国家统计局：2025年12月份社会消费品零售总额45136亿元 同比增长0.9%

Core Insights - In December, the total retail sales of consumer goods reached 45,136 billion yuan, showing a year-on-year growth of 0.9% [2] - Excluding automobiles, the retail sales of consumer goods amounted to 39,654 billion yuan, with a growth of 1.7% [2] - By 2025, the total retail sales of consumer goods are projected to reach 501,202 billion yuan, representing a year-on-year increase of 3.7% [2] Group 1: Retail Sales Overview - In December, urban retail sales were 38,429 billion yuan, growing by 0.7% year-on-year, while rural retail sales were 6,707 billion yuan, increasing by 1.7% [4] - For 2025, urban retail sales are expected to be 432,972 billion yuan, up 3.6% from the previous year, and rural retail sales are projected at 68,230 billion yuan, growing by 4.1% [4] Group 2: Consumption Types - In December, the retail sales of goods were 39,398 billion yuan, with a year-on-year growth of 0.7%, while catering revenue was 5,738 billion yuan, increasing by 2.2% [4] - By 2025, the retail sales of goods are anticipated to reach 443,220 billion yuan, reflecting a growth of 3.8%, and catering revenue is expected to be 57,982 billion yuan, growing by 3.2% [4] Group 3: Retail Formats and Online Sales - In 2025, retail sales from convenience stores, supermarkets, department stores, and specialty stores are projected to grow by 5.5%, 4.3%, 0.1%, and 2.6% respectively, while brand specialty stores are expected to decline by 0.6% [7] - The national online retail sales are forecasted to reach 159,722 billion yuan in 2025, marking an 8.6% increase from the previous year, with physical goods online retail sales at 130,923 billion yuan, growing by 5.2% [7] - Among physical goods online retail sales, food, clothing, and daily necessities are expected to grow by 14.5%, 1.9%, and 4.1% respectively [7]