普华永道：中国消费市场展望乐观，年可支配收入超过2.5万美元的中国家庭在2024年激增至6400万户，刺激需求成核心驱动力

Group 1 - The core viewpoint of the report by PwC highlights four key factors that will positively impact the future of the Chinese consumer market [1] Group 2 - The first factor is the growth of the middle and high-income population, which is expected to stimulate demand. According to the Economist Intelligence Unit, households in China with a disposable income exceeding $25,000 are projected to surge to 64 million by 2024, nearly doubling to 128 million by 2029. In 2024, 26.8 million households (equivalent to 77 million people) will have an annual income exceeding $35,000, presenting significant opportunities for high-end and luxury brand operators [3] - The second factor is the rapid expansion of both international and domestic leading supermarkets, indicating strong consumer confidence in the Chinese market [3] - The third factor is that Chinese consumers have surpassed global counterparts in their acceptance of health, sustainability, and international products, creating opportunities for new categories and products [3] - The final factor is the expectation that the Chinese yuan will strengthen by 2026. A stronger yuan, combined with market stabilization, is anticipated to boost consumer confidence and stimulate local consumption [4]