9月中国零售业景气指数为50.6% 创近8个月新高

Core Insights - The China Retail Prosperity Index (CRPI) for September reached 50.6%, marking an increase of 0.5 percentage points from the previous month and the highest level in nearly eight months [1] Group 1: Retail Sector Performance - The retail sector's three major category indices are all in the expansion zone, with the merchandise operation index at 50.6%, up 0.9 percentage points from last month [1] - Positive sub-indices for merchandise operation include sales revenue, profit levels, and average transaction value, all above the critical point, while the negative sub-index for operating costs is below the critical point, indicating a favorable operating environment [1] - The increase in consumer demand for goods, particularly from students and parents as the school season begins, has contributed to the improved performance in offline retail [1] Group 2: Leasing and E-commerce Performance - The leasing operation index stands at 51.4%, down 0.7 percentage points from last month, but still within a high expansion range [2] - Positive sub-indices for leasing operations include average store rental income, shop occupancy rates, and changes in operational venues, with average store rental income at 53.3%, indicating strong expectations for rental income [2] - The e-commerce operation index is at 50.2%, a slight increase of 0.4 percentage points from last month, indicating a return to the expansion zone, with total physical sales index for e-commerce also at 50.2%, reflecting a recovery in online retail sales expectations [2]