前三季度“两新”政策：家电零售增48.3% 新能源车销升30.1%

Core Insights - The "Two New" policies have shown significant effectiveness in the first three quarters of the year, with various industries experiencing positive growth trends [1] Equipment Investment - Overall equipment procurement in industrial enterprises increased by 9.4% year-on-year, with high-tech manufacturing equipment procurement rising by 14% [1] - The information and technology sectors saw substantial increases in equipment investment, with procurement amounts growing by 26.8% in information transmission software and IT services, and 32.5% in scientific research and technical services [1] - Digital equipment procurement across all industries grew by 18.6%, indicating a strong focus on digital transformation [1] Consumer Goods and Sales - The "old for new" policy for consumer goods has yielded notable results, with retail sales in daily household appliances and furniture increasing by 48.3% and 33.2% year-on-year, respectively [1] - Newly included sectors, such as mobile and communication devices, reported a retail sales revenue increase of 19.9% [1] Automotive Sector - Sales data for motor vehicles indicates that new energy vehicle sales increased by 30.1% year-on-year, reflecting the effectiveness of the automotive "old for new" policy in stimulating consumer demand [1]