江苏国补突然下架，618家电还能“支棱”吗？

Core Viewpoint - The sudden suspension of the "old-for-new" subsidy program in Jiangsu has caused significant concern among consumers and may impact the overall market dynamics during the critical 618 shopping festival [1][5][10]. Group 1: Market Impact - The suspension of the subsidy in Jiangsu has led to consumer panic, with many fearing that other regions may follow suit, potentially affecting overall sales during the 618 shopping period [3][10]. - In 2024, the "old-for-new" program was expected to drive sales of over 26 billion yuan, with more than 34 million consumers participating in the first four months of the year, leading to sales of 174.5 billion yuan [3][4]. - The abrupt halt of the subsidy could disrupt the positive sales momentum seen earlier in the year, particularly affecting the performance of online platforms and physical stores [11][12]. Group 2: Consumer Behavior - Consumers in Jiangsu are now adopting a wait-and-see approach, delaying purchases in anticipation of potential future discounts or promotional activities [10][12]. - The fear of missing out on good deals has led consumers in other regions to express a desire to purchase immediately, indicating a shift in buying behavior due to the uncertainty created by Jiangsu's subsidy changes [10][12]. Group 3: Industry Response - The suspension of the subsidy is likely to lead to price increases for individual products, affecting sales performance and potentially forcing companies to adjust production plans and marketing strategies [11][12]. - Companies are encouraged to enhance their internal competitiveness and reduce reliance on government subsidies and promotional events to navigate the changing market landscape [12].