国家税务总局： 2025年我国消费市场呈现多方面新亮点

Core Insights - The National Taxation Administration of China reports that by 2025, the consumer market will showcase new highlights driven by targeted policies, with significant demand in home appliances, smartphones, and new energy vehicles [1][4] - The "old-for-new" policy has effectively stimulated mass consumption, particularly in the new energy vehicle sector, which has seen both sales volume and revenue growth [1][3] Group 1: Consumer Trends - Home appliance consumption is on the rise, with retail sales of refrigerators, gas stoves, and smartphones increasing by 17.4%, 12.9%, and 18.6% year-on-year, respectively [1] - New energy vehicle sales and revenue are projected to grow by 24.3% and 21.1% year-on-year in 2025, reflecting a shift towards green consumption [1][3] Group 2: Digital Empowerment - The integration of technologies like AI and VR into daily life is enhancing diverse consumer needs, with internet service platforms and food delivery services seeing revenue growth of 9.4% and 13.3% year-on-year, respectively [2] - Digital cultural services, including gaming and animation, are expected to grow by 16.6% year-on-year, indicating a robust potential in this sector [2] Group 3: Cultural and Sports Consumption - The cultural tourism sector is experiencing revitalization, with revenue from artistic performances increasing by 17.3% year-on-year, and travel-related services seeing growth of 11.2% to 26.1% [2][3] - The sports and health industry is also thriving, with sports exhibition services and health management services growing by 12.2% and 16.5% year-on-year, respectively [3] Group 4: Senior and Childcare Services - The aging population is driving demand for elder care services, with revenue from elder care and related services increasing by 24.9% and 23.1% year-on-year [3] - Childcare services are also expanding, with nursery services seeing a year-on-year growth of 5.4% [3] Group 5: Inbound Consumption - The implementation of measures to enhance the outbound tax refund process has led to a 305% increase in the number of foreign travelers claiming refunds, with sales of tax refund goods rising by 95.9% [4] - The number of stores offering tax refund services has reached 12,930, with over 7,000 providing "buy and refund" services [4]