增值税发票数据显示：五一假期消费强劲

Core Insights - The sales revenue of consumption-related industries during the May Day holiday increased by 15.2% year-on-year, driven by the "old-for-new" policy and strong demand in various sectors [1][2] Group 1: Consumer Electronics and Appliances - The "old-for-new" policy significantly boosted the consumption of home appliances and communication devices, with sales revenue for household appliances and audio-visual equipment increasing by 167.5% year-on-year [1] - Retail sales of daily household appliances such as refrigerators and washing machines grew by 169.8%, while sales of televisions increased by 153.1% [1] - Sales revenue for communication devices rose by 118%, as smart phones and other consumer electronics were included in the subsidy program [1] Group 2: Home Goods and Jewelry - Sales of home goods showed strong growth, with furniture sales increasing by 170%, sanitary ware by 68.7%, kitchenware by 30.1%, and lighting by 15.7% [2] - The rising gold prices contributed to a 14.4% increase in jewelry sales revenue [2] Group 3: Retail Sales Channels - Overall retail sales revenue increased by 28.7% year-on-year, indicating a rise in consumer spending across various platforms [2] - Offline department store sales grew by 34.5%, while supermarket sales increased by 8.9%, and online retail sales surged by 34.7% [2] Group 4: Tourism and Experience Services - There was a notable increase in demand for experiential tourism services, with sales revenue for tourism and entertainment services rising by 6.1% [2] - Revenue from scenic spots increased by 42.7%, leisure sightseeing services by 65.6%, and park services by 11.1% [2] - The popularity of unique accommodations and cultural performances led to a 17.9% increase in revenue from homestay services and a 31.1% increase in revenue from artistic performances [2]