2025年中国消费零售市场十大关键趋势报告解读（48页附下载）

Core Insights - The report highlights a significant structural shift in China's retail market by 2025, moving from a focus on traffic expansion to a consumer-centric value reconstruction, emphasizing the importance of understanding individual consumer needs and preferences [2][11][12] Group 1: Market Transition - The growth logic is shifting from traditional methods like traffic chasing and discount subsidies to a model centered around consumer needs, where brands must deeply understand and respond to individual demands for sustainable growth [2][11] - The emotional value of products and services is becoming a key driver of consumer behavior, with trends like the "single economy," "pet economy," and "silver economy" reflecting a shift towards self-centered consumption [3][4] Group 2: Consumer Demand Upgrade - Consumers are increasingly prioritizing emotional satisfaction over mere functionality, leading to the rise of niche markets that cater to personal interests and lifestyles [3][4] - The value judgment has evolved from "cost-performance ratio" to "quality-price ratio," where consumers are willing to pay for verified quality and effectiveness rather than just low prices [4] Group 3: Retail Channel Transformation - Online retail is characterized by a dual strategy of maintaining a stable core while capturing new growth through content-driven e-commerce, which has seen a growth rate of 27% [6][30] - Offline channels are experiencing a clear differentiation, with emerging formats like membership warehouses and snack shops growing rapidly, while traditional formats face transformation pressures [7][31] Group 4: Growth Potential Exploration - The lower-tier markets are identified as a significant growth area, with rural retail expected to grow by 4.3% in 2024, outpacing urban areas, driven by policy support and improved logistics [8][19] - Chinese brands are increasingly adopting localized strategies for overseas expansion, particularly in Southeast Asia and East Asia, to better align with local consumer preferences [9][10] Group 5: Private Label Evolution - Private labels are transitioning from being low-cost alternatives to brands that offer recognized value, with 56% of Chinese consumers expressing a willingness to purchase more private label products [10]