Core Insights - The core viewpoint of the articles emphasizes the significant role of service consumption in China's economic performance in 2025, highlighting a shift towards a more balanced consumption structure between goods and services [1][2]. Group 1: Economic Performance - In 2025, China's total retail sales of consumer goods exceeded 50 trillion yuan, marking a 3.7% increase from the previous year, with a growth acceleration of 0.2 percentage points compared to 2024 [2]. - The contribution rate of final consumption expenditure to economic growth reached 52%, an increase of 5 percentage points from the previous year, establishing it as a primary driver of economic stability [2]. Group 2: Service Consumption - Service retail sales grew by 5.5% in 2025, outpacing goods retail sales by 1.7 percentage points, indicating a shift in consumer spending towards services [2][3]. - The proportion of service consumption expenditure in per capita household consumption reached 46.1%, reflecting the increasing importance of services in consumer spending [2]. Group 3: New Consumption Trends - Online retail sales increased by 8.6% in 2025, with physical goods online retail sales growing by 5.2%, accounting for 26.1% of total retail sales [3]. - New retail models, such as unmanned stores and warehouse membership stores, maintained double-digit growth, while green consumption, including electric vehicles, continued to expand [3]. Group 4: Goods Consumption - Retail sales of goods rose by 3.8% in 2025, with significant growth in essential goods like food and upgrades in sports and communication products [3]. - Policies promoting the replacement of old consumer goods with new ones have been implemented to encourage high-quality durable goods in daily life, with notable growth in categories like cultural and office supplies, furniture, and home appliances [3]. Group 5: Future Outlook - Despite challenges, the consumption market is expected to grow steadily in 2026, supported by a large middle-income population and ongoing consumption upgrade trends [4]. - Continued implementation of consumption-boosting policies and improvements in the consumption environment are anticipated to further stimulate consumer spending [4].
国家统计局局长康义:居民消费正从商品消费为主向商品和服务消费并重转变,服务消费潜力不断释放
Jin Rong Jie·2026-01-19 04:07