Today's data selection: China-Thailand flight ticket prices dropped; gold prices rose by more than 15% last year

A-share cash dividends exceed RMB 2 trillion again A-share cash dividends have exceeded equity financing

Oriental Fortune Choice data shows that in the past 2023, with the continuous improvement of corporate governance structures and the continued encouragement of regulatory policies, 3,495 A-share listed companies distributed dividends, with the total amount of dividends reaching 2.03 trillion yuan, which is 20,400 yuan compared with 20,400 yuan in 2022. The amount of cash dividends of RMB 100 million was basically the same. Overall, the total cash dividends of A-share listed companies last year exceeded the total equity financing that year. The total equity financing in 2023 will be 1.13 trillion yuan, including IPO financing of 356.540 billion yuan and additional issuance financing of 578.951 billion yuan.

The land market will continue to be differentiated in 2023. Some land parcels have premiums exceeding 60%, while some land parcels are not being auctioned.

The sales side of the property market has not improved significantly, and real estate companies have also maintained a cautious attitude in the land market. In December, the pace of land sales in various cities accelerated at the end of the year, driving the growth rate of the total land acquisition by real estate companies to turn positive. Statistics from the China Index Research Institute show that in 2023, the total land acquisition by the top 100 real estate companies will be 1.3195 billion yuan, and the scale of land acquisition increased slightly by 1.7% year-on-year.

It is worth noting that in the past 2023, the differentiation trend of land acquisition by real estate companies has continued to strengthen. For example, central state-owned enterprises are still the main force in land acquisition in the land market. Among the top 100 real estate companies that acquire land, 80% are state-owned enterprises. Enterprises; the top 20 real estate companies in terms of sales in 2023 will account for nearly 80% of the land value; 50% of companies have not acquired land, but 25 companies have acquired land for more than 10 billion, and some real estate companies have even acquired land The amount increased by more than 30% year-on-year; some land premium rates exceeded 60%, and some land failed to sell.

Real estate research institutions believe that in 2024, as land price caps have been lifted for land auctions in more than a dozen cities, real estate companies will return to "struggle for strength" from "fighting for luck" in the past. The land market will have a greater impact on the financial strength and Operational strength has put forward higher requirements. The advantages of leading real estate companies in acquiring high-quality land will continue to be enlarged. The concentration of the industry may continue to increase and continue to differentiate.

The manager of a Zibo barbecue restaurant said the number of tables received every day dropped to single digits

In March 2023, Zibo barbecue became popular. However, after the summer vacation, the number of people in Zibo began to decline, and there were even hundreds of messages about the transfer of Zibo barbecue shops on an online platform. Is Zibo BBQ really cold?

Gao Yin is the manager of a barbecue restaurant. In order to save costs, he now works part-time as a cashier and is also responsible for grilling skewers in the kitchen. The clerk soliciting customers outside the door was originally a master responsible for making charcoal. At its peak, this barbecue restaurant had nearly 40 employees; now, one person for each position is enough. From the peak of more than 400 tables per day, to a sudden drop to single digits, Goldin felt a gap in his heart. However, it has been popular for nearly half a year, which exceeded his original expectations.

Passenger demand for China-Thailand flights falls short of expectations, flight fares drop

After the release of the permanent mutual visa exemption between China and Thailand, the search volume for round-trip air tickets between China and Thailand on the Flight Manager platform increased by 3.6 times month-on-month, and the search volume for Thai air tickets on the Fliggy platform also instantly increased by more than 2 times; on the Ctrip platform, the search volume from Shanghai to The search volume for flights from Bangkok and Beijing to Bangkok suddenly increased by more than 40%. Prior to this, Thailand was one of the most popular countries in Southeast Asia for Chinese tourists to fly to. However, in 2023, the recovery of flight volume between China and Thailand is not ideal.

The latest data from Flight Manager shows that as of December 2023, the China-Thailand route has operated 5,328 flights, which has only recovered to 48.8% of the level in 2019 before the epidemic. Also in December 2023, there were 5,828 planned round-trip flights between China and Thailand, of which 500 were actually canceled, with a cancellation rate of 8.58%. This means that the airline is not satisfied with the current passenger demand for China-Thailand flights and proactively canceled them in the past month. Many China-Thailand flights have entered the sales system.

The management of a domestic airline analyzed to reporters that the demand for passengers to Thailand is lower than expected, which is related to some emergencies such as kidney disease that Thailand has experienced, which has affected the willingness of Chinese tourists to travel to Thailand. At present, these impacts can be said to It has hit bottom, but it is still some distance away from rebounding. After all, it will take time to regain popularity.

At the same time, Malaysia and Singapore have successively announced visa exemption for China, which also has a certain diversion effect on tourism to Thailand. However, Xiang Min, head of Fliggy’s air ticket business, told reporters that the average price of flights to Thailand has dropped in recent months compared with the first half of the year, and the cost-effectiveness of travel to Thailand is at a high level. With the support of the new visa-free policy, the two countries have Passengers' cross-border tourism consumption may enter a stage of accelerated growth.

Can gold, which rose more than 15% last year, continue its rapid rise in 2024?

Gold, which has been dormant for many years, will perform well in 2023. Looking at the trend of gold prices throughout the year, after the "V" shaped trend occurred in November last year, it once touched US$2,146.79 in early December last year, setting a record high. As of noon on January 2, 2024, it still stood firmly above US$2,000. .

Following the unexpectedly strong performance in 2023, many institutions currently expect gold to rise further in 2024, and January is a traditional strong month for gold. In the view of these institutions, the current geopolitical tensions in some regions around the world and the Federal Reserve's possible interest rate cut policy in 2024 have brought great uncertainty to the global economy. This uncertainty has provided support for rising gold prices. At the same time, the issue of inflation has also led investors to turn their attention to gold as an effective tool to combat inflation.