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1、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 Institute2017.04.27 日内瓦April 27,2017 Geneva中国逐步转向消费主导型经济中国逐步转向消费主导型经济China is shifting towards a consumption-led economy38.5%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%

2、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:China National Bureau of Statistics,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

3、 sales of consumer goods(%)中国消费中国消费结构与发达国家逐步结构与发达国家逐步接近接近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 category101517222031212131521263443301010911113557755276788

4、178111011133443633241814200520102013202020302014美国USA食品FoodFood衣着Apparel Apparel 健康 HealthcareHealthcare家庭用品 Household applianceHousehold appliance住房与公共设施House&House&utilitiesutilities个人物品Personal care教育文化娱乐Education,culture,entertainment 交通与通讯Transportation and communication2013-2030年均增长率Avg.growth

5、 p.a.2013-20305.36.57.6网络消费在中国的发展网络消费在中国的发展Development of internet consumption in China0.1 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%0.02.04.06.08.010.012.014.0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:

6、AliResearchInternet consumption(trillion yuan RMB)Proportion of internet consumption in total retail sales(%)42%E-commerce has provided a new angle to observe private consumptionSource:AliResearch 3 trillionGMV of Alibaba,equivalent to Walmarts annual sales1 billionproducts are available on-line100