根据交通运输部，10月21日至11月11日，全国邮政快递企业共揽收快递包裹139.38亿件，其间日均揽收 量达6.34亿件，是日常业务量的117.8%。旺季单日业务量峰值达7.77亿件，刷新单日业务量纪录。 分品类 服装鞋帽、化妆品、金银珠宝等表现较好。根据国家统计局社零数据，10月服装鞋帽/化妆品/金银珠宝 零售值同比+6.3%/+9.6%/+37.6%，整体较9月增长提速。2025年"双十一"京东、抖音于10月9日启动，天 猫于10月15日启动、拼多多于10月16日启动，较上年总体提前了一周，消费需求进一步前置集中于10月 释放;其中珠宝社零增速高预计主要与金价及线下旺季拉动有关。家电和音像器材/家具10月社零分 别-14.6%/+9.6%，较9月增速转负/增速放缓，该行预计主要受国补带来的高基数和节奏波动影响。 折扣与补贴力度 智通财经APP获悉，国泰海通发布研报称，"双十一"电商销售平稳增长，渠道侧即时零售高增，品类方 面服装鞋帽、化妆品、金银珠宝等表现较好;家电和音像器材/家具10月社零较9月增速转负/增速放缓， 该行预计主要受国补带来的高基数和节奏波动影响。2025年"双十一"平台玩法规则简化，总 ...

人民日报海外版记者 汪文正 商务部电子商务司负责人介绍，今年1—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，不断释放商务发展新动能。 数字消费、品质电商以新供给创造新需求，不断激发消费潜力。今年1—10月，全国网上零售额同 比增长9.6%，智能产品、网络服务、即时电商增长亮眼。"据商务大数据监测，AI眼镜、智能手表等智 能穿戴网零额增长23.1%，网络服务消费增长21%，其中线上购券线下体验的到店餐饮增长25.1%，即时 电商便利消费需求，销售额增长24.3%。"该负责人说。 今年1—10月，全国社会消费品零售总额增长4.3%，增速比去年同期高0.8个百分点，全国网上零售 额同比增长9.6%；10月份，国庆中秋假期带动社会消费品零售总额同比增长2.9%……近日，商务部有 关司局负责人在解读10月份消费市场及电子商务发展情况时表示，中国消费市场保持平稳增长态势，消 费潜力持续释放。 消费市场运行总体稳定 中国消费市场总体情况如何？ 数据显示，1—10月，社会消费品零售总额41.2万亿元，增长4.3%。看当月数据，10月份社会消费 品零售总额4.63万亿元， ...

Core Insights - The overall retail sales of consumer goods in China increased by 4.3% from January to October, with online retail sales growing by 9.6% during the same period, indicating a stable growth trend in the consumer market [1][2] Group 1: Consumer Market Performance - From January to October, the total retail sales of consumer goods reached 41.2 trillion yuan, with a monthly total of 4.63 trillion yuan in October, reflecting a year-on-year growth of 2.9% driven by the National Day and Mid-Autumn Festival [2] - The retail sales of goods grew by 2.8% in October, with significant increases in categories such as communication equipment (23.2%), cultural and office supplies (13.5%), and furniture (9.6%) [3] - Basic living goods saw rapid growth, with retail sales of grain and oil increasing by 9.1% and clothing and footwear by 6.3% [3] Group 2: Service Consumption - Service retail sales increased by 5.3% from January to October, outpacing goods retail sales by 0.9 percentage points, with notable growth in dining, accommodation, and transportation services due to increased travel during the holidays [3] - In October, dining revenue grew by 3.8%, a significant acceleration from September, while inbound tourism saw 751,000 foreign visitors during the holiday, marking a 19.8% increase [3] Group 3: E-commerce Development - E-commerce in China has played a vital role in boosting consumption and modernizing the industrial system, with online retail sales growing by 9.6% from January to October [4] - Smart products and online services showed remarkable growth, with sales of AI glasses and smartwatches increasing by 23.1% and online service consumption rising by 21% [4] - The agricultural sector also benefited, with online retail sales of agricultural products growing by 9.5% and rural e-commerce sales by 7.5% [4] Group 4: New Consumption Trends - New consumption models are emerging, with sales of smart health devices increasing by over 20% and sales of new energy passenger vehicles rising by 7.3% in October [7] - Rural consumption is outpacing urban areas, with rural retail sales growing by 4.1% in October, indicating a vibrant market in lower-tier cities [7] - The government plans to continue initiatives to stimulate consumption and promote new business models to ensure stable market growth [7]

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%。 ...

央视网消息：记者从商务部了解到，10月份，我国消费市场保持平稳增长态势，消费潜力持续释放。 服务消费增势良好。10月份，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。餐饮收入增长3.8%，增速比9月份加快2.9个百分点。入境游持续火热，国庆中秋假期入境外国人75.1万人次，增长19.8%。 商品消费平稳增长。10月份，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，限额以上单位通讯器材、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%。 此外，乡村消费快于城镇，县域消费持续扩容，下沉市场活力十足。新型消费较快增长，据商务部商务大数据，10月份，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%，有机食品销售额增长 超8%。 ...

三是新型消费较快增长。据商务部商务大数据，10月份，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%，有机食品销售额增长超 8%。据汽车流通协会数据，10月份新能源乘用车零售量增长7.3%，渗透率达57.2%。1-10月份，实物商 品网上零售额增长6.3%， 四是乡村消费快于城镇。县域消费持续扩容，下沉市场活力十足。10月份，乡村消费品零售额增长 4.1%，增速比城镇快1.4个百分点;1-10月份，乡村消费品零售额增长4.6%，增速比城镇快0.4个百分点。 一是商品消费平稳增长。10月份，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 限额以上单位通讯器材、文化办公用品、家具零售额分别增长23.2%、13.5%和9.6%。基本生活类商品 消费增长较快，其中粮油食品、服装鞋帽零售额分别增长9.1%和6.3%。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%。 二是服务消费增势良好。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，比 商品零售额快0.9个 ...

Core Viewpoint - The domestic consumption market in China has shown steady growth in October, driven by the National Day and Mid-Autumn Festival holidays, with continuous release of consumption potential [1] Summary by Categories Overall Consumption Performance - In October, the total retail sales of consumer goods reached 4.63 trillion yuan, representing a year-on-year growth of 2.9% [1] - From January to October, the total retail sales of consumer goods amounted to 41.2 trillion yuan, with a growth rate of 4.3%, which is 0.8 percentage points higher than the same period last year [1] Retail Sales Breakdown - In October, the retail sales of goods increased by 2.8%, with significant growth in sales of products related to trade-in programs [1] - Retail sales for communication equipment, cultural and office supplies, and furniture increased by 23.2%, 13.5%, and 9.6% respectively [1] Basic and Upgraded Goods Consumption - Basic living goods saw rapid growth, with retail sales of grain and oil foods increasing by 9.1% and clothing and footwear by 6.3% [1] - Demand for upgraded goods remained strong, with retail sales of gold and silver jewelry, sports and entertainment products, and cosmetics increasing by 37.6%, 10.1%, and 9.6% respectively [1]

Economic Performance - In October, the industrial production growth rate decreased to 4.9%, down from 6.5% in September[11] - Fixed asset investment from January to October fell by 1.7%, with private investment down by 4.5%[11][18] - Real estate investment saw a significant decline of 14.7% year-on-year, worsening by 0.8 percentage points[19] Investment Trends - Manufacturing investment grew by 2.7%, but the growth rate decreased by 1.3 percentage points[18][26] - Infrastructure investment turned negative with a year-on-year decline of 0.1%[18][26] - Excluding real estate, project investment increased by 1.7% year-on-year[18][26] Consumer Behavior - The total retail sales of consumer goods in October reached 46,291 billion yuan, growing by 2.9% year-on-year, a slight decrease from the previous month[11][21] - Retail sales excluding automobiles grew by 4.0%, indicating a rebound in other consumer sectors[21][25] - Jewelry consumption saw significant growth, while automobile sales turned negative[21][25] Economic Outlook - The GDP growth for the first three quarters was 5.2%, indicating a foundation for achieving annual targets[5][29] - New policy measures, including 500 billion yuan in financial tools, aim to stabilize fixed investment and stimulate consumption[5][29] - Continued focus on releasing domestic demand potential is essential for the fourth quarter[5][29] Risk Factors - Potential risks include worsening geopolitical events, changes in international financial conditions, and unexpected shifts in US-China policies[6][30]

四是乡村消费快于城镇。县域消费持续扩容，下沉市场活力十足。10月份，乡村消费品零售额增长 4.1%，增速比城镇快1.4个百分点；1-10月份，乡村消费品零售额增长4.6%，增速比城镇快0.4个百分 点。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 商务部：10月份乡村消费品零售额增长4.1%，增速比城镇快1.4个百分点 中新网11月19日电 据商务部网站19日消息，商务部消费促进司负责人谈2025年10月我国消费市场情 况：10月份，在国庆中秋假期带动下，消费市场保持平稳增长态势，消费潜力持续释放。据国家统计局 数据，当月社会消费品零售总额4.63万亿元，同比(下同)增长2.9%。1-10月份，社会消费品零售总额 41.2万亿元，增长4.3%，增速比去年同期高0.8个百分点。 一是商品消费平稳增长。10月份，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 限额以上单位通讯器材、文化办公用品、家具零售额分别增长23.2%、13.5%和9.6%。基本生活类商品 消费增长较快，其中粮油食品、服装鞋帽零售额分别增长9.1%和6.3%。升级类商品 ...

一是商品消费平稳增长。10月份，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 限额以上单位通讯器材、文化办公用品、家具零售额分别增长23.2%、13.5%和9.6%。基本生活类商品 消费增长较快，其中粮油食品、服装鞋帽零售额分别增长9.1%和6.3%。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%。 10月份，在国庆中秋假期带动下，消费市场保持平稳增长态势，消费潜力持续释放。据国家统计局数 据，当月社会消费品零售总额4.63万亿元，同比（下同）增长2.9%。1-10月份，社会消费品零售总额 41.2万亿元，增长4.3%，增速比去年同期高0.8个百分点。 四是乡村消费快于城镇。县域消费持续扩容，下沉市场活力十足。10月份，乡村消费品零售额增长 4.1%，增速比城镇快1.4个百分点；1-10月份，乡村消费品零售额增长4.6%，增速比城镇快0.4个百分 点。 二是服务消费增势良好。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，比 商品零售额快0.9个百分点。受假期出行需求拉动，旅游咨询租赁服务、交通出行服务、 ...