前11月家电以旧换新超1.28亿台，销售额超2.5万亿

Core Insights - The light industry in China achieved a cumulative operating income of 19 trillion yuan from January to October this year, representing a year-on-year growth of 1.9%, and a profit of 1.14 trillion yuan, with a year-on-year increase of 1.6% [1] - The light industry accounts for 13% of national industrial assets, contributing to 16.7% of national industrial operating income and 19.2% of profits [1] Group 1: Standard Upgrading and Policy Support - The "Two New" standard enhancement initiative aims to address the pain points of light industry transformation and consumer upgrade demands, with 52 key national standards being revised or established, including 38 for consumer product replacement, 9 for recycling, and 5 for equipment updates [1] - This initiative is expected to provide solid support for the implementation of the old-for-new policy for consumer goods and effectively drive the transformation and upgrading of the light industry [1] Group 2: Old-for-New Policy Impact - By the end of 2024, the total ownership of household appliances such as refrigerators, washing machines, and air conditioners in China is projected to exceed 3 billion units, with over 1.28 million units replaced under the old-for-new policy from January to November this year, generating over 250 billion yuan in related sales [2] - The introduction of standards for smart furniture has accelerated the launch of mid-to-high-end smart furniture products by leading companies, with the market scale exceeding 10 billion yuan, marking a new growth point for furniture consumption upgrades [2] Group 3: Low-Carbon Transition - Standards for carbon footprint accounting in daily ceramics, lighting appliances, and plastic products are aiding companies in identifying high-carbon segments and optimizing emission reduction paths, promoting low-carbon transitions from the source [2] - In Jingdezhen, a major ceramic production area, over 3,500 kilns are utilizing standards to pinpoint key emission reduction areas, leading to an estimated annual reduction of approximately 84,000 tons of carbon dioxide [2] Group 4: Recycling and Resource Utilization - From January to October, approximately 86 million units of "four machines and one brain" (TVs, refrigerators, washing machines, air conditioners, and computers) were dismantled, yielding about 1.9 million tons of recycled resources [3] - Standards for household appliance recycling services are standardizing the recycling and disposal processes, enhancing the efficiency and resource utilization of waste household appliances [3] - Over 700 companies have certified more than 2,200 products as green furniture, effectively supporting the green circular development of the furniture industry [3]