1. 60后似乎最具消费潜力 人们之所以高度关注银发经济，重要背景在于我国已于2021年正式步入重度老龄化社会。至2024年底，我国65 岁及以上老年人口达2.2亿，占总人口数的15.6%。随着老年人口持续增长，老年群体所蕴含的消费潜力受到重 视。其中60后作为刚步入初老阶段的一代，兼具庞大人口基数与深厚财富基础，似乎是当前最具消费潜力的核 心群体。 人口结构：60后群体是当前中国人口中最为庞大的一代。 根据国家统计局人口抽样调查数据，按每10年为一 代划分，截至2023年底，我国50-59岁人群数量最多，达2.4亿人，占总人口的16.5%；其次是30-39岁人群，数 量约2.2亿，占比15.5%。这两个年龄段分别对应了建国以来的第二次与第三次婴儿潮：1）1962 -1973年是我国 人口增长最快的时期，三年自然灾害结束后，经济形势逐步改善，带来一轮补偿性生育高峰。在此阶段，年均 出生人口稳定在2500-3000万人，形成了"60后"这一超大规模群体；2）此后，随着60后一代进入生育年龄， 1981-1997年迎来"回声婴儿潮"。尽管受1978年计划生育写入宪法影响，此阶段出生人口有所下滑，但年均出 生人数依 ...

近日，广东省人民政府办公厅印发《广东省提振消费专项行动实施方案》(下称《方案》)。《方案》围 绕居民就业增收、居民保障、服务消费、大宗消费、消费品质、消费环境、限制措施、政策保障等八个 方面提出三十一条措施。 《方案》提到，扩大商旅文体融合消费。优化"线上预约"，引导旅游景区景点和博物馆、美术馆、文化 馆、科技馆等场馆拓展服务项目，有序扩大接待规模，合理延长经营开放时间。培育壮大"+旅游"等商 旅文体融合消费，支持A级景区、博物馆、美术馆等引入餐饮、演艺、研学等消费业态。 积极促进入境消费。持续提升通关便利化和服务保障水平，吸引港澳居民来粤消费。支持广州、深圳、 珠海、汕头、江门、潮州等地市推出优质特色入境旅游线路和服务，为来粤外籍商务、医疗和机组培训 人士提供签证便利，提高境外旅客在粤住宿餐饮、交通出行、购物支付、通信、就医等环节便利化水 平，打造入境旅游首站城市和枢纽城市。 在大宗消费更新升级方面，《方案》强调加力扩围实施消费品以旧换新，用足用好消费品以旧换新政 策，资金分配适度向"两新"工作成效较好的地市倾斜。继续支持汽车置换更新，扩大汽车报废更新支持 范围，将符合条件的国四排放标准燃油乘用车纳入报废更 ...

Core Insights - The consumption market in China during the 2025 "May Day" holiday was vibrant, with significant growth in automotive, home appliances, and mobile phone sales, alongside strong demand in the restaurant and tourism sectors [1][12]. Consumption Trends - Foot traffic in 50 monitored pedestrian streets and shopping districts increased by 6.4% year-on-year, while shopping centers in 36 major cities saw a 6.5% rise in foot traffic [4]. - The overall sales revenue in consumption-related industries grew by 15.2% year-on-year during the holiday, indicating robust consumer demand [15]. Promotional Activities - The Ministry of Commerce organized various promotional events, including the 2025 International Consumption Season and the 6th "May 5 Shopping Festival," to stimulate consumption [5]. Trade-in Programs - From the beginning of 2025 to May 5, over 3.01 million applications for automotive trade-in subsidies were submitted, with 56.02 million units of 12 categories of home appliances and 4.219 million mobile devices purchased under trade-in programs [7][10]. Travel and Hospitality - Domestic tourism saw 314 million trips during the holiday, a 6.4% increase year-on-year, with total spending reaching approximately 180.27 billion yuan, up 8.0% [12]. - The accommodation sector experienced a revenue increase of about 13% compared to the previous year [12]. E-commerce Growth - Online retail sales of physical goods grew by 8.2%, with notable increases in digital and green products, including a 24.1% rise in smart home product sales [14]. - Online and offline retail sales increased by 34.7% and 34.5%, respectively, reflecting a simultaneous rise in consumer engagement across channels [20]. Payment Transactions - During the holiday, UnionPay and Internet payment platforms processed 23.439 billion transactions worth 7.64 trillion yuan, marking increases of 20.49% and 3.21% year-on-year [21]. - Transactions involving foreign visitors to China saw substantial growth, with transaction counts and amounts increasing by 244.86% and 128.04%, respectively [24].

餐饮文旅市场红火。有关平台数据显示，假期住宿营业额同比增长约13%。国内游较快增长，"五一"假 期全国国内出游3.14亿人次，同比增长6.4%；国内游客出游总花费1802.69亿元，同比增长8.0%。入境 游大幅增长，有关平台数据显示，假期入境游销售额同比增长约90%。 新型消费动能强劲。据商务大数据监测，假期全国实物商品网上零售额增长8.2%，数字、绿色、国潮 产品成为亮点。数字产品线上销售规模持续增长，其中智能家居产品增长24.1%；绿色健康理念带动有 机食品线上销售额增长超七成，国风国潮推动重点监测平台上新中式糕点、国潮创意礼品增长66.2%和 35.2%。 （文章来源：央视新闻） 在促消费活动方面，商务部会同有关部门举办2025国际消费季暨第六届"五五购物节"、第七届"双品网 购节"等活动，各地按照"购在中国"活动总体安排，突出地方特色，开展丰富多彩促消费活动。"五 一"假期，商务部重点监测的50个步行街、商圈客流量同比增长6.4%，有关平台监测的36个大中城市购 物中心客流量同比增长6.5%。 2025年初至5月5日，汽车以旧换新补贴申请量超301万份；消费者购买12大类家电以旧换新产品5602万 ...

Core Insights - The consumption market in Jilin Province showed stable development in the first quarter, with both qualitative improvements and reasonable quantitative growth, indicating a positive change in consumption upgrades [1] Group 1: Quality Improvement - The province has actively expanded the "old for new" consumption policy, enhancing subsidy coverage and payment speed, resulting in the sale of nearly 50,000 new cars and over 1 million household appliances and mobile phones, directly driving sales of 10.2 billion [2] Group 2: Reasonable Growth - The total retail sales of social consumer goods increased by 4.8% year-on-year, accelerating by 1.3 percentage points compared to the previous year, with retail sales in key sectors such as automobiles and home appliances showing significant growth [3] Group 3: New Consumption Trends - Various online and offline promotional activities have been organized, leading to a rapid increase in online sales, with a 12.8% growth in overall online retail and a 13.9% increase in rural online retail [4][5] Group 4: Future Outlook - In the second quarter, the provincial commerce department plans to implement a coordinated approach of "policy + activities + services" to further stimulate consumer market growth potential [6]

Core Insights - Yantai's retail sales of consumer goods reached 97.99 billion yuan in Q1, with a year-on-year growth of 5.9%, surpassing national and provincial growth rates by 1.3 and 0.3 percentage points respectively, accounting for 9.6% of the province's total [1] Group 1: Consumption Policies and Measures - The local government has implemented a plan to boost consumption, focusing on six areas including upgrading goods consumption and expanding service consumption, with 22 specific measures [1] - The "old for new" policy has been effectively executed, leading to significant sales in various sectors: 16,800 vehicles, 112,000 3C products, 12,500 home appliances, and 5,459 electric bicycles, collectively driving consumption by 2.96 billion yuan [1] Group 2: Consumption Activities and Events - The first Ice and Snow Consumption Season and Yantai Warm Winter Consumption Season were successfully held, distributing 15 million yuan in consumer vouchers, which directly stimulated 77 million yuan in shopping and dining [2] - Over 50 diverse promotional activities were organized in Q1, focusing on ice and snow economy, specialty products, and food and beverage sectors, enhancing the consumption atmosphere [2] Group 3: Digital and New Consumption Trends - The city is adapting to new consumption trends such as digital, green, and national tide by enhancing the convenience of local living circles and promoting new retail formats [2] - E-commerce is being actively integrated into the consumption model, with Q1 online retail sales reaching 12.56 billion yuan, a growth of 10.1%, leading the province by 1.8 percentage points [2] Group 4: Future Consumption Initiatives - The Yantai Commerce Bureau plans to continue launching diverse promotional activities throughout the year, focusing on new consumption areas such as low-altitude economy and robotics, while also highlighting local specialties like Shandong cuisine and wine [3]

就在一季度经济数据发布当日，广东省政府常务会议审议《广东省提振消费专项行动实施方案》，强调 把经济政策的着力点更多转向惠民生、促消费，多措并举推动城乡居民收入增长，着力提升生育、养 育、教育、医疗、养老等民生服务水平，不断释放消费潜力。 假日、体育经济拉动消费明显 南方财经全媒体记者魏彤 广州报道 4月22日，广东省统计局发布一季度经济数据。数据显示，广东全省社会消费品零售总额同比增长 2.5%，增速比1—2月份加快1.5个百分点，其中3月份增长5.8%。 想要提振消费，首要便是要稳收入，强信心。 今年3月以来，广东举办一系列活动如"百万英才汇南粤"等，吸引了更多人才聚集。大量政策措施的实 施，促进了经济循环，尤其是中央和广东省通过一系列为企纾困措施稳就业，改善居民收入不稳定的情 况，消费信心也因此建立。 在暨南大学经济学院教授、博士生导师，特区港澳经济研究所副所长谢宝剑看来，广东充分发挥人口高 度集聚的优势，在消费上持续发力，实现了消费的持续增长。一季度，广东居民人均可支配收入同比增 长4.8%。这一数据不仅体现了广东经济的逐步回暖，更暗示了背后关于消费趋势和居民生活方式的深 层变化。 广东外语外贸大学广东 ...

Group 1 - The article highlights the transformation of traditional consumption structures, emphasizing the emergence of new consumption scenarios and experiences that cater to younger generations [3][10][16] - The "谷子" economy, referring to merchandise based on anime and gaming IPs, is reshaping the fate of traditional shopping malls, with significant increases in foot traffic and sales [9][10] - The shift in consumer behavior is evident in various sectors, including bookstores evolving into immersive experience spaces and the rise of "digital nomad" communities in rural areas [13][14] Group 2 - The report indicates a structural change in the consumption market, with a notable increase in offline consumption heat index, which grew by 14.2% year-on-year in the first quarter [16] - Small commodity sales have shown robust growth, with a year-on-year increase of 16.3% in the first quarter, and a remarkable 21.6% increase in March [16] - The government's focus on innovating and enriching consumption scenarios aligns with the observed trends in consumer spending and engagement [16]

支持新型消费加快发展，开辟高成长性消费新赛道，是近期印发的《提振消费专项行动方案》中提出的 要求；加快数字、绿色、智能等新型消费发展，是今年《政府工作报告》明确的任务。新型消费具有数 字化、个性化、场景化特征，能够促进技术创新与产业融合，引导绿色低碳转型，通过强化供需精准匹 配，进一步释放内需潜力，为经济高质量发展注入可持续增长动力。(经济日报) ...

完善与新型消费相关的法律法规，促进新型消费规范发展。有序破除服务消费领域的隐性壁垒，营造各 类主体公平、有序竞争的市场环境。构建适应新型消费发展的监管方式，积极探索与消费新业态、新模 式相适应相匹配的包容审慎和协同监管机制，为新型消费留足发展空间。创新面向新型消费的维权渠道 和模式，综合运用人工智能、大数据等新技术，加强新型消费领域信用体系和风险预警系统建设，推动 建立线上线下融合、各类社会主体参与的多元化争议解决机制。 （文章来源：经济日报） 必须看到，目前新型消费仍面临一些堵点卡点，制约着消费潜能的释放。产品多样化供给不足，难以满 足不同消费者的个性化需求。新型消费场景配套不足，比如一些城市着力打造夜间经济，却未营造良好 的公共卫生环境，引来不少投诉，暴露出新场景服务能力短板。与新型消费相匹配的法律法规不完善， 价格歧视、自动续费、强制搭售等问题不时出现，扰乱了市场秩序。《提振消费专项行动方案》对发展 新型消费作出了具体部署，对此，要抓好政策落实，破解堵点卡点，把新型消费潜力转化为经济发展持 久动力。 增加差异化产品供给，更好满足个性化新型消费需求。针对不同消费群体所需，扩大有效供给。面 向"Z世代"消费 ...