加力挖潜 中国拓展消费新空间

中国国家统计局日前发布数据显示，今年前三季度社会消费商品和服务零售总额同比增长2.6%1，其中服务零售额增长5%，商品零售额增长1%1。前三季度最终消费支出对经济增长的贡献率达46.7%，较上半年提高0.7个百分点1，消费作为经济增长的主引擎作用稳步提升，直接拉动经济增长2.1个百分点1。

消费市场正呈现出升级转型的新特征。服务消费日益成为增长引擎，旅游咨询租赁服务类和文体休闲服务类零售额同比分别增长10.7%和9.7%1；国庆假期国内出游人次和出游总花费按可比口径同比分别增长6.3%和4.3%1。同时，新型消费领域亮点纷呈，限额以上单位通讯器材类商品零售额同比增长18.1%1，高能效等级家电零售额增长超20%1，新能源乘用车零售量突破770万辆1。前三季度网上商品和服务零售额同比增长4.4%1，线下商业升级也取得成效，限额以上仓储会员店零售额增长超25%，购物中心零售额增长超10%1。新型消费供给不断丰富，消费潜力有望进一步释放1。

China's National Bureau of Statistics released data showing that retail sales of goods and services combined grew 2.6 percent year-over-year in the first three quarters of 2026, with service sector retail expanding at a faster pace of 5 percent compared to goods retail growth of just 1 percent 1. Final consumption expenditure contributed 46.7 percent to economic growth during this period, up 0.7 percentage points from the first half of the year, with consumer spending directly driving 2.1 percentage points of overall economic expansion 1.

The consumption market is undergoing structural transformation, with services increasingly becoming the primary engine of growth 1. Travel consultation and rental services posted year-over-year growth of 10.7 percent, while cultural and recreational services expanded 9.7 percent 1. During the National Day holiday, domestic tourism trips and spending increased 6.3 percent and 4.3 percent respectively on a comparable basis 1. Meanwhile, online retail of goods and services climbed 4.4 percent year-over-year, with warehouse membership stores and shopping malls seeing particularly strong performance, growing over 25 percent and 10 percent respectively 1.

Consumer spending is also shifting toward higher-value products and technologies 1. Sales of communication equipment surged 18.1 percent, while high-efficiency household appliances exceeded 20 percent growth 1. New energy vehicle retail sales broke through 7.7 million units in the period 1.