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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(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]