During the two sessions , A number of policy statements related to home and consumption attracted great attention from the industry. A series of policy keywords, such as "trade-in", "exploring multi-channels to revitalize existing commercial housing", "strengthening housing security for first-married and first-born families", "housing quality improvement project" and "ultra-long-term special national debt", are not only related to the national economy and people's livelihood, but also profoundly affecting the production, design and terminal service mode of the home industry. Under the overall program of "high-quality development", the policy is drawing a clear blueprint for the development of the home furnishing industry and promoting the upgrading of the industry from the traditional growth logic to a new systematic paradigm.

Value reconstruction: from "scale cost speed" to "product manufacturing brand"

In the past years, the core value of the home furnishing industry has been based on scale, cost and speed. However, with the policies clearly taking "expanding domestic demand" and "accelerating the development of new quality productivity" as the core engines of national development, the industrial value triangle is undergoing structural migration. The new value system consists of product value (green and intelligent), manufacturing value (flexible and efficient) and brand value (difference and recognition). The core of industry competition is no longer just cost competition, but provides solutions around the "good relationship between people and home", covering multi-dimensional competition such as unique value creation, intelligent manufacturing capability and consumer emotional identity. China Home Expo believes that this shift in value is pushing home furnishing enterprises from "fighting for price" to "fighting for connotation".

Demand side: the stock is rejuvenated into the main battlefield, and the old ones are exchanged for new ones to get financial support

According to the government work report in 2026, the state plans to arrange 250 billion yuan of ultra-long-term special national debt to support the trade-in of consumer goods. This policy has injected strong impetus into the upstream and downstream of home appliances, home, home textiles, home improvement and other large home industry chains. At the same time, the real estate policy clearly points to revitalizing the stock of commercial housing and promoting the construction of safe, comfortable, green and intelligent "good houses", which has raised the market demand baseline for smart, healthy and energy-saving home products. However, the industry is also facing practical challenges: the "rejuvenation" business has the characteristics of non-standardization and service-oriented, which poses a great test for the organizational ability of traditional enterprises. In addition, the statement of "rectifying the' involution' competition" in the report indicates that the space of relying solely on traffic and price war will be increasingly narrowed. China Home Expo believes that the stock market needs more systematic service capabilities than simple low prices.

Manufacturing side: new quality productivity drives upgrading, and "artificial intelligence+"becomes the key path

The government work report vigorously promotes large-scale equipment renewal and "artificial intelligence+"action. The industry believes that the automation efficiency of "black light factory" and the creative generation ability of "AI design" are becoming a reality. Injecting "artificial intelligence+"thinking into the whole chain from R&D to service is regarded as the key path for enterprises to realize value jump.

Value side: green and low carbon become access conditions, interconnection standards or reshape the competitive landscape

"Green low-carbon economy" has changed from optional to compulsory. Green supply chain and product carbon footprint are becoming "new admission tickets" for enterprises to enter the mainstream market. At the same time, during the two sessions, a representative member put forward the proposal of "establishing a mandatory national standard for smart home interconnection", which indicates that the industry competition will be upgraded to the competition of ecology and standards in the future, and a higher-dimensional competition barrier will be built. For enterprises, balancing investment between short-term performance and long-term ism is a test of management strength.

The main response: leading enterprises cooperate and integrate, subdivide brands and deepen their efforts to break through

Facing the adjustment of industry paradigm, the core task of leading enterprises and industrial platforms is to build a cross-domain industrial synergy mechanism around the "good house" standard, and integrate the scattered demand for stock renewal into a new service model with large scale and high efficiency.

The opportunity for category champions and cutting-edge brands lies in deepening market segments. Under the background of trade-in market, the subdivision needs such as kitchen efficiency, sleep therapy, safety for the elderly, and people and pets living together are regarded as potential growth points. Integrating "artificial intelligence+"into all aspects of the enterprise is considered to be a key step to realize value enhancement.

Supply chain enterprises need to become stable, reliable and technical "core components". It is the main way to take the path of "invisible champion" to improve efficiency and quality through equipment renewal, or to become the priority choice of brand owners through green certification.

Terminal service providers and designers are close to consumers, and their professional design, reliable delivery and localization services are the key links to transform products into actual living experience. The transformation from shopping guide to "community life plan consultant" is regarded as the direction of value promotion.

Generally speaking, the policy of the two sessions in 2026 provides a clear transformation framework for the home furnishing industry. Driven by "high quality development" and "new quality productivity", the industry is moving from partial adjustment of the old model to systematic upgrading of the development paradigm. For different types of enterprises, grasping the changes of demand side, manufacturing side and value side and adjusting strategies in combination with their own positioning will become the key to future competition.