智能科技产品热销，服务消费蓬勃增长，情绪类消费热度显著攀升，这些出现在刚刚收官的"双11"大促 中的消费场景，勾勒出中国消费市场向"质"升级的清晰路径。 党的二十届四中全会提出，坚持扩大内需这个战略基点。 专家表示，强大国内市场是中国式现代化的战略依托。新发展阶段，由品质升级、科技创新与文化认同 共同驱动的消费浪潮，将持续重构我国消费市场的内在逻辑与增长路径，为经济社会高质量发展注入持 久动能。 服务消费蓬勃增长 结构转型步伐加快 服务消费成为今年"双11"的新热点。数据显示，"双11"期间，京东旅行酒店订单同比增长近8倍、机票 订单同比增长6.3倍。同时，得益于即时零售业务加入，订餐、美容美发、亲子娱乐等消费也明显增 长。淘宝闪购首次参与今年"双11"，开拓新场景，带动了服务消费增长；"双11"开始后，10月份票务演 出、旅游、出行等均呈两位数增长。 中国财政科学研究院宏观经济研究中心主任石英华表示，我国消费结构逐步转向商品与服务并重，且服 务消费增速持续加快。 国家统计局数据显示，今年前9个月，我国服务零售额同比增长5.2%，比同期商品零售额增速高0.6个百 分点，显示消费驱动内核正从"买商品"向"享服务 ...

Core Viewpoint - The article explores the concept of "emotional value" in consumer behavior, suggesting that modern consumers are often purchasing not for utility but for the symbolic meanings and social identities associated with products [4][9][14]. Group 1: Consumption Patterns - Consumers engage in "atmosphere consumption," spending heavily to create visually appealing environments for social media rather than for personal enjoyment [6]. - "Entry ticket consumption" is prevalent, where luxury items are purchased not for their functionality but as status symbols to gain access to certain social circles [6]. - The phenomenon of "persona consumption" highlights that consumers buy products like new smartphones to maintain a desired social identity rather than for practical reasons [7]. Group 2: Symbolic vs. Utilitarian Value - Baudrillard's theory categorizes product value into two types: use value, which meets practical needs, and symbolic value, which conveys social and cultural significance [11][12]. - Many purchases are driven by symbolic value, where consumers buy items to express emotions, identities, or social affiliations rather than for their practical utility [14][16]. Group 3: Marketing Influence - The article discusses how marketing strategies manipulate consumer desires, creating a "Truman Show" effect where individuals feel compelled to consume to fit into societal expectations [16][20]. - Marketing phrases like "treat yourself" and "you deserve it" are designed to create a sense of obligation to purchase, linking self-worth to consumption [18]. Group 4: Smart Consumption Strategies - The article suggests three steps for smarter consumption: confirming needs (functional vs. emotional), prioritizing personal experience over social perception, and avoiding unnecessary expenses that do not provide real value [25][27][29]. - It emphasizes that true sophistication in consumption comes from understanding personal desires and financial limits, rather than succumbing to societal pressures [32][34].

Group 1: Economic Trends - The article highlights a significant price restructuring in the market, driven by four strong waves of price reductions, impacting different demographics in contrasting ways [1][3] - The first wave involves a fierce price war in the electric vehicle market, with major brands announcing price cuts, leading to increased availability and discounts for consumers [9][11] - The second wave reflects a "bubble-popping" phenomenon in the second-hand housing market, characterized by a surge in listings and extended transaction times, prompting sellers to lower prices [6][10] Group 2: Consumer Behavior - High-end liquor and luxury goods are experiencing price declines in secondary markets, indicating a shift in social attitudes and a retreat from the "gift economy," benefiting rational consumers seeking value [3][4] - Consumers are responding positively to widespread promotions in electronics and everyday goods, enjoying lower prices while companies resort to price cuts to boost sales volume amid declining consumer confidence [5][6] - The article notes that the shift in the housing market empowers first-time buyers, allowing them to negotiate better deals, contrasting with the anxiety felt by property investors facing declining asset values [8][10] Group 3: Industry Challenges - Retailers and brand distributors are struggling due to the impact of online low pricing, leading to reduced foot traffic and severely squeezed profit margins [5][6] - The electric vehicle industry faces pressure as sales become increasingly competitive, with sales personnel experiencing heightened stress due to shrinking profit margins [11] - The overall economic and social psychological rebalancing is seen as a challenge and an opportunity, prompting a reevaluation of true value beyond material possessions [13]

Group 1 - Shanghai is leveraging its unique advantages in R&D talent and supply chain integration to explore new development paths, focusing on both "bringing in" and "going out" strategies for high-level openness [1][2] - A smart product platform company in Shanghai achieved total revenue of 83.9 billion yuan in the first half of the year, representing a 113% year-on-year increase, with overseas business accounting for approximately 50% of total revenue [1] - The company has a R&D team of over 19,000 people, making up nearly 30% of its total workforce, and plans to increase R&D investment by at least 10% annually to support diversification and overseas growth [1] Group 2 - During the 14th Five-Year Plan period, the proportion of high value-added general trade in Shanghai's imports and exports increased from 54% to 60%, with private enterprises accounting for over one-third of total imports and exports [2] - Shanghai has added 279 newly recognized regional headquarters of multinational companies and 142 foreign R&D centers since the beginning of the 14th Five-Year Plan, making it the most concentrated city for multinational company headquarters in mainland China [2] - The city has attracted over 98 billion USD in actual foreign investment since the start of the 14th Five-Year Plan, with an average of more than 5,700 new foreign-funded enterprises established annually [2]

Group 1 - The current 618 shopping festival is experiencing low consumer engagement, with digital electronic products being the only standout category due to significant discounts and government subsidies [2] - Many consumers are facing issues with the "national subsidy" (国补) button disappearing from product pages, preventing them from utilizing the expected discounts during their purchases [3][4] - The national subsidy policy is set to end on December 31, 2025, but some regions may exhaust their funds earlier, potentially by mid-December, indicating a need for consumers to stay informed about local policy changes [5] Group 2 - The rapid depletion of subsidy funds in certain areas suggests that the national subsidy program is effectively stimulating consumer spending, with 65% of the 300 billion yuan allocated already consumed by the end of May [5] - Some regions have temporarily suspended subsidies due to funding shortages, system upgrades, or to maintain price stability during the 618 sales event [5] - Consumers can check the remaining subsidy amounts for different product categories in their regions through the cloud payment platform, which provides transparency regarding available funds [6]