商务部消费促进司负责人谈2025年9月我国消费市场情况

Core Insights - The consumption market in China has shown stable performance in September, with a notable increase in retail sales and consumer spending [1] Group 1: Consumption Market Performance - In September, the total retail sales of consumer goods reached 4.20 trillion yuan, reflecting a year-on-year growth of 3.0% [1] - For the first three quarters, the total retail sales amounted to 36.59 trillion yuan, with a growth rate of 4.5%, accelerating by 1.0 percentage points compared to the previous year [1] - Per capita consumer spending reached 21,600 yuan, marking a growth of 4.6% [1] - The contribution rate of final consumption expenditure to economic growth was 53.5% [1] Group 2: Trade-in Programs and Service Consumption - The trade-in program for consumer goods has shown significant results, with retail sales of related products growing rapidly [1] - In September, retail sales of goods increased by 3.3%, with notable growth in communication equipment, furniture, and cultural office supplies, each growing by 16.2% and 6.2% respectively [1] - Passenger car retail sales reached 2.241 million units, growing by 6.3% [1] - As of October 22, applications for the 2025 automobile trade-in subsidy exceeded 10 million [1] - Service retail sales grew by 5.2% in the first three quarters, outpacing goods retail sales by 0.6 percentage points [1] Group 3: Emerging Consumption Trends - New types of consumption, such as smart and green products, are expanding, with sales of smart wearable devices and robotic vacuum cleaners increasing by over 15% [1] - Sales of energy-saving dishwashers and organic food grew by more than 10% [1] - Retail sales of new energy passenger vehicles reached 1.296 million units, growing by 15.5%, with a penetration rate of 57.8% [1] Group 4: Inbound Consumption Growth - The scale of inbound consumption is continuously expanding, supported by policies like expanding visa-free entry and optimizing tax refunds for outbound travelers [1] - In the third quarter, the number of foreign visitors entering and exiting China reached 20.134 million, a growth of 22.3%, with visa-free entrants increasing by 48.3% to 7.246 million [1]