Core Viewpoint - The shift in consumer spending patterns is highlighted by Chongqing surpassing Shanghai as the top city in retail sales, indicating a potential decline in Shanghai's status as a consumer powerhouse [1][4]. Group 1: Retail Sales Data - In Q1 2023, Shanghai's total retail sales of consumer goods reached 405.745 billion yuan, a year-on-year decrease of 1.1%, while Chongqing's figure was 420.432 billion yuan, an increase of 4.1% [1]. - Shanghai had maintained the top position in retail sales since 2018, but this recent change raises questions about its commercial status [1][4]. Group 2: Shift to Service Consumption - Shanghai is focusing on service consumption, launching initiatives like the "Service Consumption Season" and the "Five-Five Shopping Festival" to promote this sector [4][5]. - In 2023, service consumption contributed nearly 60% to Shanghai's total retail sales, surpassing the contribution from goods retail by over 10 percentage points [5]. Group 3: Economic Indicators - The per capita disposable income in Shanghai for Q1 2023 was approximately 25,800 yuan, ranking first among 31 provinces and showing a nominal growth rate of 4.6% [6]. - Nationally, per capita service consumption expenditure was 13,016 yuan in 2022, with a year-on-year growth of 7.4%, and service consumption accounted for 46.1% of total consumption expenditure [5]. Group 4: Consumer Behavior Trends - Emotional value is increasingly influencing consumer behavior, with a focus on experiences rather than just material goods [15]. - The rise of service consumption is seen as a response to the demand for emotional and experiential satisfaction, leading to a symbiotic relationship between goods and services [15]. Group 5: International Consumer Engagement - Shanghai is enhancing its appeal to international tourists, with significant growth in overseas visitor numbers and spending, particularly from countries with visa exemptions [16][18]. - In 2024, Shanghai is expected to receive 6.706 million inbound tourists, a year-on-year increase of 84%, with a notable rise in tax refund sales for foreign visitors [18][19].
被重庆反超,但上海仍是“消费第一城”
Mei Ri Jing Ji Xin Wen·2025-04-27 14:38