在精准匹配不同人群需求方面，《实施方案》提出，丰富婴童产品供给、加强优质学生用品供给、扩大 时尚"潮品"供给、优化适老化产品供给。包括推动婴童产品精细化、品质化、智能化发展，大力推广喂 养护理类、出行装备类、户外运动类、教育玩耍类产品等。 在培育消费新场景新业态方面，《实施方案》要求，积极推动消费品首发、有序发展平台消费、规范发 展共享消费。相关举措有，支持开设消费品首店、旗舰店、新概念店，举办首秀、首展活动。有序发展 直播电商、即时零售、策展零售、循环电商等新业态。规范发展共享自行车，在商超、医院、游乐园等 公共场所推广共享轮椅、共享婴幼儿推车等模式等。 本报讯 （记者郭冀川）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、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》（以下简 称《实施方案》）。 《实施方案》提出目标，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 ...

工业和信息化部11月26日消息，日前，经国务院同意，工信部、国家发改委等六部门联合印发《关于增 强消费品供需适配性进一步促进消费的实施方案》，以消费升级引领产业升级，以优质供给更好满足多 元需求，实现供需更高水平动态平衡。 苏商银行特约分析师付一夫在接受中国证券报记者采访时表示，"提高消费品供需的适配性"是国家立足 消费升级与产业转型关键期的战略部署，核心在于构建"需求牵引供给、供给创造需求"的良性循环，既 是释放消费潜力的现实抓手，也是畅通经济循环、夯实高质量发展根基的关键举措。"这一提法以结构 性改革破解供需矛盾，体现了对市场经济运行规律的深刻把握。" 加快布局新领域新赛道 方案明确，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。 付一夫表示，方案的实施将对多个产业领域产生积极的推动作用和深远影响。智能网联新能源汽车、智 能家居、消费电子、绿色建材等重点行业将迎来扩容迭代，政策将通过打造标志性产品和创新应用场 景，推动这 ...

人民财讯11月26日电，工业和信息化部等六部门印发《关于增强消费品供需适配性进一步促进消费的实 施方案》，其中提出，有序发展平台消费。有序发展直播电商、即时零售、策展零售、循环电商等新业 态。鼓励平台企业依法合规利用人工智能技术挖掘用户需求，匹配推送产品和服务。支持平台企业应用 虚拟现实、元宇宙、人工智能、区块链等数智技术，打造多场景、沉浸式消费体验。引导平台企业开展 品牌品质促消费活动。压实平台企业主体责任，加强经营者资质审核和商品信息核查，完善消费纠纷快 速处理机制。 ...

Group 1 - The core viewpoint of the articles emphasizes the importance of expanding domestic demand through the construction of a unified national market, which is seen as a strategic move to leverage China's vast market potential and support high-quality economic development [1][2][3] - China's current economic landscape is characterized by a growing middle-income group, advanced digital infrastructure, and a diverse regional development pattern, which together create a robust ecosystem for consumption upgrades [1][2] - The prediction from the Ministry of Commerce indicates that China's middle-income group will exceed 800 million in the next decade, highlighting significant market potential driven by diverse consumer demands across different demographics [1][2] Group 2 - To convert market potential into effective demand, it is essential to deepen reforms that address barriers in economic circulation, facilitating smoother flow of goods and factors across the country [2] - The strategy involves breaking down local protectionism and market segmentation, allowing regional products to access broader markets at lower costs, thus enriching consumer choices [2] - The focus on expanding domestic demand should be aligned with improving supply quality and optimizing income distribution, addressing the shift in consumer preferences from quantity to quality [2] Group 3 - Technological empowerment is identified as a key driver for unlocking new spaces in domestic demand, with China's large data scale and high digitalization enhancing consumer engagement [3] - The development of the digital and smart economy is crucial for integrating online and offline consumption, creating new consumption hotspots and transforming supply-demand matching [3] - By leveraging technology and breaking down barriers through innovation, the internal circulation of the economy can be strengthened, providing a stable foundation for future growth and resilience against external challenges [3]

Core Viewpoint - The forum held in Sichuan focused on the theme of "Artificial Intelligence +, Promoting Systemic Transformation in Media," highlighting the importance of innovation and technology in reshaping media practices and enhancing cultural influence [1]. Group 1: Content Production Model - Mainstream media are reshaping content production by launching high-quality, positive media products around significant national events, utilizing internet language and emotional storytelling to engage younger audiences [1]. - The application of artificial intelligence has expanded the creative themes and distribution channels for cultural products, enhancing user experience through numerous AI-generated works [1]. Group 2: Technological Innovation - Digital intelligence technologies are revolutionizing media content production tools, serving as a key driver for the leap in new media productivity [2]. - Media organizations are developing various intelligent applications to improve the efficiency of media products, creating specialized models and enhancing data classification and supply levels [2]. Group 3: Channel and Terminal Layout - Mainstream media are integrating new media platforms to achieve resource sharing and enhance the effectiveness of fusion development [3]. - The use of third-party traffic platforms is being optimized to increase dissemination power and influence, allowing for more targeted and differentiated media expressions [3]. Group 4: Institutional Innovation - Mainstream media are establishing comprehensive production and dissemination mechanisms to facilitate systemic transformation and enhance their presence in the internet space [4]. - Various regions are implementing systemic reform plans to restructure organizations and optimize evaluation systems, fostering the growth of multi-media talent [4]. Group 5: Cross-Industry Integration - Mainstream media are leveraging institutional and resource advantages to expand diversified operational models, enhancing market competitiveness [5]. - In the realm of news and public service, smart governance platforms and integrated service platforms are being developed to promote intelligent and refined public services [5]. Group 6: International Communication - Mainstream media are constructing a multi-channel, three-dimensional international communication framework, enhancing the effectiveness of international dissemination [7]. - The focus is on innovating narrative methods and adapting to rapid technological advancements to improve international communication efficiency [7]. Group 7: AI Development - Breakthroughs in artificial intelligence are providing strong momentum for the rapid development of mainstream media in the new media sector [8]. - There is a call for a comprehensive AI capability framework to connect traditional businesses with new platforms, fostering a content supply ecosystem aligned with socialist core values [8].

重庆的优势在于成渝双城经济圈的政策加持，其笔电产量占全球近四成，是传统制造业的 "底盘型城市"，但前三季度汽车产业转型压力显现，燃油车产能 收缩拖累了整体增速；而广州的后劲来自粤港澳大湾区的门户势能：南沙自贸区前三季度外贸进出口增长 7.2%，广汽埃安新能源汽车销量同比飙升 52%， 直接带动装备制造业产值增长 12.4%；就连广交会的成交额都同比涨了 12%，会展经济与服务业的联动，让广州的增长更具 "烟火气"。这场角逐里，重庆 的规模优势仍在，但广州的产业升级动能已显露出反超的苗头。 广州 VS 重庆：千亿差距里，是两种增长逻辑的碰撞 | 1 | C | | | --- | --- | --- | | | œ | | | | 地区 | 2025 | 2024 | 損量 | 名义 | | --- | --- | --- | --- | --- | --- | | | | 前三季度 | 前三季度 | | 增长率 | | 1 | 上海市 | 40721.17 | 38716 | 2005.17 | 5.18% | | 2 | 北京市 | 38415.9 | 36393.2 | 2022.7 | 5.56% | ...

Economic Growth Outlook - China's economy is expected to maintain a growth rate of around 5% in 2026, supported by internal structural upgrades and policy stability[1] - The global economic environment remains uncertain, but China's strategic path focuses on institutional certainty and long-term potential release[1] Structural Upgrades - The economic structure is evolving towards systematic optimization, with traditional, emerging, and future industries increasingly collaborating[2] - The focus of industrial competitiveness is shifting from cost advantages to innovation advantages, enhancing overall productivity[3] - There is a strengthening two-way cycle between industrial structure evolution and demand structure upgrades, fostering a robust domestic market[4] Consumption Dynamics - By 2024, household final consumption is projected to account for approximately 40% of GDP, indicating significant consumption potential[9] - The marginal propensity to consume among residents is around 66%, which is notably lower than in major developed economies, suggesting room for growth[9] - The retail sales growth rate for social consumer goods is expected to rise to 4.6% in 2026, driven by improvements in income and consumption structure[10] Policy Framework - Fiscal policy will focus on balancing growth, improving livelihoods, and managing risks, with a projected deficit rate of around 4% in 2026[18] - Monetary policy is expected to remain moderately loose, with the one-year Loan Prime Rate (LPR) forecasted to be around 2.80% in 2026[21]

Economic Overview - The slowdown in external demand, weakened domestic momentum, and high base effects from the previous year have led to fluctuations in major economic indicators since the fourth quarter, necessitating an increase in macroeconomic policy support [1] - In October, the industrial added value above designated size grew by 4.9% year-on-year, a decrease of 1.6 percentage points from September; retail sales of consumer goods increased by 2.9%, slightly down by 0.1 percentage points from September; fixed asset investment (excluding rural households) totaled 408.914 billion yuan, down 1.7% year-on-year [1] Policy Measures - The State Council, led by Premier Li Qiang, held a meeting to discuss the implementation of "two major" constructions, focusing on enhancing the adaptability of supply and demand in consumer goods and promoting consumption policies [1][6] - The meeting emphasized the need to rationally arrange project construction and fund disbursement, strengthen project and fund matching, and encourage more private capital participation [1][6] Consumption Trends - Despite a decline in industrial, consumption, and investment data in October, there are structural highlights, particularly in service consumption, which has become an important growth point [3] - From January to October, retail sales of consumer goods increased by 4.3%, with service retail sales growing by 5.3% [3] Investment Insights - Fixed asset investment (excluding rural households) saw a year-on-year decline of 1.7%, with private fixed asset investment down by 4.5% [4] - The slowdown in investment growth is attributed to various factors, including a complex external environment, fierce domestic market competition, and weak corporate profitability [4][5] - Investment in infrastructure, manufacturing, and real estate has decelerated significantly, leading to a rare cumulative year-on-year negative value for two consecutive months [4][7] Emerging Consumption - Digital and green consumption are expanding, significantly contributing to consumption growth, with online retail sales increasing by 9.6% year-on-year [4] - The ongoing upgrade in consumption structure is creating new opportunities in sectors like cultural tourism and healthcare, alongside the rapid development of the silver economy and first-time economy [4] "Two Major" Construction - The "two major" construction initiative is positioned as a key driver for effective investment and the cultivation of new productive forces, with a planned investment of 800 billion yuan for 1,459 projects by 2025 [6][7] - This initiative aims to enhance strategic and safety capabilities in key areas, including ecological restoration and major infrastructure projects [6][7] Supply and Demand Adaptability - Enhancing supply and demand adaptability is crucial for releasing consumption potential and facilitating economic circulation [8] - The focus is shifting from merely stimulating consumption to achieving a dynamic balance and positive interaction between supply and demand [8][9]

Consumer Sector - The "14th Five-Year Plan" focused on supply-side structural reforms, while the "15th Five-Year Plan" emphasizes direct stimulation of demand, aiming to significantly boost consumer spending and enhance domestic circulation [2][3] - The goal of the "15th Five-Year Plan" includes increasing the consumer rate and ensuring that domestic demand continues to be the main driver of economic growth, with expectations for retail sales growth to outpace GDP growth [3] - Policies such as government and enterprise subsidies are expected to directly stimulate consumer spending, with a shift from structural optimization to activating consumption [2][3] E-commerce and Retail Innovations - New retail models like live streaming and instant retail are emerging growth areas, leveraging platforms like Douyin and Kuaishou to create new consumer scenarios [4] - Instant retail is evolving from meeting urgent needs to catering to a broader range of consumer demands, creating a positive feedback loop that drives both supply and demand [4][5] - The "15th Five-Year Plan" calls for expanding the supply of quality consumer goods and services, with e-commerce platforms expected to focus on balancing price and quality [3][5] Travel and Tourism - The "15th Five-Year Plan" aims to enhance the quality of tourism services and promote the integration of culture and tourism, with OTA platforms playing a key role in this transformation [6][7] - Domestic tourism is being enriched through cultural elements, while inbound tourism policies are being optimized to lower barriers and enhance the experience for international visitors [7][8] - OTA platforms are responding to national policies by expanding their service offerings and improving the overall travel experience for both domestic and international tourists [6][7] Technology and AI Development - The "15th Five-Year Plan" emphasizes accelerating AI innovation and application, with a focus on enhancing efficiency in existing businesses and driving new demand through AI technologies [9][10] - The demand for cloud computing is surging due to the growing need for AI applications, with Chinese cloud providers expected to benefit significantly from this trend [10] - AI applications are anticipated to revolutionize content production and advertising, with platforms leveraging AI to enhance user engagement and operational efficiency [11][12]

Core Viewpoint - The ongoing dispute between JD.com and Douyin highlights the competitive tensions in the e-commerce sector, particularly regarding pricing strategies and market practices during the Double Eleven shopping festival [1][4]. Group 1: JD.com's Position - JD.com is accused of enforcing a "choose one" policy, compelling merchants to maintain lower prices on its platform compared to others, with penalties for non-compliance [1][2]. - The company claims that its pricing strategy aims to ensure competitive pricing for consumers and is not a "choose one" practice, which it argues is a misinterpretation of its policies [2][3]. - JD.com emphasizes that its core requirement is price benchmarking rather than exclusive partnerships, aiming to prevent itself from becoming a "price highland" [3]. Group 2: Douyin's Response - Douyin counters JD.com's claims, asserting that JD.com is indeed restricting merchants' rights to operate on other platforms and using hefty fines as a threat [4]. - Douyin references a previous ruling by the State Administration for Market Regulation, which penalized a platform for similar "choose one" practices, indicating that JD.com's actions may constitute illegal market restrictions [4]. - Douyin expresses a desire for regulatory bodies to investigate the situation to uphold fair market practices and protect merchants' rights [4]. Group 3: Industry Dynamics - The competition between JD.com and Douyin reflects a broader struggle in the e-commerce landscape, where price sensitivity among consumers is increasingly critical [5]. - Analysts suggest that the conflict is not merely a public relations battle but represents a deeper ecological competition for market share and resource control between the two platforms [5]. - JD.com's strategy to limit promotional activities on Douyin is seen as an effort to protect its pricing structure against the rising influence of live-streaming e-commerce [5].