《大行報告》瑞銀:內地春節消費勝預期
瑞銀發表報告指,今年內地春節假期消費增長較預期為佳,主要受旅遊市道改善及政府刺激措施推動。文旅部數據指,春節主要零售及餐飲企業銷售按年增長8.5%,旅遊復甦推動消費增長,在黃金周八日期間,國內遊人次4.74億,總花費6,327億元人民幣,較2019年同期分別增長19%及8%。政府刺激措施亦推動消費,例如福建及四川分別提供1.5億及3億元人民幣的消費券,海南亦安排逾280場表演及200個購物活動以吸引旅客。
報告指,在春節期間,主要珠寶公司及餐廳的消費額按年分別增長20%及17%,相信具有規模及多元化產品的公司將會受惠於流量增加。另外根據該行對華北分銷商的調查,本地運動品牌銷售在可比春節假期基礎上錄得單位數字按年升幅。
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