2025年9月,台湾零售额同比下降2.2%,扭转了上月0.4%的增长势头。下降的主要原因是汽车和摩托车(-17.2%对-4.5%)、燃料和相关产品(-7.5%对-7.2%)以及家用电器和专卖店商品(-5.0%对-0.6%)的进一步下降。文化娱乐用品(7.1%对9.2%)、百货商店(2.1%对2.9%)和其他零售销售(3.6%对7.0%)的增长也放缓。相比之下,食品、饮料和烟草的销售额增长更快(3.9%对0.0%),非商店或摊位的零售贸易(6.8%对4.5%),以及电子购物和邮购公司(9.5%对6.0%),而通信设备和家用电器的销售额反弹(2.9%对-1.5%)。9月份零售活动环比增长0.6%,8月份增长0.8%。
Retail sales in Taiwan fell 2.2% year-on-year in September 2025, reversing a 0.4% gain in the previous month. The decline was mainly driven by further drops in automobiles and motorcycles (-17.2% vs -4.5%), fuel and related products (-7.5% vs -7.2%), and household appliances and goods in specialized stores (-5.0% vs -0.6%). Growth also slowed for cultural and recreation goods (7.1% vs 9.2%), general merchandise stores (2.1% vs 2.9%), and other retail sales (3.6% vs 7.0%). In contrast, sales rose faster for food, beverages and tobacco (3.9% vs 0.0%), retail trade not in stores or stalls (6.8% vs 4.5%), and electronic shopping and mail-order houses (9.5% vs 6.0%), while sales rebounded for communication equipment and household appliances (2.9% vs -1.5%). On a monthly basis, retail activity rose 0.6% in September, following a 0.8% increase in August.