Core Insights - The "old-for-new" policy has significantly boosted retail sales in the home appliance and communication equipment sectors, with both expected to exceed 1 trillion yuan in 2025, marking a historical high [1] - The policy has led to a notable increase in the consumption of digital products, with over 129 million home appliances and 91 million mobile devices expected to be replaced in 2025 [1] - Retail sales for home appliances and audio-visual equipment are projected to grow by 11%, while communication equipment sales are expected to rise by 20.9% in 2025 [1] Group 1: Market Impact - The retail sales of home appliances are projected to reach 1,169.5 billion yuan, while communication equipment sales are expected to hit 1,007.6 billion yuan in 2025 [1] - The "old-for-new" policy has enhanced the recovery system for waste electrical appliances, with 32 pilot cities and 78 enterprises identified for the recycling system [1] Group 2: Consumer Trends - The subsidy for mid-to-high-end mobile phones accounts for 72.5%, indicating an expansion in the mid-to-high-end market and an optimization of consumption structure [2] - AI smartphones are projected to constitute 83% of total mobile phone sales in 2025, reflecting a 33 percentage point increase from 2024 [2] - Over 1 million stores nationwide are participating in the "old-for-new" program for home appliances and digital products [2]
2025年家电类、通信器材类 商品零售额均破万亿元
Zheng Zhou Ri Bao·2026-01-20 23:32