2026年是"十五五"开局之年。站在新的起点上，我国经济拥有更多积极因素支撑，也将涌现更多发 展机会和投资机遇。新年之初，我们推出"开局之年看大势"系列报道，聚焦2026年经济发展的新变化、 新场景与新活力，呈现一份有深度、有温度、有态度的趋势解读。 中国经济网记者 马常艳 刚刚过去的2025年，"苏超"撬动票根经济，"村晚"带火乡村文旅，《哪吒之魔童闹海》刷新票房纪 录，潮玩"拉布布"掀起抢购热潮……从县域赛事到国潮IP，从实体商品到沉浸式体验，热潮奔涌的消费 市场，生动印证了我国超大规模市场的澎湃活力与无限潜能。 2026年，如何进一步释放内需潜力、拓展增长空间？在中央经济工作会议确定的2026年经济工作重 点任务中，"坚持内需主导，建设强大国内市场"排在首位，凸显扩大内需战略的重要性和紧迫性。随着 扩大内需战略持续深入，市场"乘数效应"与"结构红利"将充分释放，有望催生更大规模的新增消费市 场。 精准施策提振内需 我国有14亿多人口和4亿以上中等收入群体，这个超大规模的市场基本盘为内需增长奠定了坚实基 础。但与此同时，内需不足仍是当前经济运行面临的主要挑战。 "差距也是潜力。"中国宏观经济研究院院长黄汉 ...

2026年是"十五五"开局之年。站在新的起点上，我国经济拥有更多积极因素支撑，也将涌现更多发展机 会和投资机遇。新年之初，我们推出"开局之年看大势"系列报道，聚焦2026年经济发展的新变化、新场 景与新活力，呈现一份有深度、有温度、有态度的趋势解读。 刚刚过去的2025年，"苏超"撬动票根经济，"村晚"带火乡村文旅，《哪吒之魔童闹海》刷新票房纪录， 潮玩"拉布布"掀起抢购热潮……从县域赛事到国潮IP，从实体商品到沉浸式体验，热潮奔涌的消费市 场，生动印证了我国超大规模市场的澎湃活力与无限潜能。 2026年，如何进一步释放内需潜力、拓展增长空间？在中央经济工作会议确定的2026年经济工作重点任 务中，"坚持内需主导，建设强大国内市场"排在首位，凸显扩大内需战略的重要性和紧迫性。随着扩大 内需战略持续深入，市场"乘数效应"与"结构红利"将充分释放，有望催生更大规模的新增消费市场。 精准施策提振内需 我国有14亿多人口和4亿以上中等收入群体，这个超大规模的市场基本盘为内需增长奠定了坚实基础。 但与此同时，内需不足仍是当前经济运行面临的主要挑战。 "差距也是潜力。"中国宏观经济研究院院长黄汉权指出，随着经济发展和人均 ...

钛媒体App 1月6日消息，从智能康养到兴趣社交，从情感陪伴到价值实现，众多老年人正在感受银发消 费的新热潮。2025年，一系列养老服务与养老产业相关政策持续发布，助力银发经济蓬勃发展。养老服 务、健康消费、文娱消费成为银发消费三大核心驱动力。2025年上半年，社区养老照护服务、机构养老 照护服务、居家养老照护服务销售收入同比分别增长30.4%、22.6%、18.0%。我国老年用品市场规模已 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7.3%，2025年或将达6.1万亿元，成为 银发经济的重要支撑。5G、人工智能、大数据、物联网等新一代信息技术在银发产业中深度融合应 用，将进一步激发银发经济新活力。（央视新闻） ...

2026年是"十五五"开局之年。站在新的起点上，我国经济拥有更多积极因素支撑，也将涌现更多发展机 会和投资机遇。新年之初，我们推出"开局之年看大势"系列报道，聚焦2026年经济发展的新变化、新场 景与新活力，呈现一份有深度、有温度、有态度的趋势解读。 刚刚过去的2025年，"苏超"撬动票根经济，"村晚"带火乡村文旅，《哪吒之魔童闹海》刷新票房纪录， 潮玩"拉布布"掀起抢购热潮……从县域赛事到国潮IP，从实体商品到沉浸式体验，热潮奔涌的消费市 场，生动印证了我国超大规模市场的澎湃活力与无限潜能。 2026年，如何进一步释放内需潜力、拓展增长空间？在中央经济工作会议确定的2026年经济工作重点任 务中，"坚持内需主导，建设强大国内市场"排在首位，凸显扩大内需战略的重要性和紧迫性。随着扩大 内需战略持续深入，市场"乘数效应"与"结构红利"将充分释放，有望催生更大规模的新增消费市场。 精准施策提振内需 我国有14亿多人口和4亿以上中等收入群体，这个超大规模的市场基本盘为内需增长奠定了坚实基础。 但与此同时，内需不足仍是当前经济运行面临的主要挑战。 "差距也是潜力。"中国宏观经济研究院院长黄汉权指出，随着经济发展和人均 ...

人民财讯12月29日电，上海市商务委员会等16部门印发《关于进一步扩大上海服务消费的若干措施》， 其中提到，提升家政和银发服务消费品质。加快推进员工制家政企业职业化标准化规范化建设行动方 案。持续开展家政、养老服务领域专项技能培训项目，推进家政、养老等领域高技能人才专项培训。优 化养老机构房型结构，持续推进护理型床位、认知障碍照护床位建设。持续发展助医陪诊、助浴、助行 等养老服务新业态。加大养老领域新职业（工种）与新岗位人才培养支持力度。支持商业综合体、商圈 打造银发友好型购物场景，支持市场主体围绕老年用品和服务打造银发特色商店。引导旅游经营主体研 发老年友好型旅游项目，打造融研学、摄影、康养、旅居等复合型场景。 ...

站在扩大内需的"首要支点"上，中央经济工作会议明确提出"大力提振消费"。此前，工信部、商务 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》（下称《方案》）， 从"供需适配、供给创造需求"的角度提出：到2027年，形成3个万亿级消费领域和10个千亿级消费热 点。万亿级领域包括老年用品、智能网联汽车、消费电子等；千亿级热点涵盖婴童用品、智能穿戴、化 妆品、健身器材、户外用品、宠物食品用品、民用无人机、潮玩、珠宝首饰和国潮服饰等。作为党的二 十届三中全会后首个促消费的专项政策文件，《方案》同时明确：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。 供求错位成消费主要矛盾 如果新的需求并未出现但又的确存在潜在势能的时候，企业又该如何去发现与创造需求，则考验着厂商 独具慧眼的预判能力与超凡脱俗的技术功力。拿新能源汽车来说，除了打上了纯电与绿色驱动的消费标 签外，厂商还在800V碳化硅平台、端到端组合辅助驾驶、AI大模型智能座舱等关键产品与部件上营造 时尚卖点，从而让不少消费者尤其是年轻的驾驶者愿意慷慨下单或者进行目标性升级，国内新能源汽车 的销量也是节节攀高，单月销量占比 ...

Core Viewpoint - Recent policies from central and local governments aim to significantly boost consumption through financial tools and support, indicating a strong commitment to enhancing consumer spending [1] Group 1: Policy Focus Areas - The policies are driven by a dual approach of "commerce" and "finance," targeting the entire consumption chain [3] - The first key area is the upgrade of "physical goods," specifically mentioning durable consumer goods and digital products, with a strong emphasis on automobiles [3] - The second key area focuses on the expansion and quality enhancement of "service consumption," including sectors like home services, tourism, elderly care, education, and healthcare [3] - The third key area is the cultivation of "new consumption," highlighting green consumption, digital consumption, and the integration of technology with consumption [4] Group 2: Investment Opportunities - Long-term investment strategies should focus on sectors backed by national blueprints with significant market potential, such as smart connected vehicles, consumer electronics, and the silver economy [5] - Short-term investment opportunities include sectors directly benefiting from policies like the trade-in programs and financial support for durable goods, as well as those recovering from service consumption, such as tourism and offline retail [5] - Technology companies providing infrastructure for new consumption, such as digital payment and e-commerce service providers, are also highlighted as potential investment targets [5]

Policy Overview - The "Implementation Plan" aims to enhance the adaptability of consumer goods supply and demand, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027[6]. - The plan emphasizes a shift from broad-based consumption policies to a focus on quality supply that meets diverse consumer needs, aiming for structural optimization in supply-demand matching[3]. Key Objectives - By 2027, the consumer goods supply structure is expected to be significantly optimized, with specific focus on sectors such as elderly products, smart connected vehicles, and consumer electronics[6]. - The plan outlines five key tasks and nineteen specific initiatives, including accelerating new technology applications and expanding the supply of unique and innovative products[12]. Market Impact - The plan is projected to activate consumption potential through supply-side reforms, addressing mismatches where consumers want to buy but cannot find suitable products[6]. - The expected contribution of consumption to economic growth is set to increase steadily, with a goal of achieving a high-quality development pattern by 2030[6]. Industry Focus - Key consumption hotspots include baby products, smart wearables, cosmetics, fitness equipment, outdoor goods, pet supplies, and cultural fashion items[6]. - The plan encourages industries to focus on precise demand matching, technological empowerment, and the integration of consumption scenarios to maximize policy benefits[14]. Financial Support - The plan highlights the importance of financial support and aims to enhance the adaptability and convenience of consumer finance services, with a focus on promoting consumption through subsidies and incentives[18]. - The "old-for-new" subsidy policies are expected to continue into 2026, with an emphasis on targeted and expanded coverage[18].

Group 1 - The core message of the article emphasizes the importance of "domestic demand as the main driver" for China's economic growth, particularly in light of the changing international environment and the need to address the imbalance between strong supply and weak demand [2][3] - The Central Economic Work Conference highlighted the implementation of specific actions to boost consumption and the formulation of plans to increase income for urban and rural residents, indicating a commitment to expanding domestic demand [2][3] - The meeting also stressed the need to enhance the supply of quality goods and services, aligning with consumer demand to stimulate robust consumption, and set strategic goals for significant consumption sectors by 2027 [4][5] Group 2 - The article outlines a dual approach to encourage consumer spending: increasing income and reducing burdens on consumers, including the introduction of annual childcare subsidies and tax exemptions for these subsidies [3][4] - It mentions the establishment of a consumption growth matrix focusing on diverse and personalized consumption scenarios, with specific sectors identified for growth, such as elderly products and smart connected vehicles [5] - The overall strategy of prioritizing domestic demand is presented as a pragmatic response to current challenges while also being a long-term strategic layout for sustainable economic development [5]

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has released a plan to enhance the supply-demand adaptability of consumer goods, with a focus on optimizing the supply of elderly products [1] - The elderly products market in China has grown from 2.6 trillion yuan in 2014 to an estimated 5.4 trillion yuan by 2024, reflecting a compound annual growth rate of 7.3% [1] - Despite market growth, there is a significant mismatch between supply and demand, with many products being outdated and lacking in quality, while high-performance products remain unaffordable for many [1] Group 1 - The elderly population's diverse needs require companies to understand the specific demands of different segments, such as active seniors, those with chronic illnesses, and those with disabilities [2] - Companies are encouraged to conduct thorough research to identify the pain points and evolving needs of elderly consumers, moving away from traditional thinking [2] - Current products often fail to meet the higher-level needs of elderly individuals, such as healthcare, leisure, and self-improvement, indicating a gap in the market [2] Group 2 - Many existing products simplify "elderly-friendly" features to just larger fonts and brighter colors, neglecting the actual user experience and aesthetic preferences of seniors [2] - There is a call for more involvement of elderly users in the product development process to ensure that offerings are genuinely aligned with their habits and tastes [2]