2025年以旧换新相关商品 销售额超2.6万亿元

Core Insights - The sales of products related to the "trade-in for new" policy are expected to exceed 2.6 trillion yuan by 2025, benefiting over 360 million people [1][2] Group 1: Sales Projections - By 2025, the trade-in for new policy is projected to result in the following sales: over 11.5 million cars, 129 million home appliances, 9.1 million digital products, 120 million home renovation items, and 1.25 million electric bicycles [1] - The retail sales of consumer goods from January to November increased by 4.0% year-on-year, with the trade-in policy contributing over 1 percentage point to this growth [1] Group 2: Industry Upgrades - In the automotive sector, nearly 60% of trade-ins involve new energy vehicles, leading to a retail market share for new energy passenger cars exceeding 50% for nine consecutive months, reaching 59.4% in November [1] - In the home appliance sector, over 90% of traded-in products are first-class energy efficiency (water efficiency) products [1] - Sales of communication equipment have shown continuous growth for 11 months [1] Group 3: Economic and Environmental Impact - By 2025, the volume of scrapped cars is expected to increase by 24.5%, resulting in the recycling of approximately 9.6 million tons of steel and 1.3 million tons of non-ferrous metals, thereby reducing carbon emissions by about 24.5 million tons [1] - Since the full implementation of the policy in September 2024, over 480 million direct subsidies have been issued to consumers, facilitating the entry of numerous green, low-carbon, and smart products into daily life [2] - For every two new household cars sold, one will benefit from the trade-in subsidy, and the number of old electric bicycles being replaced has exceeded nine times that of 2024 [2]