Boom Is Expected To Hit Bottom Business Plate Gradually Value

< p > > the world's < a href= "//www.sjfzxm.com/news/index_c.asp" > clothing shoes and hats < /a > net Xiaobian introduced to you that the prosperity is expected to hit the bottom, and the business sector is gradually showing value.

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< p > recent business and retail sector has been outstanding. Since July 22nd, it has risen 10.63%, leading to 2.1 percentage points of Shanghai Composite Index.

Yesterday, the Shanghai and Shenzhen two cities were all red, and the CITIC retail index ranked 1.75% ahead of the industry.

However, analysts said that from a series of industry data released recently, the retail trade downturn will continue in the three quarter.

However, with the deepening of the reform of state-owned assets and merger and acquisition of industries, the commerce and trade industry is expected to generate new vitality in the fourth quarter.

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< p > < strong > Shanghai Composite Index 2245.33 0.26% < /strong > < /p >

< p > < strong > prosperity is still at a historical low level < /strong > < /p >

< p > data released by the National Bureau of statistics in August 13th showed that the total retail sales of consumer goods amounted to 2 trillion and 77 billion 600 million yuan in 2014 and 12.2% in nominal terms (10.5% in real terms after deducting price factors).

Among them, the retail sales of consumer goods above the quota reached 1 trillion and 36 billion yuan, up 9.7% over the same period last year.

On the whole, the total retail sales of consumer goods amounted to 14 trillion and 497 billion 400 million yuan in 1-7 months, an increase of 12.1% over the same period last year.

Among them, the online retail sales of above quota units amounted to 216 billion 700 million yuan, an increase of 55.25%.

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The P growth rate was 12.2% in July, and the growth rate decreased slightly by 0.2 percentage points in June compared with the same period last year, 1 percentage points lower than the same period last year.

This shows that the growth rate of retail sales of consumer goods in July is in line with expectations, but the growth rate of retail sales is down again.

After calculation, the retail sales of above quota in July increased by 11.1% compared with that of June, and the growth rate was significantly slower than the 1.3 percentage point in June.

The reason for this is that double-digit decline in jewelry retailing in July, a decline in food and beverage consumption and a slowdown in online shopping are the main reasons for the significant decline in retail sales.

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< p > according to a data tracking of 50 key large retail enterprises in China, the growth rate in July was down to 11.3PP and 1.9PP respectively, and the consumption of gold and silver jewelry continued to fall after the three quarter of 2013.

The data showed that the sales of gold and jewels in July fell 23.3% year on year, and the growth rate was down 64.33PP, 14.6PP respectively, mainly because of the growth of 41.7% in July 2013, the second high point in the year. It is expected that the data will increase with the high base of August. Compared with the same period, the garment sales increase by 4.1%, and the growth rate is -0.1PP and 2.7PP, respectively.

However, food, cosmetics, daily necessities and household appliances are still affected by the restriction base of three public consumption. The growth rate is -0.1PP, -9.8PP, 4.5PP and -6.4PP respectively. The growth rate of the chain is 2.7PP, 3.4PP, -3.5PP and -2.0PP respectively.

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< p > the leading Securities Research Report believes that the continuous consumption data show that domestic consumption demand is still weak, and there is no obvious consumption hot spot in the market. The sales growth pressure of large entity retail enterprises is still greater.

At present, it is the peak period of the disclosure of the newspaper. Considering the overall difficult situation of the retail industry in the first half of the year, it is expected that the performance of the newspaper industry will be difficult to improve.

CITIC Securities also believes that in the three quarter of the economic downturn, the retail boom will remain at a historically low level until the fourth quarter with the arrival of the peak season of consumption growth or slow recovery.

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< p > www.sjfzxm.com < /p >

< p > although the a href= "//www.sjfzxm.com" > industry < /a > has a mild economic climate, the recent market performance of the business sector is good.

Yesterday, CITIC commerce and trade sector continued to maintain strong money making effect.

Of the 84 normal trading stocks, 75 rose, including 59 in the Shanghai Composite Index. Gao Hong shares (000851 shares) and Maoye logistics (000889, stock bar) were successfully sealed up.

Analysts said that the second half of this year will benefit from the deepening of the reform of state assets into the deep water area, the attack of industry mergers and acquisitions, and the blowout of online retail business. The increasing positive force will bring stronger support for the plate market.

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< p > first, the reform of state owned assets is relatively strong, and it can bring opportunities for relevant leading companies to improve their performance.

Moreover, the reform of state-owned enterprises can create opportunities for the integration of industrial capital. Under the background of reform, industrial capital may choose M & A targets by underestimating value, reforming opportunities and decentralization of shares.

In the second half of the year, the reform of state owned assets will accelerate. Under the tide of mixed ownership, capital will be deeply involved in strategic investment and control changes.

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< p > secondly, under the current situation of scattered, small and inefficient businesses, the cash flow of A share listed companies continued to deteriorate, and the low concentration of supermarkets resulted in excessive competition, while the multi agency mode of department stores resulted in oversupply and high prices.

CITIC Securities Research Report believes that the low boom is forcing industry consolidation to seek scale effect and the era of big mergers and acquisitions.

In the industry and key stocks valuation level further stabilized at the low level, leading pressure on the quality of the stock trading institutions gradually reduce the pressure on the pattern, it is expected that industry integration will be launched in two main lines: first, horizontal mergers and acquisitions to achieve share increase; two is similar to Nanjing NEW hundred (600682, stock bar) acquisition of House of Fraser to explore cross-border integration to promote self pformation.

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< p > again, the current China a href= "//www.sjfzxm.com" > electricity supplier < /a > share is rapidly rising. In 2013, online shopping 1 trillion and 850 billion yuan trading scale exceeded the United States level, accounting for 8% of the social consumption ratio.

According to the Ministry of commerce data, the scale of the online retail market in the first half of the year was about 1 trillion and 100 billion yuan, an increase of 33.4% over the same period last year, showing a strong growth trend.

China Internet Association experts predict that by 2020, the scale of the paction will exceed 10 trillion yuan, accounting for 16.3% of the total retail sales of the society.

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