中證網訊(xun)（記者(zhe)(zhe)張利靜(jing) 實習記者(zhe)(zhe) 葛瑤）2月18日(ri)，春(chun)節(jie)(jie)黃(huang)金(jin)(jin)周假期結束，“就(jiu)地(di)過(guo)(guo)年(nian)(nian)(nian)”消(xiao)(xiao)費(fei)(fei)(fei)(fei)數(shu)(shu)據(ju)出爐(lu)，節(jie)(jie)前熱議的(de)“就(jiu)地(di)過(guo)(guo)年(nian)(nian)(nian)”的(de)影(ying)響有了(le)答案。中金(jin)(jin)公司發(fa)(fa)表(biao)研(yan)報分析指(zhi)出，較(jiao)(jiao)往年(nian)(nian)(nian)相比(bi)(bi)，今年(nian)(nian)(nian)春(chun)節(jie)(jie)“就(jiu)地(di)過(guo)(guo)年(nian)(nian)(nian)”使得部分地(di)區(qu)消(xiao)(xiao)費(fei)(fei)(fei)(fei)情(qing)況表(biao)現(xian)更好(hao)，其(qi)中品質消(xiao)(xiao)費(fei)(fei)(fei)(fei)、線上(shang)(shang)(shang)(shang)(shang)消(xiao)(xiao)費(fei)(fei)(fei)(fei)、本地(di)旅(lv)(lv)(lv)游(you)成(cheng)消(xiao)(xiao)費(fei)(fei)(fei)(fei)亮點。未來(lai)看好(hao)紡織服裝及珠寶板塊龍頭表(biao)現(xian)。 中金(jin)(jin)公司指(zhi)出，從(cong)2021年(nian)(nian)(nian)春(chun)節(jie)(jie)黃(huang)金(jin)(jin)周消(xiao)(xiao)費(fei)(fei)(fei)(fei)數(shu)(shu)據(ju)上(shang)(shang)(shang)(shang)(shang)來(lai)看，全國零售(shou)和餐(can)飲企業銷(xiao)售(shou)增(zeng)速(su)較(jiao)(jiao)2020年(nian)(nian)(nian)相比(bi)(bi)增(zeng)加(jia)28.7%，較(jiao)(jiao)2019年(nian)(nian)(nian)相比(bi)(bi)上(shang)(shang)(shang)(shang)(shang)漲4.9%。北京、上(shang)(shang)(shang)(shang)(shang)海(hai)、天津、四川、河(he)南等(deng)地(di)區(qu)消(xiao)(xiao)費(fei)(fei)(fei)(fei)數(shu)(shu)據(ju)也(ye)表(biao)現(xian)更好(hao)，其(qi)中上(shang)(shang)(shang)(shang)(shang)海(hai)較(jiao)(jiao)2020年(nian)(nian)(nian)消(xiao)(xiao)費(fei)(fei)(fei)(fei)數(shu)(shu)據(ju)上(shang)(shang)(shang)(shang)(shang)漲120%，河(he)南較(jiao)(jiao)2020年(nian)(nian)(nian)相比(bi)(bi)上(shang)(shang)(shang)(shang)(shang)漲68%。 中金(jin)(jin)公司認(ren)為，從(cong)春(chun)節(jie)(jie)期間消(xiao)(xiao)費(fei)(fei)(fei)(fei)特征上(shang)(shang)(shang)(shang)(shang)來(lai)看，黃(huang)金(jin)(jin)珠寶、美(mei)妝產(chan)品、家電家居等(deng)品質消(xiao)(xiao)費(fei)(fei)(fei)(fei)品類，延續紅火的(de)銷(xiao)售(shou)勢頭。同(tong)時，居民(min)線上(shang)(shang)(shang)(shang)(shang)消(xiao)(xiao)費(fei)(fei)(fei)(fei)熱情(qing)暴漲：銀泰百貨定(ding)(ding)時達訂單數(shu)(shu)相較(jiao)(jiao)2019年(nian)(nian)(nian)農(nong)歷同(tong)期增(zeng)長(chang)7倍(bei)，在線餐(can)飲銷(xiao)售(shou)額同(tong)比(bi)(bi)增(zeng)長(chang)約135%；線上(shang)(shang)(shang)(shang)(shang)消(xiao)(xiao)費(fei)(fei)(fei)(fei)也(ye)帶(dai)動(dong)了(le)快遞(di)(di)業務的(de)表(biao)現(xian)，三通一達快遞(di)(di)發(fa)(fa)貨量較(jiao)(jiao)2019年(nian)(nian)(nian)農(nong)歷同(tong)期增(zeng)長(chang)8倍(bei)以上(shang)(shang)(shang)(shang)(shang)。此外，本地(di)旅(lv)(lv)(lv)游(you)被帶(dai)火：飛豬數(shu)(shu)據(ju)顯示春(chun)節(jie)(jie)期間本地(di)旅(lv)(lv)(lv)游(you)預(yu)定(ding)(ding)同(tong)比(bi)(bi)增(zeng)長(chang)660%，支付寶數(shu)(shu)據(ju)顯示本地(di)酒店(dian)交易金(jin)(jin)額同(tong)比(bi)(bi)增(zeng)長(chang)190%。

　　投資面上，中(zhong)金公司看好(hao)紡織服裝及(ji)珠寶板(ban)塊龍頭公司的中(zhong)長期投資價值，認為(wei)良好(hao)的春節銷售或(huo)將(jiang)成為(wei)股價催化劑。