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数读中国 4亿人次享受补贴!数说以旧换新“多重效应”
Ren Min Wang· 2025-08-09 02:54
Group 1 - The core viewpoint is that the "trade-in" policy has significantly boosted consumer spending, with a total sales volume of 2.9 trillion yuan and approximately 400 million people benefiting from subsidies in the first half of the year [1][4]. - The summer season is identified as a peak sales period for home appliances and electronic products, with the third batch of trade-in funds expected to further stimulate consumption [1][4]. - Over 66 million consumers have purchased products from 12 major categories under the trade-in program, resulting in over 1.09 billion units sold [3]. Group 2 - Retail sales of home appliances and audio-visual equipment have seen a year-on-year increase of 30.7%, while cultural and office supplies retail sales grew by 25.4% [4]. - The retail sales of communication equipment increased by 24.1%, and furniture retail sales rose by 22.9%, indicating a strong consumer market [4]. - The retail volume of passenger cars increased by 10.8%, reflecting a positive trend in the automotive sector [4]. Group 3 - Since the issuance of the notice on enhancing the trade-in program in August last year, retail sales of home appliances have consistently maintained double-digit growth [6]. - Smart products such as AI smartphones, robotic vacuum cleaners, and smart locks have become more prevalent in households, enhancing consumer convenience and efficiency [6]. Group 4 - The penetration rate of new energy vehicles is projected to reach 50.2% by 2024, with the number of new energy vehicles increasing 5.4 times compared to 2020 [8]. - The recycling of resources has improved, with 1.955 million scrapped vehicles recovered nationwide, marking a 58.6% increase [8]. - The dismantling of old home appliances by enterprises under the supply and marketing cooperative reached 4.825 million units, also showing a 58% growth [8]. Group 5 - The express delivery industry has effectively supported the trade-in program, contributing to an 8.5% year-on-year growth in online retail sales in the first half of the year [9]. - A notable milestone was achieved when a trade-in home air conditioner became the 1 billionth express delivery item in 2025, reaching this target 35 days ahead of schedule compared to the previous year [9].