Satellite data show that China's retail activities in August are gentle, and the demand for e -commerce is particularly weak. The activities of the e -commerce distribution center are even less than 2020.
Bloomberg quoted the data report shared by Satellite Image Analysis Company SpaceKnow. According to data from the logistics company G7 Connect, the flow volume of intercity trucks in China fell by 20 % in August, and this indicator is related to GDP.
SpaceKNow said in the data research report that the performance of the distribution center during the outbreak of the 2020 outbreak is much better than now; the report also states that as consumers have reduced expenses, the weaker trend of profitability of companies such as Alibaba and other companiesMay continue.
The data also shows that the weak situation has spread to physical retailers. The number of cars in the mall parking lot in August is far lower than the same period of 2021, but the retail activities of the shopping mall have not fallen to the outbreak of the outbreak of the epidemic in 2020The initial low point.
The report also mentioned that satellite data shows that the construction industry situation is half -mixed. In August, the cement production increased strongly, but the production of steel production decreased, but the inventory of steel companies in August also decreased;The recovery, and "whether the weak situation starts to spread to the manufacturing industry."
Bloomberg analyzed that as economists predict that consumption will still be weak this year, Chinese officials try to use the government's expenditure in infrastructure to revive growth;The promotion power has not yet offset the impact of the sharp decline in the Chinese real estate market on the construction industry.
According to the data of the National Bureau of Statistics of China, the five classification indexes of the manufacturing PMI in August were lower than the critical point, showing that the manufacturing industry continued to shrink. At the same time, due to Shanghai and dozens of other cities, this yearIn the first half of the year, the total retail sales of consumer goods declined, and the officially announced retail data growth of the July without inflation factors was only 2.7%, which was lower than the 3.1%increase in June.
According to the urban reserve survey report released by the Bank of China in the second quarter of this year, the interviewees' confidence in future income growth has fallen to the lowest since 2009, and household savings have increased at a record speed.
Epidemic prevention blockade and a wider economic slowdown have also affected the consumption willingness of Chinese families.Public data shows that the Chinese Consumer Confidence Index fell to the lowest level in nearly 10 years this April this this April this this April, and there has been almost no rebound since then.
