于建勋：提振消费政策发力显效 消费市场持续回升

Group 1 - The consumer market is showing strong growth, with total retail sales of consumer goods reaching 24,545.8 billion yuan in the first half of the year, a year-on-year increase of 5.0%, accelerating by 0.4 percentage points compared to the first quarter [2] - Service retail sales also increased, with a year-on-year growth of 5.3%, surpassing the growth rate of goods retail sales by 0.2 percentage points [2] - The urban and rural markets are developing together, with urban retail sales reaching 21,305.0 billion yuan (5.0% growth) and rural retail sales at 3,240.9 billion yuan (4.9% growth) [3] Group 2 - The "trade-in" policy is showing significant effects, with retail sales of home appliances and audio-visual equipment increasing by 30.7%, and sales of furniture rising by 22.9% [4] - The demand for upgraded consumption is evident, with retail sales of gold and silver jewelry growing by 11.3% and sports and entertainment products by 22.2% [4] - Online retail is growing rapidly, with online retail sales increasing by 8.5%, and physical goods online retail sales growing by 6.0% [5] Group 3 - The overall retail environment is improving, with physical retail sales increasing by 4.6%, and specific formats like warehouse membership stores seeing growth rates above 30% [5] - The county and township market's share of total retail sales reached 38.9%, an increase of 0.1 percentage points from the previous year [3] - The market's recovery is ongoing, with a focus on enhancing consumer confidence and optimizing the consumption environment to foster new growth points [5]