2025年以旧换新相关商品销售额超2．6万亿元

Core Insights - The "old-for-new" consumption policy has significantly boosted sales, with related product sales expected to exceed 2.6 trillion yuan by 2025, benefiting over 360 million people [1] - The policy has led to substantial growth in various sectors, including over 11.5 million cars, 129 million home appliances, and 9.1 million digital products being replaced [1] - The retail sales of social consumer goods increased by 4.0% year-on-year from January to November 2025, with the "old-for-new" initiative contributing over 1 percentage point to this growth [1] Automotive Sector - In the automotive sector, nearly 60% of the "old-for-new" transactions involved new energy vehicles, with the market share of new energy passenger cars exceeding 50% for nine consecutive months [1] - In November 2025, the market share of new energy passenger cars reached 59.4% [1] Home Appliance Sector - The home appliance sector saw over 90% of the "old-for-new" transactions involving first-level energy efficiency products [1] - Retail sales in the home appliance sector surpassed 1 trillion yuan, marking a historical high [1] Consumer Behavior - Since the implementation of the policy in September 2024, over 480 million subsidies have been distributed directly to consumers, promoting the adoption of green, low-carbon, and smart products [1] - More consumers are opting for in-store experiences and enjoying subsidies, leading to increased cross-scenario consumption in leisure, entertainment, and dining [2] - In areas with concentrated home appliance "old-for-new" stores, consumer spending within a 1-kilometer radius has increased by over 30% [2]