Multi-regional policies loosen the scorching fire and spread economically related stocks
Our reporter Gong Mengze
The land-sharing economy has become the hottest topic in China's current affairs, and the concept stock of the land-sharing economy has also jumped into the hottest sector of A-shares. As of June 3, the concept stocks of the land-sharing economy continued to rise strongly. Huasi shares, small commodities cities, Yindu shares, Baida Group, Haining Picheng, Maoye Commercial, etc. all had daily limits.
In fact, as the Central Civilization Office has not listed the occupation of roads, road markets, and mobile vendors as the content of the evaluation and evaluation of civilized cities. Various local governments actively followed up the first time, including Chengdu, Xi'an, Hangzhou, Nanjing, Qingdao and other places successively proposed to liberalize the "land-sharing economy" and "nightly economy" to stimulate the recovery of local consumption.
Shen Meng, executive director of Xiangsong Capital, said in an interview with a "Securities Daily" reporter that the land-sharing economy is the most natural form of a small commodity economy and a diversified market economy that enriches people's consumption. The existence of the land-sharing economy is a useful supplement to the existing commodity trade.
It is worth mentioning that, unlike department stores that benefit from the "accidental" benefits, there are many listed companies in other industries that actively embrace this new retail economic format.
Recently, Wuling Automobile has launched the Wuling wing open truck. In an interview with the "Securities Daily", the person in charge of Wuling Motors stated that in the entire vehicle manufacturing process of Wuling Industry for more than 30 years, it has been accompanied by car owners as entrepreneurs to make progress together. As an indispensable loading tool for the stalls, Wuling Rongguang Wings open trucks can be opened to sell goods. Different road conditions have been tested, and non-roadside "small workshops" can be modified.
Coincidentally, Zhangjiajie, as a tourist attraction, recently asked whether the company will provide booth rental in the scenic area to boost consumption and company performance after the policy allows investment stalls to occupy the road. In this regard, Zhangjiajie said that the booths in the scenic area were originally leased to the relevant merchants, which was beneficial to the scenic area to provide services to tourists. "However, subject to the relevant regulations on the management of world natural heritage and scenic spots, some areas cannot still be arbitrarily set up."
The reporter noted that under the normalized epidemic prevention and control situation, more and more provinces, cities and regions have participated in setting up stalls to help merchants resume operations and economic recovery. For example, Hangzhou, Zhejiang, while guiding the public to establish a concept of health and hygiene, opened some streets to provide business venues for street vendors; after a serious investigation, the establishment department of Xuchang, Henan, opened a number of backstreets and lanes; Squares, empty courts, night markets, and food stalls; Pengzhou in Sichuan, Huaihua in Hunan, Chengdu, Shaanxi and other places have also opened up stalls.
In addition, in addition to policy loosening, e-commerce giants have also injected strong vitality into the recovery of the “land-sharing economy”. Recently, Alibaba 1688, the largest new wholesale platform in China, officially released the “land-economy economy” assistance plan, which will provide interest-free credit purchases of more than 70 billion yuan, and provide a full range of purchase and operation support for more than 30 million “street owners”.
Soon after, Suning also launched a "night shopping partner" stall market support plan. Suning provides free cold chain warehousing services within 3 kilometers of night market stall owners through the opening of 10,000 freezer warehousing services in Lefu and Suning stores throughout the country. It also provides a low-interest support plan with a start-up capital of 2 billion yuan in the night market.
The industry generally believes that with the liberalization of local policies, the stall economy is expected to become the new direction of new retail.
However, there are also objections that the so-called "new industry outlet" or "new retail direction" is more of a hype market concept. Shen Meng said that the land-sharing economy is a useful supplement to the existing merchandise trade and the market form closest to consumers. But it is undeniable that the land-sharing economy has neither technical content nor high growth, so it is not advisable to over-raise or prohibit the ban across the board. (Securities Daily)