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新冠肺炎疫情对消费行业的影响分析(2020)

文章摘要

回顾2003年非典对消费行业的影响,并基于本次疫情内外部环境的分析,本文认为,此次疫情对消费行业的影响体现在四方面:一是影响程度大于非典。二是阶段性冲击,不改长期趋势。三是服务型消费影响大于产品型消费,餐饮、旅游、电影、教育培训等行业受冲击最大,在线游戏等行业受益。四是短期调整迎来投资布局机会。

Abstract

reviewing the impact of SARS on the consumer industry in 2003,and based on the analysis of the internal and external environment of this outbreak,this paper believes that the impact of this outbreak on the consumer industry is reflected in four aspects:first,the impact is greater than SARS. Second,periodic impact,do not change the long-term trend. Third,the impact of service consumption is greater than that of product consumption. Catering,tourism,film,education and training industries have the biggest impact,while online games and other industries have benefited. Fourth,short-term adjustment to usher in investment opportunities.

作者简介
龚先念:博士,中国建投投资研究院研究员