实用体验并重 我国数字消费用户规模破9.58亿人

Group 1 - The core digital consumption scale in China reached 9.37 trillion yuan, accounting for 46.5% of total household consumption expenditure, with physical goods making up 66.3% of this total [1] - Digital service consumption, including online education and healthcare, accounted for 29.2%, while digital content such as music and video represented 4.5% [1] Group 2 - By June 2025, the number of digital consumption users is expected to exceed 958 million, with Generation Z users at 261 million, representing 27.2% of the total [3] - The elderly population (60 years and above) accounts for 12.2% of digital consumers, while rural users make up 26.0% [3] - Consumers prioritize both practicality and experience, with 67.1% opting for practical alternatives and 60.6% purchasing for personal enjoyment [3] Group 3 - Digital travel and entertainment consumption exceeded 1 trillion yuan in the first half of the year, with online food delivery also surpassing 1 trillion yuan [4] - Digital livelihood services, including online healthcare and education, exceeded 500 billion yuan [4] - The report emphasizes the shift of China's digital economy from infrastructure to application, highlighting the importance of enhancing customer engagement and extending user interaction time [4] Group 4 - The intersection of artificial intelligence and consumption presents significant potential, with AI expected to drive a new data-driven consumption ecosystem [4] - Future supply-side improvements are anticipated through the development of AI terminal products and enhanced scene-based intelligent services [5] - Companies are expected to leverage AI for high-quality overseas expansion and to build intelligent production and logistics systems [5]