(Source: https://pltfrm.com.cn)
Introduction
After three years of cautious spending, China’s 2025 economic recovery — fueled by proactive fiscal policy, property stabilization, and strong exports — has unleashed a wave of consumer confidence not seen since 2019. Overseas brands that move now are capturing market leaders by 2027.
1. Household Savings Rate Dropped — Money Is Flowing Back to Consumption
1.1 Savings Rate Fell from 36 % in 2022 to 31 % in 2025
- Over ¥6 trillion in excess savings is being released into retail and services.
1.2 Travel, Dining, and Entertainment Spending Surged 28 % YoY
2. Government Consumption Stimulus Directly Targets Retail
2.1 ¥300 Billion Consumer Trade-In Program
- Subsidies up to ¥2,000 per appliance drove white-goods sales to ten-year highs.
2.2 Ultra-Long Special Treasury Bonds Support Infrastructure and Confidence
3. Export Strength Keeps Supply Chains Stable for Overseas Brands
3.1 “China +1” Myth Faded — China Remains Manufacturing Core
- Factory utilization rates returned to 78 %, ensuring stable supply and pricing.
4. Private Domain and Membership Economy Boomed on Higher Lifetime Value
4.1 Brands with Strong WeChat Ecosystems Saw 70–90 % Repeat Rates
- Consumers with rising income reward brands that offer continuity and exclusivity.
Case Study: Australian Premium Dairy Brand
A high-end Australian dairy brand worked with PLTFRM starting Q4 2024. We built a WeChat membership + Tmall flagship + Douyin live strategy timed perfectly with the stimulus wave. In 2025 they achieved 680 % YoY growth and became the fastest-growing imported dairy brand in China.
PLTFRM is an international brand consulting agency that works with companies such as Red, TikTok, Tmall, Baidu, and other well-known Chinese internet e-commerce platforms. We have been working with Chile Cherries for many years, reaching Chinese consumers in depth through different platforms and realizing that Chile Cherries’ exports in China account for 97% of the total exports in Asia. Contact us, and we will help you find the best China e-commerce platform for you. Search PLTFRM for a free consultation!
