中国消费市场_2010.pdf

China Consumer Market 2010 CBT AP Meeting June 2, 2010 Deloitte China Research and Insight Centre (CRIC) Contents • China as a vast consumer market • Food beverage • Retail wholesale • Tourism, hospitality leisure • VC/PE investment • IPO • MA • Trends 2 China Research Insight Centre (CRIC) 2010 Legal name and branch name. All rights reserved. China as a vast consumer market • China as a Vast consumer market: 1.3 billion people, 22% of world population, about 125 cities with a million residents • Social consumption steadily grows: total consumption contributed 6.2% to the 11.9% GDP growth in 1Q 2010 • Income level rises: Per capita urban disposable income reached US$2,500 in 2009, an annual increase of 13% over the past five years • Urban and rural divide continuous: urban income is 311% more that of rural, largest cities and coastal area remains far ahead of average urban incomes • Regulators encourage domestic spending: Government strived to change economic growth pattern, by stimulating domestic consumption • Retail landscape changes: mega-retailers consolidate the fragmented markets, meanwhile the widespread internet access accelerates online shopping 3 China Research Insight Centre (CRIC) 2010 Legal name and branch name. All rights reserved. Food beverage sector continues to enjoy double-digit growth Market Size: Food Beverage Revenue and Profit Growth • W ith rising demand for both cheaper and Revenue (US$ Billion) Profit (US$ B illion) high quality products, the sector could Revenue Growt h % Profit Growt h% continue to enjoy double-digit growth 250 90%