《2025年上半年中国零售地产与消费市场年度研究报告》(英)
报告维度
- 📄 文件全名
- 《《2025年上半年中国零售地产与消费市场年度研究报告》(英)-57页.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Despite a June slowdown in catering (growth receding to 0.9% YoY, a post-2023 recovery low), China’s consumer macro data
- showed broad stability in H1 2025, with total retail sales reaching CNY 24.5 trillion (+5.0% YoY, accelerating 0.4 ppts from Q1).
- Merchandise retail (+5.1%) surpassed catering revenue (+4.3%) for the first time in recent years. Government subsidies drove
- apparel and footwear (+3.1%), and cosmetics (+2.9%) remained sluggish, signaling caution for retail property demand. The
- "618" festival lifted online sales growth to 8.5%, narrowing the offline-online growth gap — a positive signal for physical
- 🏷️ 核心议题
- #消费#零售