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【2025云南经济观察】消费扩容提质 “主引擎”韧性凸显
Xin Lang Cai Jing· 2026-01-10 00:55
Core Insights - Consumption is viewed as a stabilizing force for the economy, with policies aimed at expanding domestic demand and promoting consumption set to drive a vibrant market in 2025 [1] Group 1: Consumption Growth - From January to November 2025, the total retail sales of consumer goods in the province reached 11,646.20 billion, marking a year-on-year growth of 3.0% [2] - Urban and rural consumption both showed growth, with rural areas growing faster than urban areas; urban retail sales reached 9,635.45 billion (up 2.9%), while rural retail sales reached 2,010.75 billion (up 3.7%) [2] - The "old for new" consumption policy has been effective, with significant growth in retail sales of communication equipment (up 50.8%), wearable devices (up 53.3%), computers and accessories (up 61.2%), and home appliances (up 33.9%) [2] Group 2: Service Consumption and Digital Economy - The province is focusing on developing service consumption to expand domestic demand and promote high-quality economic growth [4] - The internet and related services have shown strong growth, with revenue from these sectors increasing by 38.8% from January to November 2025, leading among ten key industries [4] - The software and information technology services sector also maintained double-digit growth, with a revenue increase of 15.3% from January to October 2025 [4] Group 3: Emerging Consumption Trends - The city of Kunming is becoming a key destination for new restaurant brands, indicating a rise in the "first launch economy" [5] - The concept of "emotional value" is emerging as a key consumption driver among the younger generation, leading to a transformation in consumer behavior focused on emotional resonance and interest satisfaction [5] - New themed spaces and events targeting the younger demographic are being developed, such as the first two-dimensional theme street in Yunnan, enhancing social engagement and consumption growth [5] Group 4: Cultural and Tourism Integration - The integration of culture and tourism is providing more convenience for one-stop travel experiences, with initiatives like non-heritage shopping months and cultural performances being introduced [6] - During the New Year period, there was a 29% year-on-year increase in tourism bookings in Kunming, with hotel and homestay bookings rising by 27% and luxury hotel orders increasing by 118% [7] - The continuous release of consumption potential highlights the resilience of the market and underscores the critical role of consumption as a key driver of economic growth [7]
2025年云南省彩云购物节启幕 全链条联通满足美好生活需要
叠加政策打造消费新引擎 本届购物节结合全年规模超10亿元的"有一种叫云南的生活·彩云系列消费券"发放,叠加消费品以旧换 新政策,采取"省级搭台统筹+州市特色定制"的方式,开展线上线下深度融合、商旅文体跨界联动、城 乡区域协同发力的系列促消费活动,全链条联通"购在云南、食在云南、住在云南、游在云南、乐在云 南",推动惠民利民,更好地满足人民美好生活需要,为"有一种叫云南的生活"注入丰富内涵。 转自:新华财经 多方联动点燃消费新热潮 8月2日,2025年云南省彩云购物节在中国石化云南石油云溪加油站正式启幕。此次购物节以"旅居云南 惠聚时光"为主题,将打造一场覆盖全省、贯穿暑期、特色鲜明、惠及全民的消费盛会。 购物节期间,全省参与活动的商户将达到10万家以上。中国银联云南分公司将组织各大银行开展支付立 减、抽奖等活动;云南省连锁经营协会、云南省餐饮与美食行业协会、云南省成品油流通行业协会等行 业协会将组织会员企业以满减、特价、折扣、买赠、换购等形式,开展线上线下融合、形式多样的促销 活动,引客流、聚人气、增销量;美的、京东等家电销售企业通过云闪付APP发放"彩云企业消费券", 消费者可享200-2000元不同档次的 ...