商务部：10月份乡村消费品零售额增长4.1%，增速比城镇快1.4个百分点

Core Insights - The retail sales of consumer goods in rural areas grew by 4.1% in October, outpacing urban growth by 1.4 percentage points [1][2] - The total retail sales of consumer goods reached 4.63 trillion yuan in October, with a year-on-year growth of 2.9% [1] - From January to October, the total retail sales amounted to 41.2 trillion yuan, reflecting a growth of 4.3%, which is 0.8 percentage points higher than the same period last year [1] Group 1: Consumer Goods - In October, the retail sales of goods increased by 2.8%, with significant growth in the sales of communication equipment (23.2%), cultural and office supplies (13.5%), and furniture (9.6%) [1] - Basic living goods saw rapid growth, with retail sales of grain and oil foods increasing by 9.1% and clothing and footwear by 6.3% [1] - The demand for upgraded consumer goods remained strong, with jewelry sales rising by 37.6%, sports and entertainment products by 10.1%, and cosmetics by 9.6% [1] Group 2: Service Consumption - From January to October, service retail sales grew by 5.3%, which is 0.9 percentage points faster than goods retail sales [2] - The demand for travel-related services surged, with retail sales in tourism consulting, transportation, and recreational services all maintaining over 10% growth [2] - In October, restaurant income increased by 3.8%, with a significant acceleration of 2.9 percentage points compared to September [2] Group 3: New Consumption Trends - In October, sales of smart health devices grew by over 20%, while smart wearable devices saw a growth of approximately 4% [2] - Sales of first-level energy-efficient home appliances increased by over 10%, and organic food sales grew by over 8% [2] - The retail volume of new energy passenger vehicles rose by 7.3% in October, achieving a penetration rate of 57.2% [2] Group 4: Rural vs Urban Consumption - Rural retail sales of consumer goods grew by 4.6% from January to October, surpassing urban growth by 0.4 percentage points [2] - The vitality of the lower-tier markets continues to expand, with county-level consumption showing robust growth [2]