The first is the catering industry. Recently, Mr. Jia of Youmian Village revealed a lot of business data. Siebel can only last for 2-3 months at most. In the traditional Spring Festival peak season, the income of the catering industry reached nearly one trillion yuan, but now it is basically gone.
The second is the transportation industry. In 2020, the total population of Spring Festival travel rush will drop significantly compared with 20 19. In the first 20 days of Spring Festival travel rush (65438+1October 10 -29), the national railways, highways, waterways and civil aviation sent12.29 million passengers, a year-on-year decrease of 1 1.
The third is tourism (including hotel industry). During the Spring Festival of 20 19, the total number of tourists in China was 4150,000, and the tourism income was 51390 million yuan. In the Spring Festival of 2020, the income loss will exceed 500 billion yuan, and the tourism income will drop sharply in the first quarter.
The fourth is the film and television entertainment industry. This year's Spring Festival Lunar New Year movies have all been withdrawn, and the box office revenue of 20 19 Spring Festival movies is about 6 billion, which means that it is directly gone this year. Oh, by the way, Aunt Xu zhēng earns more than 600 million yuan. If other films are postponed in the future, the loss is a foregone conclusion.
The fifth is the education and training industry. As we all know, all extracurricular training institutions are closed this holiday. This figure is calculated nationwide, and the loss is more than10 billion.
The sixth is the retail industry. Basically, all the groceries in big shopping malls are empty. Last year, the total retail sales of consumer goods disappeared by at least one twelfth.
Seventh, logistics industry. People are isolated and motionless, and the flow of things is greatly reduced.
Of course, there are many other industries, such as aquaculture, planting and so on, so I won't talk about it here.
This crisis is both dangerous and organic. The industries that have benefited greatly this time are medicine, protective equipment, online education, online games, webcasting and online office.
The first is the pharmaceutical industry. Including anti-cold and pneumonia treatment, as well as circulation enterprises (pharmacies, etc. ), tens of thousands of patients need treatment, and the dosage of various drugs is amazing. Even disinfection products, such as disinfectant and alcohol, will explode, and related industries will naturally benefit a lot.
The second is protective equipment. Including masks, protective clothing, goggles, disposable gloves, shoe covers, etc. Basically, all related enterprises are now operating at full capacity and working overtime. Moreover, the government has made it clear that it is not afraid of production and cannot be sold. As long as the quality is up to standard, the government will reserve it.
The third is online education and online office industry. Although everyone is isolated at home, they can still use the Internet to work or study at home. This provides opportunities for related enterprises.
The fourth is the online entertainment industry. Although you can't go out, you should be happy. During the Spring Festival, many business indexes of these industries are increasing.
That's about it. Welcome to add.
Welcome to pay attention and communicate together.
The most influential industries: catering, hotels, commercial retail, film and television media, and the most serious is catering and other physical industries directly facing ordinary citizens. At present, many big names in the catering industry have complained.
Generally speaking, the consumer industry will be very troublesome in the next three months to six months, including the film industry, shopping mall retail and so on, so we should stay away from these industries in the short term.
Away from it, these industries will be the main declining industries in the future, but the epidemic will eventually pass and the performance will eventually return. This year's performance has been damaged, and demand will still be there next year. So after a month or two of sharp decline, once the epidemic began to be controlled and slowly dissipated, these industries will now retaliate.
Say some directions to avoid, again, it will be good:
1. I don't need to say this about medicine. Everyone knows why. I don't want to participate in this, because I don't like any topics related to the national tragedy.
2. Remote video (office) and online education
Because it is not convenient to go out and gather, these industries will undergo qualitative changes, so this sector will definitely be hyped in the short term, which may promote the inflection point of these industries and promote their rapid growth.
3. Competition
The game will definitely benefit. Everyone plays mobile phones every day during the Chinese New Year, so the game performance in the first quarter is expected to exceed expectations.
4. Manufacturing industry with tight supply and demand.
Why do you say that? It is too late to return to work, and a large number of workers are still unable to regain their enthusiasm. Moreover, in the future, high-density manufacturing industries are prone to communication incidents, which will lead to further tension between supply and demand (tight supply and demand will lead to further increase in product prices).
This sudden outbreak has brought us a lot of anger and moved us. It makes life difficult for many people, even bankrupt. I hope it will be soon.
Let's see which industries it has a positive impact on and which industries it has a negative impact on.
Negative effects: catering industry, tourism industry, film and television industry, real estate, offline retail industry.
The reasons for the impact on these industries are self-evident.
But the most serious impact is definitely catering, because the time of the outbreak is the Lunar New Year. This restaurant is well stocked and ready for a big fight. Now, however, we can only watch the materials rot in warehouses and refrigerators. Besides, we have to pay the rent and pay the chefs and employees. Only spending, no income, can be described as heavy losses. In particular, some self-employed individuals who are operating in debt must be worried at present.
The income of tourism, employees and operators is gone.
The film and television industry invested hundreds of millions, and dozens of advertisements were wasted.
Real estate, the transaction volume is definitely cold.
Offline retail is absolutely unpopular, and the huge rent makes the operators overwhelmed.
Positive effects: pharmaceutical industry, internet, all industries that can move to online to realize transactions.
The pharmaceutical industry, especially the demand for virus protection drugs and protective products has increased significantly.
Internet industry, e-commerce, online entertainment, Internet media. In the days when people all over the country can only stay at home, their demand will surge.
Can move online: online education, online office, online training, online other projects.
To sum up, whatever the answer is. My heart is getting worse. Read many posts. Many people are ill and can't go to the hospital. Many medical staff don't eat or drink and work overtime. Many indebted operators, many with mortgages, many with only one earner at home, and many who just want to find a new job are struggling now.
In any case, this epidemic has brought great mental and economic losses to the people of the whole country, and I hope it will get better as soon as possible.
"With the enhancement of control ability, the deepening of international cooperation, the improvement of attention and the rapid development of medicine, the impact of the epidemic on the economy will also weaken. Let's cheer together!
1. Canteen takeaway