“小数据”折射经济大发展

Core Insights - The postal industry has seen a significant increase in delivery volume, reaching 158.26 billion items from January to September, a year-on-year growth of 15.0%, indicating a robust recovery in the consumer market [1] - The total electricity consumption in the first three quarters reached 77,675 billion kilowatt-hours, with a year-on-year increase of 4.6%, reflecting trends in industrial structure upgrades [2] - The number of applications for the vehicle trade-in subsidy has surpassed 10 million, showcasing the effectiveness of targeted policies in stimulating consumer demand [2] Group 1: Postal Industry - The express delivery business volume reached 145.08 billion items in the first nine months, with a year-on-year growth of 17.2%, and revenue exceeded 1 trillion yuan, totaling 1,085.74 billion yuan, a growth of 8.9% [1] - The growth in delivery volume is attributed to the integration of various sectors, including agriculture and e-commerce, enhancing the role of the express industry as a driver of consumer activity [1][3] Group 2: Electricity Consumption - The stable growth in electricity consumption reflects the rapid development of new infrastructure, such as electric vehicles and 5G, with significant increases in electricity usage in information transmission and retail sectors, at 18.3% and 11.7% respectively [2] - The electricity consumption in the internet and related services sector grew by 33.8%, while the charging services for electric vehicles saw a remarkable increase of 49.6%, indicating a shift towards digitalization and smart production [2] Group 3: Automotive Industry - The vehicle trade-in subsidy policy has effectively reduced the cost for residents to replace old vehicles, driving demand towards new energy and smart connected vehicles, which has led to an increase in automobile sales [2] - The rise in subsidy applications signifies a positive cycle of consumer upgrading, industrial transformation, and market expansion [2][3]