【财经分析】618消费图谱解码：国补催化产业升级 新消费赛道掘金正当时

Group 1 - The annual "618" shopping festival has shown significant growth in various sectors, particularly in home appliances, home decor, and 3C digital products, with overall transaction volume increasing by double digits year-on-year [1][2] - New consumer categories such as IP toys, pets, beauty care, and gold jewelry have also seen record sales during the event, indicating a shift in consumer preferences [1][4] - The promotion period for major platforms has been extended, with JD.com extending its event to 38 days, allowing for greater consumer engagement and decision-making time [2][3] Group 2 - The government subsidy program has positively impacted sales in home appliances and consumer electronics, with a reported sales boost of 1.1 trillion yuan from the trade-in program [2][3] - Instant retail platforms like Meituan have significantly contributed to sales growth, with Meituan's flash purchase data showing a twofold increase in overall transaction volume compared to the previous year [6] - The integration of online and offline retail strategies is expected to reshape the retail landscape, with the instant retail market projected to exceed 2 trillion yuan by 2030 [7] Group 3 - The youth consumer demographic is increasingly driving sales in the toy and trendy play sectors, with notable growth in the blind box market and a surge in demand for high-end toys [4][5] - The "riding economy" and "pet economy" are emerging as strong new consumer segments, attracting significant investment and interest from market players [5] - The overall performance of the domestic consumption sector is expected to remain strong, with certain categories like beauty care and gold jewelry showing promising growth potential [5]