“双十一”国补拼手速 平台商家挖掘消费新潜力

Core Insights - The "Double Eleven" shopping festival is experiencing increased consumer interest, but challenges in claiming national subsidies have emerged, requiring consumers to act quickly [1][2] - Various regions have implemented stricter eligibility criteria for national subsidies, including "lottery" and "coupon grabbing" methods, to ensure precise distribution of subsidy funds [1][2] - Despite the challenges posed by the reduction in national subsidies, platforms and merchants remain optimistic about the retail outlook for the year-end shopping season [1][3] Group 1: National Subsidy Challenges - Consumers in multiple regions, including Chongqing, Hunan, Guangdong, and Shanghai, are facing difficulties in claiming national subsidies due to new restrictions [2] - The adjustments in subsidy rules aim to optimize the policy and enhance fund utilization efficiency, with some regions citing insufficient remaining funds as a reason for increased barriers [2] Group 2: Market Response and Strategies - E-commerce platforms and merchants are proactively enhancing the effectiveness of trade-in policies, with some appliance companies offering additional subsidies to complement national support [3] - The introduction of a special long-term bond of 690 billion yuan for consumer trade-in subsidies is expected to provide financial support for the fourth quarter [3] Group 3: Long-term Consumer Trends - The shift from subsidy-driven growth to value-driven growth is anticipated as national subsidies gradually decline [5] - Establishing a "policy desensitization" growth model is crucial for platforms and merchants to adapt to changing consumer trends post-subsidy [5] - A robust policy framework is essential for sustaining consumer market recovery, with increased fiscal investments in social welfare expected to enhance consumer capacity [5]