# China consumption
Latest news and articles about China consumption
Total: 7 articles found
Maotai's Rally Reignites Talk of a Baijiu Bottom — But Seasonal Bounce or Structural Turn?
Kweichow Moutai’s shares and wholesale prices have both climbed in early February, rekindling speculation that China’s premium baijiu sector may be emerging from a multiyear trough. The move is supported by stronger seasonal demand, Moutai’s digital sales channel and modestly improved policy sentiment, but significant structural headwinds and divergent analyst valuations counsel caution.
Coastal Giants Still Spend Most as Inland Provinces Drive China’s 2025 Retail Surge
In 2025 Jiangsu, Guangdong and Shandong were China’s largest retail markets, each topping four trillion yuan in social retail sales, while inland provinces Shaanxi, Hebei and Henan posted the fastest growth. The patterns reflect structural differences in population, urbanisation and targeted subsidy policies, with implications for China’s domestic demand strategy and foreign firms seeking Chinese market opportunities.
Maotai’s Pre‑New Year Rollercoaster: Prices Spike Then Slide, Leaving Traders Exposed
Maotai prices swung sharply around the Lunar New Year, with single‑bottle quotes briefly rising to about ¥1,830 before retreating to ¥1,740–¥1,780. Wholesale boxed vintages saw modest declines while single‑bottle retail prices remained comparatively stable, underscoring festival demand and speculative trading pressures that strain small merchants.
China’s Well‑Heeled Trade Logos for Value: The Quiet Revolt Against Expensive Down Jackets
Affluent Chinese shoppers are increasingly choosing mid‑market, well‑specified down jackets sold through membership stores and discount platforms, cutting into the premium previously paid for luxury logos. The change reflects the erosion of information asymmetry and a broader shift toward buying measurable value rather than symbolic goods.
China’s 2026 Spending Engine: Middle‑Aged Women and the Rising Silver Economy
As China begins the 15th Five‑Year Plan, policymakers are prioritising a large lift in household consumption and shifting subsidies toward services. The heaviest spenders in 2026 are likely to be asset‑rich middle‑aged women and digitally engaged retirees, who together offer more durable, high‑value consumption than younger cohorts. Brands that invest in scientific credibility, trust‑building and community models will be best positioned to capture this demand.
China Buys Fewer Clothes per Person Than Mexico — What That Reveals About Consumption and Growth
Chinese consumers buy surprisingly few garments per year — about 21 — a rate lower than Mexico’s despite China’s status as the world’s second-largest apparel market by revenue. The gap reflects income and consumption patterns, high shares of spending on necessities, regional differences, and an emerging consumer preference for value and durability over volume.
China’s Post‑05 ‘Treasure Hunters’ Recast the Second‑Hand Market — Gold and RAM Become New Hard Currency
China’s Post‑05 generation is transforming second‑hand consumption from a cost‑saving exercise into an appetite‑driven hunt for scarce goods, driving rapid user growth and higher spending on resale platforms. Certain categories — notably gold, memory modules and classic luxury pieces — have behaved like “hard currency,” retaining or gaining value even as broader product categories depreciate.