B[China's new display industry has a global market share of over 50%] On November 4th, the "2026 New Display Industry Development Report" released by the China Electronic Information Industry Development Research Institute today showed that China's new display industry has formed four major clusters around Beijing, the Yangtze River Delta, the Midwest and the Pearl River Delta. It is expected that during the "15th Five-Year Plan" period, the scale of China's new display industry will reach the trillion-yuan level. As an important interface for human-computer interaction in the digital economy, the new display industry will also support multiple trillion-yuan terminal application markets such as consumer electronics, automotive electronics, industrial electronics, medical health, and virtual reality. Hu Chunming, executive deputy secretary-general of the LCD branch of the China Optics and Optoelectronics Industry Association, said that in 2025, the output value of China's new display industry will reach 838.6 billion yuan, with a global market share of more than 53%. The display panel shipment area will exceed 220 million square meters, accounting for 77% of the global market. B[Guangdong: Accelerate the development of "artificial intelligence + consumption" and promote the high-end development of artificial intelligence mobile phones and computers, smart wearables, smart robots, etc.] On November 3, the Guangdong Provincial Development and Reform Commission issued the "Guangdong Province Implementation Plan for Expanding Consumption." It proposes to develop digital consumption. Accelerate the development of "artificial intelligence + consumption", promote the high-end development of artificial intelligence mobile phones and computers, smart wearables, smart robots, desktop-level three-dimensional (3D) printing equipment, etc., accelerate the research and development and interconnection of smart security and video care systems, and enrich digital product consumption choices. Strengthen support for the development of intelligent connected vehicles, promote vehicle companies to strive for L3 autonomous driving model access and on-road pilots in accordance with regulations, and orderly carry out intelligent driving testing and commercial operations in the Greater Bay Area. Innovate digital services and content consumption, use artificial intelligence and virtual reality to empower scenic spots, neighborhoods, and cultural museums, launch high-quality digital cultural museums, ultra-high-definition audio-visuals, virtual reality movies and other products, and expand intelligent application scenarios. Actively cultivate the development of new e-commerce, improve quality e-commerce standards, expand new delivery models such as virtual anchors, digital people, and 3D live broadcast rooms, and encourage the development of digital consumption scenarios such as AI virtual try-on and AIGC product content generation. Accelerate the construction of a national artificial intelligence application pilot base in the consumer field (mobile terminal direction), create a full-stack domestic AI terminal innovation platform, and enhance the supply capacity of new consumer goods. B[Two departments: Support sports in cinemas and explore suitable sports events in qualified cinemas] On October 17, the State Film Administration and the General Administration of Sports issued the "Notice on Launching the "Follow the Movies to Sports" Action to Promote the Two-way Empowerment of Movies and Sports." It is mentioned among them to promote the organic linkage between film consumption and sports consumption. Support cinemas, stadiums, sports event organizers, Internet platform companies, commercial banks, payment and settlement institutions, etc. to jointly carry out "movie + sports" consumption promotion activities, set up special columns for activities, launch preferential packages for movie watching and fitness, linkage with ticket stubs for movie watching events, two-way points exchange rewards, and discounts on consumption, and other consumption promotion preferential measures to achieve consumption linkage. Encourage the creation of special outdoor sports routes such as hiking, cycling, and self-driving combined with movie scenes. Support co-branded cooperation in movies and sports derivative products. Support the creation of movie and sports markets and integrate sports and movie elements in both directions. Encourage the establishment of sports-themed theaters in movie theaters to create a "second scene" for watching games, and use the free time in movie theaters to carry out live broadcasts of major sports events. Support the linkage and mutual benefit between movie-watching consumption and sports lottery purchases, support the establishment of sports lottery sales points in movie theaters, and enrich entertainment experience, brand promotion, and public welfare display functions. Encourage the use of virtual reality film technology to provide immersive sports experience. Support the introduction of sports into cinemas and explore the development of suitable sports events in qualified cinemas. B[Beijing: Deepen the promotion of "artificial intelligence + consumption" and increase the effective supply of new generation intelligent terminal products such as artificial intelligence mobile phones and computers, smart wearables, and smart robots] On October 10, the Beijing Municipal People's Government issued the "Beijing Plan for Deepening the Construction of an International Consumption Center City during the "15th Five-Year Plan" Period", which mentioned that "artificial intelligence + consumption" will be further promoted. Expand the consumption of digital products and increase the effective supply of new generation smart terminal products such as artificial intelligence mobile phones and computers, smart wearables, and smart robots. Innovate digital content consumption, encourage the use of artificial intelligence technology to assist in the creation of drama, music, dance, art, immersive experiences, etc., launch more high-quality digital cultural products, and increase the supply of radio, television and online audio-visual ultra-high-definition content. Create new scenarios for digital consumption, accelerate the integration of digital technology and consumption scenarios, promote the integration and application of artificial intelligence, virtual reality, ultra-high definition and other technologies with business, education, medical care, culture, tourism, sports and other fields, and create smart business districts and smart stores. Expand digital consumption channels, support digital marketing of physical commercial enterprises, and guide the standardized and healthy development of instant retail, live broadcast e-commerce, etc. B[Beijing: Promote the widespread application of artificial intelligence, cloud computing, etc. in the field of cultural tourism] On September 28, the Beijing Municipal People's Government issued the "Beijing Culture and Tourism Development Plan during the 15th Five-Year Plan Period", which proposed to enrich the supply of cultural tourism products. Continue to develop cultural tourism products with the cultural characteristics of ancient capitals and strengthen world cultural heritage tourism represented by Beijing’s central axis. Accelerate the development of new technology tourism scenarios and promote the widespread application of artificial intelligence, cloud computing, virtual reality, ultra-high-definition audio-visual, etc. in the field of cultural tourism. Cultivate a new model of industrial tourism and build an industrial tourism product system with capital characteristics that integrates tourism, shopping and experience. Enrich new fashionable national tourism formats, encourage the development of creative fashionable products, promote the expansion and upgrading of "Beijing Gifts", and build a fashionable tourism product system with international scope, Beijing flavor and trendy sense. B[National Bureau of Statistics: Industrial transformation and upgrading have led to increased demand and rising prices in some industries] On September 9, Dong Lijuan, chief statistician of the Urban Department of the National Bureau of Statistics, interpreted the CPI and PPI data for August 2026 and said that from a month-on-month perspective, the national PPI increased by 0.4% from a decrease of 0.7% in the previous month. The main characteristics of this month's PPI month-on-month operation are: First, input factors affect price increases in related domestic industries. The rise in international crude oil and non-ferrous metal prices has driven up prices in related domestic industries. Among them, the prices of oil extraction, refined petroleum product manufacturing, and organic chemical raw material manufacturing have increased by 10.4%, 4.1%, and 0.9% respectively. The prices of non-ferrous metal smelting and rolling processing industries have increased by 0.8%. The four industries have collectively affected the PPI to rise by about 0.31 percentage points month-on-month. Second, industrial transformation and upgrading have led to increased demand and rising prices in some industries. The cultivation of new driving forces was accelerated, and the "smart" and "green" content of industrial development continued to increase. The manufacturing prices of electronic circuits increased by 3.5%, the manufacturing prices of virtual reality equipment increased by 1.9%, and the manufacturing prices of service consumption robots increased by 0.3%; the prices of biomass fuel processing and comprehensive utilization of waste resources both increased by 0.3%. Third, the price trends in some industries show seasonal characteristics. The seasonal increase in demand for electricity and coal in August drove prices in the coal mining and washing industry to rise by 2.8%, and electricity supply prices to rise by 1.4%. High temperature and rainy weather affected the construction of construction projects, and prices in the ferrous metal smelting and rolling processing industry and the non-metallic mineral products industry fell by 0.9% and 0.2% respectively. B[Ministry of Commerce: Chinese residents’ digital consumption reached 13.3 trillion yuan in the first half of the year, a year-on-year increase of 4.1%] On September 7, the State Council Information Office held a press conference to introduce the fifth Global Digital Trade Expo. Wang Pengfei, head of the Department of E-commerce and Information Technology of the Ministry of Commerce, introduced the results of the "Guiding Opinions on Vigorously Developing Digital Consumption to Create a Better Life in the Digital Era" in the past year since it was issued. According to estimates from the Ministry of Commerce, in the first half of 2026, the scale of digital consumption by Chinese residents reached 13.3 trillion yuan, a year-on-year increase of 4.1%. Many new generation digital products, such as smart walking exoskeletons and consumer-grade 3D printers, are favored by consumers. Digital services such as online micro-series and virtual reality parks increased by 7.0%, and individual payments for large models increased significantly. Digital consumption continued to play a driving role in China's consumption of goods and services in the first half of the year. A[Seven departments: Expand the supply of artificial intelligence terminals, smart wearables, green home appliances, green building materials, new energy vehicles and other products to support the consumption of green smart products] On September 4, seven departments including the Central Cyberspace Administration of China jointly issued the "Implementation Plan for Promoting Digital Green Collaborative Transformation and Development (2026-2030)". It mentioned that consumption is digital and green. Promote the application of virtual reality, artificial intelligence and other digital technologies to innovate consumption models, encourage travel sharing, space sharing, and item sharing, promote new applications such as virtual home decoration and virtual fitting rooms, explore and develop new business formats such as "Internet + second-hand goods", and improve consumer experience and resource utilization efficiency. Expand the supply of artificial intelligence terminals, smart wearables, green home appliances, green building materials, new energy vehicles and other products to support the consumption of green smart products. Promote the high-quality development project of rural e-commerce and "Internet+" agricultural products from villages to cities to increase the supply of green and high-quality agricultural products. Guide e-commerce platforms to use reusable and easily recyclable packaging, promote the direct delivery of e-commerce express packages with original packaging, and increase the promotion and application of green recycling shared standardized turnover boxes. Establish green consumption certification mechanisms such as green electricity consumption.
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