记者丨吴立洋,实习生涂玥 编辑丨高梦阳 早上9点多看 --中枢网关的价格明明是券后269左 右,结果过了下到一小时,价格突然涨价30! 明明它主图写着周一20点券后269这样的活动预告,结 果在双十一活动当天偷偷上调价格!!如果消费者没 有认真看,按宣传价格加入购物车,然后购买,这不 是欺诈消费者? ? ? 而且这个价格和日常根本没区 别! 重点是,如果不参加活动,就不要放什么活动价 手汗 是把我 10月20日晚八点，今年的"双十一"大促在多个平台正式开启，相较于2024年国补政策落地后 对家电市场的强势带动，2025年的整体热度相对平和了很多。 但与此同时， 多位消费者在社交平台表示，在双十一优惠活动开启后，自己加购在购物车中 的家电产品出现了较大价格波动，部分产品在叠加大促优惠后，价格相较于前一轮618大促有 所上涨，甚至高于双十一开启之前暑期的价格。 例如有消费者表示，此前看到的某品牌烘干机，双十一开启前标价11990元，叠加国补与平台 商家补贴后实际到手价格为7292元；但在双十一开启后，标价并未改变，但平台商家补贴金额 大幅降低，导致到手价升至8581元，价格大幅提升。 一双十一突然涨价,你真的玩不 ...

21世纪经济报道吴立洋实习生涂玥 10月20日晚八点，今年的"双十一"大促在多个平台正式开启，相较于2024年国补政策落地后对家电市场 的强势带动，2025年的整体热度相对平和了很多。 但与此同时，多位消费者在社交平台表示，在双十一优惠活动开启后，自己加购在购物车中的家电产品 出现了较大价格波动，部分产品在叠加大促优惠后，价格相较于前一轮618大促有所上涨，甚至高于双 十一开启之前暑期的价格。 例如有消费者表示，此前看到的某品牌烘干机，双十一开启前标价11990元，叠加国补与平台商家补贴 后实际到手价格为7292元；但在双十一开启后，标价并未改变，但平台商家补贴金额大幅降低，导致到 手价升至8581元，价格大幅提升。 关注 4 和歌 一双十一突然涨价,你真的玩不起 早上9点多看 『中枢网关的价格明明是券后269左 右,结果过了下到一小时,价格突然涨价30! 明明它主图写着周一20点券后269这样的活动预告,结 果在双十一活动当天偷偷上调价格!! 如果消费者没 有认真看,按宣传价格加入购物车,然后购买,这不 是欺诈消费者? ? ? 而且这个价格和日常根本没区 别!重点是,如果不参加活动,就不要放什么活动价 有家 ...

Core Viewpoint - The sudden suspension of the "old-for-new" subsidy program in Jiangsu has caused significant concern among consumers and may impact the overall market dynamics during the critical 618 shopping festival [1][5][10]. Group 1: Market Impact - The suspension of the subsidy in Jiangsu has led to consumer panic, with many fearing that other regions may follow suit, potentially affecting overall sales during the 618 shopping period [3][10]. - In 2024, the "old-for-new" program was expected to drive sales of over 26 billion yuan, with more than 34 million consumers participating in the first four months of the year, leading to sales of 174.5 billion yuan [3][4]. - The abrupt halt of the subsidy could disrupt the positive sales momentum seen earlier in the year, particularly affecting the performance of online platforms and physical stores [11][12]. Group 2: Consumer Behavior - Consumers in Jiangsu are now adopting a wait-and-see approach, delaying purchases in anticipation of potential future discounts or promotional activities [10][12]. - The fear of missing out on good deals has led consumers in other regions to express a desire to purchase immediately, indicating a shift in buying behavior due to the uncertainty created by Jiangsu's subsidy changes [10][12]. Group 3: Industry Response - The suspension of the subsidy is likely to lead to price increases for individual products, affecting sales performance and potentially forcing companies to adjust production plans and marketing strategies [11][12]. - Companies are encouraged to enhance their internal competitiveness and reduce reliance on government subsidies and promotional events to navigate the changing market landscape [12].

Core Insights - The county-level home appliance market is experiencing significant growth, particularly in the air conditioning segment, driven by the "old-for-new" national subsidy policy which stimulates consumption [5][6][9] Market Trends - The "May Day" holiday saw uneven performance in the home appliance retail market, with notable growth in county-level markets, especially in air conditioning sales [5][6] - The "old-for-new" national subsidy policy has been effective in driving consumption upgrades and high-end sales, with an expansion of subsidized products and retail outlets [5][6] - Young consumers in county markets are increasingly demanding quality home appliances, aligning their preferences with those in first and second-tier cities [6] Sales Performance - Sales at Suining International Mall in Xinghua City increased by 200% year-on-year during the first two days of the "May Day" holiday, attributed to local wedding consumption and returning youth buying appliances for their families [6] - The sales of home appliances in Jiangxi during the "May Day" holiday are estimated to have grown by around 5% year-on-year, with significant contributions from third and fourth-tier markets [6] Air Conditioning Market - Air conditioning emerged as the best-selling product category during the "May Day" holiday, with sales revenue and volume increasing by 11.11% and 6.96% respectively [9] - The sales revenue of air conditioning units at Yongsheng increased by 70% year-on-year during the holiday, outperforming other categories like televisions and refrigerators [9][10] - Price competition in the air conditioning market intensified, with many affordable models emerging, benefiting from national subsidies and trade-in offers [10] Future Outlook - The market for quality-demanding home appliances, such as smart toilets and water purifiers, is expected to have greater potential compared to basic necessity items [11] - Price competition in the domestic home appliance market is anticipated to become more intense, with a trend of "the strong getting stronger" [11]