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需求所向皆蓝海——从新消费把脉经济活力与动能①
Ren Min Ri Bao· 2025-07-29 09:11
Group 1 - The core viewpoint highlights the significant growth in the fitness and healthy lifestyle market in China, with the fitness industry experiencing an annual compound growth rate of over 11% from 2019 to 2023, and the light food market projected to exceed 320 billion yuan in 2024, with a growth rate of 41.7% [1] - The rise of instant retail, closely linked to the consumption habits of young people, shows remarkable development, with online retail sales reaching 74,295 billion yuan in the first half of 2025, marking an 8.5% year-on-year increase [1] - New consumption patterns are emerging, characterized by both vertical and horizontal expansions, reflecting the evolving needs of consumers and the response of businesses to these trends [1] Group 2 - The vertical aspect of consumption demand is becoming increasingly granular, leading to the emergence of long-tail markets, particularly among the approximately 400 million young people aged 14 to 35 in China, whose diverse and personalized needs present significant market opportunities [2] - The horizontal aspect emphasizes the growing immediacy of consumption, with instant retail expanding from emergency needs to everyday consumption across various categories, including beverages, electronics, and travel [2] - Government initiatives, such as enhancing consumption capacity and improving the consumption environment, are crucial for stimulating market vitality and supporting the expansion and quality enhancement of consumption [2] Group 3 - The development of new consumption demands requires active participation across various sectors, including culture, transportation, sports, and commerce, to effectively tap into and nurture these demands [3] - Examples of initiatives, such as the launch of the "Star Light·Yanzhao" tourist train and local sports events, illustrate how new consumption demands can drive growth in related sectors like hospitality and retail [3] - Emphasizing a demand-driven approach aligns with a people-centered value orientation, enhancing the role of consumption in economic circulation and supporting high-quality economic development [3]