Group 1 - The latest tax data from the National Taxation Administration indicates a sustained release of consumer demand driven by policies such as the trade-in program for consumer goods, with significant sales growth in home appliances and new energy vehicles [1][2] - From January to November, retail sales in the communication equipment sector and daily household appliances increased by 20.3% and 26.5% year-on-year, respectively, reflecting the ongoing effectiveness of consumption promotion policies [2] - The trade-in policy has led to over 2.5 trillion yuan in sales for related products, benefiting more than 360 million people, with significant contributions from home appliances and digital products [2] Group 2 - The integration of AI technology is expected to drive explosive innovation in smart home appliances, potentially opening a market space worth hundreds of billions in the next decade [3] - Major home appliance companies are focusing on AI-driven innovations and expanding into new consumer markets and key technology areas, with examples including Haier's smart home ecosystem and Sichuan Changhong's exploration of the sports economy [4] - Companies are increasingly seeking innovation in new technologies and markets, with a shift in consumer focus from quantity to quality, emphasizing health, rationality, and domestic brands [5]
以旧换新等政策推动消费需求持续释放 激发家电等领域新活力
Zheng Quan Ri Bao·2025-12-09 13:09