前三季度CPI同比下降，为何逾半数消费者仍觉得物价偏高

Group 1 - The report indicates that despite a 0.1% year-on-year decline in CPI for the first three quarters, over 53.6% of consumers perceive prices as high, highlighting a disparity between subjective consumer sentiment and objective price levels [1][3] - The perception of high prices is more pronounced among low-income consumers compared to high-income consumers, suggesting that purchasing power significantly influences consumer sentiment [3][5] - The decline in consumer confidence is attributed to slower-than-expected income growth and a significant adjustment in the real estate market, which has led to a decrease in household assets [3][5] Group 2 - The report reveals that nearly 58.4% of consumers prefer ordering discounted meal packages through e-commerce platforms, indicating a strong sensitivity to price and a pursuit of value for money [4][5] - This trend suggests that large restaurant chains are increasingly reliant on partnerships with e-commerce platforms to maintain business, which may lead to intensified competition in the market [5][9] Group 3 - The core CPI, excluding food and energy prices, increased by 0.6%, indicating that the overall CPI decline is primarily driven by falling food and energy prices [7][9] - Experts suggest that the current market competition has shifted from innovation-driven to cost-driven, necessitating a focus on research and development to foster new production capabilities and create value [8][9] Group 4 - Recommendations to counteract "involution" include institutional reforms to guide competition back to reasonable levels and encourage businesses to explore new technologies and markets [9][10] - Some economists argue that boosting the economy through measures such as stabilizing the stock and real estate markets could be a rapid approach to address the challenges posed by "involution" [10][11]