"May Day" holiday consumption report shows

　　Popularity picks up and consumption picks up again (Ruijing Finance · Putting the epidemic prevention in hand and promoting development (62))

　　Right now, the work of resuming production, resuming business and resuming the market is still accelerating. How effective? The consumer market is very active. The "May Day" just passed is the first small holiday since the normalization of epidemic prevention and control. In the past two days, several "May 1st" consumption reports have been released one after another, and the data from various fields have seen the warmth of consumption returning to warmth.

Shopping and other areas are picking up

　　Appointed visits, limited tours, lined up in intervals, public chopsticks and public spoons ... With the organic cooperation of epidemic prevention and control and market operation, many urban commercial circles have ushered in a rebound in business flow.

　　During the “May Day” period, Beijing ’s business service enterprises recovered, and the recovery rate of key enterprises in 6 industries including supermarket chains, housekeeping, and supermarket distribution logistics reached 100%; 4 days before the “May Day” holiday, Guangzhou ’s restaurants The total turnover exceeded 1 billion yuan, and returned to nearly 60% of the same period last year.

　　"During the" May Day "period, national market sentiment rebounded significantly, and consumption showed a positive recovery trend." Ministry of Commerce spokesman Gao Feng introduced that from May 1 to May 5, the Ministry of Commerce focused on monitoring the average daily sales of retail enterprises increased by 32.1 compared with the Qingming holiday %.

　　Statistics from China UnionPay also show that from May 1 to May, the total amount of UnionPay network transactions exceeded 1.57 trillion yuan, and the average daily transaction value was 313.1 billion yuan, which had reached 97% of the average daily transaction value during the May Day holiday last year.

　　"The transaction data shows that the recovery speed is different in different fields, and some industries are gradually recovering." Chen Han, a data analyst at China UnionPay, said. Statistics show that during the "May Day" holiday, the number of travel-related consumption such as aviation, railway, highway passenger transportation and fueling increased by 14% compared with Qingming Xiaochang Holiday, of which the largest increase in railways, the average daily consumption increased by more than 50% ; The average daily consumption of catering industry, hotel accommodation, supermarket and other industries increased by 13%, 1.3% and 6% respectively compared with the Qingming small holiday.

　　Zhao Ping, director of the International Trade Research Department of the China Council for the Promotion of International Trade, believes that the “May Day” consumption situation has exceeded expectations, which is the result of a combination of multiple factors, including the elimination of first-level responses in all provinces across the country, driving compensatory consumption growth; holiday factors The boost has a positive effect; seasonally changing consumer demand will be clearly released in the short term.

New formats continue to release vitality

　　On April 30, the 20-year-old Nanjing Xinjiekou Suning store was reopened for the first time after "Cloud Opening". In just 58 seconds, the cumulative sales in the store exceeded 10 million; on May 1, the day of JD.com's "May Day Carnival", The sales volume of the air-conditioning category in the first 4 minutes exceeded 100 million; from May 1st to May 5th, the order quantity of Pinduoduo ’s agricultural products reached 92 million orders, an increase of 160% over the same period last year ...

　　On the one hand, the "walking, eating, and playing" flow of people has recovered, accelerating the recovery of offline consumption; on the other hand, the online cloud, shopping and other "cloud" end consumption has not decreased, and the new format continues to release vitality.

　　Ordering online is hotter. According to consumption data of China Union Clearing Company, during the “May Day” period, online internet payment services such as e-commerce shopping, take-out orders, and online transfer payment processed by the China Union Link platform reached an average of 1.354 billion transactions per day, a year-on-year increase of 54.59%.

　　Receipt at home is more frequent. According to the data of the postal industry security supervision information system of the State Post Bureau, from May 1 to 5, the national postal industry collected 1.102 billion pieces of express parcels, an increase of 41.8% year-on-year; delivery of express packages was 1.038 billion, an increase of 38.93% year-on-year. Since the beginning of this year, the express parcel business volume has recovered rapidly from the low-level operation in January and turned to positive growth in February. It is currently stable at a high-speed growth range of more than 30%.

　　According to Ren Xingzhou, a researcher at the Development Research Center of the State Council, online consumption is a new opportunity brought about by the epidemic. “The reason why the“ May 1st ”consumption bursts out of tremendous energy is that, to a certain extent, online consumption is constantly innovating, and many live streaming platforms have become the finishing touch. The vigorous promotion of relevant departments, the development of modern information technology, and the construction of 5G networks, etc. , Have greatly promoted online consumption. "Ren Xingzhou said.

Diverse shopping festivals heat up the market

　　Issuing consumer coupons, e-commerce promotions, discounted tickets, discount packages ... The holiday is a good time to boost consumption and release domestic demand. Recently, colorful shopping activities have been launched in various places, which has also added a "firewood" to heating up consumption.

　　On the evening of May 4th, Shanghai launched the "May 5th Shopping Festival", and many companies including L'Oreal, Tesla, Pinduoduo, Tencent, Shanghai First Department Store, Shanghai No.1 Yaohan, Bailian Group, New World Department Store and other companies participated . In less than a day, the total consumption in Shanghai exceeded 10 billion.

　　Liu Gongrun, a researcher at the China Europe International Business School, believes that in the short term, through discounts and promotions, the consumer market prosperity index can be rapidly improved, and the resumption of business and the overall market will be fully driven. In the long run, holding a shopping festival is equivalent to releasing a signal to boost the two-way market confidence of consumers and merchants. In the future, you can normalize shopping with confidence and consume with confidence.

　　According to incomplete statistics, from April 30 to May 4, China's more than 20 provinces, autonomous regions and municipalities launched a new round of consumer voucher delivery, with a scale exceeding 10 billion yuan, involving catering, tourism, home appliances, automobiles, entertainment, etc. Fields. The continuous launch of consumption coupons further activates consumption. According to data jointly released by WeChat and Meituan on the 5th, the WeChat e-voucher led to a consumption of 900 million yuan during the three days of the holiday. Alipay data shows that the consumption of 29 provinces across the country has increased year-on-year, and Inner Mongolia, Xinjiang and Qinghai have even increased by more than 60% year-on-year. The consumption voucher has more significant driving force for the growth of the western and northeastern regions.

　　Many observations point out that the central government's concerted efforts, the joint government-enterprise cooperation, and the combination of online and offline have become the obvious characteristics of this "May Day" holiday consumption, and it has made the promotion of consumption during the small holiday more obvious than in previous years. However, experts also pointed out that the next step is to focus on the long-term, improve the long-term consumption promotion mechanism, further boost consumer confidence, smooth the economic cycle, and make the consumption engine stronger.

　　Li Jie