万亿消费城，谁能拿到下一席？

Core Insights - The pursuit of becoming a "trillion consumption city" is not just about achieving numerical targets but is also a crucial measure for activating domestic demand and enhancing economic resilience [1] Group 1: Current Consumption Landscape - A stable tier of trillion consumption cities is forming across the country, with a focus on competition among core cities in the Yangtze River Delta [2] - Hangzhou leads the competition with a retail sales total of 949.9 billion yuan and a growth rate of 3.8%, just 50.1 billion yuan short of the trillion target [3] - Suzhou, initially projected to join the trillion club in 2024, has revised its figures and reported retail sales of 909.22 billion yuan in 2025, growing by 2.0%, which is below national and Jiangsu averages [3][4] - Nanjing recorded retail sales of 813.585 billion yuan with a growth rate of 3.5%, showing resilience despite being further from the trillion target [4] Group 2: Future Growth Strategies - Hangzhou's government aims to boost retail sales by 5% in 2026, targeting over 1 trillion yuan, with clear goals and solid measures in place [5] - The city plans to focus on ten sectors, including automotive and dining, to shift consumption from demand stimulation to supply-demand coordination [6] - Suzhou is encouraged to leverage its manufacturing advantages to enhance consumer spending and improve consumption density in urban areas [6] - Experts suggest that AI will be a rapidly growing area for consumption in 2026, with potential to innovate product forms and reshape consumer experiences [7]