2025年家电类、通讯器材类商品零售额均破万亿元

Core Insights - The consumption upgrade policy has led to significant growth in retail sales of home appliances and communication equipment, with both categories expected to exceed 1 trillion yuan in 2025, marking a historical high [1] Group 1: Policy Impact - The "old-for-new" policy has resulted in a recovery in the consumption of home appliances and digital products, with over 129 million units of 12 categories of home appliances and over 91 million mobile devices expected to be replaced in 2025 [1] - 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% in 2025 [1] Group 2: Market Size - The retail sales of home appliances are anticipated to reach 1,169.5 billion yuan, while communication equipment sales are expected to hit 1,007.6 billion yuan in 2025 [1] Group 3: Supply Chain and Resource Recovery - The policy has positively influenced the supply side, promoting industrial transformation and upgrading, with over 90% of sales in energy-efficient or water-efficient products among the 12 categories of home appliances [1] - A comprehensive recycling system for waste home appliances is being established, with 32 pilot cities and 78 enterprises identified for resource recovery [1] Group 4: 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 optimization of consumption structure [1] - AI smartphones are projected to constitute 83% of total mobile phone sales in 2025, reflecting a 33 percentage point increase from 2024 [1] - Over 1 million stores nationwide are participating in the "old-for-new" program and subsidies for purchasing new digital products [1]