Group 1: Policy Impact - The "Two New" policy, which includes large-scale equipment updates and old-for-new consumer goods exchanges, has led to rapid growth in related sectors such as consumer goods manufacturing and equipment manufacturing, with sales exceeding 3 trillion yuan and benefiting over 430 million people since its implementation [1] - The government has allocated 231 billion yuan in special long-term bonds to support the old-for-new policy, with local governments optimizing processes to ensure timely subsidies [5] Group 2: Consumer Trends - There is a growing preference for large home appliances, with significant sales increases noted in large-sized TVs and refrigerators, with 98-inch TVs seeing a 43% year-on-year increase and large-capacity refrigerators (550L+) increasing by 89% [3] - Smart appliances are becoming increasingly popular, with over 60% of air conditioners priced above 5000 yuan being AI products, and sales of smart kitchen appliances and robotic vacuums rising by 76.7% and 92.5% respectively [3] Group 3: Electric Bicycle Market - The old-for-new policy has significantly boosted electric bicycle sales, with over 10 million old electric bicycles being replaced with new ones that meet the latest national standards, and 87.5% of these being lead-acid battery vehicles [15] - Electric bicycle manufacturers are experiencing increased demand, with production lines operating at full capacity and innovations in smart features appealing to younger consumers [9][11]
截至7月25日以旧换新政策惠及超4.3亿人次 大件家电受青睐
Yang Shi Xin Wen·2025-08-06 03:42