商务部发布1-8月消费数据 社会消费零售总额同比增长2.5%

商务部公布2026年1-8月消费市场运行情况，社会消费商品和服务零售总额同比增长2.5%，消费市场呈现稳中提质的态势1。其中，商品消费平稳增长1.1%，服务零售额增长4.9%，增速快于商品零售额3.9个百分点1。

分品类看，消费升级趋势明显。粮油食品、服装、日用品分别增长6.8%、5.1%、3.8%，消费刚需类商品保持稳定增长1。高端消费领域表现突出，通讯器材增长16.3%，化妆品增长6.1%，文化办公用品增长6.0%1。智能化产品销售表现亮眼，智能眼镜销售额增长1.2倍，心电监护仪销售额增长75%，运动相机销售额增长26.9%1。此外，有机食品销售额增长7.4%1。石油制品下降6.1%1。

从地域分布看，乡村消费增长动能强劲，乡村消费品零售额增长2.3%，增速比城镇快1.3个百分点，县乡消费品零售额占社会消费品零售总额的比重达39%，比上年同期提高0.3个百分点1。社会消费品零售总额中除汽车外增长2.7%1，反映出消费市场结构持续优化。

China's Ministry of Commerce released consumption market data for the first eight months of 2026, revealing that aggregate retail sales of commodities and services increased 2.5% year-on-year, with the consumer market showing steady improvement in quality 1. Goods retail sales rose 1.1%, while service retail sales grew at a faster pace of 4.9%, outpacing commodity retail by 3.9 percentage points 1.

Among commodity categories, grain and oil products led gains with 6.8% growth, apparel increased 5.1%, and daily necessities rose 3.8% 1. High-tech consumer goods demonstrated strong momentum, with smart eyeglasses sales doubling and heart rate monitors climbing 75% 1. Communications equipment achieved 16.3% growth, cosmetics expanded 6.1%, and cultural and office supplies advanced 6.0%, while petroleum products declined 6.1% 1. Emerging segments also performed well, with organic food sales rising 7.4% and action cameras growing 26.9% 1.

Rural consumption demonstrated particular strength, with village and township retail sales increasing 2.3%, outpacing urban growth by 1.3 percentage points 1. The proportion of county and township retail sales relative to total social commodity retail reached 39%, climbing 0.3 percentage points from the prior year period 1.