“以旧换新”成效明显 居然智家“焕”出消费新活力

Core Insights - The home furnishing industry is experiencing a new wave of consumption upgrade driven by the ongoing demand for stock housing renovation and the government's "old-for-new" policy [1][4] - The company, Juran Zhijia, has actively responded to these policies by innovating service upgrades to effectively stimulate the home furnishing market [1][4] Group 1: Consumer Experience and Market Response - Consumers are increasingly engaging in cross-category upgrades, as evidenced by a customer who initially intended to buy a smartwatch but ended up purchasing a new television [3] - Positive feedback from merchants indicates an increase in both customer traffic and average transaction value, with reports of heightened store activity and sales following the expansion of government subsidies to home appliances [3][4] Group 2: Policy Impact and Company Initiatives - Various consumer stimulus policies have significantly boosted consumer confidence and facilitated the replacement of outdated products, leading to a surge in home furnishing consumption [4] - Juran Zhijia launched its "old-for-new" service in 2022, providing exclusive replacement subsidies and free old product collection services, addressing logistical challenges for consumers [4][6] - By the end of September 2024, the company's "old-for-new" initiative attracted 228,300 participants, directly driving over 1 billion yuan in replacement consumption [4] Group 3: Future Strategies and Market Trends - The home furnishing industry is shifting from extensive development to lean operations, with the stock market becoming a key battleground for future growth [6] - Juran Zhijia plans to enhance its "old-for-new" services, focusing on green and smart home products to meet consumer demand for high-quality and environmentally friendly options [6] - The company aims to innovate consumer experiences by creating integrated experience centers and improving service efficiency while ensuring regulatory compliance to maintain market order [6]