《2025年百城“盒区房”消费力报告》看见新兴城市消费力崛起

Core Insights - The report indicates that the retail sales of consumer goods in China increased by 4% year-on-year from January to November 2025, surpassing the growth rate of the previous year and the entire year [1] - The "Box District House Index" was introduced to measure the activity of Hema's offline stores, with cities like Shijiazhuang, Xuzhou, and Linyi showing indices significantly above the national average [1][3] Group 1: Emerging Cities and Consumption Growth - Emerging cities are experiencing a surge in consumer spending driven by population inflow and economic acceleration, reshaping local consumption ecosystems [1][3] - Hema has entered 40 new cities, including Shijiazhuang and Linyi, with reports of stores being fully packed upon opening [3] - Shijiazhuang's GDP grew from 6490.3 billion in 2021 to over 8000 billion in 2024, reflecting the economic impact of the "Strong Provincial Capital" strategy [3] Group 2: Quality Demand and Consumption Upgrade - The report highlights a shift in consumer behavior towards quality living, with high-end brands increasingly entering the market [5] - Hema's sales data indicates that consumers in emerging markets are now regularly purchasing premium products, such as high-end fruits and baked goods [5][7] Group 3: Night Economy and Changing Consumption Patterns - The night economy in emerging cities is thriving, with new retail brands extending consumer engagement beyond traditional shopping hours [10][12] - Hema's presence has altered shopping patterns, leading to longer consumer hours and increased foot traffic in shopping areas [10][12] - The report suggests that the development of the night economy in these cities has significant potential, requiring adequate consumer scenarios to support it [10][12]