Economy

Digital consumption accounts for nearly half of the total consumer expenditure in China

2025-12-16   

The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China clearly adhered to the strategic basis of expanding domestic demand, emphasized the need to vigorously boost consumption, lead new supply with new demand, and create new demand with new supply. Currently, digital consumption, as a new form of consumption, is constantly expanding its consumption space and becoming an important driving force under the synergy of policy guidance, supply upgrading, and super large markets. On December 15, the Institute of Policy and International Cooperation of China Internet Network Information Center released the Digital Consumption Development Report (2025) (hereinafter referred to as the Report). The report is based on telephone sampling survey data from a total of 30000 residents in 31 provinces (regions, municipalities), and constructs a systematic analysis framework of five dimensions: "scale group concept hotspot scenario" to reflect the development dynamics of digital consumption. On the one hand, statistical monitoring and measurement of the scale of digital consumer users and consumption expenditures are conducted to grasp the overall situation and structural characteristics of digital consumption; On the other hand, in-depth analysis is conducted around core dimensions such as group portraits, consumption concepts, consumption hotspots, and consumption scenarios, aiming to provide reference for government departments, domestic and foreign industry institutions, experts and scholars, and the general public to understand the development of digital consumption in China. Based on the above framework, the report presents the current development trend of digital consumption in China from five dimensions. One is the considerable scale and volume, which stimulates consumption momentum. In the first half of 2025, the scale of digital consumption based on goods, services, and content will reach 9.37 trillion yuan, accounting for 46.5% of the total consumer expenditure of residents. Among them, the digital consumption of physical goods accounts for 66.3% of the total digital consumption, while the consumption of digital services (such as online education, online healthcare, etc.) and digital content (such as digital music, online videos, etc.) accounts for 29.2% and 4.5% respectively. The second is to gather diverse users and solidify the foundation of consumption. As of June 2025, the number of digital consumer users has exceeded 958 million. Among them, the "Z generation" has 261 million digital consumer users, accounting for 27.2%, and is the main force of smart goods, digital content, and emotional consumption; There are 117 million digital consumers aged 60 and above, accounting for 12.2% of the total. They are enthusiastic about comparing prices and also make impulsive purchases in live streaming rooms; There are 249 million digital consumer users in rural areas, accounting for 26.0%, and the proportion of online participation in consumption subsidies is basically the same as that in urban areas. The third is to give equal importance to practical experience and lead the consumption concept. 67.1% of online shopping users prioritize "practicality" and choose substitute products, while 60.6% of online shopping users prioritize "self satisfaction" and pay for their interests and emotions. 16.8% of online shopping users purchase "new" items online through consumption subsidies, while 14.7% of online shopping users purchase "old" items through second-hand trading platforms. Consumers enjoy both "fast" shopping through instant retail and immersive "slow" experiences through digital technologies such as VR/AR. The fourth is the development of smart gaming, which has formed a consumer trend. Smart consumption is heating up, with 39.1% of internet users having purchased smart products such as smart homes, smart digital devices, and smart wearable devices in the first half of the year. With the rise of popular game consumption, the number of users who have bought blind boxes, IP peripherals and anime products online accounts for 8.2% of netizens. The fifth is to extend consumer scenarios and strengthen service consumption. In the first half of the year, the consumption of digital cultural and tourism travel, including online travel booking, online transportation, and online cultural and entertainment, exceeded one trillion yuan. The consumption of online catering and food delivery exceeded one trillion yuan, and the consumption of digital livelihood services such as online medical care, online education, and online housekeeping exceeded five hundred billion yuan. The report points out that looking into the future, digital consumption is standing at the intersection of artificial intelligence technology revolution and global transformation, and the "AI+consumption" model contains unlimited potential and possibilities. One is to refine the demand and unleash multi-level and multi scenario consumption potential through AI driven consumption. With the penetration of core artificial intelligence capabilities into the consumer field, it is expected to build a data-driven, real-time iterative new consumer ecosystem through user dynamic profiling and scene dynamics. The second is to strengthen supply, with AI driving innovation in intelligent terminals and services. Looking to the future, the supply side is expected to accelerate the development of artificial intelligence terminal products, promote the upgrading of scenario based intelligent service supply, and continuously enhance the high-quality supply capacity of digital consumption. The third is the integration of supply and demand, with AI empowering both digital consumption and industry. In the future, more intelligent terminals will become digital gateways, and multidimensional consumer data will accelerate the driving force of flexible manufacturing and agile response. Simultaneously optimizing supply will drive consumption to upgrade from traditional functional satisfaction to experiential services. The fourth is to expand growth, with AI helping digital consumer enterprises to go global with high quality. In the future, enterprises are expected to further utilize digital technologies such as artificial intelligence to build intelligent production scheduling systems and intelligent logistics systems, and strengthen the close cooperation of "cross-border e-commerce+industrial belts" to empower flexible manufacturing products to go global and achieve localized and precise supply through intelligent manufacturing. (New Society)

Edit:He Chuanning Responsible editor:Su Suiyue

Source:网信中国

Special statement: if the pictures and texts reproduced or quoted on this site infringe your legitimate rights and interests, please contact this site, and this site will correct and delete them in time. For copyright issues and website cooperation, please contact through outlook new era email:lwxsd@liaowanghn.com

Recommended Reading Change it

Links