China´s consumers are benefitting from swiftly climbing wages (tradingeconomics). They also are profiting from the recent stimulus measures (reduced interest rates, stock purchases with government money, more infrastructure investments and more). Peking University economist Christopher Balding has calculated, that the bailout (stock purchases with government money) and other stimulus measures announced since the start of the Chinese equity panic in late June poured a total of $1.3T, or more than 10% of GDP, into the economy (seekingalpha). China´s consumers also get a lot support from cheaper oil and other commodities which leaves them more money to spend for other goods (like electronics).
The pick-up in consumption shows that China´s economy is right on track. The country is transforming from an industrial & export-focused economy to a modern system like the US, where most of the GNP is fueled by consumer spending. In the US consumer spending is the engine of the economy, China, which still depends too much on exports & industrial production is on the way to became a modern economy. I believe that the recovering retails sales will stabilize China´s transforming economy and will foster economic growth.