2010年中国零售整体看点 – 第一辑 (Chinese Retailing in 2010)

 

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根据欧睿零售行业分析师刘康康的预测,经过2009年全球经济低迷的影响,2010年中国零售行业增长率将再次回到两位数。本辑与刘康康的访谈将解读除去宏观经济复苏原因以外,此增长背后的故事:从每个零售形态,行业竞争格局,到政府经济刺激策略。

2010年中国零售业回到两位数增长主要原因:

  • 消费者信心恢复
  • CPI指数/物价上涨带来的影响
  • 零售商信心恢复增加投资

2010年增长快速的零售形态有:

  • 现代流通渠道,如卖场,超市,便利店
  • 家电,装潢/建材零售商
  • 奢侈品零售商

2010年中国零售行业集中趋势更加明显,国内/国际生厂商纷纷开始自设零售门店,加上大小并购和新进入中国市场的零售商日益增多,都给这个行业的中小企业带来压力。

政府出口导向型经济向拉动内需型经济转变的经济政策也促使一些大型制造企业如世界最大代工企业富士康宣布进入中国电子产品连锁店模式。

English translation:

According to Alex Liu, Euromonitor International’s Retailing industry Research Analyst, The 2010 Chinese retailing industry forecast CAGR will return to double-digits after the gloomy 2009 economy. This interview with Alex Liu tells the back story of major drivers from each of the retailing categories, the industry’s competitive landscape, the government’s economy boosting strategy, and the macro-economy upturns.

The 2010 China retailing growths reasons are:

  • Consumer confidence in the economy
  • CPI growth
  • The retailing player’s confidence in the economy; resulting in larger investments

The retailing categories with high growth are:

  • Modern distribution channels such as hypermarkets, supermarkets, convenience stores
  • Appliances and home and garden specialist retailers
  • Luxury goods retailers

In 2010, the China retailing industry is more consolidated with both international and domestic manufacturers opening retailing outlets themselves, more M&A issues, and new market entries, which gives pressure to the smaller players.

The government’s economy boosting strategy – transforming China’s economy from export-oriented to domestic demand-led has also resulted in OEM company Foxconn planning to enter into chained electronics specialist retailing in China.

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