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政策“组合拳”助推服务消费提质增效
Ren Min Wang· 2026-01-28 07:33
商务部数据显示,2025年我国服务零售额同比增长5.5%,快于商品零售额1.7个百分点,居民人均服务 性消费支出占比达46.1%。在政策的大力支持下,我国服务消费市场越来越活跃,消费场景、平台载体 日渐丰富,极大地促进了消费市场繁荣发展,增进了民生福祉。 随着服务消费提质惠民行动持续推进,新增长点不断培育,多元化消费场景持续创新,服务消费将继续 释放潜力。期待"旅游+""美食+""体育+""IP+"等融合消费场景,为更多人带来更多元、更精彩、更便捷 的消费体验。 服务消费的增长,藏在普通人便捷的出行与游玩场景中。2025年全年开行旅游列车2485列,同比增长 33.6%,偏远景区可达性显著提升,县域旅游活力持续释放。周末乘旅游列车打卡周边、闲暇观影等日 常消费,背后是交通出行、文体休闲等服务零售额保持两位数增长的坚实支撑。从需求端看,随着居民 收入水平提升,消费正从商品消费为主向商品和服务消费并重转变,服务消费的需求清单不断拉长;从 供给端看,低空飞行、游轮游艇、旅游演艺等新业态新模式不断涌现,商旅文体健融合发展,为服务消 费增长开辟了新空间。 服务消费的暖意,体现在烟火气十足的餐饮与便民服务中。2025年餐 ...
人民财评:政策“组合拳”助推服务消费提质增效
Sou Hu Cai Jing· 2026-01-28 00:59
Group 1 - The core viewpoint of the articles highlights the significant growth in service consumption in China, with a projected increase of 5.5% in service retail sales by 2025, outpacing the 1.7% growth in goods retail sales [1] - By 2025, the per capita expenditure on service consumption is expected to reach 46.1%, indicating a shift in consumer spending patterns towards services [1] - The tourism sector is set to see a substantial increase, with 2,485 tourist trains expected to operate in 2025, marking a 33.6% year-on-year growth, enhancing accessibility to remote scenic areas [1] Group 2 - The restaurant industry is projected to generate nearly 5.8 trillion yuan in revenue by 2025, with a year-on-year growth of 3.2%, driven by continuous optimization of supply in the sector [2] - The rise of digital services, such as online consultations and instant delivery, is contributing to the growth of communication and information services, benefiting various demographics including the elderly and rural residents [2] - The government's dual approach of "policy + activities" is aimed at enhancing service consumption quality, focusing on key areas like cultural entertainment, tourism, and dining [2] Group 3 - The ongoing service consumption enhancement actions are expected to foster new growth points and innovative consumption scenarios, with a focus on integrated experiences such as "tourism +", "food +", and "sports +" [3]
多元化服务供给释放经济新活力 新业态新模式为服务消费增长开辟新空间
Yang Shi Wang· 2026-01-27 04:04
Group 1 - The core viewpoint is that China's service consumption is expected to maintain rapid growth, with a projected retail service revenue increase of 5.5% year-on-year by 2025 [1] - The service retail sectors such as cultural and recreational activities, communication information, tourism consulting and leasing, and transportation are anticipated to experience double-digit growth [1][4] - The new trends in service consumption include travel associated with events and culinary experiences linked to movies, alongside the development of new business models like low-altitude flights and cruise tourism [4] Group 2 - By 2025, the total revenue from the catering industry is expected to reach 5.8 trillion yuan, reflecting a year-on-year growth of 3.2% [4] - The proportion of per capita service consumption expenditure by residents is projected to increase, indicating a shift towards more service-oriented spending [4] - The Ministry of Commerce plans to continue implementing actions to enhance service consumption quality and promote investment in the service sector, focusing on areas such as cultural entertainment, tourism, and healthcare [6]
马上评|从“首破50万亿”看见中国消费的活力与潜力
Xin Lang Cai Jing· 2026-01-23 10:41
Group 1 - The total retail sales of consumer goods in China surpassed 50 trillion yuan in 2025, reaching 50,120.2 billion yuan, with a year-on-year growth of 3.7% [2] - Online retail sales amounted to 15,972.2 billion yuan, reflecting a year-on-year increase of 8.6%, contributing to 52.0% of economic growth, which is a 5 percentage point increase from 2024 [2] - The growth in consumer spending is seen as a key driver of China's economic growth, showcasing the strong vitality and internal momentum of the economy [2] Group 2 - Service consumption retail sales accelerated significantly, growing by 5.5% year-on-year, outpacing goods retail sales by 1.7 percentage points, with tourism, health, and education services emerging as new growth points [3] - The shift from "having" to "quality" is evident, particularly in the automotive sector, where production and sales reached 34.53 million and 34.40 million units respectively, marking increases of 10.4% and 9.4% year-on-year, with new energy vehicle sales growing by 19.8% [4] - The consumption market is increasingly focused on quality, with online retail continuing to grow rapidly, achieving an 8.6% year-on-year increase, and new retail models like unmanned stores and membership warehouses also seeing double-digit growth [5] Group 3 - The expansion of the consumption market, especially in service consumption and quality consumption, is providing sustained momentum for high-quality economic development in China [6] - There is significant potential for growth in the consumption rate, which currently stands at about 40%, indicating a gap of 10-20 percentage points compared to developed countries [6] - Recent policies aimed at stimulating consumption include optimizing product and service supply, enhancing consumer capacity and willingness, and improving the consumption experience [6] Group 4 - The focus on increasing residents' income is crucial for unlocking social consumption potential, with ongoing research into plans for job stability and income growth for urban and rural residents [7] - As residents' disposable income increases, their confidence in consumption is expected to strengthen [8]
52%的贡献率,我国消费市场交出亮眼答卷
Ren Min Wang· 2026-01-20 12:26
Group 1 - The core viewpoint of the articles highlights the significant role of consumption as the main engine of economic growth in China, with a notable increase in retail sales and consumer spending in 2025 [1][3] - In 2025, China's total retail sales of consumer goods exceeded 50 trillion yuan, reaching 50,120.2 billion yuan, with a year-on-year growth of 3.7%, accelerating by 0.2 percentage points compared to 2024 [1] - The contribution rate of final consumption expenditure to economic growth reached 52%, an increase of 5 percentage points from the previous year, indicating a solid foundation for the consumption market [1] Group 2 - New types of consumption are on the rise, with a clear trend of upgrading consumption structure, shifting from "goods-dominated" to a balance of "goods and services" [2] - In 2025, service retail sales grew by 5.5% year-on-year, outpacing goods retail sales by 1.7 percentage points, with a continuous increase in its share of overall retail sales [2] - Specific sectors such as tourism, cultural and recreational services, and the silver economy are experiencing robust growth, reflecting strong consumer demand for cultural and spiritual consumption [2] Group 3 - The policy support for replacing old consumer goods and the promotion of digital and green consumption are effectively stimulating the durable goods market [2] - In 2025, the retail sales of goods increased by 3.8% year-on-year, with a growth acceleration of 0.6 percentage points compared to the previous year, driven by substantial policy support [2] - The integration of online and offline consumption models, along with a focus on green and intelligent consumption, is injecting lasting momentum into economic growth [2]
人民财评:52%的贡献率,我国消费市场交出亮眼答卷
Ren Min Wang· 2026-01-20 00:56
Group 1 - The core viewpoint of the articles highlights the significant role of consumption as the main engine of economic growth in China, with a retail sales total exceeding 50 trillion yuan in 2025, reflecting a year-on-year growth of 3.7% [1] - Final consumption expenditure contributed 52% to economic growth in 2025, an increase of 5 percentage points from the previous year, indicating a robust support for economic expansion [1] - The per capita consumption expenditure reached 29,476 yuan, with a real growth of 4.4% after adjusting for price factors, showcasing the steady improvement in residents' consumption capacity [1] Group 2 - New types of consumption are on the rise, with a clear trend of upgrading consumption structure, shifting from a "goods-dominated" model to a balanced focus on both goods and services [2] - Service retail sales grew by 5.5% year-on-year, outpacing goods retail sales by 1.7 percentage points, with a continuous increase in its share of overall retail sales [2] - Specific sectors such as tourism, cultural and recreational services, and the silver economy are experiencing significant growth, reflecting strong consumer demand for cultural and spiritual consumption [2] Group 3 - The implementation of policies promoting the replacement of old goods and the push for digital and green consumption have effectively stimulated the durable goods market, with goods retail sales increasing by 3.8% year-on-year [2] - The sales volume of new energy vehicles has ranked first globally for 11 consecutive years, indicating a strong trend towards green consumption [2] - The integration of online and offline shopping, along with a focus on green and intelligent consumption models, is providing lasting momentum for economic growth [2] Group 4 - The vast scale of the consumption market serves as a strong foundation for addressing risks and challenges, ensuring that consumption continues to play a pivotal role in supporting high-quality economic development in China [3]
2025年中国消费“账单”呈现新趋势
Zhong Guo Xin Wen Wang· 2026-01-19 14:09
中国2025年经济数据19日对外公布,数据显示,2025年中国消费"账单"呈现若干新趋势。 ——社零总额首破50万亿元 2025年,市场销售规模继续扩大,社会消费品零售总额501202亿元人民币,首次突破50万亿元,比上年 增长3.7%,比2024年加快0.2个百分点,规模居全球零售市场前列。 2025年,最终消费支出对经济增长的贡献率为52.0%,比上年的贡献率提高了5个百分点,是经济增长 的主动力和稳定锚。 "服务消费占比上升趋势明显,这是2025年中国消费一个非常典型的亮点。"北京大学光华管理学院副院 长张影表示。 随着生活水平提升,中国居民消费正从商品消费为主向商品和服务消费并重转变,服务消费潜力进一步 释放。 从企业销售看,2025年服务零售额比上年增长5.5%,快于商品零售额1.7个百分点,服务零售额占整体 零售额的比重在上升。从居民消费看,2025年服务性消费支出占居民人均消费支出的比重为46.1%。 2025年9月,中国商务部等9部门印发《关于扩大服务消费的若干政策措施》,更大力度提振服务消费, 释放服务消费潜能。2025年9月以来,服务零售额累计增速连续4个月回升。 ——新型消费方兴未艾 近 ...
(经济观察)2025年中国消费“账单”呈现新趋势
Zhong Guo Xin Wen Wang· 2026-01-19 11:14
中新社北京1月19日电 题:2025年中国消费"账单"呈现新趋势 中新社记者 陈溯 "服务消费占比上升趋势明显,这是2025年中国消费一个非常典型的亮点。"北京大学光华管理学院副院 长张影表示。 随着生活水平提升,中国居民消费正从商品消费为主向商品和服务消费并重转变,服务消费潜力进一步 释放。 从企业销售看,2025年服务零售额比上年增长5.5%,快于商品零售额1.7个百分点,服务零售额占整体 零售额的比重在上升。从居民消费看,2025年服务性消费支出占居民人均消费支出的比重为46.1%。 2025年9月,中国商务部等9部门印发《关于扩大服务消费的若干政策措施》,更大力度提振服务消费, 释放服务消费潜能。2025年9月以来,服务零售额累计增速连续4个月回升。 ——新型消费方兴未艾 近年来,电子商务、直播带货等带动线上消费较快增长。2025年,网上零售额比上年增长8.6%。无人 值守店、仓储会员店等新零售模式零售额保持两位数增长。 中国2025年经济数据19日对外公布,数据显示,2025年中国消费"账单"呈现若干新趋势。 ——社零总额首破50万亿元 2025年,市场销售规模继续扩大,社会消费品零售总额50120 ...
去年服务业增加值比上年增长5.4%,服务零售额较快增长
Xin Jing Bao· 2026-01-19 02:29
Group 1 - The core viewpoint of the articles highlights the growth in various sectors of the economy, particularly in the service industry, which saw an overall increase of 5.4% in value added compared to the previous year [1][2] - The information transmission, software, and IT services sector experienced the highest growth at 11.1%, followed by leasing and business services at 10.3%, and transportation, warehousing, and postal services at 5.2% [1] - The total retail sales of consumer goods reached 5,012.02 billion yuan, marking a 3.7% increase year-on-year, with retail sales of goods growing by 3.8% and catering revenue increasing by 3.2% [1] Group 2 - Online retail sales amounted to 1,597.22 billion yuan, reflecting an 8.6% increase from the previous year, with physical goods online retail sales at 1,309.23 billion yuan, growing by 5.2% [2] - The proportion of online retail sales of physical goods accounted for 26.1% of the total retail sales of consumer goods [2] - The service retail sector also showed growth, with an overall increase of 5.5%, particularly in leisure services, communication information services, and travel consulting and rental services [2]
沈建光:四季度消费 “冷暖不均”,政策还需加力
Di Yi Cai Jing· 2025-12-24 15:24
Core Viewpoint - The recent trends in China's consumer market indicate a decline in overall consumption growth, with a notable differentiation in product categories and a resilient service consumption sector. The urban consumption has significantly slowed down, necessitating policy adjustments to stimulate recovery and address structural disparities [1][9]. Group 1: Product Consumption Trends - The retail sales growth of goods has weakened, with November's year-on-year growth dropping to 1%, the lowest since August 2023. This decline is attributed to high base effects from the previous year and diminishing policy impacts [2]. - Categories related to the "trade-in" policy, such as home appliances and automobiles, have seen significant declines in retail sales, with decreases of 19.4% and 8.3% respectively in November. This reflects the exhaustion of consumer demand in these sectors [2]. - Non-trade-in categories have shown more stable performance, with retail growth for essential goods like food and beverages remaining robust, and some discretionary categories like cosmetics and clothing experiencing growth rates of 7.9% and 4.9% respectively [3]. Group 2: Service Consumption Insights - Service retail sales have demonstrated resilience, with a cumulative year-on-year growth of 5.4% from January to November, surpassing the 4.1% growth in goods retail. This indicates an increasing share of service consumption in overall spending [4]. - The growth in service consumption is supported by the development of new consumption scenarios, such as cultural and sports activities, which have contributed to a 19.5% increase in national box office revenue [4]. - The potential for service consumption remains significant, as it currently lags behind goods consumption in GDP contribution, suggesting opportunities for growth in sectors like tourism, elderly care, and childcare [5]. Group 3: Urban Consumption Dynamics - Urban retail growth has notably slowed, with November figures showing a year-on-year increase of only 1%, compared to 2.8% in rural areas. This shift is partly due to the diminishing effects of the trade-in policy [7]. - The central economic work conference has emphasized the need to eliminate unreasonable restrictions in the consumption sector to stabilize urban consumption, particularly in first-tier cities where growth has been weaker compared to lower-tier cities [7]. - Recommendations include accelerating the removal of consumption restrictions and promoting new consumption forms, such as yacht and automotive modifications, to enhance consumer confidence and spending [8][9].