普华永道：中国消费市场展望乐观，中高收入群体扩大成核心驱动力

Core Insights - PwC's report highlights four key factors that will positively impact China's consumer market in the future [1] Group 1: Population and Income Growth - The growth of the middle and high-income population is expected to stimulate demand, with an estimated 64 million households in China having a disposable income exceeding $25,000 by 2024, nearly doubling by 2029 [1] - In 2024, 26.8 million households (equivalent to 77 million people) are projected to have an annual income exceeding $35,000, presenting significant opportunities for high-end and luxury brand operators [1] Group 2: Market Expansion - Rapid expansion of both international and domestic leading supermarkets indicates strong consumer confidence in the Chinese market [1] Group 3: Consumer Preferences - Chinese consumers are surpassing global counterparts in acceptance of health, sustainability, and international products, creating opportunities for new categories and products [1] Group 4: Financial Market Outlook - The financial market anticipates that the Chinese yuan will strengthen by 2026, which, along with a stabilized real estate market, is expected to boost consumer confidence and stimulate local consumption [1]