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China's digital consumption hit $1.4 trillion by mid-2025, driven by e-commerce, AI, and instant retail.
China's digital consumption surged to 9.37 trillion yuan ($1.4 trillion) by mid-2025, with e-commerce accounting for 47% of retail sales, far exceeding the U.S. and Indonesia.
Over 958 million users—85.3% of internet users—drive a shift from user growth to value extraction, fueled by livestream shopping in high-value sectors and content-driven discovery.
Instant retail enables 30-minute deliveries via integrated online-offline systems.
China leads in AI application scale and commercialization, with models closing the performance gap to U.S. counterparts to just 0.3% in 2024.
AI-powered devices like smartphones and glasses are gaining traction, with 45% of online shoppers purchasing smart products, signaling strong momentum in digital consumption innovation.
El consumo digital de China alcanzó los $1.4 billones a mediados de 2025, impulsado por el comercio electrónico, la IA y el comercio minorista instantáneo.