"推进汽车流通消费改革试点，扩大二手车流通，拓展汽车改装、租赁、赛事、房车露营等汽车后市场，全链条扩大汽车消费。"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、国家发展改革委、商务部、文化和旅游部、国家市场监管总局有关负责人介绍 刚出台的《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》"）以及进一步促进消费政策措施有关情况，汽车消费 成为多部门强调的重点。 消费成为重要引擎 场景拓展加码消费 客观上看，在当前的部分消费品市场中，"高端供给不足、创新场景缺乏"的结构性问题日益凸显，尚不能满足消费升级后的新需求，在一定程度上制 约了消费市场的活力。而汽车消费正在成为破解这一矛盾的点。其需求多元，涵盖了从首次购车的新手司机，到追求更高品质座驾的置换人群，再到热衷 于个性化改装的汽车爱好者等多个层面。并且，这一系列消费也将拉动汽车产业链。汽车产业是技术密集型产业，涉及机械、电子、材料、人工智能等众 多领域的先进技术，每一次技术的突破与创新，都可能引发汽车产品的变革与升级。汽车产业的带动性极强，每万元产值可拉动上下游2.64万元的增长， 显然是一个强大的引擎，能够带动 ...

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].

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming to further promote consumption [1] Group 1: Expansion of Diverse Consumer Offerings - The plan emphasizes the development of interest-based consumer products, including pet-related items, anime merchandise, and trendy clothing and toys [1] - There is a focus on expanding low-altitude tourism, aviation sports, private flying, and consumer-grade drones, while ensuring safety and risk control [1] Group 2: Automotive and IP Development - The initiative aims to expand the automotive aftermarket by promoting car modifications, RV camping, and automotive events, as well as supporting the high-quality development of car rentals [1] - It encourages companies to incubate local intellectual property (IP), innovate in cultural and creative product design, and develop brand licensing, including a series of IP-licensed products [1] Group 3: Retail Environment Enhancement - The plan advocates for the redesign and transformation of traditional supermarkets, shopping centers, and commercial streets to incorporate "valley stores" or collective trendy toy shops [1]

Core Insights - Huawei's QianKun Intelligent Automotive Solutions announced the launch of multiple L3 autonomous driving tests and the introduction of the "Intelligent Cockpit L3" era during the "QianKun Ecology, Together for Passion" conference held on November 20, 2025, in Guangzhou [1] - Tuhu Car Maintenance is set to establish a deep collaboration with QianKun Intelligent Driving to create an intelligent automotive service network, enhancing data connectivity between Tuhu's store system and QianKun's autonomous driving cloud [1] Group 1 - The QianKun APP was officially launched, aiming to build a "10-minute QianKun Intelligent Driving Life Circle" with ecosystem partners [1] - Tuhu Car Maintenance's President, Hu Xiaodong, revealed that the collaboration will initially focus on the automatic car wash scenario, allowing vehicles to autonomously drive to service points for cleaning and return to parking spots, showcasing a future of seamless automotive services [1] - This innovative model reflects the trend towards intelligent automotive services, enhancing the customer experience by making car maintenance "worry-free, time-saving, and effortless" [1] Group 2 - Tuhu Car Maintenance has previously strengthened its service foundation through online reservations and intelligent scheduling, which will now be further enhanced by the integration of autonomous driving technology [1] - The partnership aims to create a real-time collaborative system across the "vehicle-cloud-store" ecosystem, promoting a more efficient automotive service experience [1]

自动驾驶技术迅猛发展，正以前所未有的态势改写汽车产业版图。 自动泊车、无人洗车、无人养护、无人充电……在自动驾驶加速前行的趋势中，与亿万汽车用户息 息相关的汽车后市场服务首当其冲，站在了变革与重构的风口上。 正在拓展的服务内涵 随着汽车智能化程度不断加深，汽车后市场的服务内涵与外延被极大拓展。据权威机构预测，未来 几年中国汽车后市场规模有望快速攀升，其中新能源专属服务占比将突破35%。在这一大变革中，传统 后市场服务体系以维修保养为主的单一模式，已难以满足新需求。传感器标定、软件诊断、OTA升级等 新兴服务需求如雨后春笋般涌现，成为后市场服务的新增长点。 客观而言，这些新兴服务需求的出现，根源在于自动驾驶汽车复杂的技术架构与运行逻辑。自动驾 驶汽车依靠大量高精度传感器、复杂算法以及持续更新的软件系统实现自主行驶，这就要求后市场服务 必须具备与之匹配的技术能力与服务模式，以确保车辆的安全性、稳定性与智能化体验。 在自动驾驶时代，汽车后市场变革的驱动力不仅来自技术革新，用户需求的深刻转变同样不可忽 视，特别是"Z世代"车主消费观念与行为模式的变化，正重塑着后市场的服务格局。"Z世代"作为数字时 代的原住民，他们成 ...

Core Insights - The consumption willingness of car owners in China continues to strengthen during the 2025 Double 11 shopping festival, leading to robust market performance in the automotive aftermarket [1] - Tuhu Car Maintenance reported record-breaking performance during Double 11, achieving new highs in order volume and store revenue, significantly outperforming the industry [1] Group 1: Sales Performance - Tuhu Car Maintenance experienced explosive growth across all product categories, with significant increases in sales of major tire brands, engine oils, batteries, and accessory belts [1] - During the initial sales period, tire sales increased by 170% year-on-year, international brand engine oil sales rose by 140%, domestic brand engine oil sales surged by 210%, and sales of new energy vehicle maintenance products grew by 120% [1] - The highest single-day tire sales reached over 500,000 units, with the number of users trading new energy vehicle batteries increasing by 137% year-on-year and domestic battery trading users rising by 97% [1] Group 2: Store Operations and Expansion - Tuhu Car Maintenance's new workshop stores saw user numbers increase by over 700% during Double 11, achieving profitability from the outset [2] - The company has expanded its store network significantly, with over 100 stores in 20 major cities, including Shanghai, Beijing, and Guangzhou, among others [2] - Tuhu Car Maintenance has established itself as the preferred brand for car maintenance among vehicle owners and as a top choice for automotive service franchises due to its high-quality products and reliable services [2]

Core Insights - The article emphasizes the integration of online and offline retail experiences during this year's "Double 11" shopping festival, highlighting the importance of new consumer demands and innovative supply chains to stimulate market potential [1][2]. Group 1: Online and Offline Integration - The "Double 11" event showcased a deep integration of online and offline shopping, allowing consumers to experience products in-store while also having the option to order online for home delivery [2]. - Data from JD MALL indicated a 30% year-on-year increase in foot traffic, with home goods sales surging by 191% and full-home customization sales increasing nearly sevenfold [3]. Group 2: Consumer Experience and Service Innovation - The event marked a shift from merely purchasing products to enjoying services, with various consumer experiences being enriched through the blending of different retail formats [4]. - The automotive aftermarket saw significant growth, with tire sales on JD increasing over four times and car service orders rising by 165% during the event [4]. Group 3: Global Market Expansion - The "Double 11" festival expanded its reach to global markets, with JD reporting over 100% growth in transaction volume and order quantity across several countries [5]. - Taobao's international efforts included launching in 20 countries and regions, supported by a marketing budget of 1 billion yuan to help merchants double their overseas sales [5]. Group 4: Supply and Demand Alignment - The C2M (Customer-to-Manufacturer) model was highlighted as a successful approach for aligning supply with consumer demand, leading to more efficient production processes [6]. - Notable successes included a record-breaking sales performance for a jointly launched thermos by Fuguang and JD, demonstrating the effectiveness of reverse customization [6]. Group 5: Automotive Sector Dynamics - The automotive sector, particularly in large-item consumption, is experiencing revitalization through enhanced supply-demand integration, as seen with the launch of a new electric vehicle model by GAC Aion in collaboration with JD [7].

Core Viewpoint - The "14th Five-Year Plan" emphasizes expanding domestic demand as a strategic foundation, focusing on improving people's livelihoods and promoting consumption, while integrating investment in goods and people to stimulate new supply and demand interactions [1] Group 1: Online and Offline Integration - The "Double 11" shopping festival has seen a deep integration of online and offline retail, with consumers able to experience products in-store and order online for home delivery [2] - The Ministry of Commerce's "Retail Innovation and Enhancement Implementation Plan" aims to promote the deep integration of physical retail and the digital economy, enhancing retail efficiency [2] Group 2: Consumption Data and Trends - From October 30 to 31, 2023, nationwide traffic at JD MALL increased by 30% year-on-year, with home goods sales rising by 191% and full-home customization sales increasing nearly sevenfold [3] - During the same period, nearly one million offline stores participated in Meituan's "Double 11" event, with brands like Xiaomi and OPPO seeing sales growth exceeding 100% in the 3C electronics category [3] Group 3: Accelerated Consumption Format Integration - The "Double 11" event has seen a shift from product purchasing to service enjoyment, with the automotive aftermarket experiencing significant growth, including a fourfold increase in tire sales on JD [4] - Industrial products are also participating in the "Double 11" promotions, with a 172% year-on-year increase in average order value for enterprise customers [4] Group 4: Global Market Expansion - This year, Taobao launched its "Double 11" event simultaneously in 20 countries and regions, investing 1 billion yuan in marketing to help 100,000 merchants double their overseas sales [5] - Cross-border services have expanded, with transaction volumes increasing over 300% in more than ten countries [5] Group 5: Supply and Demand Precision Matching - The C2M (Customer-to-Manufacturer) model has enabled precise matching of supply and demand, with successful pre-sale orders reducing the need for blind stockpiling [6] - In the 3C electronics sector, Lenovo and JD's C2M collaboration resulted in significant sales growth, with AI products seeing over 100% year-on-year growth [6] Group 6: Automotive Sector Dynamics - The automotive sector is experiencing renewed vitality through supply-demand integration, with new energy vehicles being launched that meet consumer demands for price, space, safety, and range [7]

Core Insights - The "14th Five-Year Plan" emphasizes expanding domestic demand as a strategic foundation, integrating consumer welfare and investment to stimulate new supply and demand dynamics [1] - The "Double 11" shopping festival showcases a deep integration of online and offline retail, enhancing consumer experience and driving sales growth [2] Group 1: Online and Offline Integration - The "Double 11" event saw a 30% year-on-year increase in foot traffic at JD MALL, with home goods sales surging by 191% [3] - The integration of online platforms and physical stores allows consumers to experience products in-store while ordering online for home delivery, enhancing retail efficiency [2][3] - Meituan reported that nearly one million offline stores participated in its "Double 11" campaign, with significant sales increases in various categories [3] Group 2: Consumption Patterns and Market Trends - The automotive aftermarket is rapidly growing, with online orders for car services and products seeing substantial increases during "Double 11" [4] - Industrial products are also participating in the "Double 11" promotions, with significant growth in service clients and transaction values [4] - The global reach of "Double 11" expanded, with sales and order volumes in international markets growing over 100% [4] Group 3: Financial and Consumer Integration - Financial services are increasingly integrated with consumer experiences, providing discounts and incentives that enhance shopping during "Double 11" [5] - The collaboration between financial institutions and retail platforms is driving consumer spending by offering direct benefits [5] Group 4: Supply and Demand Alignment - The C2M (Customer-to-Manufacturer) model is effectively aligning supply with consumer demand, leading to successful product launches during "Double 11" [6] - The introduction of customized products, such as gaming laptops and insulated bottles, demonstrates the effectiveness of reverse customization in meeting market needs [6] Group 5: Automotive Sector Developments - The launch of new electric vehicles through collaborations between automotive manufacturers and e-commerce platforms highlights the evolving consumer preferences in the automotive sector [7]

Group 1 - Tuhu Car is collaborating with Huawei to explore "automatic car washing," allowing vehicles to autonomously drive to wash stations without owner intervention, enhancing service automation and digitalization in the automotive aftermarket [1] - Honda has lowered its electric vehicle sales target for 2030 from 30% to 20% and is pausing the development of certain EV models, indicating a shift in strategy amid a global market adjustment [2] - Tesla has launched the long-range rear-wheel-drive version of Model Y in China, priced at 288,500 yuan, which is expected to enhance its market competitiveness and challenge rivals in the 250,000 to 300,000 yuan segment [3] Group 2 - The auction volume of new energy vehicles in China increased by 52.6% in the first three quarters of the year, driven by strong sales and trade-in policies, indicating a growing second-hand market and improved lifecycle value for EVs [4] - The rapid growth of the second-hand EV auction market reflects the maturation of the entire lifecycle value system for new energy vehicles, with implications for brand value and opportunities in battery recycling and certification services [4]