让以旧换新政策发挥更大效应

Core Insights - The "trade-in for new" policy in China is projected to generate over 2.6 trillion yuan in sales by 2025, benefiting more than 360 million people, showcasing its effectiveness in boosting domestic demand and economic growth [1] - The policy is a crucial link between improving people's livelihoods and economic development, facilitating targeted measures to stimulate consumption potential and promote industrial upgrades [1] Group 1: Economic Impact - From January to November 2025, the total retail sales of consumer goods increased by 4.0% year-on-year, with the trade-in policy contributing over 1 percentage point to this growth, effectively converting potential demand into actual purchasing power [2] - The retail sales of home appliances surpassed 1 trillion yuan, indicating strong demand for large consumer goods [2] Group 2: Industry Upgrades - The trade-in policy has led to significant growth across key consumer sectors, particularly in the automotive industry, where 18.3 million vehicles are expected to be traded in from 2024 to 2025, with nearly 60% being new energy vehicles [3] - In the home appliance sector, over 129 million units were traded in, with more than 90% being first-level energy-efficient products, reflecting a shift towards high-quality, energy-efficient goods [3] Group 3: Environmental Benefits - The policy promotes both economic and environmental benefits, driving industrial upgrades and green transitions by encouraging companies to invest in technological innovation and improve product quality [4] - By 2025, the recycling of scrapped vehicles is expected to increase by 24.5%, leading to the recycling of approximately 9.6 million tons of steel and 1.3 million tons of non-ferrous metals, significantly reducing carbon emissions by about 24.5 million tons [4] Group 4: Consumer Benefits - Since the full implementation of the trade-in policy in September 2024, over 480 million subsidies have been distributed directly to consumers, with every second new household vehicle sold benefiting from the trade-in subsidy [5] - The policy has also played a vital role in ensuring public safety, with the number of old electric bicycles being replaced exceeding nine times that of 2024, effectively reducing safety hazards [5]