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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]
需求所向皆蓝海——从新消费把脉经济活力与动能①(评论员观察)
Ren Min Ri Bao· 2025-07-27 22:06
Group 1 - The core viewpoint emphasizes the transformation of new consumer demands into development opportunities, highlighting the significant role of consumption in driving economic circulation and supporting high-quality economic development [1][3] - The fitness industry in China has shown a compound annual growth rate of over 11% from 2019 to 2023, while the light food market is expected to exceed 320 billion yuan in 2024, with an annual growth rate of 41.7% [1] - The instant retail sector is rapidly evolving, with online retail sales reaching 74,295 billion yuan in the first half of 2025, marking an 8.5% year-on-year increase, indicating substantial growth potential [1] Group 2 - New consumption trends are characterized by two main features: the increasing granularity of consumer demand, leading to the emergence of long-tail markets, and the strengthening of the immediacy of consumption, which is becoming a new necessity [2] - The youth demographic (ages 14-35) in China, approximately 400 million strong, is driving diverse and personalized consumption needs, presenting opportunities for businesses that can accurately capture these trends [2] - The expansion of instant retail is moving from emergency needs to everyday consumption, with categories extending beyond food to include beverages, electronics, and travel services, creating new market opportunities [2] Group 3 - The government's initiatives to enhance consumption capacity, improve supply quality, and optimize the consumption environment are crucial for stimulating market vitality and promoting consumption upgrades [3] - Recent actions, such as the launch of special consumption initiatives and the implementation of "national subsidies," aim to boost consumer spending and improve purchasing power [3] - The focus on demand-driven strategies reflects a commitment to a people-centered value approach, aiming to convert new consumer demands into significant economic opportunities [3]