201712消费者信心指数及消费趋势解读报告

Production Volume
全球 20%
World 20%
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
贵州贵安 新区
Guizhou Guian New District
传统旅游业
Traditional Travel Industry
CPI
2017
2017年 高质量发展
High Quality Development 2017
全球视野下，技术创 新增强产业实力 Technological innovation
leads development in global environment
2011-2016 结构调整
Economic Restructuring 2011-2016
粤港澳 大湾区
Guangdong-Hong Kong-Macao Greater
Bay Area
传统制造业
Traditional Manufacturing
珠三角城市发展总部经济
Pearl River Delta Aims To Develop Headquarter Economy
东莞
二线城市
Dongguan Tier 2 city
代工
OEM
智能制造
Intelligence manufacture
东莞代工运动鞋产量| 2008以前
Sports Shoes, Dongguan| Before 2008
OEM Volume
全球 25%
World 25%
总部位于东莞的 智能手机企业产量| 2016
Smart Phone Produced By Companies Whose Headquarters Are Located In Dongguan| 2016
子女教育 Education Of Child
旅游度假 Tour/Holidays/Vacations
室外娱乐 Out Of Home Entertainment
美状护肤 Skin care/Make up/Cosmetic
电子科技 New Technology Products
36 33 28 23 22
Hefei Wuhu
Chengdu
Deyang
Jiangxi
Hangzhou
高铁沿线重点城市 Major High Speed Rail Station
数据来源：各地统计局 Source: Relative Provinces’ Bureau of Statistics
西部3小时经济圈
West China 3-hour Economic Zone
Shangqiu, Hefei and Hangzhou are connected, which is expected to ease the transportation pressure of tier 1 city5.
产业升级促进低线城市经济发展
INDUSTRIAL UPGRADING LEADS ECONOMY DEVELOPMENT IN LOW TIER CITIES
世界高铁 350公里/每小时
最快
350 KM/hour
FASTEST High Speed Rail
Among World
您还愿意在哪些方面花钱？ | 2017
In Which Area Are You Willing To Spend Money If You Have Spare Money? | 2017
+8
66 61
69
+5
57 52 48
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
中国消费者信心指数
China CCI
数据来源：中国消费者信心调查 Source: China Consumer Confidence Survey
6
快节奏的同时，消费者愿意花钱旅游享受美食
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DESPITE THE FAST PACE LIFE, CONSUMERS PREFER TO ENJOY TRAVEL AND FOOD
安顺 黄果树大瀑布
Anshun Huangguoshu Great Falls
大数据企业
Big Data Companies
数据中心项目
Big Data Projects
400+ 10+
数据来源：广东省发改委，贵阳贵安新区官方网站，人民日报
Source: Guandong Provincial Development and Reform Commission, Guiyangguian New District Official Website, People’s Daily
消费驱动下，消费升级 促进经济结构调整
Consumption promotes economic restructuring
2010年以前 高速发展
High Speed Growth Before 2010
高投资带动下， GDP双位数增长
Investment drives GDP to reach double digit growth
就业预期
Job Prospects
个人经济情况
Personal Finance
消费意愿
Willingness to Spend
3
全年各城市级别信心上涨，下线城市大多增速更快
LOW TIER CITIES WITNESS FASTER GROWTH WITH THE OVERALL CCI RISE
+1
快速消费品增长率趋势 FMCG Growth Rate
数据来源：中国高铁网，尼尔森RMS数据库，中国消费者信心调查
Source: China high-speed rails net, Nielsen RMS Database, China Consumers Confidence Survey
放松
Relaxing
享受
Enjoyment
慢
SLOW
8
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
快生活
FAST PACE
努力工作
WORK HARD
中国城市高速发展，工Hale Waihona Puke Baidu强度大
CHINA CITIES DEVELOP IN A HIGH WAY WITH INTENSIVE WORKLOAD
7
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
快生活·慢生活
FAST LIFE·SLOW LIFE
快节奏的生活
Fast Pace Life Style
c
即时满足
Instant
快
FAST
新鲜事物 爱好者
Novelty Lovers
储蓄 Putting Into Savings
购置新衣 New Clothes
餐饮 Dine Out
51 43 37
排名VS2015
RankingVS2015
+1
快速消费品加速发展
FMCG Accelerate Development
15%
7%
8% 8%
9%
10%
11% 11%
16Q1 16Q2 16Q3 16Q4 17Q1 17Q2 17Q3 17Q4
中国南方大数据中心
South China Big Data Center
贵阳
二线城市
安顺
五线城市
Guiyang Tier 2 City
Anshun Tier 5 City
旅游业
Travel Industry
大数据
Big Data
贵阳 国家A级旅游景区 21
Guiyang A-national Level Scenic Spot
中国各城市级别消费者信心指数 China Consumer Confidence Index by City Tier
+3 +5 +5 +9 +2
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
2014
一线城市
Tier 1
110112114114 106107106107105106106108
112 107106
69 64 44
66 65
49
66 65 62 61 60 64 64 61 61 62
48 49 52 51 52
64 62 53
66 66
55
68 69
56
74 70 72 70
58 61
+8
70
64 62
华东第二通道
The second channel in East China
商合杭高速铁路
Shangqiu-Hefei-Hangzhou High Speed Rail
预计通车日期：2020年底
Launch Time Expected: the End of 2020
贯通商丘市、合肥市和杭州市，有望缓解一线城市 运输压力
7.8%
7.3%
6.9%
6.7%
6.9%
2.0%
1.4%
1.3%
2.1%
1.5%
2010
2011
2012
2013
2014
2015
2016
国内生产总值增幅
GDP
数据来源：国家统计局，人民网 Source: China National Bureau of Statistics, CPCNEWS
居民消费价格指数
西成高速铁路
Xian-Chengdu High Speed Rail
通车日期：2017年12月6日
Launch Time: Dec.6,2017
贯通陕西省和四川省，形成西部城市集群
Shaanxi province and Sichuan province are connected, which is formed into west cities cluster.
中国经济发展历程 China Economy Evolution
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
10.6%
9.5%
5.4%
2.6%
7.9% 2.6%
2017全国居民人均可支配收入增长 7.3%
2017 Disposable Income Growth Rate%
2
2017年中国消费者信心指数各项指标增长
ALL INDICATORS OF CHINA CONSUMER CONFIDENCE INDEX INCREASES IN 2017
中国消费者信心指数 China Consumer Confidence Index
中国消费者信心指数构成要素 Components of China Consumer Confidence Index
2015
二线城市
Tier 2
2016
三线城市
Tier 3
四线城市
Tier 4
2017
农村
Rural Area
数据来源：中国消费者信心调查
Source: China Consumer Confidence Survey
4
中国速度全面渗透，持续激发下线城市经济活力
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
中国消费者信心指数及 消费趋势解读报告
Chinese Consumer Confidence Index & Consumption Trends, 2017Q4
Vishal Bali Managing Director Feb. 2018
Copyright © 2017 The Nielsen Company. Confidential and proprietary.
GDP自2010年首提速，中国经济迈向高质量发展新阶段
GDP REBOUNDS SINCE 2010 AND ECONOMY MOVES TO THE NEW ERA OF HIGH
QUALITY DEVELOPMENT
宏观经济指数|17年度 Macroeconomic Index| Year17
THE FULL PENETRATION OF CHINA SPEED CONTINUOUSLY STIMULATES THE ECONOMIC VITALITY OF LOW TIER CITIES
Xinjiang
Tibet
Shangqiu
Xi’an
Fuyang
Hanzhong Mianyang
Guangyuan