此外，还有多地推出各类主题活动，优惠促销与国补叠加，扩大以旧换新政策的影响力。 中国信息协会常务理事、国研新经济研究院创始院长朱克力在接受《证券日报》记者采访时表示，在实施消费品以旧换新 过程中，各地因地制宜形成了不少好的经验。首先，有的地方扩大以旧换新品类，既顺应了消费升级趋势，又倒逼企业优化产 品结构，推动产业向高端化、绿色化转型；第二，有的地方通过财政与金融联动模式，纾解企业垫资压力，为企业可持续发展 提供支撑；第三，多地将促销活动与国补叠加，通过降低消费门槛提升消费意愿，持续扩大大宗消费。 本报记者 刘萌 5月12日，商务部发布数据显示，截至5月11日，2025年汽车以旧换新补贴申请量达322.5万份，其中汽车报废更新103.5万 份，置换更新219万份。自2024年汽车以旧换新政策实施以来，累计补贴申请量已突破1000万份。 近期，全国多地持续加力"两新"政策，通过优化服务流程、扩大补贴范围等，多措并举激发消费活力。比如，广东省人民 政府办公厅印发的《广东省提振消费专项行动实施方案》提出，支持各地市结合产业发展和居民消费需求，探索"财政补贴+企 业让利+金融赋能"模式，对大宗耐用消费品以旧换新进行补 ...

5月7日，记者获悉，广东省人民政府办公厅近日印发了《广东省提振消费专项行动实施方案》(下文简 称《实施方案》)。 记者注意到，《实施方案》提出要实施大宗消费更新升级行动，其中就包括加力扩围实施消费品以旧换 新，并提出要用足用好消费品以旧换新政策，资金分配适度向"两新"工作成效较好的地市倾斜。 据了解，接下来广东将支持各地市结合产业发展和居民消费需求，探索"财政补贴+企业让利+金融赋 能"模式，对大宗耐用消费品以旧换新进行补贴。扩大消费品以旧换新主体参与范围，完善境外人士参 与流程。鼓励家电、房地产等行业龙头企业建设智能家居展厅、体验中心，推动全屋智能、适老化改造 等多元场景落地。 今年以来广州全市以旧换新带动销售额295亿元 记者从广州市商务局获悉，截至"五一"，今年以来广州全市以旧换新带动销售额295亿元。《实施方 案》提出，要继续支持汽车置换更新，扩大汽车报废更新支持范围，将符合条件的国四排放标准燃油乘 用车纳入报废更新补贴范围。支持冰箱、洗衣机等12类家电产品以旧换新。实施手机、平板、智能手表 (手环)3类数码产品购新补贴。 据介绍，"五一"期间广州叠加汽车以旧换新优惠，荔湾、白云、黄埔、花都、天河等区 ...

【一周一议】 （1）非洲是出海的热门区域，市场认知仍存在较大预期差。出海不等同于出口，出海更关注海外的本地消纳，对本 地的运营能力、管理能力、融入本地文化等软实力+硬实力，均提出了更高的要求，而出口经历的环节复杂性不及出 海。非洲因相距较远，国家构成更加多元，相对东南亚，非洲的关注度一直偏低。但非洲尤其是东非，多个国家当前 的发展吸引力正在提升，例如坦桑尼亚、肯尼亚、卢旺达、赞比亚等国家，经济稳中有增、政局相对稳定，我们参考 2024 年 GDP（不变价）增速表现，坦桑 5.44%，肯尼亚 4.51%，卢旺达 8.89%，赞比亚 4.04%，国际主要机构对东非的 经济发展给出稳健增长的判断，例如 IMF 预计 2025 年坦桑尼亚实际 GDP 增速 6.02%，肯尼亚 4.81%，卢旺达 7.11%， 赞比亚 6.2%。此外，2024 年非洲接近 1/3 国家（对应约 18 个）进行大选，2025 年仍有至少 7 个国家进行选举，多数 国家在选举后会进入一个发展新阶段。当前出海非洲的上市企业中，以基建、建材、矿产、消费更为常见，例如①科 达制造在东非+西非合计 6 个国家布局 10 个工厂，涉及瓷砖、玻璃、洁 ...

Group 1 - Xi Jinping met with the President of Serbia, the leader of Myanmar, the President of Cuba, the President of Venezuela, and the Prime Minister of Slovakia during his visit to Moscow for the 80th anniversary of the victory in the Great Patriotic War [1][4][5][6][7][8] - Xi Jinping concluded his state visit to Russia and attended the 80th anniversary celebration of the victory in the Great Patriotic War, returning to Beijing on May 10 [2][9][21] - Brazilian President Lula will visit China from May 10 to 14 at the invitation of Xi Jinping [3][10] Group 2 - The summer grain production is entering a critical period, with various regions enhancing field management to ensure stable grain production [5][12] - The People's Bank of China established a service consumption and elderly re-loan program with a total amount of 500 billion yuan, aimed at boosting financial support for key service consumption sectors and the elderly industry [16] - The new policies continue to support local consumption and stabilize growth, with improvements in service processes enhancing market vitality [11]

Group 1: Investment Trends - In Q1 2025, private investment grew by 0.4%, marking the fourth consecutive year of minimal growth since 2022, primarily impacted by a decline in real estate development investment, which fell by 9.9% [1][7] - Excluding real estate development, private investment increased by 6.0% in Q1 2025, while national fixed asset investment reached 103,174 billion yuan, growing by 4.2% year-on-year [1][3] - The share of private investment in national fixed asset investment dropped to below 50% for the first time since 2012, with a recorded share of 50.1% in 2024 [1][7] Group 2: Sector Performance - Manufacturing sector private investment rose by 9.7%, continuing a trend of high growth since 2021, driven by factors such as export growth and supportive policies [1][7] - Infrastructure private investment also saw a significant increase of 9.3%, contrasting with a decline in private investment in the tertiary sector, which fell by 7.7% [1][6] - The first industry investment grew by 16.0%, while the second industry investment increased by 11.9%, indicating robust performance in these sectors [5][6] Group 3: Economic Contributions - Net exports contributed significantly to economic growth, increasing by 50.4% and accounting for nearly 40% of GDP growth, despite a 6.0% decline in imports [2][4] - The "old-for-new" consumption policy supported a 4.6% growth in retail sales of consumer goods, highlighting the potential for further consumption growth [2][3] - State-owned investment grew by 6.5%, helping to stabilize overall investment growth amid declining private investment and real estate development [2][5] Group 4: Legislative Support - The newly passed Private Economy Promotion Law aims to enhance private investment by encouraging participation in national strategies and major projects, effective from May 20, 2025 [2][7] - The law is expected to support a rebound in private investment as the real estate market stabilizes [2][7]

Core Viewpoint - The Jinan Civil Affairs Bureau has announced a call for businesses and products to participate in the 2025 home aging transformation program, aimed at promoting the replacement of old consumer goods with new ones for elderly-friendly home modifications [3]. Business Participation Requirements - Businesses must be legally registered in Jinan, able to issue formal sales invoices, and have a sound financial and inventory management system, with no record of being listed as a dishonest executor on the "Credit China" website in the past two years [4]. - Sales and service outlets must meet consumer needs and possess strong capabilities in warehousing, distribution, installation, debugging, and maintenance, ensuring timely supply [5]. - Businesses must be registered on the "Cloud Flash Payment" platform and issue tax invoices for each transaction, maintaining a clear sales ledger and submitting relevant subsidy documentation accurately [6]. - Companies must implement subsidy policies such as "payment reduction" and voluntarily advance subsidy funds, complying with various regulatory bodies during audits [7]. - Products must have brand authorization for elderly-friendly items, meeting national and industry standards, and must be capable of providing a commitment to support and comply with subsidy activity rules [8]. Application and Approval Process - Businesses must submit application materials to their local civil affairs bureau by May 16, 2025, with preliminary reviews conducted by district civil affairs bureaus, which will recommend businesses to the municipal bureau by May 22, 2025 [9]. - The municipal civil affairs bureau will compile and confirm the list of participating businesses, which will remain valid for the duration of the policy implementation [10]. Subsidy Fund Management - The subsidy for replacing old consumer goods will be provided through a consumer payment reduction method, with participating merchants initially covering the subsidy costs [11]. - Merchants are responsible for compiling and uploading consumer subsidy documentation for review, with funds disbursed after passing audits [12]. Merchant Participation Process - Merchants must connect with the UnionPay Business Shandong Branch for network registration and follow specific procedures for subsidy product entry and sales registration [13][14]. - After completing the necessary documentation, merchants submit their applications for review by local civil affairs bureaus [17]. - The review process includes initial checks by district bureaus and secondary reviews by third-party auditing agencies, with strict compliance required for subsidy disbursement [18].

成都市人民政府新闻办公室5月8日举行成都市加力扩围实施大规模设备更新和消费品以旧换新政策新闻 发布会。记者获悉，成都今年加力实施消费品以旧换新政策，截至5月7日已拉动消费超285亿元。 今年以来，国家、四川省陆续出台新一轮加力扩围支持"两新"政策措施。成都印发《成都市推动大规模 设备更新和消费品以旧换新2025年度工作任务清单》，明确了54条年度重点任务。 推动消费品以旧换新方面，成都持续开展汽车、家电、家装厨卫以旧换新行动，新增实施手机、平板、 智能手表手环等三类数码产品购新补贴，拓展家电线上"立买立减"渠道，开展蓉城家庭焕新行动。今 年，成都已经向各区(市)县下达18.8亿元超长期特别国债支持消费品以旧换新工作。 成都市商务局副局长兰华娟介绍，今年成都市按照加力扩围消费品以旧换新工作要求，全力提振消费， 结合本地产业特色、居民消费习惯及具体实施条件，将原有12个家电补贴品类扩围至18个。一季度，全 市社会消费品零售总额达2732.7亿元，同比增长6.0%，汽车、家电和通讯器材类消费分别增长2.9%、 4.5%、197.2%。截至5月7日，全市申请消费品以旧换新补贴已超389万件，补贴金额约31亿元，拉动消 ...

今年以来加力扩围 原有12个家电补贴品类 成都一家电器卖场，顾客在销售人员的引导下详细了解"以旧换新"政策，并选购适合自己的商品 成都消费品以旧换新 扩围至18个 截至5月7日 全市申请以旧换新补贴 已超389万件 补贴金额约31亿元 拉动消费超285亿元 今年以来，全市申请消费品以旧换新补贴已超389万件，补贴金额约31亿元，拉动消费超285亿元，近 4000家汽车、家电、数码、家居企业和超2.2万个门店参与活动……5月8日，成都市政府新闻办举行成 都市加力扩围实施大规模设备更新和消费品以旧换新政策新闻发布会。聚焦成都"两新"政策的落地成效 和今年的最新部署等一系列大家关注的热点话题，相关部门有关负责人进行了回应。 去年"两新"拉动 汽车消费300亿元 "两新"工作开展以来，成都成立市级工作专班和8个专项工作组；构建"1个总体行动方案+8个专项方案 及政策措施"的政策体系；实施工业领域设备更新等十大行动……新闻发布会上，市发展改革委副主任 李坚峻用"四个成效明显"，回顾了上一轮"两新"政策落地以来的具体工作成果—— 重点领域设备更新成效明显：2024年全市工业设备工器具购置投资470.4亿元、同比增长65. ...

证券代码： 301049 证券简称：超越科技 安徽超越环保科技股份有限公司投资者关系活动记录表 编号：2025-05-01 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | 新闻发布会 路演活动 □ □ | | | 现场参观 □ | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 8 日 (周四) 下午 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事、总经理李光荣 | | 员姓名 | 2、董事会秘书、财务总监范敏 | | | 3、保荐代表人邓俊 | | | 4、独立董事彭征安 | | | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1. 领导，您好！我来自四川大决策请问公司目前拥有多少项专 | | | 利技术，主要集中在哪些 ...

Core Viewpoint - The article emphasizes the importance of boosting consumer demand and expanding domestic consumption to support economic recovery, with a focus on upgrading product consumption and addressing insufficient effective demand [1] Group 1: Consumer Demand and Sales Projections - The sales revenue from the "old-for-new" consumer goods program is projected to exceed 1.3 trillion yuan in 2024, contributing significantly to the recovery of consumer spending [1] - The program is expected to gain momentum in 2025, with further expansion and support measures [1] Group 2: Policy Measures and Support - The issuance of special long-term government bonds will increase to 300 billion yuan, doubling from the previous year, to support the expansion of consumer goods [1] - The subsidy categories for the "old-for-new" program will expand from "8+N" to "12+N," including new subsidies for digital products like mobile phones and a broader range of eligible vehicles for scrapping [1] - The process for consumers to claim subsidies will be improved to enhance accessibility and efficiency [1] Group 3: Automotive and Foreign Trade Initiatives - Pilot programs for automotive circulation consumption reform will be launched, encouraging local governments to explore and implement measures to remove restrictions on automotive consumption and develop the aftermarket [1] - Initiatives will be taken to promote high-quality foreign trade products in the domestic market through events and expanded online and offline channels [1] Group 4: Domestic Brand Promotion - Continuous efforts will be made to innovate and develop time-honored brands, with events like the "Time-Honored Brand Carnival" aimed at creating growth points for domestic product consumption [1]