多维度透视2025中国经济秋季报·新型消费“加速跑” 消费主引擎作用增强

Group 1 - The core viewpoint is that since 2025, various policies aimed at boosting consumption, such as trade-in programs, have been implemented effectively, leading to stable growth in the consumption market [1] - 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, continuing to serve as the "main engine" of economic growth [3] - The central government allocated 300 billion yuan in special long-term bonds to local governments in four batches to support the expansion of trade-in programs, directly aiding the release of consumer demand [5] Group 2 - In the first three quarters, the total retail sales of consumer goods reached 3.65877 trillion yuan, representing a year-on-year growth of 4.5% [7] - The national online retail sales amounted to 1.1283 trillion yuan, with a year-on-year increase of 9.8% [11] - Driven by the trade-in policy, per capita spending on daily necessities and services increased by 9.6% in the first three quarters [13] Group 3 - The production of trade-in products such as new energy vehicles, electric bicycles, and tablet computers grew by 29.7%, 27.1%, and 9.5% respectively, indicating significant policy-driven effects [15] - The structure of urban and rural consumption markets continues to optimize, with rural retail sales of consumer goods growing by 4.6%, outpacing urban growth by 0.2 percentage points [17] Group 4 - Under the series of policies aimed at expanding service consumption, the demand for service consumption has accelerated, with service retail sales increasing by 5.2% year-on-year, surpassing the growth of goods retail sales by 0.6 percentage points [19] - According to the latest data from the Ministry of Culture and Tourism, domestic tourism saw 4.998 billion trips by residents in the first three quarters of 2025, a year-on-year increase of 18.0%, with total spending reaching 4.85 trillion yuan, up 11.5% [21]