国家统计局：居民消费能力和信心有待进一步提升

Core Viewpoint - The overall consumer market in November remains stable, with continued expansion in consumption scale and rapid growth in service consumption, indicating a trend of consumption quality improvement and upgrade [1][5]. Group 1: Consumer Market Overview - In the first eleven months, the total retail sales of consumer goods increased by 4% year-on-year, surpassing both the growth rate of the same period last year and the overall growth rate for the entire previous year [3]. - The recent slowdown in the growth rate of retail sales is attributed to a high base from the previous year [3]. - Service consumption has shown rapid growth, with service retail sales increasing by 5.4% year-on-year, outpacing the growth of goods retail sales [3][5]. Group 2: Service Consumption - The growth in service consumption is reflected in the development of cultural and sports consumption, with retail sales in this category maintaining double-digit growth [4]. - The retail sales of communication and information services increased by over 10% year-on-year [4]. - New consumption scenarios and supply in cultural and sports activities, such as ice and snow sports, have contributed to the rapid growth of related service retail [3][4]. Group 3: Goods Consumption - The consumption of goods continues to expand, with significant growth in quality consumption driven by promotional policies [4]. - In November, retail sales of cultural and office supplies and communication equipment increased by 11.7% and 20.6% year-on-year, respectively [4]. - Retail sales of food and basic living necessities also saw a notable increase, with grain and oil food retail sales growing by 6.1% [4]. Group 4: New Consumption Trends - New consumption models such as instant retail and live e-commerce are rapidly growing, with online retail sales of physical goods increasing by 5.7% year-on-year, outpacing the overall retail sales growth by 1.7 percentage points [5]. - The share of online retail in total retail sales reached 25.9% [5]. - Emerging trends in digital, green, and health consumption are becoming new hotspots, indicating a shift in consumer preferences [5].