网络消费升级的测度 The Measurement of Internet Consumption Upgrade 程欣阿里研究院 William Cheng, Alibaba Research Institute 2017.04.27日内瓦 April 27, 2017Geneva 中国逐步转向消费主导型经济 China is shifting towards a consumption-led economy 38.5% 37.4% 39.9% 51.5% 40.0% 61.2% 56.4% 52.9% 56.2% 66.4%64.6% 13.7% 16.8% 21.6% 15.5% 18.4%17.1% 14.3%13.1%12.0% 10.7%10.4% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 20062007200820092010201120122013201420152016 数据来源：国家统计局，阿里研究院分析 Source:ChinaNationalBureauofStatistics,AliResearch 最终消费支出对国内生产总值增长贡献率(%) The contribution of final consumption to GDP growth (%) 全社会商品零售总额增长率（％） The growth rate of total retail sales of consumer goods (%) 中国消费结构与发达国家逐步接近 Chinese households’ share of wallet is getting similar with developed countries 3数据来源：McKinsey、阿里研究院 Source: McKinsey, AliResearch 中国家庭分行业年均消费额 Chinese households’ average annual spending by category 1015 17222012 1213 1521 264 43 010 10911 357757 678 1711101344 3633 24 18200520102013202020302014 美国 USA 食品 Food 衣着 Apparel 健康Healthcare 家庭用品Household appliance 住房与公共设施 House & utilities 个人物品 Personal care 教育文化娱乐 Education, culture, entertainment 交通与通讯 Transportation and communication 2013 -2030年均增长率 Avg. growth p.a. 2013-2030 5.3 6.5 7.6 网络消费在中国的发展 Development of internet consumption in China 0.1 0.3 0.5 0.8 1.3 1.9 2.8 3.9 5.2 6.7 8.1 9.8 11.5 1.1% 1.9% 3.2% 4.5% 6.1% 7.6% 10.3% 12.9% 15.5% 18.2% 20.2% 21.8% 23.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 网络零售交易额（万亿元）网络零售占社会消费品零售总额的比重 数据来源：阿里研究院 Source:AliResearch Internet consumption (trillion yuan RMB)Proportion of internet consumption in total retail sales (%) 42% E-commerce has provided a new angle to observe private consumption Source:AliResearch GMV of Alibaba, equivalent to Walmart’s annual sales 1 billion products are available on-line 100 million products are launched on-line monthly 120,000 transaction payments per second on Singles’ Day Shopping Festival 493 million mobile MAUs of Alibaba retail ecosystem Key statistics of internet usage in China and Alibaba retail ecosystem 10 million merchants sell on Alibaba retail platform 731 million internet users in China, equivalent to European population 467 million shop on-line, more than US population 。。。以上简介无排版格式，详细内容请下载查看