Contents
INTRODUCTION..............................................................................................................1
Report Coverage ........................................................................................................................................................... 1
Abbreviations Used...................................................................................................................................................... 1
Other Relevant Reports from Access Asia ............................................................................................................. 2
1 NATIONAL RETAIL MARKET...................................................................................3
1.1 Overview ...................................................................................................................................................................3
1.2 Chinese Retail Statistics: Problems with Methodology................................................................................ 4
1.2.1 Chinese Retail Statistics: Definitions.............................................................................................................. 4
Retail Sales ............................................................................................................................................................. 4
The Household Survey......................................................................................................................................... 4
Household Consumption in GDP......................................................................................................................... 4
1.2.2 Chinese Retail Statistics: China’s Private Sector Hidden........................................................................... 4
1.2.3 Chinese Retail Statistics: So, How Big is the Consumer Market? ............................................................ 5
1.2.4 Chinese Retail Statistics: The Mythical Chinese Middle Class..................................................................6
Table 1.1 MIDDLE AND UPPER INCOME HOUSEHOLDS IN CHINA, 1995/2000/2005/2010/2015........ 7
Table 1.2 TOTAL CONSUMPTION BY MIDDLE AND UPPER INCOME HOUSEHOLDS,
2005/2010/2015............................................................................................................................................................... 7
Table 1.3 CONSUMPTION BY MIDDL E AND UPPER INCOME HOUSEHOLDS & % OF TOTAL
HOUSEHOLDS, 1995/2000/2005/2010/2015 ............................................................................................................. 8
1.2.5 Chinese Retail Statistics: Developing Domestic Consumption................................................................10
1.3 Total Retail Market Size ......................................................................................................................................13
1.3.1 Total Market Size: The Total Value of the Retail Market in China..........................................................13
Table 1.4 TOTAL CURRENT VALUE RETAIL SALES, 2000-2009..............................................................13
Table 1.5 TOTAL CONSTANT VALUE RETAIL SALES, 2000-2009............................................................14
Table 1.6 PER CAPITA CURRENT VALUE RETAIL SALES, 2000-2009...................................................14
1.3.2 Total Market Size: Economic Reforms........................................................................................................14
1.3.3 Total Market Size: Spread of Organised Retail..........................................................................................15
1.4 Food and Non-Food Sales .................................................................................................................................16
1.4.1 To tal Food Market: Food & Non-food Sales ...............................................................................................16
Table 1.7 TOTAL CURRENT VALUE RETAIL SALES BY FOOD AND NON-FOOD, 2003-2009*.........16
1.4.2 Total Food Market: Food/Non-food Split.....................................................................................................17
Table 1.8 % BREAKDOWN OF SALES BY FOOD AND NON-FOOD, 2003-2009*...................................17
1.4.3 Food and Non-Food Sales: Urban and Rural Split....................................................................................17
Figure 1.1: Urban & Rural Food & Non-food Retail Growth Compared, 2002-2008.................................17
Table 1.9 TOTAL CURRENT VALUE RETAIL SALES BY FOOD & NON-FOOD, 2003-2009*..............18
1.5 Total Food Sales...................................................................................................................................................18
1.5.1 Total Food Sales: Eating Out Versus Eating In..........................................................................................18
Table 1.10 THE MARKET FOR CONSUMER CATERING AS A PROPORTION OF TOTAL
CONSUMER FOOD EXPENDITURE IN CHINA, 2000-2009.................................................................................19
Table 1.11 TOTAL PER CAPITA MARKET FOR CONSUMER CATERING IN CHINA, 2000-2009....20
1.5.2 Total Food Sales: Retail Value Trends........................................................................................................20
Figure 1.2: Total Volume Growth in Retail Sales of Selected Food Products in China, 2003-2009.......21
Figure 1.3: Per Capita Volume & Growth of Retail Sales of Selected Food Products in China,
2003/2009.............................................................................................................................................................21
Table 1.12 CURRENT VALUE RETAIL FOOD SALES BY MAJOR PRODUCT CATEGORY, 2003-
2009* ............................................................................................................................................................22
1.5.3 Total Food Sales: Value Growth...................................................................................................................23
Table 1.13 RETAIL VALUE FOOD SALES GROWTH BY SECTOR, 2003-2009....................................23
1.5.4 Total Food Sales: Breakdown by Type........................................................................................................24
Table 1.14 % BREAKDOWN OF CURRENT VALUE RET AIL FOOD SALES BY SECTOR, 2003-2009
............................................................................................................................................................24
1.6 Urban Food Sales .................................................................................................................................................24
1.6.1 Urban Food Sales: Value Trends .................................................................................................................24
Figure 1.4: Urban Food Sector Retail Growth Compared, 2003-2009........................................................25
Table 1.15 URBAN RETAIL FOOD SALES CURRENT VALUE BY SECTOR, 2003-2009...................25
1.6.2 Urban Food Sales: Percentage Breakdown................................................................................................26
Table 1.16 % BREAKDOWN OF URBAN RETAIL FOOD SALES BY SECTOR, 2003-2009...............26
1.7 Rural Food Sales..................................................................................................................................................26
1.7.1 Rural Food Sales: Value Trends...................................................................................................................26
Chart 1.5: Rural Food Sector Retail Growth Compared, 2003-2009 ...........................................................27
Table 1.17 VALUE OF RURAL RETAIL FOOD SALES CURRENT VALUE BY SECTOR, 2003-2009..
............................................................................................................................................................27
1.7.2 Rural Food Sales: Percentage Breakdown.................................................................................................28
Table 1.18 % BREAKDOWN OF VALUE RURAL RETAIL FOOD SALES BY SECTOR, 2003-2009.28
1.8 Total Non-Food Sales..........................................................................................................................................28
1.8.1 Total Non-Food Sales: Value Trends...........................................................................................................28
Chart 1.6: Total Non-food Sector Retail Growth Compared, 2003-2009.....................................................29
Table 1.19 TOTAL NON-FOOD RETAIL SALES CURRENT VALUE BY SECTOR, 2003-2009..........29
1.8.2 Total Non-Food Sales: Percentage Breakdown.........................................................................................29
Table 1.20 % BREAKDOWN OF CURRENT VALUE NON-FOOD RETAIL SALES BY SECTOR,