Recently, Jingdong Finance and Caixin Think Tank Monita, Scorpio Capital released the May Big Data Consumption Index Report (hereinafter referred to as the 'Report'). The report shows that in May 2018, the Internet Online Consumer Index, apparel shoes and bags The year-on-year growth rate of wine and wine decreased by more than 50%, and the year-on-year growth rate of household appliances rebounded, which was related to the recovery of real estate.
According to the report, the online retail sales of various industries grew faster than the total retail sales of consumer goods, and they were more flexible. In May 2018, the online retail sales of physical goods totaled 30%, reaching 2.48 trillion yuan, accounting for the retail of consumer goods. The total proportion is 16.6%.
Third- and fourth-line real estate sales are booming
Under the influence of real estate destocking, shed reform project promotion, real estate money making effect and talent introduction, since the 2018, some second, third and fourth tier cities have seen a significant increase.
According to the National Bureau of Statistics, from January to May 2018, the sales area of commercial housing nationwide increased by 2.9%, and the month of May increased by 8.0%, which was better than market expectations.
According to the report, real estate-related consumption and real estate sales data showed strong correlation. The year-on-year growth rate of retail sales of furniture construction and decoration materials rebounded year-on-year. Among them, the growth rate of kitchen and toilet power generation was the most obvious. In May, kitchen and toilet power generation year-on-year The growth rate has increased slightly, reaching 18%. Air-conditioner online sales have increased by 68% year-on-year, leading the home appliance industry.
In addition, the report believes that faced with the 618 promotion of Jingdong Mall in June, consumers delayed some consumer demand until June, leading to a slowdown in the growth of small household appliances and health care.