演讲人: 虞坚
2021915
重启消费增长
“本土时代”下
1
疫情改变了我们
曾经熟悉的世界
2
中国自信
本土元素/本地生活
本土技术创新能力
本土供应链和消费需求
3
数据来源:上海财经大学高等研究院,国家统计局,国家旅游研究院(文化和旅游部数据中心),国家卫生健康委员会
共同富裕和双循环的大幕下,中国消费增长步入“本土时代”
+6.4%
快速消费品
市场年增长率
截至20216月的12vs.
截至20196月的12
+4.4
零售总额增长
2021 H1 vs.
2019 CAGR
亿
中国新冠疫苗接种剂次
21
截止至202194
GDP增长率
2021 H1 vs.
2019 CAGR
+5.3%
消费者信心指数
20216
123
4
快消品品类销售额增长变化 YTD 2021P6 vs. 2020(%)
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快消品品类销售额增长变化, YTD2021P6 vs. 2019 (%)
恢复增长中(6) 反增回稳(11) 持续增长(29)
尚未恢复 (17) 受疫情驱动 (16)
数据来源:凯度消费者指数家庭样组及个人美妆护理样组
持续增长态势的品类反映需求的进化(重视自我、健康焦虑和社交表达)
5