Han Yonghong: Chinas high -end consumption recovers the joy and worry

Early

Northern Remember

Since the outbreak of the crown disease in 2020, the world's first international car show MDASH; MDASH; it is estimated that it is also the only international -level auto show at the beginning of next year, and it has just appeared in Beijing on the past weekend.The 16th Beijing Auto Show was held from September 26 to October 5th. It was able to hold a physical manner in the context of the global epidemic. With the crowded scene, some international media sent out the amazing Chinese economy's strong return.

From Geneva to New York, from Detroit to Paris, several old -fashioned international auto shows were canceled this year due to the epidemic.The letters of these auto shows made the Beijing Auto Show a stand -alone.International car dealers have sent dazzling sports cars, multi -functional cars, cars, etc. to the Beijing Auto Show, aiming at the wallets of wealthy consumers in China.

Internet search data also shows that the Beijing Auto Show has caused the popularity of attention.Global Network quoted Baidu search big data reports that the search popularity of the relevant content of the Beijing Auto Show rose by 327%from the seven days near the auto show.The post -90s and post -80s are the group that pays most concerned about the Beijing Auto Show, which reflects the demand for a strong car purchase demand for young people 30 or 40 years old than other ages.

The data also shows that the importance of Chinese car buyers is not as good as the past. Compared with 2011 and 2020, the current Chinese car buyers attach importance to the appearance of the car model, which exceeds performance and manufacturer's brand image.

These situations are consistent with the trend reflected by China's consumption growth from negative to positive consumption, especially the rapid recovery of luxury goods.According to statistics, in August, the retail sales of consumer goods in China increased by 0.5%year -on -year, which was the first monthly growth rate in 2020 after seven consecutive months after the total retail sales of consumer goods declined year -on -year.

Among them, luxury consumption is the first to recover, and it is regarded as the pioneer and main army that has consumed recovery in China in the past few months.One of the major reasons behind this is believed that the crown disease epidemic has caused restrictions on travel and purchasing abroad. China ’s middle -class and wealthy class in China, such as Europe, New York, and other famous shops and buying and buying in China has sprinkled the enthusiasm of shopping in China, which has driven domestic buying.

According to media reports, luxury stores in some Chinese cities have even more waves of buying.In the context of welcoming the current eleven Golden Week, in the context of the control of the Chinese epidemic, it has suppressed the desire to travel for a long time, and it will focus on the outbreak of China.According to the Ctrip's National Day Golden Week Travel Hot Map, as of mid -September, the number of reservations for major routes during the National Day has increased by more than 200%month -on -month; train ticket tickets have increased significantly, and some popular lines are difficult to find.

This explains that China's economic recovery has a solid foundation, the consumption of the middle class and the rich class.Faced with these data, maybe foreign luxury stores and tourism industry may miss Chinese consumers and tourists more?From their perspective, cutting with China to reduce Chinese and foreign economic and trade and personnel, it may not be a good idea in business.

However, the reality of high -end consumption is the first to warm up, which may also be worried about China, because this first shows that China's income gap is large, and the disparity between the rich and the poor may be further deteriorated under the epidemic situation, and the economic imbalance and the imbalance and the imbalance of the economy and the imbalance and the imbalance of the economy and the imbalance and the imbalance of the economy and the imbalance and the imbalance of the economy and the imbalance and the imbalance of the economy and the imbalance and the imbalance of the economy.Unstable.

In other words, this is not a unique problem in China.Equipment of income is more intense.Under the epidemic, high -skills professionals are more conditional to reduce the risk of unemployment through remote office.The stock price and asset prices of global liquidity are rising, and the wealthy people are also profitable.

The economic situation of low -income people and young people in the workplace is more vulnerable than before.A spokesman for the National Bureau of Statistics of China admitted that the unemployment rate of college students will generally fall in August.Due to the influence of the preliminary epidemic this year, the unemployment rate of college graduates has risen in August, and employment pressure is still large.

At the National two conferences at the end of May this year, Chinese Prime Minister Li Keqiang said at a press conference that the average monthly income of 600 million people in China is about 1,000 yuan (RMB, about S $ 200).In the rural poverty, the monthly income of 1,000 yuan may not indicate that the three meals are not continued, but of course they will not be consumers of luxury goods or Beijing Auto Show cars.

At the National Day enrollment the day before yesterday, Li Keqiang emphasized that although the internal and external environment of China has undergone profound complex changes, the government will help market players through difficulties, do everything possible to increase employment, and strive to achieve the main goals and tasks throughout the year, and build a well -off society in an all -round way.Chinese officials have to fully remove poverty on the bottom line of a well -off. In order to promote social fairness and ensure the continuous recovery of the economy, this goal is indeed not to be slack.