野村:內地黃金週消費回升 首選申洲國際(2313.HK)等消費股
野村發表研究報告指,內地“十一黃金週”消費回升,日均零售及餐飲銷售額按年增長4.9%,有關數據反映新型冠狀病毒肺炎疫情後,消費者信心提升。該行首選為申洲國際(2313.HK)、安踏體育(2020.HK)、恆安國際(1044.HK)和周大福(1929.HK)。
野村表示,根據商務部的數據,黃金週期間,受訪的主要零售和餐飲商的日均銷售額按年增長4.9%,總銷售額為1.6萬億元人民幣。此外,亦有數據顯示,假期間內地餐廳的整體銷售額按年上升1.3%,當中外賣的銷售額按年大增9.4%。商場的客流量亦恢復至去年同期的82.1%。
該行認為,黃金週假期消費反彈表現令人鼓舞,並將推動中國經濟“雙循環”的戰略和信心,而該戰略著重於擴大內需,以抵銷全球的不確定性。中國的消費將得到政府有關經濟“雙循環”的支持,而中國政府可能會在五中全會上公佈細節,作為“十四五”規劃的一部分推出。
該行又指,即將公佈的第三季季度業績,以及有關黃金週任何新零售數據都可能成為內地零售企業的積極催化劑。
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