2024年人口数据解读：城镇化水平稳步提高

Demographic Trends - By the end of 2024, China's total population is projected to be 1,408.28 million, with 857.98 million aged 16-59 and 310.31 million aged 60 and above, including 220.23 million aged 65 and older[2] - The birth rate has increased, with 9.54 million births in 2024, up by 520,000 from 2023, marking the first rise since 2017[3] - The death toll is expected to be 10.93 million in 2024, a decrease of 170,000 from 2023, contributing to a slower decline in total population[3] Urbanization Insights - The urban population is projected to reach 943.50 million by the end of 2024, an increase of 10.83 million from 2023, with an urbanization rate of 67.00%, up by 0.84 percentage points[8] - Urbanization has slowed significantly, with an average annual increase of 1.394 percentage points from 1996 to 2020, compared to just 0.84 percentage points in 2024[8] Economic Implications - The continuous decrease in birth and total population is expected to negatively impact consumption[9] - The aging population presents opportunities for the elderly care industry as the proportion of individuals aged 60 and above continues to rise[9] - The slowdown in urbanization may put pressure on the real estate sector, indicating potential challenges ahead[9]