国补券限量抢？部分地区家电国补“点刹车”

Core Viewpoint - The article discusses the temporary suspension or limitation of national subsidies for old-for-new replacement policies in certain regions and e-commerce platforms, particularly during the peak shopping season of "6.18" [1][2]. Group 1: National Subsidy Adjustments - In regions like Guangdong and Chongqing, the national subsidy for old-for-new replacement has been paused or limited due to factors such as funding supply and government opposition to excessive price competition [1][3]. - The "Yue Huan Xin" program in Foshan has reached its funding limit, with future subsidies scheduled to be released in phases starting August 1 [3][4]. - The Chongqing subsidy for green smart home appliances has also been exhausted, leading to a halt in new applications [4][5]. Group 2: Market Dynamics and Consumer Behavior - The rapid consumption of subsidy funds indicates that the subsidies have effectively stimulated consumer spending, with over 1.1 trillion yuan spent on old-for-new replacements this year [10]. - The competitive pricing among e-commerce platforms has intensified, with some products being sold at prices lower than their production costs due to various subsidies [11]. - The current market pricing structure has become chaotic, with discrepancies between retail and factory prices, leading to concerns about healthy competition in the industry [11][12].