全国每生产2台彩电、3台空调，就有1台"广东造"。 编者按：2026年，广货竞潮头。1月15日，"广货行天下"春季行动正式启幕，吹响广东智造全球拓市的 冲锋号。南方财经全媒体集团推出《广货群侠传》系列融媒报道，深入家电、手机、服装、食品、3C 数码等产业江湖，生动刻画身怀绝技的粤企群侠，绘就广东制造高质量发展的江湖版图。且看广货群侠 如何硬核出招，为"中国智造"书写传奇。 如果把广东制造比作武林江湖 这里从不缺高手 从珠江水、广东粮、岭南衣、粤家电 到如今的机器人、无人机、新能源汽车、AI眼镜 广货乘改革开放东风 风靡全国，畅销世界 全国每生产2台彩电、3台空调 就有1台"广东造" 硬核实力背后是广东家电产业 多年来练就的"十八般武艺" 超10项全国第一铸就产业底气 集群优势锻造品质标杆 1月15日 "广货行天下"春季行动正式启动 广东制造全力出击 家电专场率先亮相 "广货群侠传家电江湖" 带你领略各路粤产家电大侠招式 看广货如何大显身手 ↓↓↓ 改革开放以来，广东家电产业创造了产业规模、制造企业、千亿级企业、上榜世界500强企业、上市企 业、有效发明专利数量，以及空调、电饭锅、微波炉产量等超10项全国第一， ...

1月15日上午，由省委宣传部、省委网信办、省工业和信息化厅、省农业农村厅、省商务厅、省文化和 旅游厅联合主办，佛山市人民政府承办的"广货行天下"春季行动启动仪式在佛山潭洲会展中心举行，作 为首场的家电专场促销活动也在现场同步开展。 此次活动标志着2026年度广东省大规模线上促销行动正式拉开序幕，旨在贯彻落实党的二十届四中全会 精神及省委经济工作会议部署，以高质量供给激发消费潜能，为"十五五"时期发展开好局、起好步注入 强劲动力。 多维发布：政策、平台、产品协同赋能 本次活动突破了传统发布会形式，创新设置了"展示直播专区"。现场还汇聚了广州、珠海、佛山、中山 等30余家广东家电企业的拳头产品，并同步开启多平台、多矩阵的直播带货。企业负责人变身"产品推 荐官"，深度讲解产品创新亮点；头部平台主播轮番上阵，现场展示与促销无缝衔接。这种"现场发布 +即时体验+线上直销"的模式，形成了流量叠加效应，瞬间带旺了消费气氛。 全域联动：整合资源塑造长效品牌 为确保活动影响力持续深入，各大电商平台同步上线"广货行天下"春季行动专区；活动同期，相关媒体 还深入佛山多家企业的家电制造基地进行探厂直播。此外，佛山市开展的"悦购佛山 ...

Core Viewpoint - The article highlights the vibrant consumer spending initiatives in Zhaoqing, Guangdong, as part of the "New Year Celebration" campaign, showcasing significant financial incentives and cultural activities to stimulate local tourism and consumption [2]. Group 1: Consumer Incentives - Zhaoqing has issued 4,876 consumption vouchers, generating a direct consumption boost of 332 million yuan as of January 2 [2]. - The "Old for New" subsidy program continues, offering substantial rebates: up to 20,000 yuan for cars, 1,500 yuan for home appliances, and 500 yuan for digital products [3]. - A new initiative called "Buy New, Get Subsidy" has been launched, with an investment of nearly 20 million yuan, resulting in a consumption increase of 530 million yuan, benefiting 17,000 participants [6]. Group 2: Dining and Lottery Promotions - Dining vouchers are available, providing discounts of 40 yuan for 200 yuan spent, 100 yuan for 500 yuan, and 200 yuan for 1,000 yuan, usable at 46 local merchants [7]. - A lottery campaign encourages consumers to obtain invoices for purchases over 100 yuan, with chances to win a Xiaopeng M03 car and local specialty gifts [7][8]. - The lottery will have two rounds, with the first round in early February 2026 and the second in early March 2026, offering additional prizes such as scenic tickets and local food [8]. Group 3: Cultural and Tourism Activities - Zhaoqing plans to integrate cultural resources into a series of events from early February to the Lantern Festival, expecting to attract over 3 million participants [9]. - Key activities include traditional lion dances, flower lantern exhibitions, and various cultural fairs, connecting historical sites and promoting local heritage [9]. - The events will also feature fireworks displays and sports competitions, enhancing community engagement and consumer spending [9].

Group 1 - The "Guangdong Goods Going Global" spring event was launched on January 15, featuring over 1,300 local home appliance companies, showcasing high-quality products and conducting live-streaming sales [1][2] - The event highlights the importance of the home appliance industry in Guangdong's traditional advantages, emphasizing the ambition for intelligent upgrades and renewal in "Guangdong Manufacturing" [2][4] - The initiative represents a digital evolution of the long-standing practice of sourcing goods from Guangdong, with over 30 key activities involving more than 6,000 enterprises across various sectors [3] Group 2 - Guangdong is recognized as a manufacturing powerhouse, with a robust industrial base and a vast consumer market, which allows for the continuous transformation of supply advantages into market strengths [2][4] - The event serves as a platform for real-time consumer engagement, showcasing innovative products and technologies, thus enhancing the purchasing experience [3][4] - Guangdong's manufacturing capabilities extend beyond traditional goods, with significant contributions to emerging sectors such as biomanufacturing, low-altitude economy, and humanoid robotics [4]

本次"广货行天下"春季行动以家电专场为起点，后续将覆盖更多广东优势产业集群。通过政府、平台与 企业的高效联动，不仅着眼于短期消费提振，更致力于长期品牌建设与产业链升级，全面彰显广东坚持 制造业当家的决心与成效。 佛山市副市长文曦表示，作为系列活动的首站，佛山拥有规模超六千亿元的家电产业集群，是"中国家 电之都"，将坚决扛起"首发站"的示范之责，全力办好本次活动，助力广货行销天下。 南方财经记者赵晓晨佛山报道 此外，佛山市开展的"悦购佛山乐游暖冬"全市性消费季活动，同步实施国家级"消费品以旧换新"政策、 省级"广东优品购"政策及市级特色活动，也将与"广货行天下"春季行动形成叠加效应，共同打造多层 次、广覆盖、强协同的促消费政策矩阵，通过"真金白银"的补贴和"有声有色"的活动，进一步激发市场 潜力。 1月15日上午，由省委宣传部、省委网信办、省工业和信息化厅、省农业农村厅、省商务厅、省文化和 旅游厅联合主办，佛山市人民政府承办的"广货行天下"春季行动启动仪式在佛山潭洲会展中心举行，作 为首场的家电专场促销活动也在现场同步开展。 （文章来源：21世纪经济报道） 2026年度广东省大规模线上促销行动正式拉开序幕，将切 ...

Core Insights - The new round of consumer goods trade-in policy has been implemented, leading to a surge in the consumption market in regions like Hunan and Shanxi, marking a strong start to the new year [1] Group 1: Policy Impact - The trade-in policy has resulted in significant consumer interest, with many consumers in Hunan's Changsha city actively inquiring about the "national subsidy" policy at large appliance stores [3] - The subsidy from businesses and manufacturers can reach up to 45%, contributing to a sales increase of over 30% since January 1 [7] Group 2: Product Coverage - Hunan's 2026 trade-in policy has expanded the scope of subsidized products to include "digital and smart products," covering smartphones, tablets, smartwatches, smart glasses, and smart home products [9] - The current "national subsidy" program includes six categories of home appliances and four categories of digital smart products, with a subsidy standard of 15% off the final price after all discounts [14] Group 3: Consumer Behavior - Consumers are taking advantage of the subsidies, with reports of significant discounts, such as a consumer purchasing a refrigerator for 2,000 yuan less on the first day of the subsidy [13] - The addition of smart glasses in the 2026 policy is particularly appealing to younger consumers, indicating a shift in consumer preferences [13]

Group 1 - The core viewpoint of the articles highlights the active performance of the dividend assets in the A-share market, with a focus on the "new and old coexistence" structural feature, where technology and overseas expansion are central to the profit pattern reshaping [1] - The National Securities report indicates that the technology and overseas expansion sectors currently account for 36% of A-share profits, with expectations to rise to 60%, establishing a dual mainline in fundamentals [1] - The PPI stabilization is driving profit recovery in upstream resource products, with notable performance in globally priced commodities like non-ferrous metals [1] Group 2 - The top ten weighted stocks in the National Securities Free Cash Flow Index as of December 31, 2025, include China National Offshore Oil Corporation, SAIC Motor, Gree Electric Appliances, and others, collectively accounting for 51.95% of the index [2] - The cash flow ETF, Jia Shi (159221), closely tracks the National Securities Free Cash Flow Index, aiming to create a combination of profitability quality and dividend potential [2] - Investors can also access opportunities through the cash flow ETF Jia Shi's off-market connection (024574) [3]

Core Viewpoint - The "Guangdong Goods Going Global" spring initiative aims to enhance the visibility and market influence of high-quality Guangdong products through a collaborative effort involving the government, platforms, and enterprises, thereby creating new wealth opportunities in the market [2][11]. Group 1: Initiative Overview - The initiative will host nearly 30 key events, supported by over 10 major commercial platforms and more than 6,000 participating enterprises [2]. - The campaign is a modern expression of Guangdong's long-standing commercial heritage, focusing on innovative supply to drive consumption and expand domestic demand [2]. Group 2: Industry Leadership - The home appliance sector is leading the initiative, leveraging Guangdong's dominant position in manufacturing, with 15 out of 31 national economic categories ranked first in scale [3][4]. - Guangdong's home appliance production includes significant outputs: 99.34 million air conditioners, 245.36 million refrigerators, 113.10 million washing machines, and 183.41 million color TVs, representing 27.02%, 34.54%, 8.55%, and 57.16% of national production, respectively [4]. Group 3: Technological Advancements - Guangdong's home appliance industry features a complete supply chain from chips to assembly, with over 10,000 manufacturing enterprises collaborating [6]. - The integration of AI algorithms into home appliances is transforming them into intelligent partners that understand user needs and provide proactive services [6][10]. Group 4: E-commerce and Marketing Strategies - The initiative includes innovative sales methods such as "one-click pick Guangdong goods," enhancing product visibility and consumer engagement [7]. - Major e-commerce platforms like JD.com and Pinduoduo have launched dedicated pages for "Guangdong Goods Going Global," offering various discounts and promotions [7][8]. Group 5: Global Recognition and Quality - Brands like "藏里羊" have gained international acclaim, showcasing Guangdong's strong supply chain capabilities and quality products [10]. - Guangdong produces 70% of the world's consumer drones, 40% of smartphones, and significant portions of industrial robots and integrated circuits, highlighting its manufacturing strength [10]. Group 6: Strategic Goals - The initiative aims to redefine "new Guangdong goods" by emphasizing quality, intelligence, and sustainability, thus actively creating and leading market demand [11].

Core Insights - The new round of "national subsidies" has been launched at the beginning of the year, providing a significant boost to the consumer market for 2026 [1] - The "old-for-new" policy for consumer goods has shown remarkable effectiveness in expanding domestic demand, stabilizing growth, promoting transformation, and benefiting people's livelihoods since its implementation in 2024 [1] - The recent central economic work conference emphasized the need to optimize the "two new" policies to enhance the effectiveness of the "old-for-new" policy [1] Group 1 - The subsidy program in Shanxi Province officially started on January 9, 2026, leading to increased consumer engagement in both physical and online retail spaces [1] - The new subsidies focus on six categories of energy-efficient or water-efficient home appliances and include smart glasses for the first time in the digital product category [1] - The automotive subsidy has shifted from a fixed amount to a percentage of the vehicle price, aiming to create stable expectations for consumers through quarterly and balanced funding distribution [1] Group 2 - The "old-for-new" policy is a key strategy for expanding domestic demand and optimizing supply structure, emphasizing the importance of combining benefits for people's livelihoods with consumption promotion [2] - The implementation process must address issues such as fraudulent claims and price inflation prior to subsidies to ensure the integrity of the program [2] - The transformation of policy benefits into tangible welfare and consumption vitality is crucial for injecting strong momentum into the Shanxi consumer market [2]

近30场重点活动、超10家大型商业平台、约6000余家企业参与……2026年1月15日，"广货行天下"春季 行动在广东佛山顺德潭洲国际会展中心正式启动。 当天，"广货行天下"春季行动家电专场促销活动同步举行，1300多家省内家电企业参与活动，省家电商 会以及美的、格力、格兰仕、海信等30多家企业、行业商协会代表将在现场展示广东家电企业优质产品 并开展直播带货。 开馆前南都记者现场探营，准备工作就绪。 展出的家电产品造型精美。 当天在佛山举办的家电专场促销活动，是本次春季行动的首场重磅活动。 本次专场活动汇聚1300多家省内家电企业，省家电商会以及美的、格力、格兰仕、海信等30多家企业及 行业商协会代表现场展示优质产品并开展直播带货，打响春季促消费"第一枪"。 启动 凝聚多方合力扩内需优供给 打响春季促消费"第一枪" 当前，消费已成为经济增长的主要动力，激活消费市场、畅通产销循环，对稳定经济大盘、促进产业升 级具有关键作用。广东作为制造业大省和消费大省，拥有雄厚的产业基础和丰富的产品资源，如何将供 给优势转化为市场胜势，是推动经济持续回升向好的重要课题。 "广货行天下"春季行动正是在我国加快构建新发展格局、着力 ...