透过“大数据”看消费市场变化消费市场增长乏力。投资代替消费成为GDP增长最大动力,2013年上半年,拉动经济的“三驾马车”中,投资大幅上涨,对GDP的贡献最大。最终消费对GDP的贡献率有所下降。消费者的购物方式正在悄然改变,网络消费活跃,移动购物市场增长迅猛。城镇化将成为拉动消费新引擎,党的十八大报告提出,到2020年,城乡居民人均收入要比2010年翻一番。中国城镇化率每提高1个百分点,就有1300多万人口从农村转入城镇,由此带动的投资、消费需求,至少可维持4%~5%的经济增速。 Through the “big data” to see changes in the consumer market Consumer market growth sluggish. Investment instead of consumption has become the biggest driver of GDP growth. In the first half of 2013, among the “troika” driving the economy, the investment rose sharply and contributed the most to GDP. The contribution of final consumption to GDP has declined. Consumer shopping is quietly changing, online consumer activity, mobile shopping market is growing rapidly. Urbanization will become a new engine driving consumption. The 18th CPC National Congress report proposes that by 2020, the per capita income of urban and rural residents should double than that of 2010. For every 1% increase in urbanization in China, more than 13 million people will migrate from rural areas to cities and towns. The investment and consumer demand driven by this will at least maintain a 4% -5% economic growth rate.