1. Planting: During the epidemic period, roads are diverted and travel is prohibited. Vegetables and fruits in many places are unsalable. After the epidemic, the transportation is convenient and people's demand increases.
2. Manufacturing industry: During the epidemic period, due to the decrease in the economic income of the people waiting for posts, the logistics and distribution were suppressed, and people's purchasing power decreased, which greatly increased after the epidemic.
3. Hairdressing industry: During the whole epidemic period, it closed its doors. Many people can't get their hair cut. They are afraid that their hair can't be repaired. Therefore, a haircut will be a very profitable industry. Generally, everyone gets a haircut every month, from 2 months to 3 months at a time.
4. Catering industry: Generally, many young people don't cook 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 must be very popular.
5. Construction industry: Due to the shutdown of many construction sites during the epidemic, the construction industry will resume work, and this industry is also extremely hot.
7. Medical industry: it is inconvenient to travel during the epidemic, the food purchased is not comprehensive, many people are not balanced in nutrition, do not exercise at home and do not pay attention to diet, which leads to sub-health problems and dare not go out during the epidemic. By then, the demand for outpatient services will also increase greatly.
I believe that after the epidemic, all walks of life will return to their previous appearance, but most of them will be flat or even more popular.
Personally, I think the first three industries to recover after the epidemic.
First, aquaculture. As we all know, China is a big consumer country, and many people are engaged in poultry industry. Because of pneumonia this year. Aquaculture, especially poultry industry, has been dealt a fatal blow. Now there is a tragic scene in which a chicken 10 yuan and a duck are given away for free. The reason why the price is so low is that roads are blocked everywhere and no feed can be bought. Coupled with the recent spread of avian influenza, we can now see that aquaculture is the industry with the lowest ability to resist risks. We should have a scientific plan to plan aquaculture, so as to usher in the spring of aquaculture.
Secondly, the planting industry, and also because of the recent epidemic, I heard that the Shatangju in Guangxi has been called "killer orange" by others, and many fruit farmers are also preparing to sell it by visiting relatives and friends during the Spring Festival. But how do they know that a year's hard work of fruit farmers will be wasted after a bolt from the blue? Only when they saw Shatangju hanging on a tree, it was sad and helpless, and it was the helplessness of people after the epidemic.
Third, the medical industry, because a large number of medical devices are needed during the epidemic, especially when it is hard to find a cover, many medical industries are working overtime day and night, trying to supply the market with limited demand every day. After the outbreak, the state, units and individuals will also allocate some medical devices according to a certain proportion to prevent them from being reserved because of the epidemic.
No matter which industry will suffer great losses because of this epidemic, we must make scientific and step-by-step plans for these industries in order to minimize our losses.
This is my personal opinion. I'm Zhou Xiguo Finance. Welcome to forward comments.
Can I give you an open-minded answer? That is the hotel catering industry. Moreover, Mr. Dede believes that only this industry takes the lead in recovery, and it will grow rapidly and rebound sharply, and will soon return to its original prosperity level.
1. Many industries were affected by this public security incident. If the most serious losses are hotels, restaurants, tourism and various shops. The hotel catering industry not only has a tight non-operating income, but also wastes a year's peak season and sells its own inventory at a discount. It is equivalent to a triple blow, which can be said to be worse.
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 intimate service when you are full. Do you think there is a little light in 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.
3. In Maslow's theory of human needs, the first thing refers to physiological needs, which is the most basic guarantee to meet the needs of survival. Then there is the security requirement, so at present it is to ensure that we are not troubled and spread by the virus. The third point is the social demand, that is, the need for people to communicate with each other, seek comfort and help, and grow together. Then the restaurant catering in China successfully played this role perfectly. When we are together, we can drink, eat, laugh and tell our happiness and sadness together. At the same time, I enjoyed delicious food.
In the past, China people talked about what they lacked. Then what is most lacking in early 2020 is that we are together. Originally, the Spring Festival was supposed to keep us together, but this year's Spring Festival has kept us all at home. So after this incident, what everyone in China urgently needs is the feeling that we are together. So what's 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 everyone likes.
To sum up: this is Mr. De's prediction. You can stay and observe later. But according to the characteristics of our nation, it is basically the industry with the fastest rebound. It is also something we need together. Say what you feel during this time, relieve our pressure and look forward to how to work together.
Which industry recovered first after the epidemic?
Of course, it is an industry that is greatly affected by the epidemic, or a traditional industry that is pushed up by the epidemic. If we learn from the experience of SARS in 2003, I think the automobile industry should be the first to recover.
During the SARS epidemic in 2003, the spread of SARS virus was similar to this one, but the spread of SARS virus in COVID-19 was stronger this time, so people need to be more vigilant.
As the saying goes, being bitten by a snake is afraid of a well rope. After the epidemic, everyone's worries have not been eliminated. If work and life continue, travel is inevitable. If you use public transportation, people are too close. At this time, everyone wants to use private transportation to effectively isolate themselves from strangers.
Now the price of cars is very close to the people. The price of low-end cars is about 50 thousand, and the configuration of domestic cars with 65438+ 10 thousand yuan is already very good. Compared with the house price, it is 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.
Going hand in hand with cars is real estate. With a car, people's activities will become farther. Because of the high residential density of houses in urban areas, it is not conducive to virus protection, so many people will prefer suburban real estate.
For example, a house in the city is 2 million, and the same house in the suburbs is only 6.5438+0.2 million. You can choose to live in the suburbs. The saved 800 thousand can be used to buy two cars with 200 thousand, and 400 thousand can be used to refuel and charge.
Therefore, I think that after the car picks up further, real estate will follow suit, 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 periphery of the city in the process of recovery, so that there can be more open spaces, larger parking lots and a more beautiful environment. Why not go outside to develop?
Through the above analysis, I think you should be inspired. For investors, facing this possibility, it is necessary to lay out the investment in advance.
Personally, I think the following industries are popular.
1. During the planting epidemic, everyone was nervous about eating vegetables. After the epidemic, people's demand for vegetables will greatly increase, and the number of people who grow vegetables will definitely increase.
2. Aquaculture Because many people can't buy meat during the epidemic, the meat in the supermarket is completely purchased by people. After that, the demand will definitely increase greatly, and people who breed during the epidemic will not make money.
3. Clothing, medical and other manufacturing industries will enter a new stage of development.
4. Hairdressing industry During the whole epidemic, all the entertainment and catering industries were closed, and many people were unable to get a haircut and were afraid that it could not be repaired. Therefore, hairdressing is a very profitable industry. Generally, everyone gets a haircut every month, from 2 months to 3 months at a time.
In catering industry, many young people 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 stopped working during the epidemic and the construction industry will resume work.
7. Many people don't pay attention to diet during the medical industry epidemic, which leads to sub-health problems such as high blood pressure. During this period, they dare not go out, and the demand for outpatient service will increase greatly.
The industry that recovered first after the epidemic, as long as it can survive, is the worst industry now. Which industries are most affected now? Catering, hotels, ktv, bars, logistics, and one thing that everyone has not paid attention to is beauty salons.
The demand listed above is relatively strong, such as haircut. Most people can't cut their own hair. So many people 1-2 months without a haircut. Think about how horrible the barber shop will be when the epidemic is over. Maybe the price has more than doubled, so you have to reduce it.
Followed by the catering industry, this is just needed, but for food, this is just needed. In addition to satisfying appetite, catering is also a social scene for many people.
Not only friends have dinner, but also business banquets are held in restaurants, so this wave of pent-up demand will definitely break out after the epidemic. As long as there are restaurants that can survive, business will not be bad.
The day before yesterday, the biggest KTV king in Beijing has declared bankruptcy liquidation. Wang Sicong once spent more than 2.5 million in one night here.
These entertainment industries may be worse than catering, because entertainment venues are often larger and the cost of waiters is higher. Catering can also be delivered, but ktv and bars rely entirely on offline scenes to make money.
Although the demand of entertainment industry is no better than that of food, clothing, housing and transportation industry, it is still an integral part of some people's lives. After the epidemic, it may take longer for bars and other places where people gather heavily to resume work.
But there must be more shops that can't survive these days. Therefore, the store that can persist will definitely have a better business.
Originally, the Spring Festival was supposed to be the peak tourist season, but the travel plan for this Spring Festival was basically ruined. When the epidemic situation is stable, tourists have to travel, tourists have to get some air, and the hotel industry will recover faster.
Car rental related to tourism may also recover relatively quickly.
In short, the industries that are miserable now are heavily dependent on offline industries. Industries that rely more on offline are mostly industries that just need life. So it's worse now, and recovery will be faster.
The epidemic has indeed brought great losses to all walks of life. After the epidemic, the service industry should bear the brunt of recovery, such as catering, entertainment, leisure, tourism, beauty, fitness, movies, supermarkets, transportation, insurance, education and training.
I think the first thing to recover is the catering industry. The reason for this is the following：