31省份消费版图：海南上半年增速领先，苏粤鲁拿下总量前三

Core Viewpoint - The article highlights the significant contribution of domestic consumption to China's GDP growth, with a focus on the performance of various provinces in the first half of the year and the strategies being implemented to further stimulate consumption [3][4]. Group 1: Consumption Growth and Provincial Performance - In the first half of the year, domestic consumption contributed 68.8% to China's GDP growth, making it the main driver of growth [3]. - The top ten provinces by total retail sales of consumer goods (社消零) are Jiangsu, Guangdong, Shandong, Zhejiang, Henan, Sichuan, Hubei, Fujian, Anhui, and Hunan, with Jiangsu, Guangdong, and Shandong exceeding 2 trillion yuan [3][6]. - Nineteen provinces outperformed the national retail sales growth rate of 5%, with eleven provinces achieving growth rates of at least 6%, led by Hainan at 11.2% [6][4]. Group 2: Consumption Policies and Future Outlook - The central government emphasizes the need to enhance the endogenous power of consumption and effectively release domestic demand potential as a key task for the second half of the year [4]. - New consumption and service consumption are expected to be focal points for expanding domestic demand, with various provinces planning to implement policies to stimulate consumption in sectors like dining and tourism [4][12]. - The "old for new" policy and online consumption are identified as major drivers of consumption growth, with significant increases in retail sales for home appliances and new energy vehicles in provinces like Fujian and Hainan [11][12]. Group 3: Income Levels and Consumption Patterns - In the first half of the year, eleven provinces had a per capita disposable income exceeding 20,000 yuan, with Shanghai and Beijing leading at over 45,000 yuan [8][9]. - The article notes a shift in consumption potential from first-tier cities to central and western provinces, where residents are more willing to spend under the current consumption stimulus policies [9][10]. Group 4: Emerging Consumption Trends - The article discusses the rise of new consumption hotspots, particularly in technology and service sectors, with events like the World Artificial Intelligence Conference showcasing innovative products that attract consumer interest [14][15]. - Provinces are focusing on enhancing service consumption through various initiatives, including cultural tourism and sports events, to stimulate economic activity [15][16].