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悦己消费大时代研究报告-财通证券
Sou Hu Cai Jing· 2025-05-30 09:34
Group 1: Evolution of Consumption Society in Japan and the U.S. - The generational shift has profoundly influenced the evolution of consumption societies in Japan and the U.S. [1] - In Japan, the Taisho and early Showa generations led the transition from the first to the second consumption society, followed by the New Human Generation and part of the Baby Boomer generation driving the third consumption society [1] - In the U.S., Baby Boomers focus on unique product advantages, Generation X prefers time-saving products, Generation Y is enthusiastic about energy-saving and green consumption, while Generation Z contributes significantly to digital and gaming consumption [1] Group 2: Current State and Potential of China's Consumption Society - The post-90s and post-95s generations in China have developed consumption concepts similar to Japan's New Human Generation and the U.S. Baby Boomers, emphasizing spiritual satisfaction and personalized consumption [2] - Compared to Japan and the U.S., China's service consumption currently stands at 46.1%, indicating significant room for growth in the service sector [2] Group 3: Characteristics of the Third Consumption Society and Self-Satisfaction Consumption Trends - In the third consumption society, consumers prioritize emotional and psychological factors over mere functionality when selecting products, leading to a shift in brand positioning from "leader" to "supporting role" [3][10] - Self-satisfaction consumption is emerging as a key trend, focusing on emotional resources, emotional resolution solutions, and legal emotional release [6][11] Group 4: Emotional Consumption Trends - Emotional resources include the pet economy, IP toys, and temple economy, catering to spiritual and emotional needs [6] - Emotional resolution solutions are found in beauty and personal care products, gold and jewelry, and new-style food and beverages that address appearance and safety anxieties [6] - Legal emotional release is represented by outdoor activities, light alcoholic beverages, and tobacco products, which help consumers manage stress [6]
供需发力做大消费“蛋糕” 政策协同做强国内大循环
Shang Hai Zheng Quan Bao· 2025-05-29 18:59
广东日前启动"2025年惠民托育券"发放工作,自6月1日起,家长可在全省范围内申领并使用。托育券分 为托育体验券与托育消费券两大类,托育消费券分为500元、1000元、1500元和2000元四个档次,可直 接抵扣托育费用。 河南、上海、福建等地的相关举措也着眼于育儿补贴和产假社保补贴等。福建的措施提到,鼓励有条件 的地方发放结婚消费券、托育券。福建还将出台生育补贴制度实施方案,为符合条件的生育家庭发放生 育补贴。 ◎记者 陈芳 入夏以来,龙虾节、啤酒节、露营节、美食节等活动出圈走红,消费场景业态不断更新,消费活力持续 迸发。近期,河南、福建、广东等地接连发布提振消费专项行动实施方案,出台了稳定就业、促进增 收、发放消费券、鼓励带薪休假等举措,更大力度惠民生、促消费、做强国内大循环。 促进服务消费扩容 近期,托育券、结婚消费券等新型消费券受到关注,地方将"真金白银"的消费补贴投向增长潜力较大的 服务领域。 "有效投资可以引领和带动新的服务消费。当投资带来更优质的服务产品和更好的消费环境时,可以有 效激发消费潜能,引领消费新需求。"黑龙江社会科学院研究员房宏琳分析。 提振消费需要各方面政策协同发力,地方还在财税、 ...
当前我国消费发展的特点、问题分析和政策思考 | 宏观经济
清华金融评论· 2025-05-29 10:16
当前,我国消费保持温和增长态势,消费市场活力明显增强。服务消费增长快、新产品新业态新模式新 场景发展快、县域消费快速崛起、港澳北上游和入境游快速增长等特征更加凸显,推动消费市场扩围升 级。 服务消费增长快 当前,随着促进服务消费政策措施实施,消费场景不断拓展,服务品质逐步提升,服务消费保持良好增 长态势。特别是服务消费正在从之前餐饮、旅游等不同品类服务消费"单独发展"加速转向融合发展、多 元复合发展趋势。同时,消费者更加注重在消费过程中的文化、情感、价值观、娱乐等多层面的感受、 情绪和认知收获,消费者愿意为更好的体验付出更高成本,服务消费体验化发展趋势显现。国家统计局 数据显示,2024年我国服务零售额同比增长6.2%,比同期商品零售额增速高3个百分点;全国居民人均 服务性消费支出比上年增长7.4%,占居民人均消费支出比重为46.1%,较上年同期提高0.9个百分点。分 品类看,餐饮住宿消费稳定增长,根据国家统计局数据,2020—2024年全国餐饮收入年均增速为 4.1%;旅游消费持续活跃,2024年全年国内出游人次56.15亿,同比增长14.8%,国内游客出游总花费同 比增长17.1%;文娱消费热度攀升,根据 ...
激活银发消费市场 打造养老服务新生态
Xin Hua Ri Bao· 2025-05-28 21:35
随着我国人口老龄化程度的不断加深,养老服务消费市场迎来了前所未有的发展机遇。首先,激活养老 服务消费市场是积极应对人口老龄化的关键举措。我国老年人口数量庞大且增长迅速,养老服务需求日 益多样化、个性化。通过激活养老服务消费市场,能够有效整合社会资源,优化养老服务供给,满足老 年人在生活照料、医疗护理、文化娱乐等方面的需求,提升老年人的生活质量,实现"积极老龄化"。其 次,激活养老服务消费市场是推动经济高质量发展的重要引擎。中国正加快构建"国内大循环为主体"的 新发展格局,养老服务消费是内需增长的关键领域。据预测,2035年养老产业规模将突破30万亿元,涵 盖医疗、康复、智能设备、文旅等多个产业链,可有效对冲传统消费增长乏力的问题;另外,养老服务 消费升级(如智能穿戴设备的普及、AI辅助护理等)还将进一步推动科技创新和产业创新深度融合。最 后,激活养老服务消费市场为实现中国式现代化提供了实践载体。激活养老服务消费不仅是经济命题, 更是社会治理现代化的重要体现。它通过释放内需潜力、优化就业结构、提升民生福祉,为"十四 五"至"十五五"期间深化改革提供实践载体,以支持中国式现代化的核心目标——服务庞大人口规模的 现 ...
通过再分配提振消费、促进经济增长
Bei Jing Shang Bao· 2025-05-28 14:46
人们往往更关注"再分配"在调节收入差距、促进社会公平方面的作用,但"再分配"的影响还不止于此。 本文在已有研究的基础上,提出稳增长政策应更加关注收入分配结构与经济增长的关系——在我国经济 发展现阶段,主要是再分配影响消费,进而影响经济增长。 我们认为,有关政策应兼顾短期与长期,将稳增长与促改革相结合,既有利当前,又惠及长远,从健全 保障和改善民生制度体系的层面着力,引导经济需求结构进一步向消费、尤其是服务消费倾斜。一是增 加对居民家庭的转移支付,并完善转移支付制度;二是以政府购买增加民生领域投入,优化政府支出结 构,提高资金使用效率,撬动市场供给和有关投资;三是将税制改革与经济结构调整相结合,着力解决 制约经济高质量发展的结构性矛盾,同时通过税收政策引导消费;四是加大个人养老金税优力度,实现 部分存款向个人养老金账户转化,并带动有关服务供给。 宏观收入分配结构与经济增长的关系 宏观收入分配结构与经济增长的关系是经济增长理论中一个历史较为悠久的研究主题。如果从企业、政 府、居民部门间的收入份额的视角看,收入分配结构可以经由资源在消费、投资中的分配影响经济增 长。 文章提出稳增长政策应重视收入分配结构与促消费、稳 ...
空调清洗需求环比激增76%,58到家VIP会员释放家政消费新活力
Bei Jing Shang Bao· 2025-05-27 10:38
日前,商务部等9部门联合印发《关于促进家政服务消费扩容升级若干措施的通知》,提出扩大优质家政服务供给,更好满足人民群众高品质生活服务需 求。 为守护消费者和劳动者的权益,58到家为每笔订单投保,覆盖服务人员作业风险及用户家庭财产损失。例如,劳动者在空调清洗高空作业时出现意外、保 洁过程中损坏客户物品,均可通过保险快速理赔,避免责任推诿。 家政消费"热力"十足,VIP会员精准匹配多元诉求 如今,家政服务已成为许多家庭的重要"帮手"。从上门代厨到日常保洁,优质家政服务让家庭生活更加有序、舒适。尤其在夏季来临前,更多消费者意识 到"开空调前洗一洗"对守护全家健康的重要性,空调清洗已成为热门需求。 58到家数据显示,空调清洗服务需求月环比增加76%,年同比增长26%;62%的用户在58到家体验过两种以上的服务,折射出家政服务业的消费活力。 58到家深入洞察这一需求,创新推出了VIP会员体系。用户开通VIP会员即可领取价值330元的超值券包,涵盖深度保洁、空调清洗、搬家等多品类服务。 券包设计兼顾"尝鲜"与"复购",用户可根据家庭所需自由组合家务清洁产品,以优惠价格一次体验多项服务。以时下热门的空调清洗服务为例,VIP ...
宏观观察2025年第22期(总第594期):从国际对比看中国服务消费的发展潜力与空间*
Zhong Guo Yin Hang· 2025-05-27 06:23
Group 1: Current State of Service Consumption in China - In 2023, service consumption accounted for 45.2% of total consumption in China, significantly lower than the US (67.5%), Japan (56.2%), and Germany (50.5%) [6] - China's per capita service consumption was approximately $2,317 in 2023, only 6% of the US level and about 20% of other major economies [8] - The total service consumption in China was about $3.3 trillion in 2023, which is only 26% of the US service consumption [7] Group 2: Factors Affecting Service Consumption Growth - Cultural factors lead to a lower average consumption tendency in China, with residents preferring savings over immediate consumption [25] - The quality of service supply in China is still developing, affecting consumer confidence and willingness to spend [28] - Urban-rural disparities result in lower overall service consumption, with urban residents spending 7-8 percentage points more on service consumption than rural residents [29] Group 3: Future Growth Potential and Recommendations - The Chinese government aims to promote service consumption growth in areas like catering, home services, and cultural entertainment, with a focus on sustainable development [33] - The health industry in China is projected to exceed $9 trillion by 2024, indicating significant growth potential in health-related services [48] - Financial services need to expand their coverage to support service consumption, with a focus on innovative and personalized financial products [56]
从国际对比看中国服务消费的发展潜力与空间
Zhong Guo Yin Hang· 2025-05-27 06:18
Group 1: Current State of Service Consumption in China - In 2023, service consumption accounted for 45.2% of total consumption in China, significantly lower than the US (67.5%), Japan (56.2%), and Germany (50.5%) [6] - China's per capita service consumption was approximately $2,317 in 2023, only 6% of the US level and about 20% of other major economies [8] - The total service consumption in China was about $3.3 trillion in 2023, which is only 26% of the US service consumption [7] Group 2: Factors Affecting Service Consumption Growth - Cultural factors lead to lower consumption willingness in China, with a higher emphasis on saving compared to developed economies [25] - The quality of service supply in China is still developing, affecting consumer confidence and willingness to spend [28] - Urban-rural disparities result in lower overall service consumption, with urban residents spending 7-8 percentage points more on service consumption than rural residents [29] Group 3: Future Growth Potential and Recommendations - The Chinese government aims to promote service consumption growth in areas like catering, home services, and cultural entertainment, with a focus on sustainable development [33] - The health industry in China is projected to exceed $9 trillion by 2024, indicating significant growth potential in health-related services [48] - The sports industry is expected to grow rapidly, with an average annual growth rate of over 13% from 2025 to 2030 [47]
服务消费提质才能触发观众“血脉觉醒”
Zheng Quan Shi Bao· 2025-05-26 18:12
火爆的市场从来都离不开优质的供给。不少年轻观众,尤其是"Z世代"将其对凤凰传奇的喜爱称为"血脉 觉醒",小时候觉得"土"的歌曲,如今却蜕变为年轻人标榜个性的时尚符号。这一方面是艺人或其公司 团队主动靠近年轻群体,在年轻群体聚集的互联网平台社区中再创作、打破刻板印象;另一方面,文艺 作品带有民族元素,旋律优美、朗朗上口,年轻受众虽然带着"我是什么时候学会了唱他们的歌"的疑 问,但最终在现场收获了一场酣畅淋漓的情绪共鸣和紧接而来的社交媒体谈资,由此也进一步增强了一 场即时消费带来的体验感与获得感。 如此火爆程度,正是近年来国内演唱会市场的缩影。中国演出行业协会统计数据显示,2024年,全国大 型演唱会票房突破260亿元,同比增长78.1%;观众人数超过2900万人次,同比增长45%。 与实物商品相比,服务无形、质量不可见,监管也更有难度。在当前不少热门演出供不应求的情况下, 如何维护有序市场、加力打击"黄牛"高价炒票现象、规范退改票规定等,也是未来强化监管、优化消费 环境需持续努力的方向。 近期,多场演唱会引发观众在社交平台"刷屏"。就在上周,凤凰传奇北京"鸟巢"演唱会观演人数破纪 录,据凤凰传奇主唱杨魏玲花现场 ...
商务部:4月商品消费增速加快
Zhong Guo Zheng Quan Bao· 2025-05-23 21:14
● 本报记者 熊彦莎 商务部5月23日消息,商务部消费促进司负责人在介绍2025年4月我国消费市场情况时表示,4月份,消 费品以旧换新政策持续显效,系列促消费活动有序开展,消费市场保持平稳增长。商品消费增速加快, 汽车家电手机等商品热销。 《手机、平板、智能手表(手环)购新补贴实施方案》发布以来,补贴政策落地成效明显,截至5月22 日,已有4884.8万名消费者购买手机等数码产品5148.3万件,带动销售1432.6亿元。 据商务部介绍,1至4月,限额以上单位通讯器材类零售总额同比增长25.4%,在16大类消费品增速中位 列第一。从第三方数据看,1至4月,手机等数码产品购新补贴政策带动消费结构向中高端跃迁,全国售 价6000元以下手机销售量、销售额同比分别增长4.8%、14.8%;售价2000至4000元、4000至6000元手机 销售量同比分别增长13%、43%。 上述负责人介绍,商品消费增速加快,汽车家电手机等商品热销。4月份,商品零售额同比增长5.1%, 增速比一季度加快0.5个百分点。消费品以旧换新政策成效明显,限额以上单位家电、文化办公用品、 家具、通讯器材零售额同比分别增长38.8%、33.5%、 ...