记者从商务部获悉：10月，我国消费市场保持平稳增长态势，消费潜力持续释放。 新型消费较快增长。据商务部商务大数据，10月，重点监测平台智能健康设备销售额增长超两成，智能 穿戴设备销售额增长约4%，部分一级能效家电销售额增长超10%。 1至10月，我国电子商务在提振消费惠民生、促进现代产业体系建设、扩大高水平对外开放等方面发挥 积极作用。智能产品、网络服务、即时电商增长亮眼，网络服务消费增长21%。 （文章来源：人民日报） 商品消费平稳增长。10月，商品零售额增长2.8%，以旧换新相关商品销售保持较快增长，其中限额以 上单位通信器材、文化办公用品、家具零售额分别增长23.2%、13.5%和9.6%。升级类商品消费需求旺 盛，其中金银珠宝、体育娱乐用品、化妆品零售额分别增长37.6%、10.1%和9.6%。 服务消费增势良好。1至10月，服务零售额增长5.3%。受假期出行需求拉动，旅游咨询租赁服务、交通 出行服务、文体休闲服务零售额均保持10%以上较快增长。10月，餐饮收入增长3.8%。 ...

付凌晖介绍，从服务消费结构看，一是文旅服务增势较好。各地积极发展文旅消费新模式，体育赛事、 演出市场活跃，文旅休闲等相关消费较快增长。数据显示，1—10月份，旅游咨询租赁服务类、交通出 行服务类、文体休闲服务类零售额均保持10%以上较快增长。 中经记者 谭志娟 北京报道 10月份，消费市场保持稳定增长态势，服务消费成为经济亮点。 近日，国家统计局发布数据显示，1—10月份，服务零售额同比增长5.3%，增速比前三季度加快0.1个百 分点，高于同期商品零售额增速0.9个百分点。 招商证券首席宏观分析师张静静在研报中表示，服务消费的亮眼表现，表明促消费政策效果持续显现， 且消费结构正向着文旅、休闲等领域优化。 11月14日，国家统计局新闻发言人付凌晖答记者问时表示，我国居民消费正在加快转型，服务消费增长 日益成为居民消费的重要增长点。在国庆中秋假日效应因素的带动下，10月份服务消费持续较快增长。 《中国经营报》记者注意到，今年国庆中秋双节叠加，居民返乡探亲、旅游出行需求增加，带动餐饮、 住宿、文娱、交通等相关领域消费增长加快。国家统计局数据显示，10月份，餐饮收入同比增长 3.8%，增速比9月份加快2.9个百分点； ...

Group 1 - The core viewpoint of the article highlights the ongoing efforts to boost consumption across various regions and sectors in China, with a focus on initiatives such as trade-in programs for consumer goods and the promotion of digital and service consumption [1][6] - In October, retail sales of sports and entertainment products increased by 10.1% year-on-year, while cosmetics retail sales grew by 9.6%, indicating a shift in consumer spending towards upgraded experiences and products [3][4] - The trade-in policy for consumer goods has shown significant effects, with retail sales of communication equipment rising by 23.2% and cultural office supplies by 13.5% in October, both outpacing the overall retail sales growth [4] Group 2 - Service consumption has also seen positive growth, with retail sales accelerating by 0.1 percentage points compared to the previous months, driven by the National Day and Mid-Autumn Festival holiday effects [5] - Retail sales in the tourism, information services, and cultural and recreational services categories maintained a growth rate of nearly 10% in October, reflecting strong consumer demand in these sectors [5]

Core Insights - Since 2025, the consumption market has shown stable growth due to the implementation of policies aimed at boosting consumption, leading to the continuous release of consumption potential [1] - The retail sales of consumer goods in the first three quarters of 2025 increased by 4.5% year-on-year, reflecting a steady growth in market sales compared to the same period last year [3] - The contribution rate of final consumption expenditure to economic growth reached 53.5%, an increase of 9.0 percentage points compared to the previous year, continuing to serve as a main engine for economic growth [16] Consumption Trends - The growth of service consumption has accelerated, with service retail sales increasing by 5.2% year-on-year in the first three quarters, outpacing the growth of goods retail sales by 0.6 percentage points [9] - The "old-for-new" policy has driven significant growth in related retail categories, with furniture retail sales increasing by 21.3% year-on-year, and home appliances and cultural office supplies seeing increases of 25.3% and 19.9%, respectively [12] - Online consumption has continued to thrive, with online retail sales growing by 9.8% year-on-year in the first three quarters, indicating a sustained acceleration in growth since May [14] Policy Impact - The macroeconomic research department of the National Information Center indicates that the policy dividends are continuously being released, and innovations in business models are effectively stimulating consumer enthusiasm and meeting the demand for quality and diversified consumption upgrades [6]

Core Insights - The consumer market in China has shown stable growth this year, driven by effective consumption-boosting policies and the expansion of new consumption formats, models, and scenarios [1] Group 1: Retail Performance - The total retail sales of consumer goods in the first three quarters increased by 4.5% year-on-year, which is an acceleration of 1.2 percentage points compared to the same period last year and 1.0 percentage point compared to the entire last year [3] - Service consumption has accelerated, with retail sales in the service sector growing by 5.2% year-on-year in the first three quarters, outpacing the growth of goods retail sales by 0.6 percentage points [3] - Specific service categories such as cultural, sports, and leisure services, communication and information services, and transportation services have all achieved double-digit growth [3] Group 2: Specific Product Categories - The "trade-in" policy has significantly boosted retail sales in related categories, with furniture retail sales increasing by 21.3% year-on-year in the first three quarters [5] - Retail sales of household appliances and audio-visual equipment, as well as cultural and office supplies, grew by 25.3% and 19.9% year-on-year, respectively, showing a marked acceleration compared to the previous year [5] Group 3: Online Consumption - Online retail sales increased by 9.8% year-on-year in the first three quarters, with growth accelerating since May, indicating a strengthening role of online consumption in driving total retail sales [5] Group 4: Economic Contribution - Final consumption expenditure contributed 53.5% to economic growth in the first three quarters, an increase of 9.0 percentage points compared to the entire last year, reinforcing its role as the main engine of economic growth [6]

Group 1 - The core viewpoint is that a series of policies aimed at boosting consumption have led to stable growth in the consumer market, with an optimization in the sales structure of goods and a continuous release of service consumption demand [1] Group 2 - In August, the total retail sales of consumer goods increased by 4.1% year-on-year in real terms, accelerating by 0.2 percentage points compared to the previous month, indicating stable growth in the consumption market [1] - Nearly 80% of retail categories in limited enterprises saw growth in August, with retail sales of household appliances and audio-visual equipment, as well as furniture, exceeding a 10% year-on-year growth rate [3] Group 3 - Online consumption has accelerated continuously, with online retail sales growing by 9.6% year-on-year from January to August, marking a 0.4 percentage point increase compared to the previous month, reaching a new high for the year [5] - Emerging fields such as digital consumption and green consumption are maturing and becoming new growth drivers for consumption [5]

Core Insights - The article discusses the recent issuance of 19 specific measures by the Ministry of Commerce and nine other departments to expand service consumption, aligning with previous consumption stimulus plans to enhance economic growth and improve living standards [1][5]. Group 1: Policy Measures - The new measures focus on five main areas: cultivating service consumption promotion platforms, enriching high-quality service supply, and addressing both incremental and stock policies to strengthen economic foundations [1]. - The policies aim to transition China's consumption market from material consumption to service consumption, which is seen as a dual link between economic development and public welfare [1]. Group 2: Market Trends - Data indicates that service consumption expenditure by residents has reached 46.1% of per capita consumption expenditure, with expectations to exceed 50% by 2030, marking a shift towards a service-oriented consumption society [1]. - The service consumption sector encompasses traditional labor-intensive industries like dining and tourism, as well as new economic forms such as digital and green economies, indicating a broad market potential [1][4]. Group 3: Economic Impact - The growth in service consumption is expected to directly boost the recovery and upgrading of traditional service industries while fostering new business models like smart elderly care and immersive tourism [1][4]. - The article highlights the significant market space revealed by recent trends in cultural and tourism consumption, with various service categories experiencing double-digit growth from January to August this year [4]. Group 4: Implementation and Collaboration - Successful implementation of the policies requires multi-departmental collaboration to break down data barriers and enhance consumer service experiences [4]. - The article emphasizes the need for policy alignment and support to stimulate market vitality, encouraging enterprises to innovate and provide high-quality service products that meet consumer demands [4].

Group 1: Overall Economic Performance - The retail sales of social consumer goods increased by 4.6% year-on-year from January to August, with service retail sales growing by 5.1%, indicating a continuous expansion of market sales [1][3] - In August, the retail sales of goods increased by 3.6% year-on-year, supported by policies encouraging consumers to upgrade their purchases and the sales of related products [1][2] Group 2: Consumer Trends - The demand for goods consumption continued to grow, with significant increases in retail sales of home appliances, cultural and office supplies, and furniture, all exceeding 10% year-on-year in August [1][2] - Service consumption showed stable growth, with a year-on-year increase of 5.1% from January to August, driven by tourism and recreational activities during the summer [2][3] Group 3: New Consumption Patterns - Online retail sales increased by 9.6% year-on-year from January to August, outpacing the overall retail sales growth, with physical goods online retail sales growing by 6.4% [2] - The retail volume of new energy vehicles in the passenger car market grew by over 20% year-on-year in the first eight months [2]

Group 1 - In August, the industrial added value of enterprises above designated size increased by 5.2% year-on-year and by 0.37% month-on-month [1] Group 2 - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4% and a month-on-month growth of 0.17% [2] - Urban retail sales amounted to 34,387 billion yuan, growing by 3.2% year-on-year, while rural retail sales reached 5,281 billion yuan, increasing by 4.6% [2] - Retail sales of goods were 35,172 billion yuan, up by 3.6%, and catering revenue was 4,496 billion yuan, growing by 2.1% [2] - Sales of basic living goods and some upgraded products showed strong growth, with retail sales of daily necessities, grain and oil food, and sports and entertainment products increasing by 7.7%, 5.8%, and 16.9% respectively [2] - The effects of the consumption upgrade policy continued to show, with retail sales of furniture, home appliances, audio-visual equipment, cultural and office supplies, and communication equipment increasing by 18.6%, 14.3%, 14.2%, and 7.3% respectively [2] - From January to August, the total retail sales of consumer goods reached 323,906 billion yuan, with a year-on-year growth of 4.6% [2] - National online retail sales reached 99,828 billion yuan, growing by 9.6%, with physical goods online retail sales at 80,964 billion yuan, increasing by 6.4%, accounting for 25.0% of total retail sales [2] - From January to August, service retail sales increased by 5.1%, with significant growth in cultural and recreational services, tourism consulting and leasing services, and transportation services [2]

Group 1 - In July, China's consumer market showed strong performance with a retail sales total of 3.88 trillion yuan, a year-on-year increase of 3.7%, which is 1 percentage point higher than the same period last year [1] - The retail sales of home appliances, furniture, and communication equipment all saw year-on-year growth exceeding 10% in July, highlighting a robust demand for these categories [1] - The "old-for-new" consumption policy has effectively supported the sales of upgraded products, encouraging consumers to replace old items with more energy-efficient and intelligent options [1][2] Group 2 - The service consumption market has also experienced rapid growth, with significant increases in retail sales for cultural, sports, leisure services, and travel consulting services, all maintaining double-digit growth [2] - The summer box office surpassed 10 billion yuan, indicating a strong interest in domestic films, while the tourism market has introduced diverse and innovative products to attract consumers [2] - Online retail sales from January to July increased by 9.2% year-on-year, with the growth rate accelerating compared to the first half of the year, showcasing the shift towards online consumption [2][3] Group 3 - Instant retail, represented by food delivery services, has rapidly developed, providing new opportunities for businesses to reach diverse consumer needs and create new customer bases [3]