大国五年｜澎湃内需，铸就发展主锚

Core Insights - Domestic demand is a key driver of China's economic growth, contributing an average of 86.4% to economic growth during the "14th Five-Year Plan" period, with consumption accounting for approximately 60% of this growth [1][5][20] Group 1: Consumer Market Dynamics - China's total retail sales of consumer goods reached 50 trillion yuan, establishing it as the world's second-largest consumer market [1] - The average annual growth rate of retail sales is projected to be 5.5%, increasing from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024 [5] - Online retail sales in China have maintained the global leading position for 12 consecutive years [3] Group 2: Sectoral Growth and Innovations - The sales volume in sectors such as automobiles and home appliances ranks first globally [5] - The value added by the wholesale and retail industry is expected to reach 13.8 trillion yuan in 2024, marking a 40% increase compared to the end of the "13th Five-Year Plan" [5] - The integration of culture, tourism, and commerce is driving innovation in "one-stop" services, with domestic products gaining popularity both domestically and internationally [11] Group 3: Logistics and Infrastructure - The proportion of social logistics costs to GDP has decreased from 14.7% five years ago to 14.1% [13] - Over 95% of administrative villages can now access direct express delivery services [13] - The total volume of cold storage facilities in the country has reached 25.3 million cubic meters, with 495,000 refrigerated vehicles [14] Group 4: International Trade and Investment - Cumulative imports of consumer goods from 2021 to 2024 are expected to reach 7.4 trillion yuan [16] - The total expenditure of inbound tourists in 2024 is projected to be 94.2 billion USD, reflecting a 77.8% increase [16] - The actual use of foreign capital during the "14th Five-Year Plan" period reached 70.87 billion USD, with a significant increase in newly established foreign enterprises [22]