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Mr. Middle School | See the Times Discover value Tell life
I do n’t know if I do n’t buy it.
Yesterday, Double Eleven Officer.
In recent years, the mainstream narrative on the Internet is to sing and decline double eleven. It is believed that in the context of live broadcast impact, aesthetic fatigue, and reducing discount:
Everyone is getting less and less cold for Double Eleven.
Saying goodbye several times.
However, as a shopping carnival that lasted for 16 years, Double Eleven still has indicator significance, especially everyone cannot just look at the amount.Essence
At least in terms of category sales:
Chinese consumption has changed.Essence
Behind this change, there are more macro and micro economic factors, it is worth thinking about it.
Lets talk briefly below.
There have been several major changes in Double Eleven this year.
1. Create a miracle with the old replacement
Home appliance home sales have reached a new high.There is no phenomenon.
After all, as a large durable product, a home appliance is talked about three years, and it will not be replaced for ten years.Not obvious.
Why did the sales outbreak this year?
The main is that the state has exceeded the platform subsidy with the old subsidy.
At least 20%of the old replacement of new subsidies, the real gold and silver are realized, the strength is much higher than the platform, and the subsidy of the platform is overlay.
It is really fragrant. I didnt hold back the change of the washing machine and made up more than 1,000.
In the future, fiscal subsidies may be an important starting point for driving consumption, which is mainly concentrated in large -scale durable goods consumption.
2. Food and milk accidentally rose
Seeing titanium media reports:
This year, the best business growth is grain, oil and milk. Our overall sales increased by 30%-40%year-on-year.Increasing 600%.
Why did grain and milk unexpectedly soaring?
I am afraid it has something to do with the price this year.
Looking at this years CPI, the optional consumer price has been falling, but the consumer price is rising, in other words:
Catering prices are falling, but grain, oil and vegetables are rising.
There are reasons for the adjustment of energy prices, as well as the factors of climate change reduction.
So, there will be a phenomenon of double eleven stocks of food and oil.
3. Consumption of Consumption becomes popular
:
Pet sales have increased significantly.
There is a recent data. The number of pets in China will exceed the number of infants and young children this year, which means that pet consumption will be a huge blue ocean market.
There is a survey of consumption in Japan. In the economic downturn, peoples investment is reduced, consumption is downgraded, but there is a golden trackThat is:
Consumption.
That is to meet the spiritual needs that you just need.
For example, soft drinks, pets, animation, games ...
A principle: Spend small money to satisfy a lot.The cost of pets is much lower than the cost of raising baby, but it also obtains the needs of companionship.
Compared with social love, the cost of watching short videos is also much lower. Japan is anime and love action movies.
Of course, it can be regarded as a replacement consumption downgrade.
In addition, there are some new phenomena:
Such as silver -haired economy, growth of travel, mens consumption, etc.
Conclusion
Latest news:
Trump won the House of Representatives and achieved sweeping.
Holding the two hospitals in the hand, coupled with Gao Fa in hand, Trump has become one of the largest presidents in American history, which also means that he is in the internal affairsDiplomatic regulations are basically cleared.
The following is the tariffs and foreign trade we are more worried about.
In order to hedge Trumps risk, domestic demand must be exerted next year.
How to make a force?
It is particularly important to see the changes in residents consumption. In addition to the two most certain tracks of the sinking market and silver -haired economy, I think:
Taking self -consumption is the market that should pay more attention to in the future.
Each subdivided group has the needs of satisfying their own spiritual pleasure. As long as you find this pleasant point, the infrastructure and e -commerce channels are ready.It will definitely explode.
The entrepreneurial of domestic demand is about to erupt, and next year may be the first year.
Thats it.
In addition,
It is unexpected and not?
In the past few days, everyone is paying attention to the fiscal stimulus plan. In fact, the property market is undergoing significant changes:
The stabilization of the property market is already a task that cannot be lost. Such data obviously does not meet the expectations of all parties.
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