重庆消费比上海高？全国“最能买”背后钱花哪了

Core Viewpoint - Chongqing has surpassed Shanghai to become the top city in China for consumer spending, marking a significant shift in the retail landscape [1][9]. Retail Performance Comparison - In the first four months of 2025, Shanghai's retail sales decreased by 0.3% year-on-year, with the automotive sector experiencing the largest decline of 17.6% [3][6]. - Conversely, Chongqing's total consumption increased by 4.4%, with several categories such as cosmetics, daily necessities, and sports entertainment goods seeing growth rates exceeding 10% [3][6]. Historical Context - Prior to 2020, Chongqing consistently ranked behind major cities like Beijing, Shanghai, and Guangzhou in terms of retail sales. However, it surpassed Guangzhou in 2020 to become the third city to achieve over 1 trillion yuan in consumption [9]. - The trend of Chongqing's rising consumption was evident in 2024, where it recorded a growth rate of 3.6%, while Shanghai and Beijing faced declines of 2.5% and 3.1%, respectively [9]. Factors Influencing Consumption - The decline in consumption in major cities like Shanghai and Beijing is attributed to high living costs, limited statistical coverage of consumption indicators, and other factors such as online shopping and service consumption not being included [9]. - Chongqing's growth is supported by policies that stimulate consumption, including the rise of county-level commerce and the development of first-store economies [9]. Demographic Considerations - Despite its current consumer spending leadership, Chongqing still lags behind Shanghai in per capita consumption and disposable income, ranking last among the seven cities with over 1 trillion yuan in consumption [7][10]. - As of the end of 2024, Chongqing's resident population reached approximately 31.9 million, compared to Shanghai's 24.8 million, indicating a significant demographic advantage for Chongqing [10].