“主引擎”和稳定器作用增强！“数”说消费市场如何扩容提质

Core Insights - The implementation of policies such as trade-in programs has effectively boosted consumer spending, leading to a stable growth in the consumption market [1][3] Group 1: Economic Contribution - In the first three quarters, final consumption expenditure contributed 53.5% to economic growth, an increase of 9 percentage points compared to the previous year [4] - The total retail sales of consumer goods reached 365,877 billion yuan, showing a year-on-year growth of 4.5% [6] Group 2: Online Retail and New Consumption - The national online retail sales amounted to 112,830 billion yuan, with a year-on-year increase of 9.8% [8] - Driven by the trade-in policy, per capita spending on daily necessities and services grew by 9.6% [10] Group 3: Sector Performance - The production of trade-in products such as new energy vehicles, electric bicycles, and tablets increased by 29.7%, 27.1%, and 9.5% respectively, indicating significant policy-driven effects [10] - Service retail sales increased by 5.2% year-on-year, surpassing the growth rate of goods retail sales by 0.6 percentage points [12] Group 4: Tourism Growth - In the first three quarters, domestic travel reached 4.998 billion trips, a year-on-year increase of 18.0% [14] - Domestic travel expenditure amounted to 4.85 trillion yuan, reflecting a year-on-year growth of 11.5% [14]