Consumption has a lasting impetus to the economy and is related to safeguarding and improving people's livelihood. The General Office of the State Council recently issued "Opinions on Further Releasing Consumption Potential and Promoting Sustainable Consumption Recovery" (hereinafter referred to as "Opinions"), and put forward 20 key measures in five aspects from the perspective of systematically and comprehensively promoting consumption. (The following is good consumption information collected by Bian Xiao for everyone. I hope you like it. )
What is the background of the Opinions? How to better tap the consumption potential? The reporter conducted an interview.
Focus on both the long-term and the present.
According to the relevant person in charge of the National Development and Reform Commission, on the one hand, the opinions focus on the long-term, focus on dredging the national economic cycle, and open up the whole chain and link of production, circulation, circulation and consumption, so as to provide more solid support for cultivating a complete domestic demand system, forming a strong domestic market and building a new development pattern; On the other hand, focusing on the current situation, we should coordinate the prevention and control of epidemic situation and economic and social development, actively respond to the impact of epidemic situation on consumption, strive to stabilize current consumption, effectively guarantee consumption supply, and promote the sustained recovery of consumption.
"Consumption is the first driving force for economic growth, and the contribution rate of final consumption expenditure to GDP growth in the first quarter was 69.4%." Guo Liyan, director of the Comprehensive Situation Research Office of China Macroeconomic Research Institute, believes that the role of consumption "ballast stone" will still appear. The Opinions closely follow the main problems that restrict the release of consumption potential at present, and make systematic arrangements in line with the new requirements of people's better life and the new trend of consumption upgrading, which is conducive to promoting the accelerated recovery of consumption and the full release of potential.
According to the requirements of combining goal orientation with problem orientation, short-term support with medium-and long-term promotion, the Opinions put forward five key measures, including: responding to the impact of the epidemic and promoting the orderly recovery and development of consumption; Comprehensively innovate and improve quality, and strive to stabilize the basic consumption disk; Improve the support system and continuously enhance the comprehensive ability of consumption development; Continue to deepen reform and make every effort to create a safe, assured and honest consumption environment; Strengthen safeguard measures and further consolidate the foundation of high-quality development of consumption.
Among them, the "Opinions" put forward that it is necessary to focus on the main body of the insurance market, increase efforts to help enterprises out of difficulties, increase employment income, and improve consumption power. "Retaining market players will help stabilize employment and increase income, which is the key to promoting consumption ability and willingness, and at the same time help to provide more high-quality consumer products and services." Guo Liyan said.
Stabilize market players, fully guarantee supply and promote new consumption.
In April, the year-on-year growth rate of total retail sales of consumer goods reached the lowest level since the first half of this year. In the following May and June, with the effective control of the epidemic and the effective promotion of consumption policies, domestic consumption rebounded steadily. In June, the total retail sales of social consumer goods turned from decline to increase, with a year-on-year increase of 3. 1%. The recent stabilization of consumption has been further enhanced.
According to the relevant person in charge of the National Development and Reform Commission, the next step will be to make great efforts on "stability", "security" and "innovation" and strive to promote the sustained recovery of consumption.
-Stabilize "stability" and focus on stabilizing basic consumption. We will implement measures to help poor industries such as catering, retail, tourism and civil aviation, encourage local governments to increase assistance, support local governments to introduce measures according to law in light of actual conditions, and stabilize more consumer service market players.
It is worth noting that the Opinions also proposes to support the construction of consumption-related infrastructure and service guarantee capacity, and eligible projects can be included in the scope of support of local government special bonds, so as to better bring consumption with investment.
"Consumption-related infrastructure includes both traditional consumption infrastructure such as township commercial complexes and cold chain logistics facilities, as well as new consumption infrastructure, such as promoting 5G networks and the Internet of Things to cover core business districts and promoting the construction of terminals such as smart express boxes." Long, deputy director of the Center for Public Economy and Public Policy Research of Chongqing University, said that supporting the construction of consumption-related infrastructure and service guarantee capacity can play an investment multiplier effect, stimulate local economic growth, expand employment and increase income, and also support the accelerated development of new formats and new models, thus promoting the expansion and upgrading of new consumption.
-Grasp the "guarantee" and fully guarantee the consumption supply. Combined with the situation and demand of epidemic prevention and control, support major cities to scientifically plan and build a number of suburban storage bases integrating warehousing, sorting, processing, packaging and other functions, so as to ensure that living materials are transported nearby in time in case of emergency, and effectively guarantee the uninterrupted circulation of consumer goods.
"Circulation is connected with production at one end and consumption at the other, which is the' aorta' of the economic cycle." Guo Liyan said that the "Opinions" put forward to unblock the logistics channels of important means of subsistence, which will help to open up the blocking points of circulation and ensure the supply and price stability of basic consumer goods.
-Strengthen "innovation" and give full play to the new consumption advantages that meet the needs of epidemic prevention. Promote new consumption, scientifically promote non-contact transaction services, accelerate the organic integration of online and offline consumption, expand and upgrade information consumption, and cultivate and expand "smart+"consumption such as smart products and services, which not only enhances the convenience of residents' consumption, but also helps the popular development of the digital economy.
Leading consumer concept stocks:
Xinhua department store (600785. SH): Despite the competition of emerging shopping malls in Yinchuan in recent years, Xinhua Department Store is still in an absolute dominant position in the local retail industry. According to the company's announcement, the company signed a house lease contract with Ningxia Great World Group today, increasing the department store business area of the company by about 59,000 square meters for operating department stores and large-scale comprehensive supermarkets. The commercial plaza project is an urban complex integrating financial, commercial and shopping functions. Upon completion, it will greatly meet the consumption needs of local residents and enhance the company's performance. In addition, Xinhua department store chain supermarket, a subsidiary of the company, is expected to purchase about 50 million yuan of dairy products from Xiajin Dairy Group, a well-known dairy group in Ningxia, on 201/kloc-0, which not only reduces the procurement cost, but also meets the consumer's demand for dairy products, which is conducive to the steady growth of the company's overall sales.
LU ZHOU LAO JIAO CO.,LTD Co., Ltd. (000568. SZ): LU ZHOU LAO JIAO CO.,LTD Co., Ltd., which is known as "the first cellar in China", achieved an operating income of 5.372 billion yuan in 20 10, up 22.93% year-on-year, an operating profit of 2.908 billion yuan, up 34.96% year-on-year, and a net profit attributable to shareholders of listed companies of 2187 million yuan, up 30% year-on-year. The unexpected growth of the company's performance in the fourth quarter is the main reason for the unexpected performance in the whole year. The sales of Guokeng 1573 series and annual special songs are the main reasons for the company's performance growth. At present, the sales volume of liquor industry has reached a new high, and the price of high-grade liquor will be stable at a high level for a long time. In addition, the company began to carry out channel reform in 2009, which will be completely completed before 1 1 year, covering the whole country. The improvement of the company's sales model will greatly improve its performance.
Denghai seed industry (00204 1. SZ): The performance report of Denghai Seed Industry 20 10 shows that the company achieved a net profit of 208 million on 20 10, a year-on-year increase of 123%, far exceeding market expectations. The sharp increase in profits is due to the newly approved seed varieties entering production and sales, and the corn seed sales of Denghai Seed Industry, a Sino-foreign joint venture, are strong. It is predicted that the sales momentum of 20 1 1 corn seeds will remain strong, the demand for corn seeds will be optimistic, and the price of corn seeds will remain high.
Jin Tang 00208 1. SZ): In 2010, Jin Tang achieved an operating income of 6.64 billion yuan, an increase of 61.7% over the previous year; The net profit attributable to shareholders of the parent company was 389 million yuan, up 93.7% year-on-year, and continued to maintain rapid and steady growth. During the reporting period, the company's operating profit and net profit increased by more than 90% year-on-year. In recent years, the company's industrial chain has been gradually improved, business has been carried out smoothly, and costs and expenses have been well controlled. It is estimated that the new orders will increase steadily in 20 1 1 year. Through years of efforts, the company has consolidated its leading position in the industry. With the comprehensive construction of national affordable housing and the implementation of a new round of rural highway construction, the prospect of construction engineering industry is improving. However, due to the impact of real estate regulation, the orders of relevant parties will decline.
Song Qing Jianhua (600425. SH): In 2010, Song Qingjian realized an operating income of17.53 million yuan, a year-on-year increase of 40.27%, and a net profit of 304 million yuan, a year-on-year increase of 47.33%. Rising cement prices pushed the company's gross profit margin to 23.3% in the fourth quarter, the highest value in the past four years. At present, the cement market in Xinjiang maintains a high degree of prosperity, and the demand for cement in Xinjiang will continue to grow rapidly during the Twelfth Five-Year Plan period. The rapid expansion of the company will greatly increase the production capacity, and the target price is expected to be 28.20 yuan.
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