the long-standing structural contradictions in supply and demand, such as the coexistence of excess low-end supply and a shortage of high-quality supply [2]. - The policy emphasizes the need for a dynamic balance between supply and demand, with consumption upgrades leading to industrial upgrades [2]. Group 3: Technological Innovation and Model Transformation - The plan prioritizes the acceleration of new technology and model applications, focusing on industries like smart connected vehicles, smart home products, and green building materials [4]. - It aims to utilize AI and big data to enhance production efficiency and meet personalized consumer demands through flexible manufacturing systems [4][5]. Group 4: Targeting Specific Markets - The plan emphasizes the importance of accurately matching the needs of different consumer groups, particularly in rural areas and among the elderly and children [7][8]. - It encourages the development of products tailored to rural environments and aims to improve logistics and after-sales services to stimulate consumption in these markets [7]. Group 5: Enhancing Product Offerings for Specific Demographics - In the baby and elderly care sectors, the plan outlines specific directions for product development, focusing on quality, safety, and functionality [8]. - The initiative aims to unlock the significant consumption potential of the elderly and children by promoting high-quality products and services tailored to their needs [8].

Core Viewpoint - The article highlights a significant opportunity emerging from the government's new consumption policy aimed at enhancing the adaptability of supply and demand in consumer goods, with a focus on innovation and quality improvement in the market [1][3]. Group 1: Policy Implementation - The State Council has introduced an implementation plan to enhance the adaptability of supply and demand in consumer goods, which includes multiple key tasks such as accelerating the layout of new fields, promoting efficient manufacturing models, and integrating artificial intelligence [1][3]. - The plan sets clear targets, aiming to form three trillion-level consumption sectors and ten billion-level consumption hotspots by 2027, with a focus on high-quality development and increased contribution of consumption to economic growth [1][3]. Group 2: Industry Focus - The plan emphasizes key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, aiming to create a hundred iconic products and a hundred innovative enterprises [5][6]. - The automotive sector, particularly in new energy vehicles, has shown strong growth, with October sales reaching 1.715 million units, a 20% year-on-year increase, marking a significant milestone in the market [5]. Group 3: Consumer Demand and Manufacturing - The article discusses the importance of flexible manufacturing to meet personalized consumer demands, highlighting the need for high-quality, small-batch, and specialized products [6][14]. - The plan proposes the promotion of efficient response manufacturing models, including flexible and customized production, to better align with consumer preferences [6][14]. Group 4: Artificial Intelligence Integration - The plan advocates for the application of artificial intelligence across the entire consumer goods industry, aiming to enhance product development efficiency and innovation through tools like generative AI and 3D digital design [8][10]. - AI is expected to play a crucial role in understanding consumer needs, providing customized products and services, and improving the overall shopping experience [11][12]. Group 5: Lifecycle Consumption - The plan addresses the needs of different consumer demographics, including children and the elderly, promoting the development of high-quality, intelligent products tailored to these groups [15]. - The focus on "lifecycle consumption" reflects a shift from merely meeting basic needs to creating quality living experiences, indicating a broader trend in consumer behavior [15].

Core Viewpoint - The article highlights a significant opportunity emerging from the government's new consumption policies aimed at enhancing the adaptability of supply and demand in the consumer goods sector, with a focus on innovation and quality improvement [1][3][15]. Group 1: Policy Implementation - The State Council has introduced a comprehensive implementation plan to enhance the adaptability of consumer goods supply and demand, which includes five key areas and 19 specific tasks [3][4]. - By 2027, the plan aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, optimizing the supply structure of consumer goods [1][3]. Group 2: Innovation and Technology - The plan encourages enterprises to create demand through innovative supply, marking a shift from passive adaptation to proactive leadership in economic development [4][5]. - Focus areas include smart connected vehicles, smart home products, consumer electronics, and green building materials, with initiatives to develop a hundred flagship products and innovative companies [5][6]. Group 3: Consumer Demand and Market Trends - Data shows that from January to October, the total retail sales of consumer goods reached 412.169 billion yuan, growing by 4.3%, with a 2.9% year-on-year increase in October [6]. - The article emphasizes the need for flexible manufacturing to meet personalized consumer demands, addressing the mismatch between diverse consumer needs and supply capabilities [6][14]. Group 4: Artificial Intelligence Integration - The plan promotes the application of artificial intelligence across the entire consumer goods industry, enhancing product development efficiency and market responsiveness [8][10]. - AI is expected to drive the creation of customized products and services, improving consumer experience and interaction efficiency [11][12]. Group 5: Lifecycle Consumption - The plan aims to expand the supply of unique and new products, focusing on green products, rural consumption upgrades, and health-oriented innovations [14]. - It highlights the importance of catering to the needs of different demographic groups, including infants, students, and the elderly, aligning with the concept of "lifecycle consumption" [14][15].

Core Viewpoint - The implementation plan aims to enhance the adaptability of consumer goods supply and demand, leading to consumption upgrades that drive industrial upgrades, thereby achieving a dynamic balance between supply and demand at a higher level [1][4]. Policy Framework - The plan is jointly issued by multiple government bodies, including the Ministry of Industry and Information Technology, the National Development and Reform Commission, and others, marking it as a significant policy document following the Fourth Plenary Session of the 20th Party Congress [1][2]. Goals and Targets - By 2027, the supply structure of consumer goods is expected to be significantly optimized, forming three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [4]. - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is anticipated, with a steady increase in the contribution of consumption to economic growth [4]. Industry Focus Areas - The plan emphasizes the development of new fields and tracks, focusing on key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [5]. - It encourages the integration of artificial intelligence across the entire consumer goods industry, promoting the development of AI-enabled products like household service robots and smart appliances [5]. Sports and Health Products - The plan aims to enhance the supply of leisure and sports products, targeting new demands from the sports economy, outdoor economy, and ice and snow economy [6]. - It supports the innovation and development of health products, including special dietary foods and high-end medical devices, while promoting the consumption of organic and geographical indication agricultural products [6]. Diverse Consumer Interests - The plan seeks to expand the supply of interest-based consumer products, including pet-related items, anime, and trendy products, while also promoting low-altitude tourism and private flying [7]. - It encourages the development of local intellectual property and innovative design in cultural products, as well as the transformation of traditional retail spaces to include trendy stores [7]. Customization and Experience - The plan emphasizes the need for precise matching of consumer needs, particularly in the baby and children's product sector, and encourages the development of high-end fashion brands and personalized services [8]. - It promotes the creation of immersive consumer experiences through the use of digital technologies, including virtual reality and the metaverse [10]. Financial Support and Services - The plan highlights the importance of financial support for the consumer goods industry, including policies for equipment upgrades and trade-in programs, as well as enhancing the adaptability and convenience of consumer financial services [11].

Group 1 - The renovation and building materials sector experienced a slight decline, closing at 16,145.05 points with a drop of 0.22% [1] - Yong'an Forestry led the decline in the sector, closing at 8.99 CNY per share with a decrease of 10.01% [1] - Huaci Co. and *ST Yazhen followed, closing at 16.73 CNY per share with a drop of 7.98% and 43.23 CNY per share with a drop of 4.99% respectively [1] Group 2 - Meike Home led the gains in the sector, closing at 2.65 CNY per share with an increase of 9.96% [1] - Leizhi Group and *ST Nachuan also saw gains, closing at 6.85 CNY per share with an increase of 9.95% and 2.64 CNY per share with an increase of 6.02% respectively [1] Group 3 - According to a report by EIU Think Tank, the robust development of technology markets supports the stable growth of China's whole-home smart industry [1] - The smart home market in China is projected to exceed 1 trillion CNY by 2025, driven by the increasing maturity of technology and the expansion of product supply [1] - Major players in the internet, home appliances, and traditional hardware sectors are actively entering the smart home market, leading to a diversified development of the industry [1]

Core Viewpoint - The implementation plan aims to enhance 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][2] Group 1: Strategic Goals - By 2027, the supply structure of consumer goods is expected to be significantly optimized, with a focus on high-quality consumer products that have cultural significance and global recognition [1] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is anticipated, with a steady increase in the contribution of consumption to economic growth [1] Group 2: Key Tasks - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of unique and new products, precisely matching diverse consumer needs, cultivating new consumption scenarios and business formats, and creating a favorable development environment [1] - Emphasis is placed on expanding new fields and tracks, promoting efficient manufacturing models, and enhancing the integration of artificial intelligence [1] Group 3: Market Focus - The strategy targets key industries such as smart connected new energy vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, aiming to create hundreds of iconic products and innovative enterprises [1] - There is a push for the expansion and iteration of green products, improvement of rural consumer goods, and significant development of leisure and sports products [2] Group 4: Targeted Consumer Segments - The plan specifies the need to enrich the supply of baby and children's products, enhance quality student supplies, expand trendy fashion items, and optimize products for the elderly [2] - Development of refined, quality, and intelligent baby and children's products is prioritized, along with the design of writing tools that protect vision and posture [2]

【导读】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》 刚刚，消费领域迎来利好！ 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、市场监管总局印发《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》）。 | | 中华人民共和国工业和信息化部 | | | | 阳光小信 无障碍 手机端 邮箱 微信 微博 | RSS订阅 | | --- | --- | --- | --- | --- | --- | --- | | | Ministry of Industry and Information Technology of the People's Republic of China | | | | 请输入关键字 | Q | | | ల్ల 首页 组织机构 | 新闻发布 | 政务公开 | 政务服务 | 互动交流 工信数据 | | | | 首页 > 工业和信息化部 > 机关司局 > 消费品工业司 > 文件发布 | | | | | | | | 发文机关： 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 市场监管总局 | | | | ...