2026以旧换新“换”出消费新热潮：绿色化、智能化趋势明显

Core Viewpoint - The implementation of the large-scale equipment update and old-for-new consumption policy in 2026 has sparked a significant consumption boom across various markets, with a focus on energy-efficient products and enhanced consumer services [1] Group 1: Policy Changes - The new policy features more precise scope, flexible subsidies, and improved services, transitioning from a flat-rate subsidy to a proportional system linked to vehicle prices, ensuring fair benefits for consumers across different price ranges [1] - The household appliance subsidy specifically targets "1st-level energy efficiency or water efficiency," promoting a shift from low-efficiency to high-efficiency products, thereby emphasizing the importance of the entire product lifecycle and social benefits [1] Group 2: Market Reactions - In Tonghua, Jilin Province, the new round of subsidies initiated on New Year's Day led to a 50% increase in sales compared to the previous year, demonstrating the strong market response to the policy [2] - In Zhengzhou, a specific air conditioning model's price dropped from 4599 yuan to 2844 yuan after applying the subsidies, showcasing the tangible benefits for consumers [3] - Xiaomi stores in Jiangsu experienced a 130% increase in foot traffic and significant sales growth of 150% for mobile phones and 120% for smartwatches, indicating a robust consumer interest in new products [3] Group 3: Consumer Behavior - The introduction of subsidies has balanced the price gap between 1st-level and 2nd-level energy-efficient products, making energy-efficient options more appealing to consumers [4][5] - In rural areas, tailored smart appliances have been developed to meet local needs, resulting in increased consumer spending and sales growth in these regions [6] Group 4: Regulatory Measures - The Ministry of Commerce emphasized the need for participating businesses to have waste appliance recycling capabilities and to provide one-stop services for consumers, enhancing convenience [2] - Strict regulations are in place to ensure compliance with pricing and subsidy management, with penalties for violations to maintain market order [7]