拓展新的消费增量，关键在于提升供需适配性。来自需求侧的变化，要求供给体系必须作出更加灵 敏、精准的回应。如果供给创新滞后于需求升级，消费潜力就难以充分释放；如果供给质量不能满足消 费期待，市场活力就会受到抑制。因此，提升供需适配性不仅是激活消费潜力的有效举措，更是畅通经 济循环的关键环节。 实现这一目标，需要把握好几个关系。首先，技术创新与市场需求的融合至关重要。人工智能、大 数据等新技术正推动制造业向柔性化、定制化转型，服务业向智能化、场景化升级。新能源汽车、智能 家居等创新产品快速渗透，即时零售、数字文旅等新业态不断打破传统消费边界。新技术新模式的创新 应用，不仅是"从无到有"的突破，还是"从有到优"的提质。 统筹好培育新增长点与巩固基本盘的关系。拓展增量不能以忽视甚至牺牲存量为代价。在积极拓展 数字消费、绿色消费、服务消费等新领域的同时，必须重视汽车、家电、家居、餐饮等传统消费的基础 性作用。这些传统领域不仅规模巨大，而且关联着广泛的产业链和就业群体，是经济平稳运行的重要支 撑。"拓新"与"稳旧"是可以相互促进的。例如，为传统家电注入智能元素，可以有效刺激以旧换新的需 求；用数字化手段优化线下商圈与餐饮 ...

2025年1-10月，我国电子商务在提振消费惠民生、促进现代产业体系建设、扩大高水平对外开放等方面 发挥积极作用，不断释放商务发展新动能。数字消费助力扩内需惠民生。数字消费、品质电商以新供给 创造新需求，不断激发消费潜力。据国家统计局数据，1-10月全国网上零售额同比增长9.6%。智能产 品、网络服务、即时电商增长亮眼，据商务大数据监测，AI眼镜、智能手表等智能穿戴网零额增长 23.1%，网络服务消费增长21%，其中线上购券-线下体验的到店餐饮增长25.1%，即时电商便利消费需 求，销售额增长24.3%。产业电商助力数智化转型。惠企对接提升中小企业数字化转型和柔性制造能 力，主要电商平台开展产业电商对接超400场，带动重点监测的纺织、药品等领域产业电商交易额增长 5.5%、3.4%。在山东举行"数商兴农"活动，联动山西、甘肃、江西等地，推动电商赋能特色农产品销 售。据商务大数据监测，1-10月农产品和农村网络零售额分别增长9.5%和7.5%。 ...

近年来，我国消费市场规模稳步扩大，服务消费表现亮眼。2020年至2024年，居民服务性消费支出年均 增长9.6%。今年9月，商务部等部门印发《关于扩大服务消费的若干政策措施》，更大力度提振消费、 扩大内需。党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》提出，"以放宽准入、业态融合为重点扩大服务消费"。本期特邀专家围绕相关问题进行研讨。 把握升级趋势释放服务消费潜力 扩大服务消费的重要意义和作用体现在哪些方面？如何看待服务消费未来发展潜力？ 谭永生（中国宏观经济研究院产业经济与技术经济研究所副所长、研究员）：服务消费是促进民生改善 的重要支撑，也是消费转型升级的重要方向。当前，我国居民消费个性化、多样化、品质化的升级趋势 日益明显，正从商品消费转向服务消费，需充分认识发展服务消费的重大意义及其发展潜力，坚持扩大 内需这个战略基点，增强国内大循环内生动力和可靠性。 扩大服务消费是扩内需的现实需要。商品消费多以满足功能性需求为主，边际效用会逐步递减，如居民 不会在短时间内重复购买家电、汽车等耐用消费品。服务消费更强调情感和体验层面的满足，具有持续 升级和反复消费的特性，这 ...

Group 1 - The core viewpoint emphasizes the importance of fully unleashing the market potential of a consumer powerhouse like China to drive high-quality economic development and enhance endogenous growth momentum [1] Group 2 - As of 2024, China's total automobile production and sales have ranked first in the world for 16 consecutive years, with home appliance sales such as air conditioners, washing machines, and refrigerators also leading globally [3] - China has the largest number of movie screens in the world, creating the largest film screening network globally, and is the largest single domestic tourism market, with domestic residents traveling 4.998 billion times in the first three quarters of this year, a year-on-year increase of 18% [5] Group 3 - In the digital consumption sector, China has the largest online retail market in the world, with online retail sales reaching 12.79 trillion yuan in the first ten months of this year, a year-on-year growth of 9.6% [7] - China leads globally in digital consumption and innovative payment methods, with mobile payment transaction volume expected to reach 563.7 trillion yuan in 2024 [9]

Group 1 - The article highlights the growing trend of digital consumption in Hunan, with technologies like VR fitting rooms and AI applications becoming integral to consumer experiences [1][2] - A fashion store in Changsha is utilizing VR technology to allow customers to try on multiple outfits quickly, enhancing the shopping experience through 5G and VR/AR integration [1] - The emergence of AI-driven products, such as humanoid robot bands and AI makeup applications, signifies a shift towards innovative entertainment and service solutions in various sectors [1] Group 2 - The digital museum in Qiyang showcases the integration of digital technology with cultural heritage, allowing visitors to interact with historical figures and engage in virtual activities [2] - Hunan's traditional craft of Xiang embroidery is being modernized through AR technology, demonstrating the fusion of cultural heritage with contemporary digital innovations [2] - The development of AI entities, like the "Xin Chui Fu Ren" 3D digital human, aims to enhance visitor engagement in museums, indicating a trend towards immersive cultural experiences [2]

Core Insights - The recent guidance from the Ministry of Commerce and eight other departments emphasizes the importance of digital consumption, defining it for the first time in terms of digital products, services, content, and consumption through digital channels [1][8] - Digital consumption is evolving from a luxury option to a necessity, driven by innovations in digital technology and robust digital infrastructure [1][6] Group 1: Digital Consumption Landscape - Digital consumption is now seamlessly integrated into daily life, influencing habits and lifestyles across various sectors, including digital tourism, autonomous driving, and smart retail [4][5] - The "low-altitude economy" is gaining traction, exemplified by drone delivery services that enhance efficiency and create new consumer experiences [4][5] Group 2: Digital Infrastructure Development - By 2024, China's digital consumption scale is projected to reach 23.8 trillion yuan, accounting for 44.2% of total consumption, supported by advancements in digital infrastructure such as 5G and AI [6][7] - China has established the world's largest and most advanced fiber and mobile broadband network, with over 4.646 million 5G base stations and 1.154 billion 5G mobile users as of August 2023 [6][7] Group 3: Technological Innovations - Breakthroughs in artificial intelligence are driving the intelligent and personalized upgrade of digital consumption, with over 1,500 AI models released for various industries [7] - The integration of digital infrastructure with the physical economy is fostering new applications, including smart homes and logistics, enhancing the digital consumption landscape [7][8] Group 4: Data Utilization and Governance - The guidance highlights the need to optimize the digital consumption support system by expanding public data supply and promoting the integration of public and enterprise data [8][9] - In healthcare, advancements like the Tianyi Cloud platform are enabling efficient remote diagnostics, showcasing the potential of digital solutions in improving service delivery [9]

Group 1 - The core viewpoint of the news is the emphasis on the development of digital consumption as a key driver for expanding domestic demand, supported by a joint guideline issued by multiple government departments [2][4]. - The guideline focuses on improving both the "hard infrastructure" and "soft environment" for digital consumption, with tasks outlined in four areas: enriching supply in the digital consumption field, nurturing digital consumption entities, optimizing support systems, and creating a favorable environment for digital consumption [2][4]. - Digital consumption is projected to reach 23.8 trillion yuan in 2024, accounting for 44.2% of total household consumption, highlighting its significance in the economy [2]. Group 2 - Zhejiang province is positioned as a leader in the digital economy, with the core industry value added expected to exceed 1 trillion yuan in 2024, supported by a solid manufacturing base and innovative enterprises [3]. - The province has seen a 27.4% increase in retail sales through public networks in the first half of 2025, significantly outpacing the overall retail sales growth [3]. - New retail formats such as instant retail and live-streaming e-commerce are emerging, with events like the "618" promotion on Tmall driving record sales in categories like 3C digital products [3]. Group 3 - The guideline encourages local governments to utilize fiscal policies to lower financing costs for digital consumption enterprises, including loan interest subsidies and risk compensation [4]. - It emphasizes the need for financial support for small and micro enterprises in the digital consumption sector, as well as the development of innovative consumption scenarios like smart business districts and digital streets [4]. - The release of policy incentives and technological innovations is expected to enhance Zhejiang's leading position in digital consumption, contributing to high-quality development nationwide [5].

Core Insights - The Ministry of Commerce and eight other departments have jointly issued guidelines to promote the development of digital consumption, emphasizing the need to diversify supply in this sector [1] - The digital infrastructure, represented by 5G and artificial intelligence, is continuously improving, leading to an expansion of consumption scenarios and driving the growth of new digital consumption [1] Digital Consumption Growth - From January to August this year, the national online retail sales reached nearly 10 trillion yuan, with a year-on-year growth of 9.6%, outpacing the growth rate of total retail sales of consumer goods [2] - In the first half of this year, the sales revenue from smart elderly care technology services increased by 33.7%, while the sales revenue from elderly smart and wearable equipment manufacturing grew by 32.6% [5] Emerging Digital Consumption Trends - The digital consumption landscape is expanding, with new products like smart home devices and AI glasses gaining popularity. In July, the manufacturing value added of smart drones and smart vehicle-mounted equipment increased by 80.8% and 21% respectively, while the production of civilian drone products rose by 18.9% [6] - New digital consumption models are thriving, with instant retail and live-streaming e-commerce transactions both achieving double-digit growth in the first seven months of this year [7] Diverse Consumption Categories - The range of digital consumption is broadening, covering areas from dining and beauty to pharmaceuticals and travel, aligning closely with consumer demand [8] Online Sales Performance - From January to August this year, online sales of home appliances and digital products showed significant growth, with smart wearables increasing by 25.2%, computers by 23.7%, and mobile phones by 20.2% [11]

Group 1 - The core viewpoint of the article highlights the significant growth of digital consumption in China, projected to reach 23.8 trillion yuan in 2024, accounting for 44.2% of total consumer spending that year [1][2] - The first key term is "digital consumption," which encompasses digital product consumption, digital service consumption, and digital content consumption, emphasizing the importance of high-quality development in these areas [1] - The second key term is "digital era," focusing on innovation driven by digital technology, encouraging companies to accelerate research and development, particularly in the integration of artificial intelligence with various consumer sectors [1] Group 2 - The third key term is "better life," which emphasizes the need for improved digital living standards, combining consumption promotion with benefits for people's livelihoods, particularly in areas like healthcare and community services [2] - The guidance aims to create a seamless online and offline service ecosystem, enhancing the quality of smart service applications [2] - The Ministry of Commerce plans to collaborate with relevant departments to implement the guidance effectively, establishing mechanisms to maximize the potential of digital consumption [2]

Core Insights - The expansion of digital consumption supply is crucial for driving consumption upgrades in the context of a booming digital economy [1][2] - The fourth Digital Trade Conference showcases cutting-edge technologies like generative AI and multi-modal sensory interaction, highlighting the integration of technology in enhancing consumer experiences [1] - The Ministry of Commerce projects that by 2024, China's digital consumption scale will reach 23.8 trillion yuan, accounting for 44.2% of total resident consumption, emphasizing its role as a new engine for consumption [1] Group 1: Policy and Strategic Framework - The recently issued "Guiding Opinions" by the Ministry of Commerce and eight other departments outlines a comprehensive approach to developing digital consumption, focusing on supply innovation, ecosystem optimization, and environmental enhancement [2] - The policy encourages the effective supply of AI terminal products and the creation of immersive, experiential consumption scenarios, reflecting a strategic shift from scale expansion to quality improvement in digital consumption [2][3] - The establishment of a digital consumption policy framework indicates a systematic approach to expanding digital consumption supply and promoting consumption upgrades [2] Group 2: Challenges and Recommendations - Current challenges in digital consumption include insufficient quality supply, lagging talent development, and the need for an improved environment [2] - Recommendations include accelerating the cultivation of specialized small and medium enterprises and enhancing logistics and payment systems to improve the "hard infrastructure" and "soft environment" for digital consumption [2] - Continuous innovation in consumption scenarios and the development of smart business districts are essential for enhancing consumer experiences and driving economic growth [3]