新城控股2021年第三季度报告

艾媒咨询|2020-2021年中国快递物流行业发展现状及典型案例研究报告

本报告研究涉及企业/品牌/案例：顺丰控股，京东物流，德邦物流

iiMedia Research(艾媒咨询)数据显示，2020年，全年实物商品网上零售额97590亿元，增长14.5%;2020年中国快递服务业务量以30.7%的增速增长至830亿件，较上年上升 5.4 个百分点。艾媒咨询分析师认为，快递物流是电商体系得以顺利运转的重要基础设施，因而快递物流与电商发展相辅相成，未来随着线下消费向线上转移，网络零售的渗透率将进一步提升，物流将会成为电商平台竞争的关键。此外，随着农村电商的快速发展，并且在国家鼓励建设便捷高效的“工业品下乡”和“农产品进城”双向渠道的利好政策推动下，农村电商物流也将迎来发展良机。
According to the data of iimedia research, in 2020, the annual online retail sales of physical goods reached 9759 billion yuan, an increase of 14.5%; in 2020, the business volume of China's express service increased by 30.7% to 83 billion pieces, an increase of 5.4 percentage points over the previous year. AI media consulting analysts believe that express logistics is an important infrastructure for the smooth operation of the e-commerce system, so the development of express logistics and e-commerce complement each other. In the future, with the transfer of offline consumption to online, the penetration rate of online retail will be further improved, and logistics will become the key to the competition of e-commerce platform. In addition, with the rapid development of rural e-commerce, and under the favorable policy of encouraging the construction of convenient and efficient "industrial products to the countryside" and "agricultural products to the city", rural e-commerce logistics will also usher in a good opportunity for development.

艾媒咨询|2020年8-9月中国房地产行业月度运行数据监测报告

随着疫情防控的逐渐好转，全国房地产开发投资自从6月份首次回正以来，随后均呈现全面复苏和平稳增长的趋势。数据显示，截止2020年9月，房地产开发企业到位资金136376亿元，同比增长4.4%。但是由于冬季即将到来，北方城市会逐步迎来停工期，因此，房屋新开工面积下降3.40%。

With the gradual improvement in the prevention and control of the epidemic, the national real estate development investment has shown a trend of full recovery and steady growth since it first recovered in June. According to data, as of September 2020, the funds in place for real estate development enterprises were 13.3763 trillion yuan, a year-on-year increase of 4.4%. However, due to the approaching winter, northern cities will gradually usher in a downtime. Therefore, the newly started area of houses has dropped by 3.40%.

艾媒咨询|2020-2021年中国直播电商行业生态剖析及趋势预判

本报告研究涉及企业/品牌/案例：珀莱雅、红豆股份、淘宝、蘑菇街、快手、抖音、如涵控股、有赞直播。

2019年底，直播电商成为新的风口。特别是2020年的新冠疫情影响，直播电商成为最热门的零售模式并且影响深远，得到平台方、资本方、制作方、用户等产业链各环节的追捧。但随着直播电商业务的高速扩展，行业面临的问题也逐渐增加，需要通过各环节的协同治理，共同推动行业良性发展。

At the end of 2019, live e-commerce has become a new outlet. Especially due to the impact of the new crown epidemic in 2020, live e-commerce has become the most popular retail model and has a far-reaching impact. It is sought after by platform parties, capital parties, producers, users and other links in the industrial chain. However, with the rapid expansion of live broadcast e-commerce business, the problems faced by the industry have gradually increased. It is necessary to jointly promote the sound development of the industry through collaborative governance of all links.

艾媒咨询|2020年4-5月中国房地产行业月度运行数据监测报告

综合2020年4-5月，中国70个大中城市商品住宅销售价格变动统计数据发现，这一期间各线城市新建商品住宅销售价格环比涨幅均略有扩大，但价格相较去年同期仍有所回落。艾媒咨询分析师认为，在国家“只住不炒”的住房政策影响下，各城市的房价均受到控制，尽管受到新冠疫情影响住房需求量略有增长，但总体较为稳定。

Comprehensive April-May 2020, China's 70 large and medium-sized cities commercial housing sales price changes statistics found that during this period, the sales price of newly built commercial housing in various cities increased slightly, but the price is still higher than the same period last year Fall back.iiMedia Research believe that under the influence of the country's housing policy of "only live and not speculate", the housing prices of all cities are controlled. Although the housing demand has slightly increased due to the impact of the new crown epidemic, it is generally stable.

艾媒报告|2020年3-4月中国直播电商行业月度运行数据监测报告

本报告研究涉及企业/品牌/案例:谦寻文化，美ONE，如涵控股。
其他提及企业/品牌：淘宝，抖音，快手，阿迪达斯，九阳，雅诗兰黛，三只松鼠，百草味，意涂，优娃，纳斯，构美等。

受新冠疫情影响，2020年3-4月直播电商行业发展势头迅猛。“小朱配琦”、薇娅卖火箭和罗永浩直播等事件，进一步推动了直播电商的传播热度。从具体类目看，穿搭、珠宝、美妆、美食与亲子是直播的销售TOP5；从MCN机构看，谦寻文化、美ONE、优娃三个MCN机构的流量、销售产品量等占据前三名；从主要渠道看，在3-4月期间，抖音的月活用户人数最多。

Affected by the new corona epidemic, the live-streaming e-commerce industry will develop rapidly from March to April 2020. In terms of specific categories, wearing, jewelry, makeup, food and parenting are live sales of TOP5. From the MCN institution, humble culture, beauty ONE, and Yuwa occupy the top three. Besides, Douyin has the largest number of live monthly users during this period.

艾媒报告|2019年12月中国房地产行业月度运行数据监测报告

本报告研究涉及企业/品牌/案例：碧桂园,万科,中国恒大,融创中国,保利地产,绿地控股,中海地产,新城控股,世茂房地产,华润置地,龙湖集团,中国奥园,滨江集团,富力地产,融创中国,美的置业,荣盛发展,当代置业,世联行,中国雄安集团,Rentomojo,装店易,居然之家,中指控股,公装云,homelane,SiteMinder,安歆集团,新湖房地产,Zeus Living,Zolostays,Virgil,宝家乡墅,斯维登集团,GMO Payment Gateway,五格货栈,MFund魔量基金,房天下,青橙资本,FJ Labs,Sequoia Capital（红杉海外）,Accel Partners,凯雷亚洲基金,绿城中国,Alumni Ventures Group,CEAS Investments,Initialized Capital,中力资本,Trifecta Capital,Kima Ventures,Alven Capital,Zoopla,58产业基金

从2019年各月中国房地产开发投资情况来看，中国房地产开发累计投资增速，以及房地产住宅投资累计增长速度都呈下降趋势。2019年1—12月份，中国房地产开发企业到位资金178609亿元，同比增长7.6%。其中，国内贷款增长5.1%，外资增长62.7%，自筹资金增长4.2%，定金及预收款增长10.7%，个人按揭贷款增长15.1%。艾媒咨询分析师认为，以往国家降准松动资金后，资金最先会流向的领域是房地产行业，而在2019年频繁发布的房市紧缩政策的背景下，保证资金用于促进市场活力而非再大量注入市场，财政宽松政策对房地产业的利好有限。
From the perspective of China's real estate development investment in each month of 2019, the cumulative growth rate of China's real estate development investment and the cumulative growth rate of real estate and residential investment have shown a downward trend. From January to December 2019, the funds in place for Chinese real estate development enterprises reached 17.86 trillion yuan, a year-on-year increase of 7.6%. Among them, domestic loans increased by 5.1%, foreign capital increased by 62.7%, self-raised funds increased by 4.2%, deposits and advance receipts increased by 10.7%, and personal mortgage loans increased by 15.1%. Ai Media Consulting analysts believe that after the country lowered its funds in the past, the first area that funds will flow to is the real estate industry, and in the context of the frequently tightened housing market policy issued in 2019, it is guaranteed that funds will be used to promote market vitality rather than A large number of injections into the market, fiscal easing policies have limited benefits to the real estate industry.

艾媒报告|2020年1月中国房地产行业月度运行数据监测报告

本报告研究涉及企业/品牌/案例：中国恒大；其他提及企业/品牌：中海地产,奥园健康,碧桂园,融创中国,和泓服务,保利发展,鑫苑服务,龙湖集团,蓝光嘉宝服务,中国铁建,银城生活服务,绿城中国,新大正物业,华夏幸福,金地集团,万科地产,保利物业,招商蛇口,龙光集团,时代邻里,新城控股,中国金茂,合景泰富,宝龙商业,华润置地,旭辉集团,滨江集团

从中国2019-2020年1月的CPI涨跌幅数据来看，2020年1月全国居民消费价格指数同比上涨5.4%，环比上涨1.4%。艾媒咨询分析师认为，受春节及疫情的影响，消费品和服务项目价格水平总体拉高幅度较大，1月的CPI环比及同比增长较高。其中，居住类的居民消费价格指数同比上涨0.5个百分点，环比持平。

Judging from China's January-2020 CPI rise and fall data, in January 2020, the national consumer price index rose 5.4% year-on-year and 1.4% month-on-month. iiMedia Research analysts believe that due to the impact of the Spring Festival and the epidemic, the price level of consumer goods and service items has generally risen significantly, and the CPI in January was higher than in the previous month. Among them, the consumer price index for residential products rose by 0.5 percentage points year-on-year, which was flat month-on-month. iiMedia Consulting analysts believe that due to the impact of the epidemic, coupled with the promotion of government policies to stabilize the property market, and the general tightening of the financing environment, the overall evaluation of the real estate market is biased towards the smallest.

艾媒报告|2020年中国后疫时代医疗防护行业及细分领域分析报告

本报告研究涉及企业/品牌/案例：欣龙控股，振德医疗，奥美医疗，尚荣医疗，际华集团，蓝帆医疗，兵装集团；其他提及企业/品牌：金三发科技，中国石油，赢合科技，鑫台铭，斯凯瑞，CM朝美，华东医药，爱马斯，海王星辰，北京同仁堂，拼多多，天猫，京东，上海通用五菱，比亚迪，龙头股份，华纺股份，水星家纺，红豆股份

2020年4月3日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020年中国后疫时代医疗防护行业及细分领域分析报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对2020年中国医疗防护行业及其细分领域的口罩、防护服、手套、护目镜等进行分析。此外，报告探讨产业上下游的运营模式，结合对欣龙控股、振德医疗、奥美医疗、尚荣医疗、际华集团、蓝帆医疗和兵装集团等典型企业的案例分析，对钢铁行业总体运行情况进行分析，并结合新冠疫情对2020-2021年中国医疗防护产业发展进行趋势预判。相较于发达国家，中国的医疗防护行业起步晚，防护水平低，由于医疗防护用品属于低值耗材，所以国内市场的品牌化理念也不强。但是，随着近些年中国经济的发展，国内的医疗防护市场逐渐升温，新老企业都有了品牌意识。在未来的发展道路上，品牌化和专业化将成为国内医疗防护用品生产企业的核心竞争力。

The outbreak of new crown pneumonia has raised awareness of personal protection, and the market potential for medical protective supplies is huge, and China's demand for medical protective equipment such as masks and gloves is expected to grow rapidly. In addition, the global outbreak of the new crown has also become a great opportunity for the export of China's medical protection products. As the first region to erupt in the outbreak, China has the first advantage of medical protective supplies, and the production capacity of medical protective supplies can be exported overseas.

艾媒报告|2020中国直播电商入局行业及标杆品牌运行案例大数据监测报告

本报告研究涉及企业/品牌/案例：如涵控股，若羽臣，珀莱雅，海澜之家，四季青市场，京东，淘宝，抖音。

其他提及企业/品牌：百草味，三只松鼠，洽洽食品，瑞百年，李子柒螺蛳粉，单身粮伙伴，信良记，高满堂，彩云海鲜，伊利，奈雪的茶，香飘飘，海底捞，幸福西饼，木屋烧烤，携程旅行，途牛，去哪儿，聪明你的旅行，周大福，金至诚珠宝，阿里，拼多多等。

2020年4月26日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020中国直播电商入局行业及标杆品牌运行案例大数据监测报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对中国直播电商行业进行全面分析，分别针对食品、服装、化妆品、家电等直播电商的入局行业分析，以及对恰恰、珀莱雅等标杆品牌的典型案例解读，以此分析直播电商的产品特性以及品牌方的发展趋势，判断2020-2021年中国直播电商的行业发展趋势。受到本次疫情影响，直播电商展现的强大带货能力推动农产品、服装、汽车等传统实体行业加入直播电商，大大利好直播电商发展。艾媒咨询分析师认为，传统电商推动了消费行为的线上转移，为直播电商的发展提供了前期基础。而随着用户对视频、短视频等应用的使用时间不断增加，直播电商将会是短期内最重要的消费行为。

Affected by the epidemic, China's economy in 2020Q1 compared with 2019Q1, after excluding price change factors, actually dropped by 6.8% year-on-year, which may affect China's economic growth slowdown throughout the year. In order to cope with the problem that the epidemic affects economic development, the state actively encourages all parties in the society to develop "new tools" to stimulate market vitality. iiMedia Research believes that this policy is a new benefit for live broadcast e-commerce. The ability to bring goods will also further drive more industries into the game.