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In November 2025, China's online retail sales continued to grow steadily, with a cumulative year-on-year increase of 9.1%. Among them, physical goods online retail sales rose by 5.7%, reflecting strong resilience in the online consumption market. At the same time, service-related retail sales grew by 5.4% year-on-year, underscoring the significant supporting role of digital services in the consumption structure. By category, online consumption exhibited differentiated development patterns. Food-related products stood out, with a cumulative growth rate of 14.9%—the highest among physical goods—driving overall expansion and indicating rising demand for high-quality, convenient food items. In contrast, clothing-related products saw a modest 3.5% increase, remaining stable and suggesting more rational consumer behavior in apparel spending. Household and electronics products under "use-related" categories recorded a 4.4% growth, reflecting sustained consumer investment in improving living standards. Overall, the online consumption structure is gradually optimizing, with high-growth categories such as food driving market recovery. Coordinated momentum from both service and physical consumption highlights the positive outcomes of deep integration between digital economy and real economy. Going forward, as consumption upgrades deepen, innovations by e-commerce platforms in supply chain efficiency and personalized services are expected to further unlock the potential of online consumption.
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