经济大省挑大梁│江苏南京：“国补”激发活力，消费市场持续焕新

Core Viewpoint - The implementation of the "National Subsidy" policy at the beginning of the year is driving consumer enthusiasm in sectors such as automotive, home appliances, and digital products, promoting a shift towards greener and smarter consumption [1][5]. Group 1: Consumer Behavior and Sales Data - The "National Subsidy" policy has led to a significant increase in consumer activity, with Su Ning Yi Gou reporting a 110% increase in foot traffic in stores from January 1 to 3 [2]. - Sales of energy-efficient appliances have surged, with 92% of sold products being of the first energy/water efficiency level, and sales of refrigerators, washing machines, air conditioners, televisions, and water heaters have doubled [2]. - Mobile phone and smart watch sales saw remarkable growth, with increases of 170% and 115% respectively [2]. Group 2: Automotive Sector Impact - The new automotive subsidy policy has enhanced consumer interest, with the proportion of customers opting for vehicle scrappage and replacement rising from 10% to 30% [3][4]. - The updated subsidy structure allows for higher benefits, with scrappage subsidies reaching up to 20,000 yuan and replacement subsidies up to 15,000 yuan [3]. - The automotive market has experienced a 50% increase in foot traffic during the New Year period, indicating a strong consumer response to the subsidy [4]. Group 3: Policy Implications and Market Trends - The "National Subsidy" policy is aligned with the central government's focus on boosting domestic demand and upgrading industries, with over 2.6 trillion yuan in sales from related products in 2025 benefiting over 360 million people [5]. - The policy is designed to enhance product quality and promote the adoption of new technologies, contributing to a green and low-carbon transition [5][6]. - Retailers are adapting by offering integrated services such as free old appliance collection and on-site activation for new devices, enhancing the consumer experience [2][6].