Group 1 - The article highlights that many regions have set thresholds for national subsidies, making it more difficult for consumers to claim them, with methods like "抢券" (grabbing coupons) and "摇号" (lottery) being implemented [2][4] - The adjustments in subsidy rules aim to optimize the distribution of funds and address the insufficiency of remaining subsidy funds in some areas [4][6] - Major platforms and merchants are optimistic about the retail outlook for the upcoming "Double Eleven" shopping festival, despite the challenges posed by the subsidy policy changes [2][6] Group 2 - The article discusses the proactive measures taken by major appliance companies, such as offering up to 20% subsidies, to enhance the effectiveness of the "trade-in" policy in collaboration with e-commerce platforms [6][5] - A recent allocation of 69 billion yuan in long-term special government bonds for consumer goods trade-in subsidies is expected to support these initiatives in the fourth quarter [6][5] - The article emphasizes the need for a collaborative approach among government, enterprises, and platforms to maximize the effectiveness of subsidy policies [6][5] Group 3 - The long-term perspective indicates that the trade-in subsidy policies will eventually decline, pushing the industry towards a value-driven model rather than a subsidy-driven one [7][8] - The article stresses the importance of establishing a growth model that is less dependent on government policies, focusing on consumer trends post-policy benefits [8][7] - It also points out that enhancing public services and addressing uncertainties in social security, healthcare, and education are crucial for stimulating consumer spending [8][7]
“双十一”国补拼手速,平台商家挖掘消费新潜力丨时报经济眼
证券时报·2025-10-22 00:09