Core Viewpoint - The consumer data for the first half of the year shows a significant recovery, with a 5% increase in total retail sales of consumer goods, indicating a positive trend in consumer spending and economic growth [1][3]. Group 1: Consumer Growth - The total retail sales of consumer goods increased by 5% in the first half of the year, with a 0.4 percentage point increase from the first quarter and a 1.3 percentage point increase from the same period last year [3][4]. - The contribution rate of final consumption to economic growth reached 52%, with the second quarter showing a contribution rate of 52.3%, up 0.6 percentage points from the first quarter and 4.4 percentage points from the previous year [3][4]. Group 2: Consumption Highlights - The "old-for-new" policy has driven sales exceeding 1.7 trillion yuan, with retail sales of household appliances and communication equipment increasing by 30.7% and 24.1% respectively [3][4]. - Sales of new energy vehicles rose by 40.3% year-on-year, reflecting the effectiveness of various policies aimed at expanding domestic demand [3][4]. Group 3: Improved Environment - Multiple significant policies have been introduced to boost consumption, with local governments organizing various cultural and sports activities to enhance consumer engagement [4][5]. - The focus on food safety and quality regulation has improved the consumption market environment, contributing to sustained healthy development [4][5]. Group 4: Future Strategies - The National Development and Reform Commission plans to enhance consumer capacity by promoting stable employment and income growth, addressing urgent public concerns [4][5]. - New growth points in service consumption will be cultivated, focusing on cultural tourism, sports events, and essential services like healthcare and childcare [5]. - Continuous optimization of consumption supply will be pursued, including the promotion of domestic products and the development of infrastructure such as charging stations and logistics systems [5].
国家发改委:培育服务消费新增长点,推动地方有序减少消费限制
Sou Hu Cai Jing·2025-08-01 04:45