2025年家电类、通讯器材类 商品零售额均破万亿元

Core Insights - The "trade-in" policy for consumer goods is expected to significantly boost retail sales in the home appliance and communication equipment sectors, with both categories projected to exceed 1 trillion yuan in retail sales by 2025, marking a historical high [1] - The policy has led to substantial increases in the replacement of old appliances, with over 129 million units of 12 categories of home appliances and over 91 million mobile devices expected to be replaced by 2025 [1] Group 1: Market Impact - Retail sales of household appliances and audio-visual equipment are projected to grow by 11%, while communication equipment sales are expected to increase by 20.9% by 2025 [1] - The retail sales of home appliances are anticipated to reach 1,169.5 billion yuan, and communication equipment sales are expected to hit 1,007.6 billion yuan by 2025, both achieving historical highs [1] Group 2: Supply Chain and Technological Advancements - The trade-in policy is effectively promoting industrial transformation and upgrading, with over 90% of sales in the 12 categories of traded-in appliances being energy-efficient or water-efficient products [2] - The number of new types of home appliances has increased by 28.89%, with 177,800 new products expected in 2025 [2] - Companies are leveraging "5G + industrial internet" technologies to significantly shorten order cycles, while mobile device manufacturers are innovating in areas such as imaging, battery life, and AI to enhance product value [2] Group 3: Consumer Behavior and Economic Impact - The trend towards consumption upgrades is evident, with mid-to-high-end mobile device subsidies accounting for 72.5% of the total, indicating a shift towards higher-quality consumption [2] - The trade-in policy has positively impacted the elderly demographic, with over 15 million consumers aged 60 and above participating in the trade-in and subsidy programs [2] - The policy has benefited over 1 million retail outlets, with a reported 30% increase in consumer spending in areas with concentrated trade-in stores [2] Group 4: Future Outlook - The trade-in policy will continue to be implemented, with funding support for consumer goods trade-ins confirmed for 2026, along with specified subsidy standards and support scope [3]