Group 1 - The "trade-in" policy has significantly boosted consumer spending, with a total sales increase of 1.1 trillion yuan across five major categories by May 31, 2025, and approximately 175 million subsidies issued directly to consumers [1] - The automotive sector saw 4.12 million subsidy applications, while 49.86 million consumers purchased 77.62 million home appliances, and 5.35 million consumers bought 5.66 million digital products [1] - Companies in various sectors are benefiting from this policy, with Nasda's printer sales expected to accelerate due to the inclusion of printers in the trade-in subsidy program [1] Group 2 - Aima Technology Group reported that increased subsidies in regions like Zhejiang and Jiangsu have lowered consumer costs for electric bicycles, with subsidies reaching 1,000 to 1,200 yuan per unit [2] - TCL Technology Group achieved a revenue of 40.075 billion yuan in Q1 2025, a 0.42% year-on-year increase, with net profit rising by 321.96% to 1.016 billion yuan, driven by stable global TV retail and increased demand for larger screens [2] - The company emphasized that the average size of global TVs has increased, leading to higher panel prices and improved industry capacity utilization [2] Group 3 - Beiding Crystal Technology reported a 51.4% year-on-year revenue growth in Q1 2025, capitalizing on the trade-in policy by focusing on consumer needs and enhancing online and offline operations [3] - Jiangsu New Energy Electric Vehicle Co. noted that the combination of market recovery, new national standards, and the trade-in policy has driven sales growth and improved Q1 performance [3] - Experts suggest that companies should develop products that meet consumer demands for eco-friendliness, intelligence, and energy efficiency to foster a positive cycle between consumption and industry [3]
以旧换新政策红利持续释放 上市公司紧抓机遇积极布局
Zheng Quan Ri Bao·2025-06-02 16:10