The reason is that on the morning of June 1, Premier Li Keqiang said during a visit to Yantai, Shandong Province, the stall economy, small store economy is an important source of jobs, is the fireworks of the world, and the same as the "high and mighty", is China's vitality. The central tone: "stall" legalized, occupying the road, street market, mobile vendors, no longer listed as a civilized city evaluation assessment content! .

This is simply an order, people suffocated by the epidemic can always shop on familiar streets and eat their favorite snacks in bustling night markets.

While it's just the fireworks of the world, the concept of street stalls has boosted the economy in an almost "domino" exponential growth.

01

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Ground stalls economy fire car stocks

Nobody expected, with the "ground stalls economy" heated up, automobile stocks straight up.

"The car is a stall necessities, China's cars have a low-cost advantage, some electric microbus has a certain demand for space, SUVs are also very suitable for the circulation of large space stalls." On fire is the domestic micro commercial vehicle market.

Wuling Motors, a Hong Kong-listed company, has received attention from the capital market due to the launch of its wing-opened vans. Wuling Auto's share price rose more than 150% at one point. It is understood that the car can be opened on all three sides of the compartment, open the compartment can be sold, can be multi-angle multi-directional multi-view display goods, mobility, small footprint, publicity, distribution, sales, promotional methods, such as diversified and flexible, known as the "stall car".

The car gene has never been the same, from what the people need, Wuling what to build, to the new height of the domestic car - daytime cargo pull, night stall economy, from Wuling Hongguang to Rongguang, why Wuling is so good.

In fact, not only the Wuling automobile, including BAIC Foton, Dongfeng Xiaokang and other domestic mainstream commercial vehicle enterprises, also launched in the "stall" under the scene of the vending car products, these cars are mainly categorized as mini-vans, the price is concentrated in the range of 40,000 to 70,000 yuan.

It's not easy to know that the last time a minivan was in spring, it happened a decade ago.

According to a research data from the China Society of Automotive Engineering, China's microbus, microcargo and other micro commercial vehicle market had its heyday in 2010, and the current national annual market sales scale is maintained at 3 million units. For reasons such as smaller market space and lower profit margins, micro trucks have not been able to become mainstream products in China's commercial vehicle market.

And the concept of the ground economy has become a new driving force for minivans.

Because of the low investment and small footprint of the ground stall, the vehicle not only has the role of carrying goods, but also functions as a sales space, which can be said to be two birds with one stone. Compared with joint venture brands, independent brands understand the domestic business environment better, then the products in the commercial and specialized vehicle scenarios will be more abundant.

Cui Dongshu, secretary-general of the Association, said that if the stall economy can really be activated, it can easily pull the re-emergence of the micro-cargo market, and even enable local car companies to find a new business model, which in turn will attract more car companies to enter the market.

However, the heating up of the stall economy does not mean that all micro-van enterprises can seize the opportunity.

South Korea saw a wave of "stalls" back around 2015, when policies relaxed restrictions on the registration of businesses offering food and drink for sale in commercial vehicles and other vehicles. At that time, a South Korean car company launched an improved version of the micro-cargo, can be applied to the sale of goods and sales of snacks, the model is known as the "snack car", monthly sales once increased by 90% year-on-year.

However, due to the rapid saturation of the snack food market, followed by a sharp decline in sales of microcargo, coupled with a large number of second-hand vehicles, the value of the car has fallen, and the original pricing of the micro-cargo lower profit margins also fell further, coupled with the emergence of product quality problems, which in turn affects the brand image of the car company, and then became the company's bankruptcy of the important reason.

And Wuling Rongguang's road to the top, but also a bit of South Korea's "snack car" feeling.

June 3, by the SAIC-GM-Wuling Automobile Co., Ltd. and Liuzhou Wuling Industry Co., Ltd. jointly developed and produced the "stall car" Wuling Rongguang vending car debut. The car for the "stall economy" needs "mobile store" vehicles, upgraded and optimized on the original model, with a good start and stop, good through, convenient features.

After the launch of the car, the orders immediately surged. "The sales company's phone was busted yesterday, and the car's sales volume is now double that of last month. In less than a week, orders have broken through 1,000 units." Chen Xiaofeng, executive vice general manager of Liuzhou Wuling Automobile Industry Co. said. And it will also seize this opportunity to produce ice cream trucks, vans, mobile catering trucks, refrigerated logistics trucks and other multifunctional vehicles to fit the market demand.

Isn't this a Wuling one-stop service?

Beijing Automobile also showed off the enterprise's BAIC EV2 and BAIC Changhe M505, which are suitable for stalls. Changan Kaicheng said it will increase the production of wing-opening vans and recommended the Shen Ti T20 model. New power carmaker Weimar even changed its tagline to "intelligent pure-electric SUV suitable for stalls in the backwaters".

How much of the same meal you can eat depends on how long your mouth is. Which car company can seize this opportunity to bend the road to overtake the car to kill, is not yet known.

02

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Economy of the stalls and e-commerce water test

Sensitive sense of e-commerce naturally will not miss this wave of business.

Where there is a policy dividend where there are business opportunities, this is to build a platform for businessmen to provide sources of goods and even flow of support for e-commerce enterprises, but also have "some people out of people, powerful out of power.

The e-commerce giants "test the waters" stall economy, that is, for the small and medium-sized enterprises behind the stalls and shopkeepers to provide goods, funds and so on. Jingdong, Suning, Meituan, Ali and other e-commerce platforms to join the support of the "stall economy" this program, the platform of many sellers or will become the "stall economy" operators of the supplier, these platform sellers will also enjoy the dividends of this policy. Among them, Jingdong to provide up to 100,000 yuan of interest-free credit for each small store, Ali 1688 plan for more than 30 million "stall owners" to provide goods and business support, Pinduoduo directly on-line "stall necessary" subsidized area.

Beijing East is expected to stall economic support program will serve one million convenience stores + one million stalls, providing supply chain and service support for the employment of more than 5 million people. Jingdong Retail Group CEO Xu Lei said: "Jingdong has long been in full swing and accumulated rich experience in supporting the 'ground stall economy' and 'small store economy'. The current impact of the epidemic will accelerate the digital transformation of the real economy, and ground stalls and small stores are no exception. Jingdong has the responsibility to make the economy of ground stalls and small stores more dynamic, and help the economy rebound and stabilize employment."

"Ground floor" economy is the fireworks of the world, but also the confidence of the recovery of real business. To put it bluntly, this is essentially similar to the "live bandwagon".

The epidemic during the hot "live with goods", increased traffic exposure for the product to open up sales. The essence of the "stall economy" is also to realize the flow of customers to realize, broaden due to the epidemic and blocked sales. Whether, online live with goods, or offline stalls, the essence is the same, are customer traffic realization. At the same time, the "stall economy" can be due to the epidemic and stalled products to open up sales, accelerate the return of enterprise funds, stimulate the economy to rebound quickly.

At the same time, the e-commerce power stall economy, is also a complement to the store economy, the first wave of pulling is a good degree of recognition of the store subject, the fact that the logic of the south, the second wave of pulling is sure to speculate on the logic of performance. Ground stall economy is currently the strongest national policy to boost low-income groups, will certainly continue to deepen into the second wave."

"From the medium view, department store retailing is certainly strongly supported by all parties. If you look at Taobao category sales, clothing is certainly the first major category, the rest is jewelry, food, electronics and so on. As it happens, the biggest impact of this epidemic is the foreign trade type of clothing enterprises."

In the e-commerce enterprises one after another "to their liking", the purchase of goods, capital, business and other aspects of the test of e-commerce and merchants can "stall" success.

03

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The stall economy should not just be a stopgap measure

From the e-commerce goods and then pulled to the bazaar to sell the goods, in the overnight explosive growth.

In January-April this year, the country's urban new employment of 3.54 million people, a year-on-year increase of 1.05 million less than the national urban survey in April, the unemployment rate of 6.0%. And all the unemployed people should have a "stall dream".

Chengdu was the first city to liberalize its stall economy. As early as March, it proposed a prudent and inclusive regulatory policy for merchants and operators during the epidemic prevention and control period. According to data released by the Chengdu City Urban Management Committee, as of the end of May, Chengdu City set up 2,230 temporary roadside stalls and stall areas, allowing 17,147 temporary over-the-door business locations and 20,130 mobile vendor business locations, increasing employment by more than 100,000 people, and resumption of work by food and beverage outlets in the central urban area by more than 98 percent.

In fact, the boom in the ground-floor stall economy reflects a very strong demand for consumption. "In the past, city management took sweeping measures to drive away vendors for the sake of urban civilization, leading to the disappearance of the ground-floor stall economy for a time. Walking streets in many cities, as well as some originally very lively commercial locations have become very cold, which is undoubtedly not adapted to the requirements of economic development."

Zhao Jian, director of the Xize Research Institute, believes that the stall economy is a product of the combination of "post-epidemic and post-urbanization".

That is to say, the ground-floor stall economy represents a concession to the underlying economic ecology. The stall economy builds up a spatial closure for the survival of the underclass. Low-income or unemployed people set up stalls here, and at the same time spend money here (for example, selling cheap commodities in the snack ground stalls cheap solution to the problem of food). If the city exists in different classes of space struggle, then the ground stall economy is the redistribution of urban living space: to the city of low-income and unemployed groups to leave a chance to survive.

But he also argued that the problems of hygiene and transportation caused by the stall economy need to be considered by city administrators before they develop it, but that shouldn't be a reason to reject it. In addition, it is also necessary to consider the problem of a swarm of ground stall economy, ground stall traders excessive increase in inventory, leading to losses in the case of insufficient demand. Such a ground-floor stall economy not only does not play a role in relieving poverty, but also creates greater poverty, and these problems need to be realized in advance by city administrators and ground-floor stall traders.

That is to say, a better balance needs to be found between civilized cities and the ground stall economy. The ground stall economy should not just be a stopgap measure to recover the economy from the epidemic, but should also be planned from a more long-term perspective.

In fact, the ground stall economy is only one of the many means of solving the current epidemic macroeconomic problems, although the short-term effect is more obvious, but still can not blindly chase the high.

This article comes from the author of the automobile home car family, does not represent the views of the automobile home position.