2025年11月份社会消费品零售总额增长1.3% - 国家统计局

Core Insights - The total retail sales of consumer goods in November reached 43,898 billion yuan, with a year-on-year growth of 1.3% [1] - Excluding automobiles, the retail sales amounted to 39,444 billion yuan, growing by 2.5% [1] - From January to November, the total retail sales reached 456,067 billion yuan, marking a 4.0% increase [1] Group 1: Retail Sales Overview - In November, urban retail sales were 37,684 billion yuan, with a year-on-year increase of 1.0% [3] - Rural retail sales were 6,214 billion yuan, growing by 2.8% [3] - For the period from January to November, urban retail sales totaled 394,544 billion yuan, up by 3.9% [3] - Rural retail sales for the same period reached 61,523 billion yuan, with a growth of 4.4% [3] Group 2: Consumption Types - In November, the retail sales of goods were 37,841 billion yuan, reflecting a year-on-year growth of 1.0% [3] - Restaurant income was 6,057 billion yuan, increasing by 3.2% [3] - From January to November, the retail sales of goods totaled 403,822 billion yuan, with a growth of 4.1% [3] Group 3: Retail Formats - From January to November, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand stores grew by 6.0%, 4.7%, 0.7%, 3.4%, and 0.1% respectively [5] - The national online retail sales reached 144,582 billion yuan, with a year-on-year growth of 9.1% [5] - Among online retail, the physical goods sales were 118,193 billion yuan, growing by 5.7%, accounting for 25.9% of total retail sales [5] Group 4: Detailed Consumption Categories - In November, the retail sales of food and oil products were 2,060 billion yuan, with a growth of 6.1% [9] - Beverage sales were 269 billion yuan, increasing by 2.9% [9] - Sales of clothing, shoes, and textiles were 1,542 billion yuan, reflecting a growth of 3.5% [9] - Jewelry sales increased by 8.5% to 292 billion yuan [9] - Sales of home appliances decreased by 19.4% to 1,000 billion yuan [9]