Key investment points:
Flexible employment industry is the inevitable result of economic development and industrial structure adjustment. Whether developing or developed countries, the slowdown of economic growth and the transformation of industrial structure from manufacturing to service industry are the macro environment for flexible employment. China is currently in this transition period. At present, the continuous spread of covid-19 epidemic, the employment pressure of graduates in the micro environment and the national incentive policies for flexible employment mode are conducive to the development of flexible employment market.
Flexible employment demand is more applied in the service industry than in the manufacturing industry, essentially because the products of the service industry cannot be "accumulated" at the time and space levels, and the consumption and production processes of their final products completely coincide. Therefore, the production process is the consumption process, and the instability of consumption directly affects the instability of production. The demand for flexible employment came into being.
The changes of economic environment and employment culture form the thrust and pull of flexible employment. The saturation of traditional industries and the rise of new service industries, together with the work demands of youth in Z era on "flexible working hours", "good salary and welfare" and "favorite industries and posts", as well as the cultural and psychological recognition of flexible employment posts, have become two forces to promote the development of flexible employment.
At the policy level, we need to find a balance between ensuring employment and protecting the interests of workers. Just like the norms of labor dispatch business model in history, the development of flexible employment should be based on the objective needs of the development of service industry, and should not only be used as a tool for enterprises to reduce employment costs. It is expected that after a short period of economic transformation, relevant industry standardization documents will be issued.
Risk tips: 1 The speed of industrial structure transformation is lower than expected; 2. Changes in the regulatory requirements of industrial policies on employers in the later stage.
