Guan Shipeng |Investment Advisors
a0380621040001|Practice number
* The Economic Work Conference has determined the general tone of 24 years of seeking progress in stability and promoting consumption, and as the Spring Festival consumption season is approaching, commercial department stores are ushering in a holiday catalyst.
Tourism is a green sunrise industry and an important part of the modern service industry. Tourism is known as the tourism industry in the world, is a comprehensive industry that relies on tourism resources and facilities, specializing in or mainly engaged in soliciting, receiving tourists, providing them with transportation, sightseeing, accommodation, catering, shopping, entertainment and other six links.
The tourism industry chain should be composed of three parts: tourism, transportation and passenger transport and accommodation represented by hotels, which are also the three pillars of the tourism industry.
Yongxing ** research report pointed out that the ** economic work conference was held in Beijing, and the meeting determined the general tone of 24 years of stability and progress and other work requirements such as promoting stability and promoting stability first, first establishing and then breaking, focusing on promoting high-quality development, focusing on expanding domestic demand, especially stimulating consumption potential and promoting the continuous expansion of consumption as the key grasp and key task of next year's economic work.
In November, the consumption of social zero was stable and improving, with a total of 4,250.5 billion yuan, a year-on-year increase of +101%。From the perspective of consumption type, catering consumption continued to be active, with retail sales of goods reaching 3,692.5 billion yuan in November, a year-on-year increase of +80%；catering revenue was 558 billion yuan, a year-on-year increase of +258%。
We believe online consumption continues to improve. It is recommended to pay attention to: cost-effective e-commerce that benefits from consumers' rational shopping and rapid expansion of cross-border business, chain enterprises with good overseas layout, and discount e-commerce leaders that focus on brand sales;traditional e-commerce platforms whose core business has picked up.
Technicals: The concept index of commercial department stores has continued to bottom out and rise recently, and the volume closed up on Tuesday, and the current MACD indicator bullish pattern is good, and the market is expected to continue to rise.
Guan Shipeng (certificate number A0380621040001) Introduction:
He has served as a special guest of Zhejiang Economic Radio's "Fortune Evening Peak", "Finance and Economics at 8 o'clock in the morning" and "Venture Capital Heroes" columns for a long time, and has a keen perception of the mainstream direction of the market.
【Disclaimer】The content and views in this article are for reference only and do not constitute any investment advice. **There are risks, and you need to be cautious when entering the market.