What changes will the epidemic bring to Chinese industries?

Digital economy complements Chinese medicine industry

Guangjing Observation

Coordinator / Guangzhou Daily Media Reporter Li Jing

Text / Guangzhou Daily All-media reporters Ni Ming, Zhang Zhongan, Lin Xiaoli, Tu Duanyu, Chen Lili, Liu Ranran, Zhang Lu

The new crown pneumonia epidemic is coming. What kind of impact and changes will this month have on China's industrial development? Where will abundant liquidity flow after the epidemic? Which industries benefit? Can online survival really continue to expand? Guangzhou Daily reporters investigated this.

Difficulties in entering the property market

Or positive stock market

"Recent bank loans are relatively loose. If the amount of personal housing loans is sufficient, loans can be made within a week." Some large bankers said that the start of the business has been delayed, and the number of loans raised by enterprises is not large. 1 to 2 months.

Since this year, regulators have increased market capital investment to reduce the impact of the new crown pneumonia epidemic on the economy. Some bankers have revealed that due to the delayed demand for corporate loans, the current credit line is sufficient. However, given the strict regulatory policies, it is very difficult for funds to enter the property market. Some economists also said that from the current situation, it does not rule out that some funds flow into the stock market.

As for whether funds will flow into the property market and stock market, will office buildings and shops be further frustrated? Some bankers said, "At present, the amount of our home loan is a separate line. The specific amount of the loan is fixed." "The real estate market also depends on the response after early March. There are many online marketing strategies, but the specific transaction estimates Not many, after all, customers have to go to the sales site to see the real scene before they can make a decision. "Zhou Feng, chief CRO of Yuexiu Industrial Observatory, said that well-known companies generally choose super-grade office buildings as offices. "Even if the impact of the new crown pneumonia epidemic is not taken into account, office buildings will be more severely differentiated."

The above-mentioned bankers said that although it is difficult for funds to enter the stock market directly, the regulation has been promoting the effective conversion of household savings into long-term funds in the capital market. . Since February 4, the stock market has risen sharply, and the Shanghai Composite Index has risen by nearly 10%. GEM rose more than 20%. In response, the economist Ren Zeping said that after the beginning of the year, liquidity is relatively abundant, physical demand has changed, some liquidity has flowed into the capital market, the stock market has continued to increase in volume, and the bond market yield has also changed significantly.

Micro League incident sounds alarm

Non-omnipotent online

Grabbing food in the middle of the night for three minutes, online consultations soared six or seven times, nearly 300 million people across the country turned on the home office model, and elementary and middle school students continued to study through the "in-flight classroom" ... under the epidemic, the new represented by the digital economy The rapid "replenishment" of the economy not only protects the normal living needs of the Chinese during the epidemic, but also provides diversified options. As of the close of February 27, the stocks of Creative Information, Tianyu Information, Huichang Communication and other stocks in the 5G index constituent stocks had daily limit, while the three office stocks of Cloud Office Concepts, Dr. Peng, Zhiyuan Internet, and Jinshan Office rose more than 5%, and the index rose 1.81%.

However, a brief outbreak of demand during the epidemic does not mean that online survival can “wrap” everything. Recently, Weimeng was maliciously deleted by its employees, the business of the business was suspended, the production environment and data were severely damaged, and the market value also evaporated by HK $ 1.2 billion. This emergency incident exposed the internal data management confusion in some Internet companies. At present, the existing IT systems of Chinese enterprises are not enough to fully support the advent of the era of cloud collaborative office. Can online office really change the company's management model and organizational structure model? How to ensure the network security of online business? "The online mode changes the communication mode between employees. If you need to communicate with a project, the person in charge can directly establish a group to discuss it. You can also open a remote video conference to achieve anytime, anywhere communication. However, it is useful for employees who need employees. For the types of jobs that go to the front line, the role is not significant. "Communication expert Fu Liang said that for the company, it will affect the way employees evaluate and make decisions.

Internet technology company AI Black Technology has intensified grass-roots prevention and control in this war epidemic, opened up the underlying data applications in communities, parks and other places, and accelerated the implementation of AI scenarios. "During the epidemic, artificial intelligence played a big role in the city's public management. In the future, it will promote the popularization of urban smart management, unmanned factories, and smart factories. At the same time, around the epidemic and medical health, there will be More subdivided AI scenarios are landing. "Pan Helin, Executive Dean of the Institute of Digital Economy, Zhongnan University of Economics and Law, told reporters that because artificial intelligence is still in its infancy, some basic technology bottlenecks need to be broken.

Which industries are experts optimistic about in the future?

"Judge another way to judge the current economy." Li Xunlei, deputy director of China's Chief Economist Forum, believes that there is no need to stick to calculating how much GDP will be lost. Policy launch or reform measures can focus on improving the effective demand of residents.

Sun Jianbo, general manager of China Reading Capital and well-known economist, said that the industry that is optimistic about the future will mainly focus on the areas under the full penetration of mobile Internet. First, the independent and controllable information software industry, Sun Jianbo said that China's independent and controllable industrial chain can be roughly divided into three categories: basic software, basic hardware and application software. "These industries are facing a huge market for domestic demand. With the support of the capital market, they will accelerate development." Sun Jianbo believes. Secondly, the health care industry has also gained more recognition in the prevention and control of the new crown pneumonia epidemic, and various dietary supplements and health products industries will also pick up from the bottom after the epidemic. In addition, distance education, online services, and telemedicine based on the rapid progress of 5G, the Internet, and electronic consumer hardware will gradually gain social acceptance and acceptance.

Li Qilin, chief economist of Yuekai Securities, believes that after the epidemic, infrastructure will play a more important role in stabilizing growth. He predicts that in the future, the focus of infrastructure development will be on public health, material collection and storage, etc. Medium and long-term credit investment related to infrastructure will be heavy, and the risk premium of urban investment is expected to be further reduced.

Where does the health industry flourish?

medicine

The new crown pneumonia epidemic will have a significant impact on China's pharmaceutical industry, and will be reflected in the government's additional investment in health, the continued boom of traditional Chinese medicine, the rapid development of the testing industry, and the in-depth development of the family doctor's hierarchical diagnosis and treatment model. In fact, since SARS in 2003, the state has increased its investment in health care. The proportion of government expenditure in total health expenditure has increased rapidly from 17% in 2003 to 30.5% in 2011, which has almost doubled.

A reporter from the Guangzhou Daily all-media reporter combed and found that in the absence of targeted treatments and new crown pneumonia vaccines, traditional Chinese medicine has played a vital role in the treatment of new crown pneumonia and has been increasingly valued. Academician Zhang Boli, member of the expert group of the Central Steering Group, said: "In this epidemic treatment, Chinese medicine established a designated hospital in a systematic way, with autonomy from top to bottom. In this battle for the treatment of new crown pneumonia, traditional Chinese and western medicine Become the main force to fight side by side. "

The epidemic has also made the third-party inspection industry "useful" and spawned many high-tech products. The biomedicine and genetic testing industries have not only withstood the test of the epidemic, but also may gradually achieve technological breakthroughs, market share expansion, and increasing word-of-mouth effects in the process; the family doctor's graded diagnosis and treatment model may go further.

diet

Under the epidemic situation, the special scene of the meal-sharing system promoted self-heating pots, and one-person food became more popular. The reporter's investigation found that the popularity of "one man's food" has driven upstream and downstream industries. For example, in the 10 days after New Year's Eve, the transaction value of convenient food on an e-commerce platform increased by 3.5 times. With the upgrading of consumption, convenience foods have shifted to high-quality development, such as self-heating pots and hot fruits and vegetables, which will accelerate consumers' perception of convenience foods, promote consumer return, and bring more transformation to related companies. Opportunity to improve. The leisure beverage household market is gradually favored by capital. Recently, Nestlé and Starbucks jointly launched high-end instant coffee products around the world, and Starbucks, which is mainly coffee products, also launched many non-coffee beverages.

The outbreak has also increased consumer demand for immune-enhancing diets. The reporter interviewed people in the food industry and learned that during the epidemic, consumer demand for immune-improving products increased rapidly. The consumption of purchasing probiotics far exceeded the same period of previous years.

Insurance

"Before and after the Spring Festival, when I live at home, I often brush online platforms and plan to buy a medical insurance for myself and my family." Citizen Liao Jing sighed. The reporter noticed that since February, it was not the peak season for medical insurance, and some Internet platforms have sold more than 5,000 medical insurances. According to the top ten insurance data recommended by a certain platform, the reporter sold 9166 copies this month. . Wang Xujin, director of the Department of Insurance at the School of Economics, Beijing Technology and Business University, said in an interview with this reporter: "After each major epidemic, the insurance rate will increase." Revenue tripled year-on-year.