本文字数：2643，阅读时长大约5分钟 2025.11. 28 《方案》提出，到2027年，消费品供给结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文 化内涵、享誉全球的高品质消费品；到2030年，供给与消费良性互动、相互促进的高质量发展格局基本形成，消费对经济 增长的贡献率稳步提升。 作者 | 第一财经 祝嫣然 工业和信息化部等六部门日前联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》（下称《方案》）。这 是党的二十届四中全会召开后首个印发的关于促消费政策文件。 《方案》围绕拓展增量、深挖存量、细分市场、场景赋能、优化环境部署了19项重点任务。 11月27日，在国务院政策例行吹风会上，工业和信息化部副部长谢远生表示，《方案》通过聚焦供给侧结构性改革，加速 品牌引领、标准升级和新技术应用，激发我国庞大内需市场的"乘数效应"与"结构红利"，到2027年，有望在重点领域催 生数万亿元规模的新增消费市场。 明确重点领域 供给和需求是经济发展的一体两面。谢远生表示，适配，就是消费品生产供给端主动适应消费趋势变化，从产品设计开始 就精准匹配多元消费需求，实现供给和需求的双向奔赴，在 ...

绿维导语：近日，工信部、发改委、商务部、文旅部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方 案》。明确指出：到2027年，消费品供给结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文化 内涵、享誉全球的高品质消费品。 通知全文如下 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》的通知 各省、自治区、直辖市人民政府，国务院各部委： 为贯彻落实党中央、国务院关于大力提振消费的决策部署，工业和信息化部等六部门制定了《关于增强消费品供需适配性进一 步促进消费的实施方案》，经国务院同意，现予印发，请认真组织实施。 该《实施方案》以"增强供需适配性"为核心，为文旅消费高质量发展勾勒清晰路径： 1.拓宽文旅消费赛道：聚焦山地、水上、冰雪、汽摩、航空等运动热点，支持航空飞行营地、特色运动装备产业园、智慧体育 场馆、智能体育公园建设，同时有序扩大低空旅游、消费无人机、房车露营、汽车赛事等新型消费供给，填补了户外休闲、高 端体验类文旅产品的供给缺口。 2.深挖文化消费价值：强调传统工艺传承与创新 ...

近日，《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》)正式印发，并于 11月26日发布。 11月27日举行的国务院政策例行吹风会上，工业和信息化部副部长谢远生介绍，《方案》的核心理念是 实现生产和消费从量到质的转变，让企业从生产更多向生产更对、更好转变，解决要素错配和资源浪费 问题，以高质量供给激发和满足各类消费需求。 "推动供需总体适配能最大程度激发消费潜力，促进经济循环畅通。"谢远生表示，工业和信息化部将会 同有关部门认真落实《方案》相关工作，加大资源投入和政策支持，努力扩消费、惠民生、稳增长。 消费品供给进入优质优价新阶段 《方案》提出，到2027年形成3个万亿级消费领域和10个千亿级消费热点。记者从会上获悉，这一目标 是基于对消费趋势、产业基础和技术变革的综合研判，提出的未来一段时期着力培育和拓展的重点领 域。其中，万亿级消费领域包括老年用品、智能网联汽车、消费电子等，千亿级消费热点包括婴童用 品、户外用品、民用无人机等。 这些领域已展现强劲增长势头和巨大发展潜力，让消费市场呈现多元化、活力化特征。通过《方案》的 实施，能够挖掘创造更大消费空间。 谢远生表示，《方案》聚焦供给侧 ...

Group 1 - The article emphasizes the importance of enhancing the adaptability of supply and demand in consumer goods to promote consumption and achieve a dynamic balance between supply and demand [1] - By 2027, the plan aims to optimize the supply structure of consumer goods, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1] - The concept of "supply-demand adaptability" involves the supply side proactively adjusting to changes in consumer trends, ensuring that products meet diverse needs from the design stage [1] Group 2 - The article highlights that technological innovation, particularly the rise of artificial intelligence, is crucial for stimulating new demand and creating new markets, such as smart electric vehicles and smart home products [2] - It points out the structural issues in the supply side, where there is an excess of low-end products and a lack of high-end offerings, which hinders industrial upgrading [2] - The evolution of lifestyle, aesthetic values, and beliefs in developed countries drives changes in consumption patterns, indicating that these factors are essential for understanding consumer desires [2] Group 3 - The article suggests that cultural development should be strengthened to drive supply upgrades through evolving lifestyles and new demands, especially considering the potential of over 400 million middle-income individuals in China [3] - It notes the growing importance of the silver economy due to an aging population, while also highlighting the mismatch between product design and the diverse needs of older consumers [3] - The article concludes that consumption upgrades require not only technological revolutions but also a shift in societal values and lifestyles to create sustained new demand [3]

近日，《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》）正式印 发，并于11月26日发布。 11月27日举行的国务院政策例行吹风会上，工业和信息化部副部长谢远生介绍，《方案》的核心理 念是实现生产和消费从量到质的转变，让企业从生产更多向生产更对、更好转变，解决要素错配和资源 浪费问题，以高质量供给激发和满足各类消费需求。 "推动供需总体适配能最大程度激发消费潜力，促进经济循环畅通。"谢远生表示，工业和信息化部 将会同有关部门认真落实《方案》相关工作，加大资源投入和政策支持，努力扩消费、惠民生、稳增 长。 消费品供给进入优质优价新阶段 近年来，我国深入实施增品种、提品质、创品牌"三品"战略，扩大创新升级消费品供给。 会上发布的数据显示，目前我国消费品品种总量已达2.3亿种，家电、家具等100多个品类产量全球 第一。智能家居、可穿戴设备等创新型产品供给稳步提升，今年前三季度，智能无人机飞行器制造、智 能车载设备制造增加值分别增长59.9%和25.1%。 谢远生特别提到，在强大的制造能力支撑下，我国消费品企业能以极快速度响应技术升级和消费者 需求的细微变化，对产品进行迭代创新。国产品牌也更具影 ...

Core Viewpoint - The Chinese government has issued a plan to enhance the adaptability of consumer goods supply and demand, aiming to promote consumption and address structural mismatches in the market [1][4]. Group 1: Current State of Consumer Goods - The total variety of consumer goods in China has reached 230 million, with over 100 categories such as home appliances and furniture leading global production [2]. - The quality of consumer goods has improved significantly, with a compliance rate of over 96% for major products meeting domestic and international standards [2]. - High-end domestic products are increasingly favored, with a market penetration rate of 85% for 4K ultra-HD smart TVs and 98% for energy-efficient variable-frequency air conditioners [2]. Group 2: Structural Issues and Future Goals - Despite advancements, there are still structural mismatches in supply and demand, particularly in high-end brands for jewelry, bags, and cosmetics, as well as personalized products for the elderly and smart terminals [3]. - By 2027, the plan aims to optimize the supply structure, creating three trillion-yuan consumer sectors and ten hundred-billion-yuan consumption hotspots, including elderly products and smart connected vehicles [4]. - The goal is to transition from quantity to quality in production, addressing mismatches in consumer desires and resource allocation [4]. Group 3: Targeted Consumer Needs - The focus is shifting from mere availability of products to their quality, with an emphasis on diverse consumption scenarios [5]. - Key tasks include enhancing the supply of baby products, quality student supplies, fashionable items, and products tailored for the elderly [5][6]. - The government aims to promote large-scale consumption and upgrade the market by reforming the automotive sector and fostering green and smart home consumption [6]. Group 4: Regulatory and Quality Assurance Measures - The market regulatory authority plans to strengthen the quality and safety governance of consumer goods, ensuring a high-quality development-oriented standard system [7]. - Continuous monitoring and enforcement actions will be taken to maintain consumer confidence and improve the supply of quality products [7].

Group 1 - The core viewpoint of the news is the implementation of a plan to enhance the adaptability of supply and demand in consumer goods, aiming for consumption upgrades to lead industrial upgrades and achieve a dynamic balance between supply and demand [1] - The plan outlines goals for 2027, including optimizing the supply structure of consumer goods, forming three trillion-level consumption fields, and ten hundred-billion-level consumption hotspots [1] - By 2030, the plan aims to establish a high-quality development pattern where supply and consumption interact positively, with a steady increase in the contribution of consumption to economic growth [1] Group 2 - The article highlights the role of technological innovation, particularly the rise of artificial intelligence, in creating new markets and driving consumption upgrades through the integration of AI with traditional products [2] - It points out the structural issues in the supply side, where there is an excess of low-end products and a lack of high-end supply, which affects the industrial upgrade process [2] - The article emphasizes the need for a transformation in consumer culture to support consumption upgrades, drawing on experiences from developed countries where lifestyle, aesthetic values, and values evolve to drive consumption changes [2] Group 3 - The article suggests that cultural development should be strengthened to drive supply upgrades through new demands arising from evolving lifestyles, particularly given the potential of over 400 million middle-income individuals in China [3] - It notes the emergence of new industries driven by changing lifestyles, such as camping gear and chain coffee, as well as the importance of addressing the needs of the aging population in the market [3] - The article concludes that consumption upgrades require not only technological revolutions but also a shift in societal values and lifestyles to create sustainable new demands and guide supply-side innovation [3]

11月27日，国新办举行国务院政策例行吹风会，介绍增强消费品供需适配性和进一步促进消费政策措施有关情况。 国新办政策吹风 在吹风会上，工业和信息化部副部长谢远生指出，《实施方案》的核心理念在于实现生产和消费"从量到质"的转变，让企业 从"生产更多"向"生产更对""生产更好"转变，解决"想买的买不到、想卖的卖不掉"所带来的要素错配和资源浪费。 21世纪经济报道记者周潇枭 见习记者张旭 北京报道 近日，经国务院同意，工业和信息化部等六部门联合印发了《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《实施方案》）。 《实施方案》提出两个阶段的主要目标：到2027年，形成3个万亿级消费领域和10个千亿级消费热点。到2030年，基本形成供给 与消费良性互动、相互促进的高质量发展格局，消费对经济增长的贡献率逐步提升。 "老百姓想要什么、喜欢什么，政策就引导鼓励企业琢磨什么、生产什么，以便广大消费者能买到称心如意的东西、享受到无微 不至的服务，有利于企业生产的产品适销对路、优质优价。"谢远生说。 详解万亿级消费领域 《实施方案》通过聚焦供给侧结构性改革，加速品牌引领、标准升级和新技术应用，激发我国庞大内需市场 ...

[Table_ReportType] ——商贸零售行业快评报告[Table_ReportDate] 证券研究报告|商贸零售 [Table_Title] 增强消费品供需适配性方案出台，多领域有 望迎来扩容 [事件Table_Summary] ： 2025 年 11 月 25 日，工信部等六部门联合印发《关于增强消费品供需 适配性进一步促进消费的实施方案》，从五方面部署了 19 项重点任务， 统筹扩大内需和深化供给侧结构性改革，以优质供给更好满足多元需 求。《方案》总体目标为到 2027 年，消费品供给结构明显优化，形成 3 个万亿级消费领域和 10 个千亿级消费热点，打造一批富有文化内涵、 享誉全球的高品质消费品；到 2030 年，供给与消费良性互动、相互促 进的高质量发展格局基本形成，消费对经济增长的贡献率稳步提升。 3287 投资要点： "反内卷"政策组合拳持续加力，促进供需实现更高水平的动态平衡。 《方案》作为今年少见的从供给端切入提振消费的政策文件，可以视为 对"反内卷"治理思路在消费领域的延续。2024 年 7 月，中共中央政 治局会议首次提出，要"强化行业自律，防止'内卷式'竞争"；2024 年 1 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with specific targets set for 2027 and 2030 to promote high-quality development and increase consumption's contribution to economic growth [1][3]. Group 1: Development Goals - By 2027, the plan targets the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1]. - By 2030, the goal is to establish a high-quality development pattern characterized by a positive interaction between supply and consumption [1]. Group 2: Current State of Consumer Goods - China's consumer goods variety has reached 230 million, with over 100 categories, including home appliances and furniture, leading global production [1][2]. - Innovative products such as smart home devices and drones have seen significant supply growth, with smart drone manufacturing increasing by 59.9% and smart vehicle equipment by 25.1% in the first three quarters of 2025 [1]. Group 3: Manufacturing and Quality - Chinese consumer goods companies can rapidly respond to technological upgrades and consumer demand changes, leading to iterative product innovations [2]. - The overall pass rate for quality inspections of daily consumer goods remains high, with over 96% consistency in domestic and international standards [2]. Group 4: Challenges and Structural Issues - Despite advancements, there are still structural mismatches in supply and demand, with some products experiencing oversupply while others face a shortage of quality supply [2][3]. - The plan identifies five key measures to address these mismatches, including expanding new technology applications and optimizing the supply-side structure [3].