9月22日，六盘水消费品以旧换新新闻通气会举行，今年以来，六盘水市坚决贯彻落实国家、省"以旧换新"部署要求，采取措施打好消费品"以旧换新"组合 拳，全力促消费、扩内需。1-8月全市落实上级消费品"以旧换新"政策带动消费20.79亿元。 六盘水消费品以旧换新新闻通气会现场。 因地制宜，放大政策叠加。结合实际用好促消费专项资金，有效叠加放大国家、省系列促销政策，制定针对汽车和家电家居的《专项消费券活动实施方 案》，深挖以旧换新消费潜力，努力吸引周边省市邻近地区群众消费。同时，加大与行业商协会、重点企业对接，谋划找准"五一""避暑季"等以旧换新促销 入口，激发潜在消费热情，吸引更多绿色消费、智能消费、品质消费。今年以来全市陆续开展了第十一届、第十二届凉都车展、万达车展、盘州车展等12场 系列市级汽车专项消费券活动，投入资金1200余万元，截至目前，带动消费近4亿元，成功吸引"纳威赫"甚至省外消费者前来购车，市外消费者占比超过 35%。开展1场市级家电家居专项消费券活动，带动消费800余万元，有效补充部分未能参加国补的家电家居品类，最大限度满足消费者需求。 六盘水商场内，政府消费券满减活动现场。 协同联动，整合资源集 ...

Core Insights - The "trade-in for new" initiative has significantly boosted consumer spending, with related sales exceeding 1.9 trillion yuan and benefiting over 320 million people as of mid-August [1][2] - The Chinese government is enhancing fiscal and financial support for the trade-in program, with banks like China Merchants Bank actively promoting complementary financial products [1][4] Group 1: Policy and Financial Support - The Ministry of Finance allocated 69 billion yuan for the third batch of trade-in subsidies, while local governments are also increasing their support, such as Chongqing's additional 13.5 million yuan for automotive and electric bicycle trade-ins [1][2] - The State Council has emphasized the need for stronger fiscal and financial policy support to further enhance the effectiveness of the trade-in program [1][4] Group 2: Market Impact and Consumer Behavior - The trade-in policy has led to a notable increase in retail sales, with furniture, home appliances, and communication equipment seeing significant growth rates of 18.6%, 14.3%, and 7.3% respectively in August [2] - The automotive sector has also benefited, with over 8.3 million trade-in applications submitted this year, marking a record production and sales volume of over 20 million vehicles [2][3] Group 3: Collaborative Efforts and Innovations - Various regions are optimizing the distribution of trade-in subsidies to enhance efficiency, such as implementing a "lottery first, then coupon" system to ensure funds reach genuine demand [3][4] - E-commerce platforms are increasing their promotional efforts, offering additional discounts and services to improve consumer experience, such as Tmall's 10% discount coupons and JD's comprehensive service offerings [4][5] Group 4: Future Outlook - The combination of direct fiscal support, local policy adjustments, and collaborative efforts from financial institutions is expected to further stimulate consumer spending and drive economic growth [5][6]

Group 1 - The fourth batch of 69 billion yuan special long-term government bonds will be allocated in October to support local implementation of the consumption upgrade policy [1] - Iola Home achieved a net profit attributable to shareholders of 92 million yuan in H1 2025, representing a year-on-year increase of 103.18% [1] - In Q2 2025, the company reported a net profit attributable to shareholders of 52 million yuan, up 97.25% year-on-year [1] Group 2 - The company maintains a differentiated positioning in the mid-to-high-end brand market, focusing on product leadership, brand upgrades, and channel expansion [1] - The company employs a strategy driven by design, technology empowerment, and service upgrades to optimize its channel structure [1] - The retail business capabilities are being strengthened, with stable performance in both distribution and direct sales [1] Group 3 - In H1 2025, the company's overall revenue from kitchen cabinets and whole-house customization was 119 million yuan and 550 million yuan, showing a year-on-year decline of 37.12% and an increase of 17.57% respectively [1] - The gross profit margins for kitchen cabinets and whole-house customization were 37.42% and 48.60%, reflecting a year-on-year increase of 7.73 percentage points and a decrease of 4.04 percentage points respectively [1] Group 4 - The company is expanding against the backdrop of industry consolidation, continuously optimizing its store locations [1] - As of Q2 2025, the total number of stores reached 1,710, including 861 kitchen cabinet specialty stores and 849 whole-house specialty stores, with an increase of 66 stores compared to the end of 2024 [1]

省商务厅相关负责人表示，我省将进一步优化电动自行车以旧换新活动体验，指导各市简化活动流 程，加强对销售门店一线工作人员的培训力度，不断提高以旧换新服务质量，持续提升消费者参与活动 热情。 今年以来，我省加力扩围消费品以旧换新政策，提振消费，效果显著。据统计，今年1月至7月，辽 宁省消费品以旧换新活动惠及消费者655.1万人次，惠享补贴59.6亿元，直接拉动消费486.8亿元，助力 全省社会消费品零售总额同比增长5.5%，连续29个月高于全国平均水平。 近日，省商务厅公布数据显示，今年以来，我省持续加大电动自行车以旧换新力度，极大提升了消 费者参与活动的热情。截至9月10日，全省已开展各类以旧换新活动476场，完成电动自行车以旧换新 100740辆，拉动销售额约2.07亿元。 ...

证券日报网讯雪祺电气（001387）9月12日在互动平台回答投资者提问时表示，从2024年下半年开始， 国家陆续出台了推动消费品以旧换新相关政策，对消费者购买冰箱等家电产品给予补贴。公司自成立以 来始终致力于为下游品牌商提供容积400L以上的大冰箱和商用展示柜等产品，坚持采用ODM模式，产 品直接销售至下游品牌商，客户通过线上线下（300959）多渠道进行终端销售。公司将持续关注相关政 策及市场动态，积极把握机遇，开拓国内外市场，努力提升经营业绩，以回报广大投资者。 ...

财政部部长蓝佛安9月12日在国新办"高质量完成'十四五'规划"系列主题新闻发布会上表示，财政部大 力支持消费品以旧换新，截至今年8月底，国家财政一共拿出约4200亿元，带动各类商品销售额超2.9万 亿元。安排专项资金，支持开展县域商业建设行动，引导释放乡村消费潜能，"十四五"以来，乡村消费 品零售额增长了24%。我们推出了育儿补贴、养老服务补贴等直接补贴，对重点领域个人消费贷款和相 关行业经营主体贷款给予贴息，让资源精准投向消费领域。完善免税店政策体系，鼓励更多国货"潮 品"走出去。优化离境退税政策，进一步降低起退点，提高现金退税金额，推动扩大入境消费。 ...

智通财经APP获悉，创维集团(00751)尾盘飙升逾28%，截至发稿，涨26.12%，报4.78港元，成交额4.32 亿港元。 消息面上，9月8日，创维集团尾盘放量飙升逾34%，引发市场对于公司即将私有化的猜测。当日创维集 团向上证报表示，目前没有私有化的规划。值得注意的是，创维集团上半年实现营业收入362.64亿元人 民币，同比上涨20.3%。其中，新能源业务收入达到138.01亿元，同比大幅增长近54%，占集团总营收 比例提升至38%。创维光伏已成为创维集团第二增长曲线。 智通财经APP在《智通财经港股09月投资策略及十大金股》中提及创维集团时指出，2025年下半年消费 品以旧换新工作仍将稳步推进，国补资金接续在即，且后续补贴资金使用节奏或更为稳健，全年需求有 望持续稳健释放。站在当前时点，家电行业内需提振预期向上，板块对美敞口或不高，龙头结构升级、 全球产能布局等应对空间充裕，叠加龙头经营高质量高股息，建议积极关注家电投资价值。 ...

Group 1 - Skyworth Group (00751) saw a significant stock price increase, rising over 28% at the close, with a current price of 4.78 HKD and a trading volume of 432 million HKD [1] - On September 8, Skyworth Group's stock surged over 34%, leading to market speculation about a potential privatization, although the company stated there are no current plans for privatization [1] - For the first half of the year, Skyworth Group reported a revenue of 36.264 billion RMB, reflecting a year-on-year increase of 20.3% [1] Group 2 - The revenue from the new energy business reached 13.801 billion RMB, showing a substantial year-on-year growth of nearly 54%, and this segment now accounts for 38% of the total revenue [1] - According to Zhitong Finance, the consumer goods replacement program is expected to continue steadily into the second half of 2025, with national subsidy funds anticipated to follow suit, supporting sustained demand throughout the year [1] - The home appliance industry is expected to see an upward trend in domestic demand, with ample room for structural upgrades and global capacity adjustments among leading companies, which are also noted for high-quality operations and dividends [1]

转自：中国质量报 □ 本报记者 徐建华 "要深入贯彻习近平总书记重要指示批示精神，落实党中央、国务院部署，坚持质量第一、效益优先，持续提升市场监管效能，加快推进质量强国建设，为 构建新发展格局、推动高质量发展、实现中国式现代化提供有力支撑。"2023年9月1日，在西部经济中心四川省成都市，中共中央政治局委员、国务院副总 理张国清在出席中国质量（成都）大会时如此强调。 近日，第27届中国机器人及人工智能大赛人形机器人专项赛全国决赛在安徽省合肥市开赛。该赛事是中国首个全尺寸人形机器人赛事，100多所高校的200余 支队伍、320多台人形机器人进入决赛。 图为全尺寸人形机器人进行多地形自主通行比赛。 韩苏原 摄 高质量发展是全面建设社会主义现代化国家的首要任务 山一程、水一程。当时间来到2024年的7月，人们再一次深刻感知改革激荡的磅礴之力。 进一步全面深化改革、推进中国式现代化，这是在北京举行的中国共产党第二十届中央委员会第三次全体会议研究的问题。 会期4天，7月15日上午拉开帷幕。 全会听取和讨论了习近平总书记受中央政治局委托所作的工作报告，审议通过了《中共中央关于进一步全面深化改革、推进中国式现代化的决定》。 ...

Core Viewpoint - The overall macroeconomic environment in China continues to expand, with the automotive industry showing strong growth in production and sales, supported by government policies aimed at boosting consumption and investment [1][23]. Group 1: Automotive Production and Sales - In August, China's automotive production and sales reached 2.815 million and 2.857 million units respectively, with month-on-month growth of 8.7% and 10.1%, and year-on-year growth of 13% and 16.4% [1]. - From January to August, cumulative automotive production and sales totaled 21.051 million and 21.128 million units, reflecting year-on-year growth of 12.7% and 12.6% [1]. Group 2: Commercial Vehicle Performance - In August, commercial vehicle production and sales were 315,000 and 316,000 units, with month-on-month growth of 5.9% and 3.4%, and year-on-year growth of 16.4% and 16.3% [2]. - Cumulative commercial vehicle production and sales from January to August reached 2.713 million and 2.744 million units, with year-on-year growth of 7.1% and 5.2% [4]. Group 3: Truck Sales - In August, truck production and sales were 270,000 and 272,000 units, with month-on-month growth of 6.3% and 2.7%, and year-on-year growth of 16% and 17.1% [5]. - Heavy-duty truck sales reached 92,000 units in August, showing a significant year-on-year increase of 46.7% [5]. Group 4: Bus Sales - In August, bus production and sales were both 45,000 units, with month-on-month growth of 3.4% and 7.4%, and year-on-year growth of 18.7% and 11.6% [9]. - From January to August, bus production and sales totaled 350,000 and 351,000 units, with year-on-year growth of 11.3% and 10% [11]. Group 5: Domestic and Export Trends - In August, domestic sales of commercial vehicles reached 238,000 units, with year-on-year growth of 19.9% [13]. - Commercial vehicle exports in August were 78,000 units, reflecting month-on-month growth of 3.3% and year-on-year growth of 6.6% [17]. - From January to August, commercial vehicle exports totaled 656,000 units, with year-on-year growth of 9.7% [19]. Group 6: New Energy Vehicle Insights - In August, domestic sales of new energy commercial vehicles reached 66,000 units, with year-on-year growth of 58.6% [20]. - From January to August, new energy commercial vehicle domestic sales totaled 481,000 units, reflecting a year-on-year increase of 59% [20]. - New energy commercial vehicle exports in August were 4,000 units, with year-on-year growth of 9.5% [24].