新业态、新场景推陈出新，一季度消费迎来“开门红”

Core Viewpoint - The Chinese government is prioritizing consumption as a key driver for economic development, with various policies aimed at boosting consumer spending and expanding demand [2][7]. Group 1: Consumption Growth - In the first quarter, the total retail sales of consumer goods reached 12.4671 trillion yuan, a year-on-year increase of 4.6%, accelerating by 1.1 percentage points compared to the previous year [2]. - The retail sales of specific categories showed significant growth, with communication equipment up 26.9%, cultural and office supplies up 21.7%, home appliances and audio-visual equipment up 19.3%, and furniture up 18.1% [5]. - The online retail sales of physical goods increased by 5.7% year-on-year, accounting for 24.0% of total retail sales, indicating a steady growth in online channels [6]. Group 2: Policy Support - The government has introduced the "Consumption Promotion Special Action Plan" to provide policy support for boosting consumption, with specific measures outlined in the "Service Consumption Quality Improvement Action Plan 2025" [2][8]. - The Ministry of Commerce and other departments have issued 48 specific tasks to promote the development of key industries such as dining, accommodation, health, culture, entertainment, tourism, and sports [2]. Group 3: Service Consumption - Service retail sales grew by 5% year-on-year in the first quarter, outpacing goods retail growth by 0.4 percentage points, highlighting the increasing importance of service consumption [8]. - The per capita expenditure on transportation and communication increased by 10.4%, while spending on education, culture, and entertainment rose by 13.9% [8]. - The railway sector reported a record high of 1.074 billion passengers in the first quarter, a year-on-year increase of 5.9%, reflecting a strong recovery in service demand [8][9]. Group 4: New Consumption Trends - New consumption scenarios are emerging, driven by advancements in big data and artificial intelligence, including live streaming sales, instant retail, and digital consumption [6]. - Cultural consumption is also on the rise, with the film "Ne Zha 2" surpassing 15 billion yuan in box office revenue, indicating a robust market for cultural products [6].