Enterprises "Move", Production Capacity "Live" and New Business Form "Fire" —— Big Data Outlines New Economic Trends

  Recently, while effectively preventing and controlling the epidemic, efforts to resume work and production have increased, and many industries have begun to gradually recover. With the "return to work key" turned on, what is the situation all over the country? What are the new changes in economic operation? Big data outlines a map of steady economic recovery.

Courier returns to work

Productive service enterprises take the lead in "moving"

  In the past few days, at the entrance of No.21 Chengfu Road, Haidian District, Beijing, there has been an endless stream of express delivery vehicles. The staff of China Post, SF, JD.COM, Zhongtong and other companies are wearing masks to sort out express parcels, and the incoming consignees are methodically picking up the pieces by code.

  "The disposable gloves, disinfectant and other protective products purchased online a few days ago have arrived in these two days." Mr. Lin, a resident of the community, said that he felt that the efficiency of express delivery has improved significantly recently. Yesterday, the express delivery just received the order, and today he received the goods. The courier also said that in recent days, with the increase of rework personnel and the gradual resumption of work by various companies, the delivery volume and shipment volume of express delivery have increased significantly.

  The reporter learned from the State Post Bureau that the express delivery industry has returned to normal production capacity of more than 40%. On February 17th, 112 million pieces of express mail were collected nationwide, accounting for 60% of the normal business volume, and the delivery volume exceeded 80 million pieces, exceeding 40% of the normal business volume. The courier brother has more than 2 million people returning to work.

  The logistics industry gradually resumed work, which led to the reopening of many physical stores. According to the latest data from Alipay, the number of business stores increased by 25% last week, and the number of fast-selling retail stores closely related to the lives of ordinary people increased by 35%. Among them, Shenzhen, Changsha and Guangzhou have the largest increase, ranking in the top three, and many cities are entering the stage of orderly resumption of work.

  A few days ago, Alipay and the online merchant bank conducted a questionnaire survey on 20,000 small stores. The results showed that 88% of them said that they would not reduce their employees this year, 38% said they would recruit other employees, and more than half of them thought that their income could still exceed last year.

  Productive service enterprises take the lead in "moving", get through the blocking points of production and living materials circulation, and ensure the effective supply of production materials and living materials, which will effectively promote the comprehensive resumption of work and production.

Production capacity "live"

Netizens share the traffic jam "Little Lucky"

  Since the 18th, many netizens have taken photos of traffic jams in their cities in their circle of friends and Weibo, but they are a little excited instead of complaining.

  According to the real-time road conditions of Baidu Map App during the morning rush hour on the 19th, the overall congestion situation in Beijing has rebounded slightly. After experiencing the life of pressing the "pause button", we saw the normality of life from the crowded traffic. Nowadays, the traffic volume is increasing, and the peak congestion is returning, which means that the number of enterprises returning to work and production is gradually increasing.

  Electric power is a barometer of economic development, which directly reflects the resumption of work and production in various industries. The power index of enterprises returning to work also provides the possibility of "two mistakes" for epidemic prevention and returning to work.

  When the machine rings, there are two thousand gold. Guangdong, with an economic aggregate of more than 10 trillion yuan and a strong manufacturing cluster, has an eye-catching performance in returning to work. As of February 14th, the electricity consumption in Guangdong Province continued to rise obviously, with an increase of 18.7% compared with the day before the resumption of work (9th). Among them, industrial electricity consumption grew rapidly, with the growth rate reaching 67.5% compared with the day before the resumption of work (9th). This shows that Guangdong enterprises are working at full capacity to resume production. According to the calculation of electricity consumption, over 60% of enterprises in Guangdong have resumed work.

  Shanghai’s performance in returning to work is also particularly outstanding. From the perspective of industry classification, among the industries above designated size, the sub-sectors such as public utilities and pharmaceutical industry, represented by electric water and gas, have relatively good capacity recovery, with a compound yield of over 65%; The electronics industry maintained a high level of resumption of production, reaching 80.29%. In the tertiary industry, the information transmission software, financial industry and other sub-industries have resumed production relatively well, with the recovery rate exceeding 60%; The recovery rate of accommodation and catering industry, which was greatly affected by the epidemic, was 52.3%, which was relatively low.

  Zhejiang, a major economic province seriously affected by the epidemic, has a relatively stable trend of electricity consumption recovery. As of February 14th, the last working day of last week, Zhejiang announced that the power index of enterprises returning to work was 27.55. Generally speaking, if the normal production index of all enterprises is 100, then nearly one-third of enterprises in Zhejiang have resumed production. Although the value of 27.55 needs to be improved, the current warming trend is very obvious.

The new format is "on fire"

A more active online scene

  Since the outbreak of the COVID-19 epidemic, while the whole people have carried out the prevention and control of the epidemic, it has also promoted the prevalence of new formats. In addition to the good achievements in traditional online consumption fields such as retail, catering and games, it has also spawned a number of new formats such as telecommuting, aerial classroom and online medical care.

  "To what extent do you buy food online now? Every day, you need to make an appointment in advance and snap up at a fixed point. Many platforms can’t buy sought-after materials such as vegetables and eggs if you don’t pay attention. " Mr. Zhang, who just returned to Beijing from Tianjin, said.

  Online data can well interpret Mr. Zhang’s online shopping experience. According to public data, during the Spring Festival this year, the order volume of take-away food in Beijing increased by 9 times year-on-year, and the order of Shangchao also increased by more than 2 times year-on-year; In the past week, the order quantity of box horse in Guangzhou, Shenzhen, Chengdu and other places reached 5-10 times as usual; During the period from New Year’s Eve to the fourth day of every day, the paid-in transaction volume increased by 321% compared with the same period of last year. It is estimated that the total sales volume in the seven days of the Spring Festival will exceed 40 million pieces. Ding-dong’s orders for buying vegetables on New Year’s Eve increased by over 300% compared with the previous month. The epidemic has given birth to a great increase in the demand for fresh e-commerce orders, and the industry has ushered in development.

  At the same time of returning to work, returning to school is another challenge facing the whole society. Under the developed network environment, "air classroom" and "telecommuting" came into being, and they are the new formats spawned by "home economy".

  Recently, among the top 10 applications for business downloads in the mobile app store, 9 are online office or online conference software, and online office software has surpassed WeChat, ranking first in the free download list. According to nail statistics, about 200 million people work on the platform within a few days of construction. After this period of practice, many enterprises began to consider turning telecommuting into the normal state and putting the saved rent into production.

  "Stop studying" is the word most mentioned by parents of teachers and students. On February 10th, Shenzhen Education Bureau held a media briefing to inform about the development of online teaching. On the same day, 88 ordinary high schools in the city started online teaching at the same time, and new courses were offered live according to the syllabus. On February 10th, the first day of school in Shenzhen Middle School, 286 teachers and more than 2,700 students from the whole school started an online teaching and learning tour through Tencent Classroom, and the first public class attracted more than 30,000 people to watch it live.

  In addition to the education industry and corporate office, online business growth has also occurred in government affairs, medical care and other industries. It is reported that the number of government+medical epidemic service applets has reached hundreds, and many experts expressed optimism about its future development potential. I believe that the whole society will re-examine the value of technology after the epidemic.