深挖宏观数据系列之八：揭秘“全口径消费统计制度”

Group 1: Consumption Dynamics - Consumption is a core engine of China's economy, contributing 44.5% to economic growth in 2024, directly boosting GDP by 2.2 percentage points[4] - The focus of consumption is shifting from "existence" to "quality," indicating a transition from material to spiritual needs[2] - The potential for consumption growth is significant, as China's consumption rate remains low compared to developed countries and even some lower-income nations[10] Group 2: Statistical Framework - The current consumption statistical system consists of four key indicators: Social Retail Sales, Final Consumption Expenditure, Urban-Rural Integrated Household Survey, and Service Retail Sales[16] - Social Retail Sales captures the retail and dining consumption of residents and social groups, but excludes service consumption beyond dining and is influenced by commodity price fluctuations[18] - Final Consumption Expenditure includes both household and government spending, providing a comprehensive view but is updated annually and may underreport certain consumption types[22] - The Urban-Rural Integrated Household Survey reflects consumption behavior and savings rates but does not account for government or social group consumption[31] - Service Retail Sales, introduced in 2023, aims to fill gaps in service consumption statistics, covering various service sectors but only includes monetary transactions[38]