摩根大通：中国单人户家庭占比已从2000年的8%激增至2020年的25.4%。而且还在继续增长，通俗的说，中国有1/4的家庭只有一个人组成。 单户人家庭就是长期一个人的独居的家庭，代表着我们中国人口结构的一个变化，本来都是一家三口，一家五口住一起，现在变成了一家一口，年轻孩子 在工作地自己一个人住，或者工作后就和父母分开住。 自己不做饭，那就代表着要点外卖吃，这也是为什么美团、京东、阿里都在全力以赴的进军外卖市场，每周搞大型的送券活动，想的就是要占有更多的份 额，占有更多的市场。 年轻的时候，一个人住着无所谓，自由自在，只要有手机有电子设备，或者再养一个宠物狗宠物猫，生活不要太安逸，一人吃饱全家不饿。 摩根大通指出，这一人口结构巨变催生了庞大的"不孤独经济"，意味着消费模式的深刻转变，单人户家庭倾向于在服务相关活动上投入更高比例的收入， 包括餐饮，休闲和娱乐！这就是所谓的"单身不孤独经济"。 人口结构的变化，也代表着消费结构的变化，如果成家有了家庭，那就会在家做饭，如果和父母在一起，那父母也会做饭，但如果一个人生活，百分之八 九十的一个人都不会自己做饭。 看来，接下来的生意还是以外卖配送为主，骑手在未来的几年 ...

Core Insights - The rise of the "single economy" in China is driven by a significant increase in single-person households, which now account for 25% of families, up from 8% in 2000, indicating a shift in consumption patterns towards services like dining and entertainment [1][2][9] Group 1: Demographic Changes - The proportion of single-person households in China has surged from 8% in 2000 to 25.4% in 2020, with the average family size decreasing from 4.41 in 1982 to 2.62 in 2020 [2][6] - The percentage of individuals aged 25-29 living alone has increased from 5.0% in 2010 to 12.8% in 2020, while the highest rate of single living is among those aged 65 and above, at 15.7% [5][6] Group 2: Consumption Trends - Single-person households are more willing to spend on services, particularly in dining, leisure, and entertainment sectors, reflecting a fundamental change in consumption habits [9] - The "loneliness economy" is characterized by various forms of loneliness experienced by 21% and 24% of the population, leading to new investment opportunities [10] Group 3: Investment Opportunities - **Sports Industry**: The sports sector is growing rapidly, contributing 1.15% to GDP in 2023, with the number of sports facilities expected to rise from 3.2 million in 2018 to 4.9 million by 2024 [12][21] - **Non-Gambling Entertainment in Macau**: The demand for live performances has surged, with ticket sales for live theater increasing by over 30% in the past decade, and Macau hosting over 2,000 large-scale music events in 2023 [24][27] - **Solo Travel**: Solo travelers make up 62.3% of frequent travelers, with a notable trend among women preferring solo trips, indicating a shift in travel preferences [28][32] - **Virtual Emotional Connections**: The decline in marriage rates and the rise of romantic narrative games reflect changing dynamics in intimate relationships, with games like "Love and Deep Space" generating significant revenue shortly after launch [36][39]