央视网消息：11月27日，国务院新闻办公室举行政策例行吹风会。国家发展和改革委相关负责人在发布会上表示，下一步，国家将出台举措推 动优质消费品供给提质扩容，为消费增长注入强劲动力。 工业和信息化部：聚焦供需错配堵点 最大程度激发消费潜力 在11月27日上午举行的国新办吹风会上，工业和信息化部等多部门相关负责人，对新发布的《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《实施方案》）进行了详细介绍。《实施方案》提出目标，未来5年，消费对我国经济增长的贡献率将稳步提升。 在11月27日的吹风会现场，工业和信息化部相关负责人介绍，目前，我国消费品品种总量已达到2.3亿种，但部分领域依然存在供需结构性错 配的问题。下一步，将聚焦供需错配的主要领域和堵点环节，通过五大举措来最大程度激发消费潜力。 首先是加强技术引领，加力推动供给创新。在技术创新上，深入实施"人工智能+"行动、推动智能终端"万物智联"，培育智能产品生态。在场 景创新上，加快推出应用场景项目清单，围绕建设综合性重大场景组织实施若干重大项目，打造一批带动面广、示范性强的消费新场景。 二是提升品牌标准，深入推动供给提质，国家将继续推动中国品牌日 ...

11月27日，国新办举行国务院政策例行吹风会，介绍已于昨日（11月26日）发布的《关于增强消费品供需 适配性进一步促进消费的实施方案》有关情况。 会上，工业和信息化部副部长谢远生、国家发展改革委就业收入分配和消费司司长吴越涛、工业和信息化部消 费品工业司司长何亚琼、商务部市场运行和消费促进司负责人杨枿、文化和旅游部产业发展司司长缪沐阳、市 场监管总局市场稽查专员嵇小灵就多个热点问题作出回应。 一、3个万亿级和10个千亿级消费热点基于对消费趋势、产业基础和技术变革的综合研判，提出未来一段时 期着力培育和拓展的重点领域。 二、万亿级消费领域包括老年用品、智能网联汽车、消费电子。 来看会上重点内容： 三、亿级消费热点包括婴童用品、智能穿戴产品、化妆品、健身器材、户外用品、宠物食品用品、民用无 人机、潮玩、珠宝首饰与国潮服饰等。 四、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。 五、截至今年上半年末，我国生成式人工智能产品用户规模已经达到了5.15亿。 六、今年前10个月，消费品以旧换新带动销售额超2.4万亿元，惠及超3.6亿 ...

日前发布的《关于增强消费品供需适配性进一步促进消费的实施方案》受到广泛关注。如何挖掘释 放更大消费空间？政策措施有哪些具体考虑和安排？国新办27日举行国务院政策例行吹风会介绍有关情 况。 新华社北京11月27日电 题：进一步促消费，增强供需适配性怎么干？这场发布会回应关切 新华社记者唐诗凝 "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，在质量、结构、效用等方面动态匹配。"工业和信息化部副部长谢远 生说。 谈及制定实施方案的考虑，谢远生表示，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、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。 实施方案提出两个阶段的主要发展目标：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，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。 "这是我们基于对消费趋势、产业基础和技术变革的综合研判，提出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。 ...

记者丨周慧 编辑丨周上祺 视频丨陈泽锴 11月26日，工业和信息化部、国家发展改革委、商务部、文化和旅游部、中国人民银行和市场监管总局 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》。 文件提出，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。 "3个万亿级和10个千亿级消费热点"具体涉及哪些领域？工业和信息化部副部长谢远生在11月27日上午 的国新办发布会上回应称，"3个万亿级和10个千亿级消费热点"，是基于对消费趋势、产业基础和技术 变革的综合研判，提出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。 以老年用品为例，在我国人口老龄化程度不断加深的时代背景下，市场规模已从2014年的2.6万亿元增 长到2024年的5.4万亿元，年复合增长率达到7.3%，成为银发经济的重要支撑。 千亿级消费热点包括婴童用品、智能穿戴产品、化妆品、健身器材、户外用品、宠物食品用品、民用无 人机、潮玩、珠宝首饰与国潮服饰等，这些领域已展现出强劲的增长势头和巨大的发展潜力，让消费市 ...

工业和信息化部会同五部门日前联合印发了《关于增强消费品供需适配性进一步促进消费的实施方 案》。《实施方案》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。 "3个万亿级和10个千亿级消费热点"都有哪些？工业和信息化部副部长谢远生在11月27日国新办举行的 国务院政策例行吹风会上解释，这是基于对消费趋势、产业基础和技术变革的综合研判，提出未来一段 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。以老年用品为例，在我国人口老龄化 程度不断加深的时代背景下，市场规模已从2014年的2.6万亿元增长到2024年的5.4万亿元，年复合增长 率达到7.3%，成为银发经济的重要支撑。 千亿级消费热点包括婴童用品、智能穿戴产品、化妆品、健身器材、户外用品、宠物食品用品、民用无 人机、潮玩、珠宝首饰与国潮服饰等，这些领域已展现出强劲的增长势头和巨大的发展潜力，让消费市 场呈现出多元化、活力化等重要特征。比如，伴随健康生活、全民健身理念兴起，户外用品、健身器材 需求更加旺盛，IP经济（也就是利用知识产权所创造的经济）契合年轻群体消费偏好，各类潮玩产品快 速火爆全球。 谢 ...

一方面，是"存量优化"带来的替代性空间。通过提升产品品质、增加文化内涵、注入智能绿色元素，推 动传统消费品"价值跃迁"。比如，近年来汉服、簪花、国风美妆、"新中式"家居等蕴含中国文化基因的 国货潮品畅销海内外，成为拉动消费的新动力。 千亿级消费热点包括婴童用品、智能穿戴产品、化妆品、健身器材、户外用品、宠物食品用品、民用无 人机、潮玩、珠宝首饰与国潮服饰等，这些领域已展现出强劲的增长势头和巨大的发展潜力，让消费市 场呈现出多元化、活力化等重要特征。比如，伴随健康生活、全民健身理念兴起，户外用品、健身器材 需求更加旺盛，IP经济契合年轻群体消费偏好，各类潮玩产品快速火爆全球。 新京报讯（记者陈琳）工业和信息化部会同五部门近日联合印发了《关于增强消费品供需适配性进一步 促进消费的实施方案》。11月27日，工业和信息化部副部长谢远生在国新办举行的政策例行吹风会上表 示，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。 实施方案提出，到2027年，形成3个万亿级消费领域和10个千亿级消 ...

Core Viewpoint - The company has demonstrated strong growth in revenue and profit, driven by its strategic initiatives and favorable industry trends, with a positive outlook for future performance. Group 1: Financial Performance - The company achieved significant revenue and profit growth in Q3, with revenue exceeding the full-year level of 2024, attributed to the successful implementation of its 3+N+3 strategy and industry trends [2][3] - All four business segments reported over 70% growth, with smart terminal revenue up 84.4%, high-performance computing up 70%, AIoT and other businesses up 72.9%, and automotive and industrial products up 77.1% [2][3] - The gross profit margin for Q3 was 8.2%, with gross profit amounting to 10.1 billion RMB, a 37% year-on-year increase, outpacing expense growth [3] Group 2: Business Segments - The smart terminal business generated 45 billion RMB in revenue in the first three quarters, with smartphones showing strong growth due to improved R&D efficiency and manufacturing capabilities [4] - The AIoT segment reported a revenue of 5.5 billion RMB, growing 73% year-on-year, with a diverse product line including smart home devices and gaming consoles [12] - The automotive electronics business is expected to exceed 1 billion RMB in revenue this year, with multiple projects achieving breakthroughs [10] Group 3: Strategic Initiatives - The company plans to invest approximately 3 billion RMB in capital expenditures in 2025, focusing on manufacturing equipment to support business growth [13] - The company emphasizes long-term strategies, maintaining patience in new business development, which has led to sustained growth in various product lines [14] - The company has established a learning-oriented organization, enhancing its product development efficiency through integrated processes and digital capabilities [14]

Core Viewpoint - Lens Technology reported a slight decline in gross margin year-on-year, primarily due to a shift in business structure with an increased proportion of lower-margin assembly operations. However, this assembly strategy is aimed at driving sales of higher-margin proprietary structural components and functional modules [1] Group 1: Financial Performance - The overall gross margin is expected to improve as customers enter a new innovation cycle, utilizing new materials and processes in product applications [1] - The gross margin for structural components, functional modules, and products in smart vehicles and wearables remains stable [1] Group 2: Business Strategy - The company aims to become the largest embodied intelligent robot manufacturing platform globally, focusing on both assembly and key functional modules and structural components [1] - The assembly operations are intended to build a competitive moat and optimize upstream design, enhancing the yield and gross margin of key components [1] Group 3: Future Outlook - The robot business is currently in a phase of exponential growth, and the company is confident about its future development and performance growth [1]

Core Insights - HuaQin Technology reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 128.88 billion and net profit at 3.099 billion, marking year-on-year growth of 69.56% and 51.17% respectively [1] - In Q3 2025, the company achieved revenue of 44.943 billion, a year-on-year increase of 22.75%, and net profit of 1.21 billion, reflecting a substantial growth of 59.46% [1] Business Performance - HuaQin Technology operates as a leading ODM platform with a diverse range of smart products, maintaining a strong market position across smartphones, tablets, wearables, laptops, and data infrastructure [2] - The company's smart terminal business saw a remarkable revenue growth of 84.42% in the first three quarters, with smartphone shipments increasing and wearables achieving a doubling of performance [2] - The high-performance computing segment generated revenue of 74.049 billion, up 70.02%, with notebook market share continuing to rise and data product business doubling [2] - The automotive and industrial products segment experienced a revenue increase of 77.08%, with automotive electronics business more than doubling, supported by strategic investments in smart cockpit, display, and intelligent driving product lines [2] - The AIOT business also reported over 70% year-on-year revenue growth, driven by increased shipments in smart home categories [3] Strategic Initiatives - HuaQin Technology is implementing a "3+N+3" smart product platform strategy, focusing on core business areas while exploring opportunities in emerging fields like robotics [4] - The company has established a "China+VMI" dual supply system to enhance manufacturing capabilities, with key production bases in Dongguan and Nanchang, and overseas operations in Vietnam, Mexico, and India [4] - The overseas manufacturing bases have achieved stable production and delivery, enhancing the company's competitive edge and enabling effective responses to geopolitical uncertainties and diverse customer needs [4]

Core Insights - The 138th Canton Fair has significantly increased foreign presence in Guangzhou, leading to a surge in local consumption and business activity [1][3]. Group 1: Economic Impact - The Canton Fair has attracted thousands of exhibitors and buyers, creating a consumption boom in the city [1]. - Local restaurants, particularly those frequented by foreign visitors, report daily revenues increasing to several times their usual amounts during the fair [1]. - Hotels in Guangzhou are experiencing full occupancy, with approximately 90% of guests being international [3]. Group 2: Consumer Behavior - Foreign buyers are actively engaging in shopping, with many purchasing electronic products and other goods during their stay [4]. - Restaurants and retail outlets are optimizing services to cater to the influx of foreign customers, including offering transportation and tax refund services [3]. - The demand for Chinese technology products, such as smart wearables, is notably high among foreign visitors [4]. Group 3: Networking and Relationships - The fair serves as a platform for networking, with many attendees using the opportunity to reconnect with old friends and establish new business partnerships [2]. - The atmosphere during the fair encourages social interactions, enhancing the overall experience for international guests [3].