农村绿皮书：以旧换新政策激发农村居民消费潜能

Core Insights - The report indicates that rural residents' consumption expenditure is growing faster than that of urban residents, driven by improved logistics and consumption policies [1] Group 1: Overall Consumption Growth - Rural residents' per capita consumption expenditure is projected to reach 19,280 yuan in 2024, with a nominal growth of 6.1% and a real growth of 5.8%, outpacing national averages by 0.8 and 0.7 percentage points respectively [1] - All categories of consumption expenditure are experiencing growth, particularly in transportation, education, culture, and entertainment, with growth rates of 9.0%, 9.9%, and 12.8% respectively [3] Group 2: Improvement in Consumption Structure - The Engel coefficient for rural residents is expected to be 32.3% in 2024, a decrease of 0.1 percentage points from the previous year, indicating an improvement in consumption structure [4] - The share of survival-type consumption (food, clothing, housing) has decreased to 57.0%, down 0.7 percentage points, while the share of development and improvement-type consumption has increased by 0.8 percentage points [4] Group 3: Service Consumption Potential - The per capita service consumption expenditure for rural residents is projected to be 7,767 yuan, an increase of 8.4%, which is 2.3 percentage points higher than the overall growth in living consumption expenditure [5][6] - The share of service consumption in total living expenditure has risen to 40.3%, up 0.9 percentage points from the previous year, with significant growth in food services (14.4%), education and cultural services (10.6%), and transportation services (12.7%) [6] Group 4: Impact of Replacement Policies - The "old for new" policy has effectively stimulated demand for durable goods, with per capita spending on transportation tools increasing by 8.5% and communication tools by 13.0% in 2024 [7] - The number of vehicles per hundred rural households has risen to 41.7, a growth of 4.1%, alongside increases in ownership of other appliances such as water heaters (9.3%) and air conditioners (5.5%) [7]