疫情期间中国人最爱买些什么?
When life changes, people buy different things. And we are seeing some interesting trends in what people are buying online during the extended quarantined. From private and publicly accessible databases, such as Shengyi Canmou, a platform that tracks sales data from Alibaba's Tmall, Meituan, and installment sales outlet Fenqile, we are able to take a more granular look at China retail trends by product category, identifying some bright spots.
生活发生改变时,人们买的东西也不同。我们下面就来看看人们在延长的隔离期内一些有趣的网购趋势。生意参谋这个平台能追踪阿里巴巴的天猫、美团及分期付款销售平台分期乐的销售数据。从生意参谋这样的向公众公开的私人数据库中,我们可以更细致地从产品分类方面观察中国的零售业趋势,并发现一些亮点。
Grocery and cooking products
食品和厨具
Across China, people have been cooking at home rather than venturing into public to dine out. In fact, most restaurants had already closed during the Spring Festival holiday, but as the outbreak spread, fears of contagion kept food and beverage venues from reopening, prompting a surge of interest in both recipes and kitchenware from home cooks. For the online group-buying platform Pinduoduo, egg poachers were included in the "Top Ten Best Selling Product List" for the period of Jan. 24 to Feb. 14.
全中国的人一直在家做饭,而不是冒险出去用餐。实际上,大多数餐馆在春节期间都关门了。但随着疫情的传播,但由于害怕接触传染,食品饮品店没有开张,这促进了人们对于在家烹饪的食谱及厨具涌现出兴趣。在网络团购平台拼多多上,煮蛋器从1月24日至2月14日位列“十大畅销产品名单”之中。
According to Meituan, China's largest local services platform, online searches for baking goods jumped a hundredfold during the Lunar New Year holiday. Sales of condimentsalso increased more than eight times during the same period. Instant noodles were the most popular food on Meituan among consumers born after 1990, with a sales volume of 15.9 million.
根据中国本土最大服务平台美团的数据,在农历春节期间,网络搜索烘焙商品的次数飙升了一百倍。调味料的销售额同比增长八倍多。在90后消费者中,方便面是美团上最受欢迎的食品,销量达1590万。
Home cleaning products
家庭清洁用品
Likely encouraged by the Chinese government's advice to clean frequently touched surfaces and objects regularly to prevent the spread of the coronavirus, demand for home cleaning products has surged dramatically. Data from Shengyi Canmou shows that January sales of home cleaning products have jumped 210% year-on-year, as shown below.
可能是由于中国政府建议定期清洁经常触碰的表面和物体以阻止新冠病毒的传播,对家庭清洁产品的需求大幅飙升。生意参谋的数据显示,一月份家庭清洁产品的销量与去年同期相比激增210%,见下文。
Personal care products
个人护理产品
The Covid-19 outbreak has also boosted sales of personal hygiene products. On JD.com, 1.8 million bottles of disinfectant solution and 3 million bottles of liquid soap were sold during the Chinese New Year holiday. According to data from Shengyi Canmou, the total sales value of the body wash category increased by 96.9% to RMB 438 million in January 2020, compared to January 2019.
Covid-19的爆发也促进了个人卫生产品的销量。中国春节期间,京东上售出了180万瓶消毒液以及300万瓶洗手液。根据生意参谋的数据,2020年1月的身体清洁类别的总销售额与去年同期相比增长了96.9%,达4.38亿元。
Medicine
药品
Before the coronavirus outbreak, most people in China got medicine from public hospitals. According to online pharmaceutical platform Menet, sales revenue (in Chinese) for medicine in China was RMB 171.3 bilion in 2018, of which, RMB 115.4, or 67.4% of total sales revenue, came from public hospitals, while RMB 9.9 billion, or 1% of total sales revenue, came from online stores.
新冠病毒爆发之前,大多数中国人从公立医院获得药品。根据网络医药平台米内网,中国2018年药品的销售收入达1713亿元,其中1154亿元,也就是67.4%来自公立医院,而99亿元,也就是1%来自网店。
Electronics
电子产品
Electronics are a mixed picture. Alibaba, which presented a broadly pessimistic picture of online sales during its recent earnings call, picked out electronics as down during the virus period. But Fenqile, a smaller player that focuses on installment sales and is the only company to release numbers for the category, saw substantially increased sales in its published data.
电子产品表现喜忧参半。阿里巴巴在其最近的营收电话会议中展现了悲观的网络销量,指出电子产品在疫情期间销量下降。但是规模更小的平台分期乐在发布的数据中实现了销量的大幅增长,这家专注于分期付款销售的公司也是唯一一家发布了该类别数据的公司。