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如何观察“以旧换新”的速度?
一瑜中的·2025-06-09 00:27

Group 1 - The core viewpoint of the article is that the "trade-in" program for consumer goods is accelerating, particularly in the categories of home appliances and automobiles, while electric bicycles remain stable [1][2][3] - In May, the average daily trade-in volume for automobiles was approximately 38,000 units, a slight decrease from April's 39,000 units, while projections for September to December 2024 suggest an increase to 47,000 units per day [2][10] - Home appliances saw an increase in trade-in activity, with May's average daily volume reaching about 829,000 units, up from 630,000 units in April [2][10] - The trade-in volume for electric bicycles remained relatively stable, with May's average daily volume at approximately 62,000 units, compared to 65,000 units in April [2][11] Group 2 - The overall trade-in activity for the three consumer goods categories (automobiles, home appliances, and electric bicycles) showed an increase in May, with a weighted average daily trade-in volume rising from 92,000 units in April to 109,000 units in May [3][12] - The trade-in program is projected to drive significant sales, with the Ministry of Commerce estimating that the program will generate over 1.3 trillion yuan in product sales in 2024, and approximately 1.1 trillion yuan in the first five months of 2025 [4][5] - The macroeconomic indicators suggest a mixed outlook, with infrastructure projects and durable goods consumption being the main drivers of economic activity, while industrial production and external demand remain weak [15][16][22] Group 3 - The trade-in program's impact on consumer spending is significant, as evidenced by the strong sales figures driven by the program [4][5] - The weekly economic observations indicate a slight decline in the macroeconomic activity index, but it remains above 5%, suggesting ongoing economic recovery [15][16] - The trade-in program is part of a broader strategy to stimulate consumption and support economic growth, particularly in the context of fluctuating external trade dynamics [28][29]