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疫情期間中國人最愛買些什麼?

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When life changes, people buy different things. And we are seeing some interesting trends in what people are buying online during the extended quarantined. From private and publicly accessible databases, such as Shengyi Canmou, a platform that tracks sales data from Alibaba's Tmall, Meituan, and installment sales outlet Fenqile, we are able to take a more granular look at China retail trends by product category, identifying some bright spots.
生活發生改變時,人們買的東西也不同。我們下面就來看看人們在延長的隔離期內一些有趣的網購趨勢。生意參謀這個平臺能追蹤阿里巴巴的天貓、美團及分期付款銷售平臺分期樂的銷售數據。從生意參謀這樣的向公衆公開的私人數據庫中,我們可以更細緻地從產品分類方面觀察中國的零售業趨勢,並發現一些亮點。

疫情期間中國人最愛買些什麼?

Grocery and cooking products
食品和廚具

Across China, people have been cooking at home rather than venturing into public to dine out. In fact, most restaurants had already closed during the Spring Festival holiday, but as the outbreak spread, fears of contagion kept food and beverage venues from reopening, prompting a surge of interest in both recipes and kitchenware from home cooks. For the online group-buying platform Pinduoduo, egg poachers were included in the "Top Ten Best Selling Product List" for the period of Jan. 24 to Feb. 14.
全中國的人一直在家做飯,而不是冒險出去用餐。實際上,大多數餐館在春節期間都關門了。但隨着疫情的傳播,但由於害怕接觸傳染,食品飲品店沒有開張,這促進了人們對於在家烹飪的食譜及廚具涌現出興趣。在網絡團購平臺拼多多上,煮蛋器從1月24日至2月14日位列“十大暢銷產品名單”之中。

According to Meituan, China's largest local services platform, online searches for baking goods jumped a hundredfold during the Lunar New Year holiday. Sales of condimentsalso increased more than eight times during the same period. Instant noodles were the most popular food on Meituan among consumers born after 1990, with a sales volume of 15.9 million.
根據中國本土最大服務平臺美團的數據,在農曆春節期間,網絡搜索烘焙商品的次數飆升了一百倍。調味料的銷售額同比增長八倍多。在90後消費者中,方便麪是美團上最受歡迎的食品,銷量達1590萬。

Home cleaning products
家庭清潔用品

Likely encouraged by the Chinese government's advice to clean frequently touched surfaces and objects regularly to prevent the spread of the coronavirus, demand for home cleaning products has surged dramatically. Data from Shengyi Canmou shows that January sales of home cleaning products have jumped 210% year-on-year, as shown below.
可能是由於中國政府建議定期清潔經常觸碰的表面和物體以阻止新冠病毒的傳播,對家庭清潔產品的需求大幅飆升。生意參謀的數據顯示,一月份家庭清潔產品的銷量與去年同期相比激增210%,見下文。

Personal care products
個人護理產品

The Covid-19 outbreak has also boosted sales of personal hygiene products. On , 1.8 million bottles of disinfectant solution and 3 million bottles of liquid soap were sold during the Chinese New Year holiday. According to data from Shengyi Canmou, the total sales value of the body wash category increased by 96.9% to RMB 438 million in January 2020, compared to January 2019.
Covid-19的爆發也促進了個人衛生產品的銷量。中國春節期間,京東上售出了180萬瓶消毒液以及300萬瓶洗手液。根據生意參謀的數據,2020年1月的身體清潔類別的總銷售額與去年同期相比增長了96.9%,達4.38億元。

Medicine
藥品

Before the coronavirus outbreak, most people in China got medicine from public hospitals. According to online pharmaceutical platform Menet, sales revenue (in Chinese) for medicine in China was RMB 171.3 bilion in 2018, of which, RMB 115.4, or 67.4% of total sales revenue, came from public hospitals, while RMB 9.9 billion, or 1% of total sales revenue, came from online stores.
新冠病毒爆發之前,大多數中國人從公立醫院獲得藥品。根據網絡醫藥平臺米內網,中國2018年藥品的銷售收入達1713億元,其中1154億元,也就是67.4%來自公立醫院,而99億元,也就是1%來自網店。

Electronics
電子產品

Electronics are a mixed picture. Alibaba, which presented a broadly pessimistic picture of online sales during its recent earnings call, picked out electronics as down during the virus period. But Fenqile, a smaller player that focuses on installment sales and is the only company to release numbers for the category, saw substantially increased sales in its published data.
電子產品表現喜憂參半。阿里巴巴在其最近的營收電話會議中展現了悲觀的網絡銷量,指出電子產品在疫情期間銷量下降。但是規模更小的平臺分期樂在發佈的數據中實現了銷量的大幅增長,這家專注於分期付款銷售的公司也是唯一一家發佈了該類別數據的公司。