
Sales of smart glasses on China’s key online platforms rose 110 percent in January–September 2026, according to commerce big-data figures released by the Ministry of Commerce (商务部, MOFCOM) on 23 October. Retail sales of services grew 5.0 percent, 4 percentage points faster than goods.
Smart glasses sales on key platforms rose 110%
MOFCOM’s consumption promotion department said sales of smart glasses on key platforms grew 1.1 times, or 110 percent, in the first three quarters, based on the ministry’s commerce big data. Sales of exoskeleton assist devices rose 46.4 percent and embodied-intelligence robots 22.6 percent.
Organic food sales on the same platforms grew 6.4 percent. The ministry grouped these products under green, smart and healthy consumption.
Unit: %
Sales growth on key platforms, January-September 2026, MOFCOM commerce big data · Source: MOFCOM, 23 October 2026
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| Item | Value |
|---|---|
| Smart glasses | 110.0% |
| Exoskeleton assist devices | 46.4% |
| Embodied-intelligence robots | 22.6% |
| Organic food | 6.4% |
Telecom equipment retail sales grew 18.1%, cosmetics 6.1%
Among retailers above the statistical size threshold, sales of communication equipment rose 18.1 percent and cosmetics 6.1 percent in January–September. Nine of the 16 main goods categories grew, six of them by more than 5 percent.
Services retail sales rose 5.0%, outpacing goods by 4 points
Total retail sales of consumer goods and services rose 2.6 percent year on year in the first three quarters, 0.1 percentage point faster than in January–August. Services retail sales grew 5.0 percent, 4 points faster than goods retail sales, which works out at about 1.0 percent on a simple calculation.
Unit: %
Year-on-year growth, January-September 2026 · Source: MOFCOM, 23 October 2026
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| Item | Value |
|---|---|
| Communication equipment | 18.1% |
| Cosmetics | 6.1% |
| Services retail sales | 5.0% |
| Goods and services retail sales | 2.6% |
| Retail sales of consumer goods | 1.1% |
September retail sales rose 1.1%, or 3.9% excluding cars
Retail sales of consumer goods grew 1.1 percent year on year in September, 0.7 percentage point faster than in August. Excluding cars, they rose 3.9 percent.
For January–September, retail sales of consumer goods also rose 1.1 percent. MOFCOM said this growth came against a high base in the same period last year.
Consumption contributed 46.7% of economic growth
Final consumption expenditure accounted for 46.7 percent of China’s economic growth in the first three quarters, 0.7 percentage point more than in the first half. It added 2.1 percentage points to GDP growth.
Per-capita consumption spending was about RMB 22,000, up 3.6 percent in nominal terms and 2.7 percent after adjusting for prices.
| Indicator | Value |
|---|---|
| Smart glasses sales on key platforms, growth | 110% |
| Communication equipment retail sales, above-threshold retailers, growth | 18.1% |
| Cosmetics retail sales, above-threshold retailers, growth | 6.1% |
| Services retail sales, growth | 5.0% |
| Goods retail sales, growth | about 1.0% (CMB calculation) |
| Total retail sales of consumer goods and services, growth | 2.6% |
| Retail sales of consumer goods, growth | 1.1% |
| Retail sales of consumer goods excluding cars, September, growth | 3.9% |
| Final consumption’s contribution to economic growth | 46.7% |
| Per-capita consumption spending | about RMB 22,000 (+3.6% nominal) |
Coming up · We may follow up with official Double 11 results as platforms and regulators release them.


