数据出炉，这些地方最会花钱！一文透视全国“消费力地图”

Core Insights - The recent "May Day" holiday saw a significant increase in consumer spending, with 314 million trips taken nationwide, leading to impressive tourism revenue in various provinces [1] - In the first quarter, Jiangsu, Guangdong, and Shandong provinces led the country in total retail sales of consumer goods, each surpassing 1 trillion yuan [1][5] - The shift towards service consumption is evident, with new policies targeting sectors like cultural tourism and elderly care services [2][12] Group 1: Consumer Spending Trends - During the "May Day" holiday, Guangdong achieved tourism revenue of 29.5 billion yuan, a year-on-year increase of 20.3%, while Sichuan reported 23.5 billion yuan, up 11.13% [1] - In the first quarter, Jiangsu's retail sales reached 1.24 trillion yuan, Guangdong at 1.18 trillion yuan, and Shandong at 1.02 trillion yuan, marking them as the top three provinces [5] - The per capita consumption expenditure in Shanghai, Beijing, Zhejiang, and Jiangsu exceeded 10,000 yuan, indicating strong consumer purchasing power [8] Group 2: Consumption Structure - The growth in consumer spending is driven by the replacement of old goods, particularly in sectors like new energy vehicles and home appliances, which significantly boosted retail sales [5][6] - Online retail sales in Jiangsu reached 319.25 billion yuan, contributing 21.4% to the total retail sales, with a year-on-year growth of 8.0% [7] - The service sector is gaining traction, with national service retail sales growing by 5% in the first quarter, outpacing goods retail sales [12] Group 3: Policy Initiatives - Various provinces are implementing new consumption policies focusing on service consumption, including cultural tourism and elderly care services [2][12] - Shandong and Zhejiang have outlined plans to enhance service consumption, with Shandong aiming for over 1,000 cultural tourism events this year [13][14] - Guangdong's recent action plan emphasizes improving services for the elderly, including the establishment of senior-friendly facilities and services [15]