Commentator Xiao Han:
1. Planting: During the epidemic, roads were diverted, and travel was prohibited. Vegetables and fruits in many places were unsalable. After the epidemic, transportation was convenient and people's demand increased.
2. manufacturing industry: during the epidemic period, people's purchasing power decreased due to the decrease of economic income of people waiting for posts and the restraint of logistics and distribution, but it increased greatly after the epidemic.
3. Hairdressing industry: During the whole epidemic period, it was closed for business. Many people were unable to have their hair cut, and they were afraid that it could not be repaired. Therefore, haircutting will be a very profitable industry. Generally, everyone has a haircut once every 1 months, which takes 2 to 3 months at once.
4. Catering industry: Generally, many young people don't cook with fire at home. During the epidemic, they can only make some simple things at home, such as noodles and instant noodles, and many relatives and friends don't get together. After the epidemic, the catering industry will be very popular.
5. Construction industry: Because many construction sites stopped working during the epidemic, the construction industry will resume work, so this industry is also extremely hot.
7. medical industry: during the epidemic, it is inconvenient to travel, the food purchased is not comprehensive, many people have unbalanced nutrition, stay at home with little exercise, and do not pay attention to diet, which leads to sub-health problems, and they dare not go out during the period. At that time, the demand for outpatient services will increase greatly.
I believe that after the epidemic, all walks of life will return to the previous situation, but most of them will be flat or even more popular.
personally, I think three industries were the first to recover after the epidemic.
First, the aquaculture industry. As we all know, China is a big consumer country, and many people are engaged in the poultry industry. Because of pneumonia this year. The aquaculture industry, especially the poultry industry, has been dealt a fatal blow. Now there are tragic scenes where chickens cost 11 yuan each and ducks are given away for free. The reason why the price is so low is that roads are closed everywhere, and feed cannot be bought. Coupled with the recent spread of avian flu, we can now see that the aquaculture industry is the industry with the lowest risk resistance. We should have a scientific plan to plan the aquaculture industry, so as to usher in the spring of aquaculture.
Secondly, it is the planting industry. Due to the recent epidemic situation, I heard that the Shatangju in Guangxi has been called "Killer Orange" by others, and many fruit farmers are also going to sell it through the visits of relatives and friends during the Spring Festival. However, I didn't know that a bolt from the blue came and the fruit farmers' hard work for a year was wasted. Only when I saw Shatangju hanging on the tree, I was left with a sad and helpless scene, which made people feel sad and helpless.
Third, the medical industry. Because a large number of medical devices are needed during the epidemic, especially when it is still hard to find a cover, many medical industries are now working overtime day and night to try to supply the market with limited requirements every day. After the epidemic, the state, units and individuals will also allocate some medical devices in a certain proportion to prevent them from being used.
No matter which industry will suffer great losses due to this epidemic, we should plan these industries scientifically and step by step to minimize our losses.
That's my personal opinion. I'm Zhou Xiguo Finance. Welcome to comment and forward.
Can I give you an open-minded answer? That is the hotel catering industry. Moreover, Mr. Dede believes that only this industry will take the lead in recovery, and it will grow rapidly and rebound sharply, and will soon return to the original level of prosperity.
1. There are many industries affected by this public security incident. If you say that the most serious loss is the hotel catering industry, tourism industry, and various shops. However, the hotel catering industry not only suffered from non-operating income, but also wasted the peak season of the year and sold its own inventory at a discount. It is equivalent to a triple blow, which can be said to be miserable and miserable.
2. But once things are over, the catering industry will rebound the fastest. Everyone has been cooking at home for a long time. Think about all kinds of restaurants, all kinds of delicious food and the kind of attentive service when you are full. Do you feel a little bright in your life? Eating out brings us not only the friendship between friends and the satisfaction between words, but also our sense of existence in the world and the sense of social animals living in groups.
3. In Maslow's theory of human needs, it first refers to physiological needs, which is the most basic guarantee to meet the needs of survival. Then there is the security demand, so at present it is to ensure that we are not troubled and spread by the virus. The third point is the social needs, that is, the need for people to communicate with each other, seek comfort and help, and grow together. Then the restaurant catering in China has successfully and perfectly played this role. When we are together, we can drink together, eat together, laugh together and tell our happiness and sadness together. At the same time, I also enjoyed delicious food.
4. In the past, people in China talked about what they lacked. Then what is most lacking in the beginning of 2121 is that we are together. Originally, the Spring Festival was meant to keep us together, but this year's Spring Festival has made us all at home. So after this incident, what everyone in China needs urgently is the feeling that we are together. So what is the first performance? There are only three ways to achieve it, that is, eating together, drinking tea together and exercising together. Among the three, eating together is a form that is suitable for all ages and all people like.
To sum up, this is Mr. De's prediction, so you can stay and observe later. But according to the characteristics of our nation, it is basically the fastest rebound industry. But also something that we need together. Tell the feeling of this period of time, relieve our pressure, and look forward to how to struggle together.
after the epidemic, which industry will recover first?
Of course, it is an industry that has been greatly affected by the epidemic, or a traditional industry that has been pushed up by the epidemic. If we learn from the experience of SARS in 2113, I think the automobile industry should be the first to recover.
During the SARS epidemic in 2113, the spread of SARS virus was similar to this one, but the spread of SARS virus in Covid-19 this time was even stronger, so people need to be more alert to each other.
As the saying goes, if you are bitten by a snake, you will be afraid of a well rope. After the epidemic, everyone's worries have not been eliminated. If you want to continue your work and life, you will inevitably have to travel. If you use public transportation, the distance between people is too close. At this time, everyone wants to use private transportation to effectively isolate themselves from strangers.
At present, the price of cars is very close to the people, and the price of low-end cars is only about 51,111 yuan. The configuration of domestic cars with a price of million yuan is very good. Compared with the house price, it is simply very cheap. For the sake of family safety, people will definitely buy cars, so I think the automobile industry will recover soon and reach a peak.
What goes hand in hand with the car is real estate. With the car, people's activities will become farther away. Because of the high residential density in urban areas, many people will prefer suburban real estate.
For example, a house in the city is 2 million yuan, while the same house in the suburbs is only 1.2 million yuan, so you can choose to live in the suburbs. The saved 811,111 yuan can buy two cars with 211,111 yuan, and 411,111 yuan can be used for refueling.
so I think that after the further recovery of automobiles, real estate will follow, and the pace of hollowing out the city center may accelerate.
Some industries that are also affected, such as catering and entertainment, are likely to move to the outskirts of the city in the process of recovery, so that they can have more open space, larger parking lots and more beautiful environment. Why not go outside to develop?
From the above analysis, I think you should be inspired. For investors, facing this possibility, they need to lay out their investments in advance.
personally, I think the following industries are more popular.
1. During the epidemic of planting, everyone was nervous about eating vegetables. After the epidemic, people's demand for vegetables will increase greatly, and the number of people who grow vegetables will definitely increase.
2. because many people can't buy meat during the epidemic period, the meat in the supermarket is completely purchased by people. after this, the demand will definitely increase greatly, and people who breed during the epidemic period will not make money.
3. Manufacturing industries such as clothing and medical care will enter a new stage of development.
4. Hairdressing industry During the whole epidemic period, all the entertainment and catering industries were closed, and many people were unable to have their hair cut, and they were afraid that it could not be repaired, so it was a very profitable industry. Generally, everyone has a haircut once every 1 months, which takes 2 to 3 months at once.
5. Generally, many young people in the catering industry don't cook at home. During the epidemic, they can only make some simple things at home, such as noodles and instant noodles. After the epidemic, the catering industry will be very popular.
6. The construction industry is also extremely hot because many construction sites have stopped working during the epidemic and the construction industry will resume work.
7. Many people don't pay attention to diet during the epidemic period of medical industry, which leads to sub-health problems such as high blood pressure, and they dare not go out during the period, and the demand for outpatient service will also increase greatly.
as long as it can survive, the industry that recovered first after the epidemic is the worst industry now. What industries are most affected now? Catering, hotels, ktv, bars, logistics, and one thing that everyone has not paid attention to is beauty salons.
The demands listed above are relatively strong, such as haircuts. Most of them can't get haircuts themselves. So many people haven't had haircuts for 1-2 months. Think about how scary the barber shop will be when the epidemic is over. Maybe the price has more than doubled and you have to cut it.
the second is the catering industry, which is a secondary need, but for foodies, it is a hard need. In addition to satisfying appetite, catering is also a social scene for many people.
Not only friends' dinners, but also business banquets have to be completed in restaurants, so this wave of pent-up demand will definitely erupt after the epidemic. As long as there are restaurants that can survive, business will not be bad.
The day before yesterday, King of karaoke, the largest KTV in Beijing, declared bankruptcy and liquidation. Wang Sicong once spent more than 2.5 million yuan here one night.
These entertainment industries may be even worse than catering, because the venues of entertainment venues are often larger and the cost of waiters is higher. Catering can also deliver takeout, but ktv and bars rely solely on offline scenes to make money.
Although the demand of the entertainment industry is not the same as that of the basic necessities of life, it is still an integral part of some people's lives. After the epidemic, it may take a longer time to resume work in places where people gather seriously, such as bars.
but there must be many shops that can't survive these days. Therefore, the store that can persist will definitely have a better business.
The Spring Festival was supposed to be a peak season for tourism, but the travel plans for this Spring Festival were basically ruined. When the epidemic situation is stable, those who travel will have to travel, and those who travel will have to get some air, and the hotel industry will recover faster.
related to tourism, car rental may also recover relatively quickly.
in short, the industries that are miserable now are all industries that rely heavily on offline. Most of the industries that rely more on offline are industries that just need life. So it's worse now, and the recovery will be faster.
The epidemic has indeed brought huge losses to all industries. After the epidemic, the service industries should bear the brunt of recovery, such as catering, entertainment, leisure, tourism, beauty, fitness, movies, supermarkets, transportation, insurance, education and training.
I think the catering industry is the first to recover. The reasons are as follows: