数读中国 一组数据透视我国多样化消费潜力持续释放
Ren Min Wang·2025-10-30 01:57

Core Insights - The article emphasizes the continuous release of diversified consumption potential in China, highlighting consumption as a key driver of economic growth and a reflection of people's quality of life [2]. Consumption Growth - In September, the total retail sales of social consumer goods increased by 3.0% year-on-year, reaching 4.2 trillion yuan [4]. - For the first three quarters, the total retail sales of social consumer goods grew by 4.5% year-on-year, totaling 36.59 trillion yuan, with a growth rate that accelerated by 1.0 percentage points compared to the previous year [4]. - Per capita consumption expenditure for residents was 21,600 yuan, marking a year-on-year increase of 4.6% [4]. - The contribution rate of final consumption expenditure to economic growth reached 53.5% [4]. Trade-in Programs - The sales of products related to the trade-in program continued to show rapid growth [5]. - Retail sales of communication equipment, furniture, and cultural office supplies for enterprises above designated size increased by 16.2%, 16.2%, and 6.2% year-on-year, respectively [7]. - For the first three quarters, retail sales of furniture increased by 21.3%, cultural office supplies by 19.9%, and communication equipment by 20.5% [8]. Service Consumption - Service retail sales grew by 5.2% year-on-year in the first three quarters, outpacing the growth of goods retail sales by 0.6 percentage points [10]. - The proportion of residents' service consumption expenditure accounted for 46.8% of total consumption expenditure [13]. Emerging Consumption Trends - New types of consumption are expanding, with smart wearable devices and robotic vacuum cleaners seeing sales growth of over 15% in September [16]. - Sales of energy-efficient dishwashers and organic food increased by over 10% [16]. - Green consumption is growing rapidly, with high-efficiency appliances continuing to see strong sales [16]. - According to the China Automobile Dealers Association, retail sales of new energy vehicles exceeded 8.5 million units in the first three quarters, representing a year-on-year increase of 24.4% [16].