Promoting the effectiveness of consumer policies shows the opportunity to welcome the third and fourth -tier cities in the third- and fourth -tier cities -see the consumer market in my country from the platform big data

Recently, my country has successively launched a policy of stabilizing the economy. The reporter combined with the relevant data analysis of third -party institutions and Internet platforms found that the product driving effect of some fields in my country's consumer market is significantly significantly, and the consumption capacity expansion and quality of the third and fourth -tier cities has ushered in new opportunities.

Data show that the results of consumption measures are initially displayed

Since May, the State Council and localities have successively launched policies and measures to stabilize the economy. Policies have focused on promoting consumer measures, and the effect has been rapid. According to the number of the National Bureau of Statistics, market sales have continued to decline in March, April, and May. The market sales growth in June rolled up, and the total retail sales of social consumer goods increased by 3.1%year -on -year. In July, the total retail sales of social consumer goods increased by 2.7%year -on -year, continuing the recovery trend. In the context of the implementation of precision epidemic prevention and control policies, the number of residents' summer travel and dining activities have increased, the demand for dining consumption in residents has continued to recover, and catering revenue has continued to narrow year -on -year. In July, catering revenue decreased by 1.5%year -on -year, a narrowing of 2.5 percentage points from June.

On May 31, the State Council issued the "Policy and Measures for the Economy", which aims to increase macro -policy response and promote stable economic growth. The measures proposed that the consumption of large vehicles and home appliances is stable.

Beijing, Shanghai and other places have proposed the "old replacement new" measures for new energy vehicles to subsidize new energy vehicles. Mr. Fan, a citizen of Beijing, replaced the fuel vehicle with a new energy electric vehicle in June and received 10,000 yuan subsidy. "I haven't made up my mind to change the car before. This time Beijing's policy has given subsidies. I think it is very cost -effective, so I changed it."

In the field of residents' consumption, consumption coupons are issued in many forms of consumer vouchers. Guangzhou began to issue consumer vouchers in May, and has been issued to the sixth round. Sichuan has issued 227 million yuan in cultural tourism consumption vouchers since July. According to the data monitoring of JD Group's market, from May to the end of July, 13 areas including Beijing, Shenzhen, and Chengdu issued consumer vouchers through the Jingdong platform, with a total amount of 738 million yuan and a verification sales of more than 350 million yuan, driving orders for orders, driving orders, driving orders. The amount exceeded 2.8 billion yuan, and the average leverage rate was 7.89.

Xiaomi is one of the participating brands of Beijing Green Energy Conservation Consumer Course. Liu Yi, vice president of Xiaomi Group China, said that the issuance of consumer vouchers can help further promote the upgrading of consumption quality and drive products.

Data show that policy measures to promote consumption have played a role in activating potential, and policy -oriented is positively correlated with residents' consumption needs. Among them, after the introduction of the car purchase tax reduction policy, the relevant departments have also introduced local subsidy policies in various places to further stimulate car consumption. According to data from the Business Intelligence Laboratory of Baidu Research Institute, starting on May 31, the "purchase tax" entries increased at high speeds in Baidu for many days, and the maximum is more than 10 times higher than before the policy release. After the announcement of the restoration of the hall, the search volume of the "Tang Food" entries in Beijing on the day was at a high level for three consecutive days, with a maximum of more than 5 times higher than before recovery.

According to Meituan data, benefiting from consumer coupons such as consumer coupons in various places, since July, the number of online transactions in the restaurants in the country has increased by 20.2%month -on -month. In the Beijing area, after the Consumer Consumer Coupon activities such as the Construction Bank and Meituan, from July 18th to August 1st, the transactions of commercial districts such as Nanluku Lane and Qianmen increased by more than 20%month -on -month.

Some consumer fields present a variety of characteristics

With the introduction of policies, the domestic consumer market has a significant rebound trend, the consumption consumption has accelerated, and the consumption confidence in residents has steadily picked up.

The recovery of commodity consumption has contributed to the economic recovery. With the implementation of some passenger car purchase tax halves, the subsidies of new energy vehicle subsidies in various places, and "replacement of the old", such as a series of promoting consumption measures to promote key areas are effective. Since June, with the orderly advancement of re -production and resumption of production in various places, travel and travel have gradually resumed normal, offline passenger traffic has risen steadily, consumption such as home appliances and cars has increased significantly, and consumption potential has continued to release. According to Suning Tesco data, from June to early July, the core home appliances of the store ushered in a wave of sales, multi -category products doubled, air -conditioning sales increased by 122%year -on -year, and sales of large -capacity refrigerators and cold cabinet products increased by 98%year -on -year.

In addition, green consumption and old replacement have also become a new consumption trend. Taking the search data of the Business Intelligence Laboratory of Baidu Research Institute as an example, Beijing announced on June 3 that the green energy -saving consumption subsidy was increased from 900 yuan to 1500 yuan. It has increased by 10 times from the 3rd.

According to data provided by Jingdong, during the "6 · 18" period, 11.57 million green consumer -related products were bought by consumers. The total turnover increased by 24%year -on -year, and the number of users participating in green consumption increased by 33%year -on -year. Among them, nearly 6 million energy -saving water -saving products include more than 5.19 million household appliances, more than 320,000 home improvement building materials products, and more than 490,000 kitchenware products.

Compared with the effects of some consumer measures, market feedback such as "home appliances to the countryside" needs to be enhanced. In June, the Ministry of Industry and Information Technology, including the Ministry of Industry and Information Technology, issued the "home appliances to the countryside" policies and measures. Judging from the search data of the Business Intelligence Laboratory of Baidu Research Institute, the relevant entries have maintained a lower search level. According to the data of the National Bureau of Statistics, in June, the retail sales of auto, household appliances, and audiovisual equipment of units above the limit increased by 13.9%and 3.2%year -on -year, respectively. In comparison, the increase in home appliances was still small.

The reporter visited Beijing, Shanghai and other places that the government generally adopts cooperation with platform companies to issue consumer coupons and promote home appliances consumption in a new way, but because of the cumbersome consumer collection process and inconvenient certification in some areas. The staff of a large home appliance company said that in mid -to -early June, the company's green energy -saving consumption subsidy (government end) of the company's Beijing area was less than 2 million yuan, and the scale was relatively small. A large e -commerce company related person revealed that during the "6.18" period this year, although the sales of sales generally increased, the user traffic decreased, and the enthusiasm and confidence of consumption were still rising. Baidu's search data shows that from the "consumer coupons", "air ticket" and "Taobao red envelope", in terms of entries such as May to July, except for individual dates, search volume in individual provinces has risen, and across the country, it is across the country. The search volume is still at a low level.

However, with the summer, this situation has improved. According to data from Ctrip's Flightai market insights platform, this year's summer search index has been tied to 2019. The first -ranking Chengdu, the number of summer ticket reservations increased by more than 20%year -on -year. During the summer vacation of primary and secondary schools, the hotel market's search heat was heated to 70 % of last year.

Ctrip data shows that the sales of Ctrip cross -provincial products in the summer increased. Tourists from Guangzhou, Chengdu, Shanghai, Wuhan, Chongqing, Xi'an, Hangzhou, Beijing, Nanjing, Shenzhen and other places have high enthusiasm for signing up across provinces.

Ensure that the policy is effectively implemented

Seize the consumer opportunities of third- and fourth -tier cities

The contribution rate of consumption to my country's GDP growth is more than 60 %, which is an important engine of economic development. Experts and industry interviewed by the industry believe that it is currently at a key node that determines the economic trend this year. It is still a top priority to continue to urge consumption.

Wang Yiming, former deputy director of the Development Research Center of the State Council, believes that since the implementation of the policy and measures of the economy, some policies have not been fully landed, and some have a certain room for implementation. The most important thing is to increase the implementation of a package policy and measures to ensure that it will be effective as soon as possible. Xu Zhengzhong, deputy director of the Ministry of Economics of the National Academy of Administration, believes that, in the context of demand shrinkage and expected weakness, although the total amount of social zero has declined to a certain extent, the long -term good fundamentals of the consumer market have not changed. To help resume consumption confidence in consumption confidence The policy should be accelerated, and a favorable replenishment period should be established to make up and meet the consumer demand that was suppressed due to past supply chain interruptions.

At the same time, the expansion of consumption expansion of the third and fourth -tier market is ushered in new opportunities. Duoduo data shows that the total number of orders for the third and fourth -tier cities of the Pinduoduo Platform in the first half of the year increased by 98%year -on -year, which was 3.8 times the growth rate of the national express delivery business during the same period. Liu Hui, Dean of the Institute of Consumption and Industrial Development of Jingdong, said that the marketing of the third and fourth -tier cities should be accelerated. These markets have clear needs for new consumption models, high -quality goods and services. Strengthening, such as promoting home appliances and cars to the countryside, accelerating the construction of retail and service infrastructure. At the same time, the integration of physical stores and e -commerce can be accelerated, such as expanding customers, increasing income, and increasing digital operation levels through instant retail and other methods.

In addition, consumption heat is continuously increasing, and the cultivation of new consumption hotspots is right. Chen Lifen, a researcher at the Institute of Market Economy Research Center of the Development Research Center of the State Council, suggested that short -term support should be combined with medium- and long -term policies. On the one hand, it should continue to expand consumption of commodities such as automobiles and furniture appliances to promote services such as medical and health, cultural tourism sports, catering, housekeeping and other services. Consumption, continuously increase heat. On the other hand, it is necessary to accelerate the cultivation of new consumption hotspots, expand information consumption, digital consumption, green consumption, encourage the development of night economy and weekend consumption economy, etc. At the same time, we must improve consumer policies and regulations and strengthen the protection of consumer rights. (Reporter Guo Yujing Song Yu Meng Jining)

(Guo Yujing Song Yu Meng Jining)

- END -