数据来源：国家统计局 2015-2025年全国金银珠宝类商品零售类值累计值与累计增长统计图 相关报告：智研咨询发布的《2025-2031年中国零售支付行业市场全景调研及发展潜力研判报告》 2025年8月，全国金银珠宝类商品零售类值当期值为305.8亿元，环比增长38.37%，同比增长16.8%； 2025年1-8月全国金银珠宝类商品零售类值累计值为2474.6亿元，同比增长11.7%。 近一年全国金银珠宝类商品零售类值当期值与同比增长统计图 数据来源：国家统计局 ...

相关报告：智研咨询发布的《2025-2031年中国零售支付行业市场全景调研及发展潜力研判报告》 2025年6月，全国金银珠宝类商品零售类值当期值为286.8亿元，环比下滑4.24%，同比增长6.1%；2025 年1-6月全国金银珠宝类商品零售类值累计值为1947.6亿元，同比增长11.3%。 2015-2025年全国金银珠宝类商品零售类值累计值与累计增长统计图 数据来源：国家统计局 近一年全国金银珠宝类商品零售类值当期值与同比增长统计图 数据来源：国家统计局 ...

Group 1 - The total market consumption in Beijing from January to July increased by 0.7% year-on-year, driven by active service consumption in transportation, information, and cultural entertainment sectors, which grew by 4.6% [1] - The total retail sales of social consumer goods (referred to as social retail total) reached 767.43 billion yuan, a decrease of 4.2% year-on-year, influenced by the weakening advantages in key consumption areas [1] - Retail sales of fashion and entertainment goods such as gold and silver jewelry, cosmetics, and sports and entertainment products increased by 32.7%, 8.2%, and 6.1% respectively [1] Group 2 - The retail sales of household appliances and audio-visual equipment grew by 6.9% due to the "old-for-new" policy, while basic living goods like grain and oil food and daily necessities saw increases of 12.1% and 3.1% respectively [1] - The retail sales of communication equipment decreased by 24.4%, primarily due to changes in business models and the establishment of cross-regional operating entities [1] - The automotive retail sales fell by 19%, mainly due to insufficient demand for fuel vehicles, which also affected related petroleum and product sales [1] Group 3 - The social retail total reflects the retail situation of consumer goods and does not fully represent the overall consumption demand [2] - The consumption market in Beijing remains on a growth trajectory, with an ongoing trend of consumption structure upgrading [2] - Future policies aimed at expanding domestic demand and stabilizing growth are expected to boost confidence on both supply and demand sides, enhancing new consumption vitality [2]

Economic Overview - In July, the total retail sales of consumer goods increased by 3.7% year-on-year, a decrease of 1.1 percentage points from the previous month [1] - The overall service retail sales remained stable, with a growth of 5.2% from January to July, consistent with the previous six months [1] - The combined retail sales of goods and services for the first seven months showed a preliminary growth of around 5% [1] Consumer Spending Insights - In the first half of the year, final consumption expenditure contributed 52% to economic growth, an increase of 7.5 percentage points compared to the previous year [2] - The consumption expansion trend remains unchanged, supported by special actions to boost consumption [2] Retail Performance - In July, the retail sales of goods reached 34,276 billion yuan, growing by 4.0%, while catering revenue was 4,504 billion yuan, increasing by 1.1% [5] - The "trade-in" policy has positively impacted sales, with significant growth in categories such as home appliances (28.7%), cultural and office supplies (13.8%), furniture (20.6%), and communication equipment (14.9%) [5] - Online retail sales for the first seven months totaled 86,835 billion yuan, with a year-on-year growth of 9.2% [5] Service Consumption Trends - July saw a strong increase in service consumption, particularly in cultural tourism, information services, and digital entertainment [8] - The summer tourism season has led to a 5.5% increase in the production index of transportation, storage, and postal services [9] - The popularity of sports events has significantly boosted local economies, with ticket sales driving related sectors such as dining, transportation, and accommodation [9] Emerging Consumption Patterns - New consumption trends are emerging, with a notable increase in demand for cultural, sports, and entertainment products, reflected in the growth of retail sales in these categories [6] - The search volume for leisure activities has surged, indicating a growing interest in experiences such as beauty services and indoor entertainment [10] - The rise of new consumption modes, including personalized and diversified spending, is becoming more prominent [12] Future Outlook - The service consumption sector is expected to continue growing, with the proportion of service consumption in total consumption increasing [12] - As GDP per capita approaches 1.5 million USD, a shift from goods to service consumption is anticipated, indicating significant growth potential in the service sector [11]

Core Insights - In July, the retail sales of consumer goods in China showed a year-on-year growth of 3.7%, a decrease of 1.1 percentage points compared to the previous month, indicating a slowdown in the growth rate of the goods market [1] - The service retail sector remained stable, with a growth rate of 5.2% from January to July, consistent with the previous six months, suggesting that the overall consumption trend is still on the rise [1] Group 1: Goods Retail Performance - The "old-for-new" consumption policy has positively impacted sales, with retail sales of home appliances and audio-visual equipment, cultural and office supplies, furniture, and communication equipment growing by 28.7%, 13.8%, 20.6%, and 14.9% respectively in July [1] - There is a notable increase in the sales of upgraded goods, driven by rising consumer demand for quality, with retail sales of sports and entertainment goods and gold and jewelry growing by 13.7% and 8.2% respectively [1] Group 2: Service Retail Performance - The cultural and tourism service retail sector has seen significant growth, driven by increased travel demand during the summer, with various services such as tourism consulting, transportation, and cultural leisure services maintaining double-digit growth [2] - Information service retail has also experienced rapid growth, with retail sales in the telecommunications and information services sector increasing by over 10%, reflecting a positive development trend in the industry [2] Group 3: Emerging Consumption Trends - Online and emerging consumption channels are thriving, with physical goods online retail sales growing by 6.3% year-on-year, an acceleration of 0.3 percentage points compared to the first half of the year [2] - New consumption models such as live-streaming sales and the silver economy are rapidly developing, indicating the emergence of new growth points in consumption [2]

Economic Overview - Beijing's GDP for the first half of the year reached 25,029.2 billion yuan, with a year-on-year growth of 5.5% [3] - The city's total retail sales amounted to 6,734.2 billion yuan, reflecting a year-on-year decline of 3.8% [3] Retail Sector Insights - Retail sales in categories such as gold and jewelry, sports and entertainment products, and cosmetics saw year-on-year increases of 36.1%, 9.3%, and 7.6% respectively [3] - Basic living goods like grain and oil, and daily necessities also experienced growth, with increases of 13.9% and 2.7% respectively [3] Consumption Trends - The decline in retail sales is attributed to insufficient effective demand, intense market competition, and changes in business models [4] - The automotive sector faced a downturn, with retail sales of automobiles and related petroleum products decreasing due to weak demand [4] Future Consumption Goals - Beijing aims for an average annual growth of around 5% in total market consumption by 2030, with plans to create 2-3 new consumption landmarks worth over 100 billion yuan [4] - The city has introduced 24 measures to stimulate consumption, focusing on enhancing consumer experience and optimizing the consumption environment [5] Service Consumption Growth - Service consumption in Beijing grew by 4.7% year-on-year, driven by a rise in experiential consumption such as film festivals and concerts [5] - Despite the growth in service consumption, the overall market total consumption growth was modest at 0.9% year-on-year [5]