In the era of "big data", the change of the data of the head Internet is often of great significance to the changes of the corresponding products, services and even industrial prosperity.

On December 7, new ten articles for further optimizing the prevention and control of the epidemic were released, involving nucleic acid testing, isolation methods, and other contents, especially no longer checking negative nucleic acid test certificates and health codes for cross-regional mobile personnel, and no longer carrying out on-site inspection. News landed only half a day, a number of head Internet platform-related data show changes, reflecting changes in medicine, tourism, catering, retail and other industries.

The number of tourism searches has soared.

After the joint prevention and control mechanism of the State Council issued a notice on the further optimization and implementation of COVID-19 's epidemic prevention and control measures on the 7th, it led to a rapid rebound in travel and tourism product search and booking on platforms such as OTA.

Meituan data show that after the release of the new 10 articles on optimizing the prevention and control of the epidemic, as of 15:00 on December 7, ticket orders for scenic spots in Guangdong Province increased by 190% month-on-day, and orders from the South China Botanical Garden of the Chinese Academy of Sciences increased by 216%. The popularity of Wawushan and group tours has increased by more than 10 times month-on-week.

Transportation expenses are indispensable rigid expenses in travel.According to the data obtained by the reporter from Flying Pig, within half an hour of the release of the news, the number of train ticket searches increased by nearly 50%, and cities such as Wuhan, Chongqing, Beijing and Urumqi became popular search destinations.

China Railway official Weibo announced on the 7th that in accordance with the prevention and control policy requirements of the State Council's joint defense, joint control and coordination mechanism, from now on, 48-hour nucleic acid certificates and health codes will be stopped for purchasing tickets, taking buses, and entering and leaving stations, and the time for adjustment of various prevention and control measures to enter Beijing will be notified separately.

The demand for flight is also quickly stimulated. Flying pig data show that within half an hour of the release of the "New Ten articles" news, the number of domestic ticket searches has more than doubled, and cities such as Chengdu, Shanghai, Shenzhen, Hangzhou and Sanya have become popular search destinations. The data provided by Meituan on the 7th also showed that air ticket bookings in Yunnan Pu'er increased by 400% month-on-week, and air ticket orders in Chongqing, Fuzhou, Diqing, Jinzhou and other cities increased by more than 100%.

A number of listed tourism companies have prepared ahead of time. Zhongxin tourism insiders told reporters that prior to the adjustment of the epidemic prevention policy in Hong Kong and Macao, the company's tourism product consultation and bookings increased in varying degrees; since then, with the support of the policy of the Ministry of Culture and Tourism, the amount of outbound tourism business consultation has also increased; with the further optimization of epidemic prevention and control measures, it is initially expected that the company's products and services will continue to climb, and the company will prepare for this in advance.

Tourism promotes the formation of hotels and other surrounding industries. Flying Pig data show that within half an hour of the news, the number of real-time hotel searches increased by 30% compared with the same period last week, while hotel searches in Sanya, Chongqing, Wuhan and other major cities doubled compared with last week. The number of hotel bookings in Sanya is more than three times that of last week. Two days ago, Haikou City, Sanya City and other cities in Hainan Province announced that they would no longer implement classified control over foreign (returning) personnel in the province. At that time, some institutions issued a research report, believing that Hainan's travel restrictions had been relaxed and passenger flow was expected to be repaired.

Under the "New Ten articles", "New Year's Day outing" has been arranged by many consumers. On Meituan's platform, the number of searches for related keywords such as "New Year's Day" and "New year" rose more than 797% month-on-month.Accommodation booking orders during New Year's Day's period increased by 606% compared with last week, and the cities with the highest popularity of accommodation visits included Wuhan, Shanghai, Nanjing, Beijing and so on. "going to Macao for the New year" has also become the choice of many people. On December 7, the number of page views of "Macao" New Year's Day accommodation increased by 600% compared with the same period last week, with search users mainly from Guangzhou, Shanghai, Shenzhen, Wuhan, Suzhou and other cities.

Valuation repair of catering and consumption

Food consumption in Beijing, Guangzhou, Shenzhen, Chongqing and other places continued to pick up. Meituan data show that on December 7, the number of online orders for food and beverage in Beijing increased by more than 58% compared with last week. Among them, the consumption of hot pot restaurant food recovered significantly faster than other categories, and the number of online orders for related food and beverage more than doubled. Dianping, many hot pot restaurants in the core business district of Beijing have been fully booked in the evening of the 7th.

A number of catering enterprises in Beijing have told reporters that on December 6, they have received notices that they can eat in restaurants, and the consumption demand for food in restaurants is gradually heating up.

Near noon on the 6th, we received a notice that the shopping mall was open for dinner. "We hurriedly called our colleagues working from home to the store and began to clean and disinfect at noon, check the stock, etc., and prepare to open the restaurant for dinner in the evening. The staff of the shop told reporters that at 4 p.m., the restaurant ushered in the first table of diners, and at 17:30 ushered in the first wave of small peak dining. "A total of 72 guests were received that night, and the overall sales situation basically recovered, which was basically the same as that before the suspension of dining. "

In recent days, the valuations of Hong Kong stocks and A-share catering companies have also rebounded. Some institutions believe that the recovery path of the catering industry in the future is expected to achieve growth under the three-factor resonance. First of all, the current head catering companies with the advantage of listing, access to large-scale financing. With a clear signal of a reversal of the epidemic, listed companies are expected to expand their capital expenditure plans and raise their store opening targets in the next few years. Secondly, the same-store income of listed companies is expected to be gradually repaired with offline passenger flow, and the repair of the same-store revenue will be accompanied by the release of store profit elasticity. Third, the opportunity to repair the valuation under the sharp disturbance of the epidemic.

Similar to catering, there is also optional consumption. In recent days, Dongbai Group, Renle and other super stocks have risen by the daily limit.

Yang Yong, director of investment and investment in Gongqingcheng Sheng Heng, told reporters that promoting consumption is one of the important measures to keep the economy running in a reasonable range. With the further optimization of epidemic prevention and control measures, the expectation of consumption recovery growth is heating up rapidly.

It is worth noting that the valuation repair of some super-category companies has crossed with the refinancing of real estate companies. On the evening of December 5, Dongbai Group announced that it planned to invest in non-public offering shares to Fengqi, the controlling shareholder, with a total amount of no more than 665 million yuan to replenish working capital and repay bank loans. As the infrastructure provider and operator of commercial retail and warehousing logistics, Dongbai Group uses "commercial retail + warehousing logistics" two-wheel drive. The company said that recently, the refinancing policy of housing-related enterprises has been relaxed, and the company will give full play to the function of equity financing, broaden financing channels, and provide long-term and stable funds for the business development of listed companies.

Pharmacy make-up orders, pharmaceutical companies guarantee production

On December 6th, Meituan bought medicine online and launched two new departments, "Adult Fever consultation" and "Child Fever consultation". Meituan will join hands with respiratory physicians and pediatricians in thousands of third-class hospitals across the country to provide users with 24-hour "fever consultation" and medicine delivery service.

This is in the context of the country's continuous optimization and implementation of epidemic prevention and control measures, in order to deal with the increase in the number of people with related symptoms, Meituan actively optimized. Meituan's online consultation data show that the number of online consultations on "fever" symptoms has increased by 212% in the past week, and the weekly ratio of "cold" and "pharyngitis" has also increased by 139% and 111%.

The volume of medical services has greatly increased, and the sales of pharmaceutical products have also stepped into a growing season.

Since late November, weekly orders for ibuprofen, Shuanghuanglian and Ganmaoling on Dingdang Kuaiyao have continuously increased, reflecting the rapid change in drug consumer demand.

Multi-ground offline consumption also reflects the trend of synchronization. According to a relevant person from Beijing Zhengjitang drugstore, due to the relatively concentrated demand for antigen reagents and epidemic prevention-related drugs in a short period of time, the sales of COVID-19 antigen, cold, and antipyretic drugs have soared, and the distribution cycle from the original warehouse to stores has been unable to meet market demand, and some pharmacies have been out of stock in stages, so pharmacies have stepped up deployment efforts to quickly replenish goods.

According to data provided by Baidu, Inc. Health to the Securities Times, the search and purchase index of cold antiviral drugs has skyrocketed recently. among them, the search order of magnitude related to Lianhua Qingwen, a hot drug concerned by the public, increased by 535% in a week from November 28 to December 5, and the search volume related to ibuprofen also increased by 483%. In terms of sales, Baidu, Inc. Health Mall Lianhua Qingwen and other related products are basically emptied quickly after shelving, and the sales volume increases sharply, which is 10 times that of the same period.

Recently, a number of cities, including Beijing, have issued reminders on the price of medical drugs and supplies. Among them, the Beijing Municipal Bureau of Market Supervision and Administration issued a reminder and warning on further standardizing market price behavior, which mentioned that it is necessary to accurately record and verify the production and operation costs of goods and services, and to provide consumers with goods and services at reasonable prices. It is forbidden to hoard food, oil, meat, eggs, vegetables, milk and other livelihood commodities and masks, antiviral drugs, disinfection and sterilization supplies, related medical devices and other epidemic prevention supplies, fabricate and spread price increase information, and bid up prices.

Guizhou Bailing and Yiling Pharmaceutical and other pharmaceutical companies made it clear to the media on the 7th that the production line is in a state of full load and that supply prices remain stable in order to ensure market supply.

While epidemic prevention and control measures continue to be optimized, a number of COVID-19 vaccines have been approved for emergency use, and COVID-19 drug research and development is also accelerating. From December 4 to 5, four companies, including Shenzhou Cell, Wantai Biological, Clover Biological and Wesker Biological, announced that the COVID-19 vaccine had been approved for emergency use.

With the emergence of new changes in the market, medicine and its related assets appear frequently in institutional research reports. Founder Securities latest research report said that COVID-19 prevention and control has entered a new stage, you can pay attention to the family COVID-19 protective equipment and circulation-related assets. Debang Securities believes that medicine may meet Davis in 2023: on the one hand, the performance of medicine is improving, and the recovery of domestic medical treatment and consumption is relatively clear; on the other hand, the policy sends a positive signal, and the policy focus is gradually shifting from health insurance policy to health care policy.