2025年8月份社会消费品零售总额增长3.4%

Core Insights - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4% [1] - From January to August, the total retail sales of consumer goods amounted to 323,906 billion yuan, growing by 4.6% year-on-year [1] Group 1: Retail Sales Overview - Excluding automobiles, retail sales of consumer goods in August were 35,575 billion yuan, an increase of 3.7% [1] - For the first eight months, retail sales excluding automobiles totaled 292,643 billion yuan, with a growth rate of 5.1% [1] Group 2: Urban vs Rural Consumption - In August, urban retail sales were 34,387 billion yuan, reflecting a year-on-year increase of 3.2%, while rural retail sales reached 5,281 billion yuan, growing by 4.6% [3] - From January to August, urban retail sales totaled 281,056 billion yuan, with a growth of 4.6%, and rural retail sales were 42,850 billion yuan, increasing by 4.7% [3] Group 3: Consumption Types - In August, the retail sales of goods were 35,172 billion yuan, up by 3.6%, while catering revenue was 4,496 billion yuan, growing by 2.1% [3] - For the first eight months, goods retail sales reached 287,426 billion yuan, with a growth of 4.8%, and catering revenue was 36,480 billion yuan, increasing by 3.6% [3] Group 4: Retail Formats - From January to August, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand stores grew by 6.6%, 4.9%, 1.2%, 5.2%, and 1.7% respectively [5] - The national online retail sales for the first eight months were 99,828 billion yuan, with a year-on-year growth of 9.6%, and physical goods online retail sales were 80,964 billion yuan, increasing by 6.4% [5] Group 5: Online Retail Insights - Online retail sales of physical goods accounted for 25.0% of the total retail sales of consumer goods [5] - Within the online retail sales of physical goods, food, clothing, and daily necessities grew by 15.0%, 2.4%, and 5.7% respectively [5]