Group 1 - The adjustment of the old-for-new subsidy policy in Shanghai aims to address funding shortages and improve the efficiency of subsidy distribution [1][6] - The new rules will implement a lottery system for consumers to obtain subsidy qualifications, which is expected to enhance fairness and reduce waste [8][9] - The policy has significantly stimulated consumer spending, with over 80 billion yuan in subsidies leading to more than 500 billion yuan in consumption [3][6] Group 2 - The suspension of certain product categories from the subsidy program reflects a need to align subsidies with actual consumer demand [6][9] - The adjustment may lead to short-term challenges for businesses, as consumer hesitation could impact sales [8] - The long-term goal of the policy is to promote high-quality, sustainable consumption, with potential for further optimization in subsidy mechanisms [9]
领券变摇号、品类大缩减 上海换新消费市场将迎来后补贴时代？
Sou Hu Cai Jing·2025-09-11 16:50