后大流行病时代消费行业的复苏之路分析

Wenbo Lyu, Jiayi Zhu, Yunan Ding, Keming Zhang
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引用次数: 1

摘要

本文提出了消费领域复苏的可参考模式,这是观察和评价消费领域内在价值的新维度,并提出了感官型消费的概念和不同类别的权重排序;创建了数字消费指数的概念,并结合数字人民币指数和中国式数字经济指数。最后结合2022年中国经济运行情况和2023年中国政府政策,阐述了数字消费作为消费升级工具和较高估值标的的内在逻辑,从而提出滚筒传导效应的投资策略。
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An Analysis of the Recovery Path of the Consumer Sector in the Post-Pandemic Era
This paper proposes a referencable pattern of the recovery of the consumption sector, a new dimension to observe and evaluate the intrinsic value of the consumption sector, and proposes the concept of sensory-based consumption and the ranking of the weights of different categories;creates the concept of digital consumption index, coupled with digital RMB index and China-style digital economy index. Finally we explain the internal logic of digital consumption as a consumption upgrade tool and a higher valuation target in the context of China's economic performance in 2022 and the Chinese government's policy in 2023, leading to the investment strategy of roller conduction effect.
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