智荟周刊 | 消费品“焕新”掀热潮 消费潜力持续释放
Sou Hu Cai Jing·2025-08-27 02:50

Group 1 - The core viewpoint of the article emphasizes the effectiveness of the "old-for-new" consumption policy in stimulating consumer spending and promoting environmental sustainability [1][3] - The third batch of funding for the "old-for-new" policy, amounting to 69 billion yuan, has been allocated, with a fourth batch of the same scale expected to follow in October [3][6] - The policy has led to significant sales growth in various sectors, with related product sales exceeding 1.9 trillion yuan, accounting for 7.5% of retail sales in the first seven months of the year [6][7] Group 2 - The "old-for-new" policy has resulted in a nearly 100% sales increase in online smart lock products during the first quarter of the year, driven by government subsidies [6][7] - Data from the Ministry of Commerce indicates that the average daily sales driven by the policy have stabilized between 10 billion to 11 billion yuan since May [7][8] - The policy has particularly boosted the sales of energy-efficient appliances, with subsidies for first and second-level energy-efficient products being significantly higher [7][9] Group 3 - Companies are innovating service models to capitalize on the consumption opportunities created by the policy, with JD.com offering integrated delivery and installation services [8][9] - There are calls for simplifying the subsidy application process and addressing issues such as low valuation of old products and insufficient product categories for subsidies [8][9] - Future recommendations include enhancing the recycling network for large appliances and expanding the range of supported products to include health and wellness items [9]