Group 1: Policy and Market Impact - The government has intensified the promotion of the "trade-in" policy for consumer goods, including 3C digital products, electric bicycles, and washing machines, to stimulate green and intelligent consumption and drive industrial upgrades [1][2] - The retail sales of communication equipment and home appliances in the province saw significant growth in Q1, with increases of 76.2% and 33.0% year-on-year, respectively [2][8] - The "trade-in" policy has led to the sale of 2.59 million digital products and 335,000 home appliances in the province by April 30 [2][8] Group 2: Consumer Behavior and Trends - Young consumers are increasingly drawn to 3C digital products, with the inclusion of these items in the national subsidy program effectively meeting their demand [2][4] - The trend is shifting from price sensitivity to prioritizing quality and technology in consumer purchases, as seen in the growing popularity of smart home appliances [7][8] - The electric bicycle market is experiencing a surge in sales, with 28,000 units traded in under the "trade-in" policy from January to April [10][11] Group 3: Electric Bicycles and New Energy Vehicles - The "trade-in" policy for electric bicycles has been well-received, with government subsidies ranging from 300 to 500 yuan, leading to increased sales during the peak season [10][11] - The new national standards for electric bicycles, effective from September, aim to enhance safety and performance, further encouraging consumer purchases [11] - The new energy vehicle market is thriving, with significant sales growth attributed to government incentives and rising consumer awareness of environmental issues [15][16]

贵州省启动电动自行车以旧换新补贴，对于报废旧车换购新车的消费者，最高可减1000元。 商务部最新数据显示，今年以来，以旧换新政策拉动汽车、家电、手机等数码产品以及家装厨卫、电动 自行车销售超7200亿元。全国各地也在持续发力，抓住这个"万亿级"的大市场，五一假期期间，纷纷推 出特色补贴，持续释放居民消费潜力。 在河南郑州，随着五一假期的到来，各大家电企业纷纷扎进社区，让家电新品来到消费者"家门口"集中 展示，工作人员现场讲解、代办，"直补立减""拖旧送新"等活动大大提升了社区居民以旧换新的体验。 在这场家电国补进社区活动中，家电企业不仅提供收购旧家电服务，还开展了免费上门检测、清洗旧家 电服务。 湖南省将无醛板材、湘绣、湘瓷等湖南特色产品列入家装厨卫补贴清单，加力扩围推动消费品以旧换 新。在资兴市兴宁镇，村民张建雄最近刚刚搬进了新房。趁着五一假期，他在当地的家装店定做了一套 无醛板材柜子。除了商品补贴外，他还获得了政府发放的装修补贴5805元。 为充分发挥以旧换新带动作用，这个假期，全国各地纷纷开展行动，"花式补贴"促消费。 福建省推出"五一消费季"千场促消费活动，组织步行街、商圈、电商平台联动，开展国货潮品 ...

央视网消息为加力扩围实施消费品以旧换新，推动以旧换新政策直达快享，今年浙江省结合自身实际，又相继出台了各自领域实施细则，4月30日，浙江省 人民政府新闻办公室召开浙江省消费品以旧换新政策吹风会，具体体现在"三个加量"： 一是补贴品类加量。在补贴品类方面，浙江省将3C数码产品纳入补贴范围，涵盖手机、智能手表等品类，单件产品限价6000元。家居补贴范围从智能家居 延伸至传统家居，全省补贴品类总数从国家政策的12类扩展至85类，各地还可自主增补，目前已新增60余个品类。 二是补贴力度加量。电动自行车成为重点倾斜领域。新购车辆补贴比例由20%提高至40%，补贴上限从500元升至1200元。消费者通过"报废换新"方式购置 即可享受补贴。同时整合商家、平台、金融机构三重优惠，最大限度惠及消费者，提升群众获得感。 三是参与商家加量。今年全国性电商平台从9家增至20余家，更有50余个品牌商家开设浙江专区。目前全省已有1.8万经营主体、3万余个销售网点参与活 动，线上线下渠道协同发力。 同时，浙江还对相关工作流程进行了优化。针对补贴兑付慢问题，建立全流程管控机制：汽车领域确保20个工作日内到账；对旧房装修和适老化改造领域的 资 ...

□本报记者 王歌 消费一头连着宏观经济，一头连着千家万户，是拉动经济的"三驾马车"之一。今年一季度，河南省社会 消费品零售总额7400.54亿元，同比增长7%，总额居全国第五位、增速居全国第三位，实现了"开门 红"。 "奋战二季度，确保'双过半'，河南将围绕'乐购河南·品质生活'主题，开展形式多样的提振消费活动。"4 月30日，在省政府新闻办召开的河南省奋战二季度确保"双过半"系列政策措施新闻发布会上，省商务厅 党组书记、厅长王振利介绍，在激发消费活力方面，省级层面安排1.5亿元资金，分3期发放零售、餐 饮、文旅、住宿消费券，所有在豫人员均可申领。"今天上午已进行了首发。"他说。 今年，我省加力扩围消费品以旧换新，全面开展汽车、家电、数码产品、家装厨卫、电动自行车等5个 领域补贴活动。王振利表示，下一步将继续加强统筹协调，优化工作流程，更好惠民便民。 此外，我省还将重点围绕精品购物、精致美食、精彩文旅、夜间消费等领域，举办形式多样的特色活 动，积极打造"一城一IP"夜消费品牌。 与消费并列，外贸也是拉动经济增长的"三驾马车"之一。作为外贸大省，今年前3个月，全省外贸进出 口总额2042.6亿元、同比增长28% ...

在扩大投资方面，将工业软件等更新升级纳入"两新"政策支持范围，加快消费基础设施、社会领域投 资，制定实施充电设施"倍增"行动，支持城区常住人口300万以上的城市特别是超大特大城市建设停车 位。力争6月底前下达2025年"两重"建设和中央预算内投资全部项目清单，同时设立新型政策性金融工 具，解决项目建设资本金不足问题。 在畅通循环方面，加快建设全国统一大市场，开展为期半年左右的市场准入壁垒清理整治行动，加快出 台民营经济促进法，帮助外贸企业拓内销；同时，加快科技创新和产业创新深度融合，设立国家创业投 资引导基金，推进人工智能与60个重点行业方向、700个基础场景深度融合。 作为全球第二大经济体和拥有14亿多人口的大国，我国扩大内需有巨大的潜力和空间，而且都是非常现 实的需求。赵辰昕表示，消费领域，我国汽车保有量3.53亿辆，冰箱、洗衣机、空调等主要品类家电保 有量超过30亿台，按照正常周期更新换代，每年能创造数万亿元的需求。投资领域，我国全社会设备存 量资产净值约40万亿元，随着高质量发展深入推进，每年的设备更新换代投资需求将超过5万亿元。据 机构测算，2024年中国人工智能产业规模突破7000亿元，已连续多年 ...

Core Viewpoint - The implementation of several measures will provide strong support for the economy, promoting stable and healthy development while maintaining social stability [2] Group 1: Economic Policies - The Chinese government will accelerate the implementation of more proactive macro policies in response to increasing external shocks [2] - Key measures include supporting employment, stabilizing foreign trade, promoting consumption, expanding effective investment, and creating a stable development environment [2] - These measures are designed to enhance the sense of gain for enterprises and the public, with a focus on practicality and operability [2] Group 2: Domestic Demand Expansion - A significant focus is on boosting consumption and expanding domestic demand to counter the complex international environment [4] - Specific strategies include increasing the income of middle and low-income groups, promoting consumption, and expanding effective investment [4] - The government has allocated over 160 billion yuan for the second batch of consumption subsidies, with additional funds planned for various consumer sectors [4] Group 3: Employment Support - The employment situation remains stable, with 3.08 million new urban jobs created in the first quarter, an increase of 50,000 year-on-year [6] - The unemployment rate averaged 5.3% in the first quarter, below the expected control target [6] - Policies are being implemented to support job creation, particularly for vulnerable groups affected by external shocks [6] Group 4: Foreign Trade Support - Measures will be introduced to help foreign trade enterprises cope with external risks, including accelerating the integration of domestic and foreign trade [7] - The 137th Canton Fair saw participation from 224,000 overseas buyers, indicating strong international interest [7] - The government will enhance public information services for foreign trade enterprises, providing insights into international business environments and market conditions [7]

中金研究 3月，社零总额同比增长5.9%，为2024年以来最高单月增速，主要受以旧换新政策的短期提振。我们的估算显示，年初以来以旧换新进展逐步加快，一 季度4类商品财政补贴规模约为645亿元，其中3月约391亿元。政策效果方面，我们估计3月补贴政策对4类商品消费的当期乘数可能在2.8以上。但历史 经验显示，耐用品补贴政策具有透支效应，长期累计乘数会动态减弱，且对同期的其他消费形成一定挤压。我们认为，在贸易形势不确定性大幅上升 的背景下，更要注重"投资于人"，加大对民生领域（比如生育、养育、住房、养老等社会保障）的支持。 点击小程序查看报告原文 截至4月中旬，商务部已披露的4类消费品以旧换新进度如下： （1）汽车方面，截至4月10日零时，汽车以旧换新补贴申请223.2万份，其中汽车报废更新 补贴申请74.7万份，汽车置换补贴申请148.5万份。（2）家电方面，截至4月10日，消费者累计购买以旧换新家电产品3759万台。（3）数码产品方面，截 至4月6日，消费者申请手机、平板、智能手表（手环）3类数码产品购新补贴6486.6万件。（4）电动自行车方面，截至4月11日，电动自行车以旧换新交 售旧车、换购新车各352 ...

Core Viewpoint - Jiangsu province has initiated a consumer goods trade-in program starting in 2024, allowing residents from Hong Kong, Macau, Taiwan, and foreign nationals to benefit from various advantages of this program [1] Group 1: Automotive Sector - The "Jiangsu Province Automobile Replacement Subsidy Application Operation Guide" was released in September 2024, ensuring that residents from Hong Kong, Macau, Taiwan, and foreign nationals can apply for automobile replacement subsidies [1] - As of now, there have been 105 applications from Hong Kong, Macau, and foreign nationals for automobile trade-in subsidies, amounting to 1.442 million yuan, with 84% of applicants being Taiwanese [2] - The application volume for the national scrapping and updating subsidy among these groups is 13, totaling 225,000 yuan, with 11 Taiwanese applicants [2] Group 2: Home Appliances and 3C Digital Products - Jiangsu has effectively implemented the home appliances and 3C digital products trade-in program, ensuring a seamless connection with national policies and achieving zero time lag in policy execution [2] - There have been 1,036 applications from Hong Kong, Macau, and foreign nationals in the home appliances and 3C digital products trade-in program, generating sales of 5.9472 million yuan and subsidies amounting to 1.084 million yuan [3] Group 3: Home Decoration and Furnishing - The home decoration and furnishing trade-in program was officially launched on October 25, 2024, significantly boosting consumer enthusiasm and market vitality [3] - Currently, there are 10 applications from Hong Kong, Macau, and foreign nationals for home decoration and furnishing subsidies, with a total subsidy amount of 34,000 yuan, of which 90% are from Taiwanese applicants [3]

记者今天(4月21日)了解到，市场监管总局近日公布获得电动自行车强制性国家标准《电动自行车安全 技术规范》检测能力资质具体机构名单。目前已有6家机构获得电动自行车新国标检测能力资质。无锡 市检验检测认证研究院、中检西部检测有限公司、威凯检测技术有限公司、北京市产品质量监督检验研 究院、广东产品质量监督检验研究院、中国电子技术标准化研究院。新国标自9月1日起实施，在整车质 量、电动机功率限值、防火阻燃、塑料占比、防篡改等方面有较大完善和提升，将进一步提高产品本质 安全水平，为百姓提供更安全、更实用的出行工具。生产企业需要在标准实施过渡期按照新国标要求， 调整产品设计和生产工艺、完成检测和认证。9月1日起，所有新生产的电动自行车必须符合新国标要 求。后续将有更多的检测机构获得资质，具体机构名录和能力范围可在市场监管总局和各省级市场监管 部门官网查询。(央视新闻) ...

市场监管总局保障电动自行车检测服务供给 6家机构获新国标检测能力资质 金十数据4月21日讯，近日，市场监管总局公布获得电动自行车强制性国家标准《电动自行车安全技术 规范》（GB17761—2024）检测能力资质具体机构名单。目前已有无锡市检验检测认证研究院、中检西 部检测有限公司、威凯检测技术有限公司、北京市产品质量监督检验研究院、广东产品质量监督检验研 究院、中国电子技术标准化研究院6家机构获得新国标检测能力资质。 （市场监管总局） ...