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% [1] - By 2025, the total retail sales of consumer goods are projected to reach 501,202 billion yuan, an increase of 3.7% compared to the previous year [1] Group 1: Retail Sales Overview - The retail sales of consumer goods excluding automobiles in December amounted to 39,654 billion yuan, with a growth of 1.7% year-on-year [1] - For 2025, the retail sales of consumer goods excluding automobiles are expected to be 451,413 billion yuan, reflecting a growth of 4.4% [1] Group 2: Urban vs Rural Consumption - In December, urban retail sales were 38,429 billion yuan, marking a year-on-year increase of 0.7%, while rural retail sales reached 6,707 billion yuan, growing by 1.7% [2] - By 2025, urban retail sales are projected to be 432,972 billion yuan, a growth of 3.6%, and rural retail sales are expected to reach 68,230 billion yuan, increasing by 4.1% [2] Group 3: 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, growing by 2.2% [2] - For 2025, the retail sales of goods are anticipated to be 443,220 billion yuan, reflecting a growth of 3.8%, and catering revenue is expected to reach 57,982 billion yuan, increasing by 3.2% [2] Group 4: Retail Formats - 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% [5] - The national online retail sales are projected to reach 159,722 billion yuan in 2025, with a growth of 8.6%, and physical goods online retail sales are expected to be 130,923 billion yuan, growing by 5.2% [5] Group 5: Detailed Retail Data - In December, the retail sales of consumer goods included various categories, with notable growth in categories such as cosmetics (8.8%), sports and entertainment products (9.0%), and communication equipment (20.9%) [7] - Conversely, categories like home appliances (-18.7%), petroleum and products (-11.0%), and automobiles (-5.0%) experienced declines [7]