扩内需的战略密码：从哪吒到英伟达，“中国市场”成全球博弈关键筹码｜2025中国经济年报

Group 1 - The success of films in the Chinese market, such as "Ne Zha" and "Zootopia 2," highlights the significant influence of China's consumer market on global box office performance, with "Ne Zha" grossing 15.9 billion yuan globally and "Zootopia 2" contributing approximately 539 million USD from China, nearly double that of North America [2] - China's domestic market, with a population of 1.4 billion, has the potential to create a modern industrial system comparable to that of Europe, the US, and Japan, as stated by Li Xiangqun from Hejun Consulting [3] - The retail sales total in China increased from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024, reflecting an annual growth rate of 5.5%, positioning China's retail market at approximately 80% of the US's total, but with a purchasing power that exceeds the US by 1.6 times [4][5] Group 2 - China maintains its position as the world's largest consumer market, with significant growth in sectors such as online retail, automotive sales, and home appliances, all leading globally [5] - The establishment of the Hainan Free Trade Port has led to a surge in consumer spending, with duty-free shopping reaching 1.1 billion yuan in the first week post-closure, marking a year-on-year increase of 54.9% [5] - The CMF report indicates that China's unique market characteristics, including its comprehensive industrial categories and manufacturing capabilities, provide a competitive edge in global markets, making it a critical player in the ongoing geopolitical landscape [6][8] Group 3 - The "new three items" in China's economy, including electric vehicles and solar energy, have not only led global sales but have also transformed the competitive landscape of the automotive industry and renewable energy sectors [7] - The Chinese government emphasizes the importance of expanding domestic demand as a strategic focus for economic development, aiming to enhance consumer spending and investment [7][8] - The establishment of a stable business environment and a unified market is essential for realizing the potential of China's large market, which requires strong top-level planning to overcome regional economic barriers [8]