新一轮国补落地首周带动消费4.5亿元 消费市场“焕新”提速

Core Insights - The new round of appliance trade-in policy in Guangxi has shown significant results in its first week, with 114,000 subsidies issued and a total subsidy amount of 64.99 million yuan, directly boosting appliance and digital product sales by 450 million yuan [1][4] Group 1: Policy Impact - The policy has led to a notable increase in the sales of energy-efficient appliances, with 80% of sales in a major store being of first-class energy efficiency products, reflecting a 56.18% month-on-month growth [4] - The implementation of the trade-in policy has resulted in a 46.8% year-on-year increase in sales of green smart appliances, with first-class energy efficiency products accounting for 62% of total subsidy applications [4][5] Group 2: Consumer Behavior - Consumers are increasingly prioritizing energy efficiency and smart features over price, indicating a shift in purchasing behavior towards quality [4][5] - The demographic of consumers engaging in the trade-in program is diverse, with 50% of subsidy applications for digital products coming from the 25-35 age group, and older consumers also showing significant interest in smart and health-oriented products [6] Group 3: Service Enhancements - Retailers are enhancing service offerings to ensure consumers can easily access policy benefits, including dedicated support for subsidy applications and integrated old product recycling services [7] - The online and offline service model has expanded, with 27% of subsidy applications coming from online channels, facilitating a seamless process for consumers [7] Group 4: Economic Implications - The trade-in policy is viewed as a practical measure to stabilize growth and promote consumption, while also serving as a long-term strategy for industrial upgrading and green development [9]