Social Demand Is The Main Theme Of Consumer Retaliatory Rebound.

The impact of the epidemic is blocking social interaction. People turn from open and free to indoor closed, and the corresponding consumption also shifts from offline to online. New retailers, pre positions and other players with the advantage of local distribution become the winners of the current round of market.

After the stabilization of the epidemic, the debate on consumption retaliatory rebounding is relatively large. The focus is on consumption intention and consumption ability.

If we want to spend money first, is it revenge consumption or retaliatory savings? Both are very important.

One side is the anxiety of the middle and low income groups. On the other hand, hundreds of millions of people are queuing up to buy houses, and ice and fire coexist.

The anxiety of the middle and low income groups is that after 2017, the whole consumption lever began to pull up. When faced with wind and grass, the ability to resist risks is extremely weak. Middle and high income groups began to leverage in 2017, and their ability to resist risks was significantly stronger.

During the epidemic stage, the consumption loans of the middle and low income groups began to climb over time, and some enterprises were downsizing and downsizing, resulting in the income source of the middle and low income groups blocked, and entered the passive overdue state. This part of the group's income in the short term is suppressed, unable to generate too much consumption potential, some people enter the loan to raise loans, or excessive loan status, the most uncomfortable at present. How to solve their problems is a factor that can effectively rebound the consumption.

To maintain this, the first is to postpone, reduce loan rates and interest free seduction, and solve three aspects of short-term capital chain breaking, reducing loan cost and stimulating consumption in advance. At present, all parties are trying to solve the problem so as to avoid this group's direct fall and cause social problems. Second, we must solve the problem of income sources for middle and low income groups. The problem of China's labor shortage has not been solved, and most enterprises still have difficulties in recruiting workers.

After the outbreak, expanding capacity to solve China's needs and world demands requires large numbers of personnel. As long as we do not get into the vicious circle of excessive loans and get paid income, we can get rid of it again. After paying back the money, the group will lag behind in some commodity consumption.

The middle and high income groups have been suppressed for too long, and the powerful "loaded demand" has been searching for the blowout of the volcano. Never worry about this group. What worries you most is what you are going to do to solve their needs. The aunts worked very hard to spend money, and even Lao Luo had millions of aunts for their aunts.

To solve the consumption ability of the middle and low income groups, we all have the desire to consume, and the new round of consumer prices is basically not suspense.

　　 Is there any ability to satisfy consumer needs under the line?

After the comparison, we will find that the strength of direct seeding organizations has far exceeded that of some enterprises. The live little sister is younger and younger than the offline salesperson. The ability of attracting customers is stronger than that of offline salesmen. The number of live broadcaster in one live broadcasting agency is far beyond that of some shopping center attendants. In a number of indicators, the shopping center has been thrown away.

And shopping centres do not enhance competitiveness, and vengeful consumption is related to themselves. In the last week of March, the shopping center began to move out of its independent trend and achieve its trend. In April, the market accelerated division, and some enterprises took the lead. Some enterprises chose to cross the fence and rely on the weather.

Social attributes of leisure food took the lead in recovery, and young people began to seek interaction. The frequency of going out is high and the demand for department stores of shoes and clothing is promoted. It is expected that may 1 will show in different regions. After all, last year's clothes may not match this year's you. Shoes and clothing department stores are highly elastic categories, but different enterprises benefit from different degrees. They have great control over the situation.

Whether the epidemic can be effectively controlled or whether the business can rise is the core. The most painful and hardest hit of the current epidemic is business clothing enterprises rather than construction and manufacturing industries. Like the shopping center industry, they are in debt. They do not know when they will be able to finish their work. They will also have to bite their teeth and give them rent free. Some of the shopping center bosses did not play directly, and threw the stalls over there to let others solve them.

The collapse of a shopping center meant hundreds of businesses were withdrawing, which directly caused thousands of people to lose their jobs, which indirectly led to tens of thousands of people being affected. In some areas, new business loans have been the highest among all sectors of the industry, and there is a certain bias in financing. The vast majority of shopping centers are hard to sustain and wait for consumption to pick up.

In the first quarter, the total volume of the social sector may not be ideal, but the final data will not be pessimistic. In January, the trend was strong, and it was suppressed in February and pulled up in late March.

In April and May, data will gradually enter the state. Social statistics may be changed, and data may be further improved. Most pessimistic expectations for social zero data may be reversed. The final data is expected to exceed most of the external expectations. This contrast will further boost consumer confidence and form a strong consumption path.

The rebound in consumption has been traced back, and the rebound in data should also be announced soon. It is unlikely that there will be a trend of breaking the position in the current state of China.