Today's data selection: Guangzhou no longer has purchase restrictions on houses above 120 square meters; public funds have suffered losses for two consecutive years for the first time in history
Public funds will lose more than 430 billion in 2023, the first time in history that public funds have lost money for two consecutive years
Data show that public funds suffered a total loss of 228.76 billion yuan in the fourth quarter of last year, and a total loss of 434.678 billion yuan in 2023. If the overall loss of 1.45 trillion yuan in 2022 is included, it means that for the first time in the history of public funds, public funds have suffered losses for two consecutive years. The total losses of stock funds and hybrid funds exceeded 330 billion yuan, of which hybrid funds lost 187.281 billion yuan and stock funds lost 145.228 billion yuan. In addition to equity funds, QDII and FOF products also reported losses, with losses of 4.839 billion yuan and 3.65 billion yuan respectively, while commodity funds made a small profit of 3.284 billion yuan. Fixed-income funds continued to make profits in the fourth quarter of last year. Among them, the profit of monetary funds was 57.968 billion yuan, basically the same as the profit of 57.049 billion yuan in the third quarter of last year; the profit of bond funds was 50.864 billion yuan, a significant increase from the 35.694 billion yuan in the third quarter of last year.
Guangzhou no longer restricts the purchase of houses above 120 square meters, and all properties responded quickly
"No purchase restrictions, owners are eager to sell!" On the morning of January 27, the General Office of the Guangzhou Municipal People's Government issued the "Notice on Further Optimizing Policies and Measures for the Stable and Healthy Development of the City's Real Estate Market". Within the purchase restriction area, the purchase of a building area of 120 square meters Houses with a meter or more are not included in the purchase restrictions. Houses with a construction area of more than 120 square meters already under their name will not be included in the calculation of the number of housing units already owned under their name.
Li Yujia, chief researcher of the Guangdong Provincial Housing Policy Research Center, believes that the Ministry of Housing and Urban-Rural Development stated at the urban real estate financing coordination mechanism deployment meeting that "urban real estate regulation autonomy is fully given to cities, and each city can adjust real estate policies according to local conditions." Short-term downward pressure on real estate still exists. At the beginning of the new year in 2024, this downward pressure has not changed significantly. With local governments attaching great importance to short-term property market stability, this policy may be implemented in other first-tier cities.
The popularity of visa-free travel between China and Thailand reaches a new high. During the Spring Festival, orders from Thai tourists to China increased 8 times year-on-year.
On January 28, China and Thailand officially signed a mutual visa exemption agreement. After the news was announced, the search popularity of Thailand-related keywords on the Ctrip platform increased by more than 7 times compared with the previous day, of which air tickets and hotels both increased by more than 6 times compared with the previous day. Residents of Shanghai, Beijing, Guangdong, Zhejiang, Jiangsu, Sichuan, Shandong and other provinces search for Thailand more. The most searched destinations in Thailand by Chinese tourists are Bangkok, Phuket, Chiang Mai, Koh Samui and Pattaya.
On the Ctrip International Thailand website, the search popularity of China-related keywords increased more than four times compared with the previous day. Shanghai, Chengdu, Harbin, Shenzhen, Beijing, Tianjin, Chongqing, Zhangjiajie, etc. are the most searched cities by Thai tourists.
So far, during the 2024 Spring Festival, travel orders from Chinese tourists to Thailand have increased more than 13 times year-on-year. Among them, residents of Shanghai, Beijing, Guangzhou, Chengdu, Hangzhou, Kunming, Shenzhen and other places have more travel orders to Thailand. Among them, parent-child families account for 44%, women account for 58% of users who place orders, 47% are born after 80s, and 33% are born after 90s. Overall, small group and in-depth travel have become new trends in tourism to Thailand. Chinese tourists are willing to spend more on food and experience activities. At the same time, Thai tourists’ travel orders to China increased by more than 8 times year-on-year. Popular destinations are Shanghai, Kunming, Guangzhou, Chengdu, Beijing, Xiamen, Harbin, Nanjing, Nanning, etc.
Coffee stores surge, China has become the world’s largest market for branded coffee shops
If during the last round of coffee boom, Luckin Coffee, driven by capital, opened stores across the country, arousing the envy and surprise of the market, this year the new coffee shops that are constantly popping up on the streets have become commonplace.
Recently, the World Coffee Portal released a report showing that in the past 24 months, the number of stores in the East Asian brand coffee shop market increased by 12%, reaching 119,000, of which the Chinese market accounted for 42%, and China has exceeded The United States has become the world's largest brand coffee shop market, reaching 49,691. The above-mentioned report shows that the change in this number is related to the growth of small stores and takeaway stores. The increase mainly comes from Luckin and Cudi Coffee. In 2023, the two added 5,059 and 6,004 new stores respectively, and Starbucks also opened 785 stores. store.
The former is not the only one that is expanding a large number of stores. New tea brands are also eyeing the market opportunities of coffee. Currently, Mixue Bingcheng has set up coffee brands Lucky Coffee, Chayan Yuese launched Yuanyang Coffee, Chabaidao launched coffee sub-brand Kahui in Chengdu, and Shanghai Auntie’s independent coffee shop Huca·Oriental Latte is open in Shanghai. . New tea brands such as Heytea, Naixue, and Guming have also added coffee products to their menus. According to data from Zhaimen Dinyan, Lucky Coffee also completed the task of opening 1,273 stores in 2013, while Shanghai Coffee opened 1,810 stores.
Tianyancha data shows that as of now, there are more than 222,000 coffee-related companies, including more than 20,000, more than 30,000 and more than 57,000 newly registered companies in the past three years. Although it is a cold winter for new consumption, capital is still enthusiastic about the coffee industry. According to statistics from Tianyancha, a total of 17 financing events in the coffee industry will occur in 2023, with a financing amount of 1.77 billion yuan. The current prosperity of the coffee industry is believed to be driven by the new trend of coffee drinks and the opening of franchise stores. However, the actual growth of domestic coffee consumption may not be as fast as the growth of stores.
One screen connects more than 30 new professions: live streaming activates new vitality in the industry
According to the "Report on Short Video Live Broadcast Ecosystem to Spawn New Occupations and Promote High-Quality and Full Employment" released by the China Academy of Personnel Sciences of the Ministry of Human Resources and Social Security, the short video live broadcast ecosystem promotes the video transformation of traditional occupations and the development of new digital occupations, driving inclusive employment. Start a business. The short video live broadcast ecosystem represented by Kuaishou has given birth to 174 new professions, creating "Internet marketers" and "information flow" in fields such as live broadcast e-commerce, commercial advertising, local life, content creation, live broadcast industry, and technical services. There are many employment opportunities such as "Advertising Marketing Expert", "Store Explorer", "Internet Recruiter", "Real Estate Anchor Broker", etc.
Li Mingtao, director of the China International E-Commerce Center Research Institute of the Ministry of Commerce, said that live streaming e-commerce continues to empower the development of the real economy. In the first three quarters of 2023, live streaming e-commerce drove the growth of online retail by 7.7 percentage points and achieved remarkable results in promoting entrepreneurship and employment. The number of active e-commerce anchors was 3.374 million, an increase of 164.3%.