消费品以旧换新

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7月消费市场稳中有优:新能源车渗透率过半 以旧换新显效
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-25 15:53
今年以来,我国消费市场在政策支持和内生动力的共同作用下呈现出"总体平稳、结构优化"的发展态势。 据国家统计局数据,7月社会消费品零售总额3.88万亿元,同比增长3.7%,增速比去年同期高1个百分点。1-7月,社会消费品零售总额28.42万亿元,同比增 长4.8%,服务零售额同比增长5.2%,商品和服务零售合并同比增长5%左右。 7月整体消费增速环比有所放缓,但政策驱动型消费却表现强劲。商务部表示,7月份限额以上单位家电、家具、通讯器材、文化办公用品零售额同比分别增 长28.7%、20.6%、14.9%和13.8%。受访专家认为,这种分化显示当前消费增长动力正在向政策引导、结构性托举型转变的深层逻辑。 8月22日召开的国务院常务会议提出,大规模设备更新和消费品以旧换新政策,在稳投资、扩消费、促转型、惠民生等方面取得明显成效,要进一步强化财 税金融等政策支持。 | 指标 | 当期値 | | --- | --- | | 家用电器和音像器材类 | 978 | | 家具类 | 170 | | 通讯器材类 | 657 | 今年以来,以旧换新政策持续发力,涉及产品越来越多。在政策带动下,消费活力持续释放,效果显著。国家统计 ...
瑞达期货碳酸锂产业日报-20250825
Rui Da Qi Huo· 2025-08-25 09:15
免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任自负。本报告不构成个人投资建 议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发, 需注明出处为瑞 达研究瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 碳酸锂产业日报 2025/8/25 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 79,380.00 | +420.00↑ 前20名净持仓(日,手) | -132,250.00 | +6209.00↑ | | | 主力合约持仓量(日,手) | 368,667.00 | +6413.00↑ 近远月合约价差(日,元/吨) | 540.00 | -20.00↓ | | | 广期所仓单(日,手/吨) | 24,990.00 | +670. ...
税收数据显示“两新”政策实施以来成效明显
Ren Min Ri Bao· 2025-08-23 09:09
人民日报北京8月22日电 记者从国家税务总局获悉:大规模设备更新和消费品以旧换新政策推行一年多 来,效果持续显现。 增值税发票数据显示,2024年4月至2025年7月,"两新"政策叠加直接拉动全国零售业需求增长反作用于 供给端,带动制造业企业加力推进设备更新升级,制造业销售收入同比增长5.8%,经济内循环更加顺 畅。(记者王观) 以旧换新带热多元消费需求。传统消费领域和智能消费领域活力持续释放,增值税发票数据显示,2024 年4月至2025年7月,日用家电、视听设备销售额同比分别增长44.5%和22.8%;家具、卫生洁具零售额 同比分别增长30.1%、13.6%;服务型机器人制造业销售额同比增长51.1%;全国新能源车销量同比增长 81.7%。 设备更新助力产业转型升级。增值税发票数据显示,2024年4月至2025年7月,全国企业采购机械设备类 金额同比增长7.3%,其中,工业企业采购机械设备类金额同比增长9.8%;信息传输软件业、科技服务 业设备采购金额同比分别增长27.8%、28.3%;民营企业设备采购金额同比增长9.3%,设备更新支撑作 用进一步凸显。 ...
“两新”政策实施以来成效明显
Ren Min Ri Bao· 2025-08-22 22:14
本报北京8月22日电 (记者王观)记者从国家税务总局获悉:大规模设备更新和消费品以旧换新政策推 行一年多来,效果持续显现。 设备更新助力产业转型升级。增值税发票数据显示,2024年4月至2025年7月,全国企业采购机械设备类 金额同比增长7.3%,其中,工业企业采购机械设备类金额同比增长9.8%;信息传输软件业、科技服务 业设备采购金额同比分别增长27.8%、28.3%;民营企业设备采购金额同比增长9.3%,设备更新支撑作 用进一步凸显。 增值税发票数据显示,2024年4月至2025年7月,"两新"政策叠加直接拉动全国零售业需求增长反作用于 供给端,带动制造业企业加力推进设备更新升级,制造业销售收入同比增长5.8%,经济内循环更加顺 畅。 《 人民日报 》( 2025年08月23日 03 版) (责编:袁勃、赵欣悦) 关注公众号:人民网财经 以旧换新带热多元消费需求。传统消费领域和智能消费领域活力持续释放,增值税发票数据显示,2024 年4月至2025年7月,日用家电、视听设备销售额同比分别增长44.5%和22.8%;家具、卫生洁具零售额 同比分别增长30.1%、13.6%;服务型机器人制造业销售额同比增长5 ...
综合施策释放内需潜力 体育产业和体育消费“披挂上阵”
Shang Hai Zheng Quan Bao· 2025-08-22 22:07
国常会强调,要严厉打击骗补套补行为,确保补贴资金用到实处、见到实效。要进一步强化财税金融等 政策支持,创新消费投资场景,优化消费投资环境,综合施策释放内需潜力。 8月22日召开的国务院常务会议部署"综合施策释放内需潜力""要激发体育消费需求,拓展体育消费场 景"等举措。受访专家表示,接下来消费品以旧换新、发展体育产业、激发体育消费活力等政策举措有 望加码。 "当前外部环境不确定加剧,内需对经济增长的支撑作用愈发关键。上半年内需对经济增长的贡献率达 68.8%,进一步促消费、扩内需有助于推动经济持续回升向好。"国研新经济研究院创始院长朱克力对 上海证券报记者表示。 国常会提出,大规模设备更新和消费品以旧换新政策,在稳投资、扩消费、促转型、惠民生等方面取得 明显成效。要在对政策实施情况进行认真总结评估的基础上,加强统筹协调,完善实施机制,更好发挥 对扩大内需的推动作用。 在朱克力看来,要持续完善现有政策实施机制,在总结评估的基础上,让大规模设备更新和消费品以旧 换新政策更精准有效。 国务院发展研究中心市场经济研究所研究员漆云兰对记者表示:"今年以来,消费品以旧换新政策加力 扩围,对相关商品销售带动作用持续显现。" ...
综合施策释放内需潜力体育产业和体育消费“披挂上阵”
Shang Hai Zheng Quan Bao· 2025-08-22 21:10
位于浙江省黄龙体育中心东广场的浙江俱乐部足球嘉年华活动现场。 新华社图 综合施策释放内需潜力 体育产业和体育消费"披挂上阵" ◎记者 陈芳 8月22日召开的国务院常务会议部署"综合施策释放内需潜力""要激发体育消费需求,拓展体育消费场 景"等举措。受访专家表示,接下来消费品以旧换新、发展体育产业、激发体育消费活力等政策举措有 望加码。 "当前外部环境不确定加剧,内需对经济增长的支撑作用愈发关键。上半年内需对经济增长的贡献率达 68.8%,进一步促消费、扩内需有助于推动经济持续回升向好。"国研新经济研究院创始院长朱克力对 上海证券报记者表示。 国常会提出,大规模设备更新和消费品以旧换新政策,在稳投资、扩消费、促转型、惠民生等方面取得 明显成效。要在对政策实施情况进行认真总结评估的基础上,加强统筹协调,完善实施机制,更好发挥 对扩大内需的推动作用。 国务院发展研究中心市场经济研究所研究员漆云兰对记者表示:"今年以来,消费品以旧换新政策加力 扩围,对相关商品销售带动作用持续显现。"家电和汽车的消费数据显示,政策效应持续释放。上半 年,限额以上单位家用电器零售额同比增长了30.7%;7月,限额以上单位家用电器零售额同 ...
江苏开展“两新”政策落实专项审计调查
Xin Hua Ri Bao· 2025-08-20 22:29
Group 1 - The provincial audit office has launched a large-scale audit investigation to track the implementation of the equipment update and consumer goods trade-in policy, aiming to enhance market vitality [1] - The audit focuses on four key areas: the organization of the "two new" policy measures, management of large-scale equipment update projects, implementation of consumer goods trade-in actions, and the allocation and management of "two new" funds [1] - The investigation will assess the scientific nature of policy measures, completion of target tasks, effectiveness of policy implementation, and the efficiency of supporting measures [1] Group 2 - The audit will examine the authenticity of application materials, the standardization of project reviews, and the consistency between project construction and approvals for equipment updates [1] - It will also evaluate the convenience of subsidy procedures, timeliness of subsidy fund disbursement, and authenticity of subsidy recipients in the consumer goods trade-in policy, particularly in 11 sectors including automobiles and home appliances [1] - The audit will focus on the rationality of fund allocation methods, timeliness of fund disbursement, and compliance in the use of funds related to the ultra-long-term special national debt, promoting the role of fiscal funds in stimulating consumption and expanding domestic demand [1]
持续提振消费,还有哪些举措
Xin Hua Wang· 2025-08-18 23:24
Group 1 - The core viewpoint emphasizes the importance of increasing support for the replacement of old consumer goods to stimulate consumption, as highlighted in the recent meeting of the Central Political Bureau [1] - A total of 300 billion yuan has been allocated this year to support the replacement of old consumer goods, doubling the amount from last year [1] - Retail sales of household appliances and audio-visual equipment, as well as furniture, saw year-on-year growth of 30.7% and 22.9% respectively in the first half of the year, while passenger car retail volume increased by 10.8% [1] Group 2 - The "Special Action Plan to Boost Consumption" aims to improve urban and rural consumption facilities, with rural online retail sales growing by 6.2% and agricultural product online retail sales by 7.0% in the first half of the year [2] - The Ministry of Commerce plans to enhance the county-level commercial network, ensuring that each county has chain supermarkets and logistics centers, while towns have commercial centers [2] - The initiative includes promoting the upgrade of rural e-commerce and logistics, encouraging large e-commerce platforms to expand into rural areas, thereby increasing farmers' income and rural consumption [2]
持续提振消费 还有哪些举措(政策问答·回应关切)
Ren Min Ri Bao· 2025-08-18 22:12
Group 1 - The core viewpoint emphasizes the importance of increasing support for the replacement of old consumer goods to stimulate consumption, as highlighted in the recent Central Political Bureau meeting [1] - A total of 300 billion yuan has been allocated this year to support the replacement of old consumer goods, doubling the amount from last year [1] - In the first half of the year, retail sales of household appliances and audio-visual equipment increased by 30.7%, while furniture retail sales rose by 22.9%, and passenger car retail volume grew by 10.8% [1] Group 2 - The "Special Action Plan to Boost Consumption" aims to improve urban and rural consumption facilities, with a focus on enhancing the vitality of county and township markets [2] - In the first half of the year, rural online retail sales increased by 6.2%, and agricultural product online retail sales rose by 7.0% [2] - The plan includes the establishment of a commercial network centered on counties, with the goal of ensuring that every county has chain supermarkets and logistics centers, and every township has a commercial center [2]
1至7月云南规模以上工业增加值同比增长5.1%
Zhong Guo Xin Wen Wang· 2025-08-18 15:28
Economic Performance Overview - From January to July, Yunnan Province's industrial added value above designated size increased by 5.1% year-on-year [1] - The mining industry saw an added value growth of 10.4%, while the manufacturing sector grew by 5.5%, both accelerating compared to the first half of the year [1] - The electricity, heat, gas, and water production and supply industry experienced a 2.3% increase in added value [1] Sector Analysis - Tobacco industry added value grew by 1.8%, energy industry by 3.8%, and non-tobacco and non-energy industries by 8.6% [1] - Key industrial products showed significant growth: single crystal silicon increased by 21.6% and electrolytic aluminum by 12.7% [1] - Under the policy of replacing old consumer goods, electric bicycles and solar water heaters saw increases of 39.0% and 28.7% respectively, while smartphones surged by 17.9 times year-on-year [1] Power Generation and Consumption - The total industrial power generation in Yunnan reached 248.189 billion kWh, marking a 3.5% year-on-year increase [1] - Clean energy sources (hydropower, wind power, and solar photovoltaic) accounted for 85.4% of the total power generation, up by 0.8 percentage points from the previous year [1] Retail and Investment Trends - The total retail sales of consumer goods in Yunnan amounted to 733.511 billion yuan, reflecting a year-on-year growth of 4.1% [2] - Fixed asset investment in the province increased by 1.3% year-on-year, with an acceleration of 0.7 percentage points compared to the first half of the year [2] - The service industry above designated size achieved operating income of 182.686 billion yuan, growing by 4.9% year-on-year [2] Economic Outlook - Yunnan's economy is maintaining a stable and positive development trend, supported by proactive macro policies [2] - However, challenges such as weak expectations and insufficient effective demand remain, indicating the need for further consolidation of the economic recovery [2] - Future efforts will focus on implementing policies to stabilize employment, businesses, markets, and expectations, while effectively releasing domestic demand potential [2]