商务部消费促进司负责人谈2025年11月我国消费市场情况

Group 1 - In November, the total retail sales of consumer goods reached 4.39 trillion yuan, with a year-on-year growth of 1.3%. From January to November, the total retail sales amounted to 45.6 trillion yuan, growing by 4.0%, which is 0.5 percentage points faster than the same period last year [1] - Commodity consumption remained stable, with retail sales of goods increasing by 1.0% in November. Sales of essential goods such as grain, oil, and food increased by 6.1%, while clothing and footwear sales rose by 3.5%. Upgraded goods like gold and silver jewelry and cosmetics saw retail sales growth of 8.5% and 6.1%, respectively. Categories related to trade-in programs, such as communication equipment and cultural office supplies, experienced significant growth, with increases of 20.6% and 11.7% [1] - Service consumption grew rapidly, with retail sales of services increasing by 5.4% from January to November, which is 1.3 percentage points faster than the growth of goods retail sales. In November, restaurant income grew by 3.2%, indicating stable growth [1] Group 2 - New consumption demand is strong, with online retail sales growing by 9.1% from January to November, and physical goods online retail sales increasing by 5.7%. Key monitored platforms reported that sales of action cameras, embodied intelligent robots, and first-class energy-efficient televisions all grew by over 20% in November. Additionally, the penetration rate of new energy passenger vehicles reached 59.3% in November [1] - Rural consumption outpaced urban consumption, with retail sales of consumer goods in rural areas growing by 4.4% from January to November, which is 0.5 percentage points faster than urban areas. In November, rural retail sales increased by 2.8%, outpacing urban growth by 1.8 percentage points [2]