"YOYO，能帮我点一份湘菜小份菜外卖吗？"当记者用手机发出指令，屏幕随即跳出多家提供小份菜的 外卖店铺。看似简单的消费场景背后，正呼应着国家层面推动消费品供需适配的新动向。 11月26日，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》（以下简称《方 案》），以供需双向赋能为核心，从5方面部署了19项重点任务。 科技，正在重新定义"家"的模样。在近日举办的好房子科技展现场，海尔智慧家庭研究院副院长、智慧 家庭企划总经理牛博向记者介绍："好房子已不仅是简单的居住空间，而是安全、绿色、舒适、智慧的 综合体。智慧化在其中扮演着'底座'角色。"通过智慧系统，即便硬件与空间不变，家庭生活也能变得 更个性、更贴心，真正实现"以人为本"。青岛市住建局节能科技处处长辛克刚表示，随着生活水平提 高，百姓对住房的需求已从"有没有"转向"好不好"，设计必须充分考虑全龄段、多元化的居住需求。 如何理解"消费品供需适配"？简单来说，就是老百姓想要什么，政策就引导鼓励企业创造什么、生产什 么。就像记者通过手机智能体点到的小份菜，既是餐饮行业对"一人食""轻量化"消费趋势的响应，也是 新技术、新模式精准触达细分需求的生 ...

Core Insights - The current AI investment boom masks a critical fact: technology alone cannot build sustainable business barriers [1] - The emergence of AI super technologies has fundamentally disrupted traditional brand-building methods, shifting the focus to defining new categories and creating super tech brands [3] Industry Overview - The global AI application market is projected to exceed $500 billion by 2025, with China's AI application market experiencing explosive growth, particularly in mobile user adoption, which has surged by 101% [4] - As of April 2025, the number of AI-related companies in China has surpassed 4,500, indicating intense competition and emerging risks of technology homogenization [4] - IDC forecasts that global IT spending growth will decline from 10% to 5% by 2025 due to factors like tariff policies, highlighting the increasing competition in financing, technology, and product development [4] Company Strategy - In 2024, the company assisted XPeng in a strategic pivot, redefining it as a "global AI smart driving technology company" rather than a traditional car manufacturer [4] - The concept of the "world's first AI car" was defined, exemplified by the new P7+ model, which features "end-to-end AI smart driving" as a standard offering without additional costs [5] - Recent product launches include the second-generation VLA, XPeng Robotaxi, a new generation of Iron humanoid robots, and two flying car systems, reinforcing XPeng's position as a "super AI tech brand" [5][6] Brand Positioning - The branding strategy emphasizes differentiation, moving beyond mere product specifications to anchor on the core label of "AI technology," thus avoiding the pitfalls of direct competition with peers like NIO and Li Auto [8] - The success of Tesla illustrates the importance of brand narrative that transcends product identity, linking technological aspirations and founder innovation to create a robust brand ecosystem [7][8] - XPeng's strong technical foundation, rooted in the founder's engineering background, provides a competitive edge in research and development, supporting its innovative positioning in the market [8]