China'S Economic Restructuring Has Seen The Effect.

It would be appropriate to describe the current economic situation in China with "warm and cold".

First look at this cold.

According to the latest statistics released by the National Bureau of statistics, in October 2015, the added value of above scale industries increased by 5.6% in real terms, down 0.1 percentage points from September. This is the lowest value of the data in a year.

If we look at the products, the output of over half of the products will decline.

Among them, steel dropped by 0.2%, cement decreased by 3.5%, and power generation decreased by 3.2%.

The stagnation or decline of output growth of large quantities of industrial products will inevitably lead to a decline in market prices, which is reflected in the price index, that is, the slight rise of CPI and the continuous decline of PPI.

In fact, in the past two or three years, China's economic structural adjustment has seen the effect, which is reflected in the stock market, representing a decline in the share market value of the old economy, and a gradual increase in the share market value of the emerging economy.

Of course, the pformation of the market capitalization structure is a gradual process, which provides investors with good investment opportunities in the process.

If we are good at taking advantage of this opportunity, we will take the lead in investment.

Of course, enterprises in the new economy will not be smooth sailing.

In the case of failure, there is also an overvaluation of the enterprise value, which brings risks to investors.

This requires us to pay attention to the new formats and new industries that are booming. At the same time, we should pay attention to the competition situation in these industries and reasonably assess the risks so as to share the dividends of economic growth.

In October, CPI rose 1.3%, down 0.3% compared to the same period, while PPI fell 5.9%, down 0.4% compared to the same period, and PPI declined for 44 consecutive months.

Such data mean that the demand for the society is insufficient, and the traditional economy continues to be cold.

Correspondingly, the momentum of consumption is strong.

In October, the total retail sales of consumer goods increased by 11% over the same period last year, the highest growth rate this year.

In particular, the growth of new formats in consumption is more robust.

From January 2015 to October, online retail sales increased by 34.6% over the same period last year, of which retail sales of physical goods increased by 33%, accounting for 10% of the total retail sales of consumer goods.

Look at the past.

Well, people are not satisfied with going to festivals.

It has created a festival to create consumption.

In this festival of consumption, although some people question "double 11" overdraft sales or brush up, some people are worried about the prospect of traditional sales.

However, these can not hide the shock of "double 11" global carnival night.

Tmall's double 11 shopping day is trading at 91 billion 217 million yuan a day, which is nearly 60% higher than the 2014 double 11 day trading volume, of which Tmall mobile terminal sales 62 billion yuan, accounting for 69% of the total sales.

Moreover, the "double 11" heat wave has also swept abroad, and foreign retailers such as the British Sainsbury, the American Macy 's, Holland's Ahold and other major retailers have entered the Tmall online shopping platform.

In addition, other e-commerce in the "double 11" has achieved good results, Jingdong single volume growth of 130%, of which the mobile end accounts for 74%, which also shows from a side that consumption is becoming more and more important in the economic growth.