以旧换新政策扩容 智能家居与适老产品引领家居行业新风口

Core Insights - The 2026 consumption goods replacement policy aims to stimulate demand by expanding the scope of the old-for-new program, now including smart home and elderly-friendly products for central funding subsidies [1][4][5] - The policy is designed to drive the transformation of the home industry towards green and intelligent solutions, encouraging companies to innovate products that meet new standards [1][6] Policy Expansion - The new policy features a dual-track system of national uniformity and local autonomy, specifying six categories of home appliances and four categories of digital and smart products eligible for subsidies [4] - A significant breakthrough is the inclusion of smart home and elderly-friendly products in the central funding subsidy, allowing local governments to create tailored subsidy policies within the framework [4][5] Market Demand - The demand for home improvement is driven by the growing need for renovations in existing homes and the rising popularity of smart products, with a focus on enhancing living quality through green, intelligent, and elderly-friendly solutions [6][8] - Data from the Ministry of Housing and Urban-Rural Development indicates that over 240,000 old urban communities have been renovated, benefiting more than 40 million households [6] Industry Trends - The policy encourages the home industry to transition from traditional appliances to emerging categories, aligning with consumer upgrade trends and providing clear direction for industry transformation [5][8] - The integration of smart and elderly-friendly products is expected to create a new market dynamic, with companies accelerating their strategies to meet the growing demand in these segments [10][11] Future Outlook - The home industry is anticipated to evolve from "single smart products" to "whole-home interconnected solutions," driven by artificial intelligence and changing consumer preferences [10] - The elderly-friendly market is shifting from a niche to a mainstream necessity, with predictions indicating that the silver economy could reach 30 trillion yuan by 2035, growing at a compound annual growth rate of 15.7% [10][11]