转自：新华社 新华财经北京2月2日电（记者王聿昊、谢希瑶、李晓婷）2026年，汽车、家电、数码和智能产品等消费 品以旧换新政策持续加力实施。"新国补"落地首月，消费者更新需求加快释放，与产业转型良性互动， 推动消费市场扩容"焕新"。 "领券、以旧换新、核销购买一站式完成，还支持分期支付，全程也就10多分钟。"李思思说。 "新国补"落地首月，智能眼镜品类获得更多青睐。重庆京东MALL杨家坪店店长代磊介绍，今年1月 份，重庆京东MALL客流量同比增长50%，销售额同比增长40%。"今年'新国补'首次将智能眼镜纳入补 贴范围，吸引了不少消费者前来体验选购，带动相关品类销售增长。"代磊说。 京东数据显示，今年1月1日以来，中高端手机、智能眼镜等数码产品销售火热，智能眼镜销售额较去年 同期翻倍。 家电领域同样热度不减。记者在采访中发现，"新国补"引领消费新风尚，绿色、智能、健康成为家电消 费新趋势。 "看好了一辆17万元的车，厂家补贴了1万块钱，自己的旧车也符合报废标准，以旧换新又帮我省了近2 万块钱，相当于14万多元就拿下了新车。"在河南漯河的一家汽车销售4S店里，开了多年燃油车的消费 者于女士，在详细了解"新国补" ...

2026年，汽车、家电、数码和智能产品等消费品以旧换新政策持续加力实施。"新国补"落地首月，消费者更新需求加快释放，与产业转型良性 互动，推动消费市场扩容"焕新"。 "看好了一辆17万元的车，厂家补贴了1万块钱，自己的旧车也符合报废标准，以旧换新又帮我省了近2万块钱，相当于14万多元就拿下了新 车。"在河南漯河的一家汽车销售4S店里，开了多年燃油车的消费者于女士，在详细了解"新国补"相关政策和优惠活动后，当即决定购买一辆 新能源汽车。 河南漯河的一家汽车销售4S店里，销售人员正为消费者讲解车辆信息。新华社记者杨金鑫 摄 销售经理邱明嘉告诉记者，今年汽车"新国补"已全面落地，消费者报废符合条件的旧车并购买新能源乘用车，按新车销售价格的12%给予补 贴，最高补贴2万元。 "国家补贴、车企优惠、门店优惠叠加，吸引不少消费者前来选购，特别是新能源车型，因优惠力度更大，成为不少家庭更新换购的首选。"邱 明嘉说。 "旧的平板电脑用了4年，其实可换可不换，但补贴下来价格挺划算，还是换了新的。"重庆市民李思思给记者算了笔账，她看好的一款平板电 脑售价4399元，旧的平板电脑经评估可抵扣600元，叠加500元的政府补贴，最终实 ...

与汽车不同，数码产品更新周期更短、消费决策更灵活，吸引更多消费者升级换新。 "旧的平板电脑用了4年，其实可换可不换，但补贴下来价格挺划算，还是换了新的。"重庆市民李思思给记者算了笔账，她看好的一款平板电 脑售价4399元，旧的平板电脑经评估可抵扣600元，叠加500元的政府补贴，最终实际支付3299元，节省了1100元。 2026年，汽车、家电、数码和智能产品等消费品以旧换新政策持续加力实施。"新国补"落地首月，消费者更新需求加快释放，与产业转型良 性互动，推动消费市场扩容"焕新"。 "看好了一辆17万元的车，厂家补贴了1万块钱，自己的旧车也符合报废标准，以旧换新又帮我省了近2万块钱，相当于14万多元就拿下了新 车。"在河南漯河的一家汽车销售4S店里，开了多年燃油车的消费者于女士，在详细了解"新国补"相关政策和优惠活动后，当即决定购买一辆新能 源汽车。 河南漯河的一家汽车销售4S店里，销售人员正为消费者讲解车辆信息。新华社记者杨金鑫 摄 销售经理邱明嘉告诉记者，今年汽车"新国补"已全面落地，消费者报废符合条件的旧车并购买新能源乘用车，按新车销售价格的12%给予补 贴，最高补贴2万元。 "国家补贴、车企优惠、门 ...

Core Insights - The "Le Gou New Spring" initiative aims to boost consumer spending during the Spring Festival by promoting trade-in subsidies and enhancing offline retail support [1][2] - The event will take place from February 15 to 23, 2026, covering six areas: food, accommodation, transportation, tourism, shopping, and entertainment [1] Group 1: Policy and Support Measures - The initiative encourages local governments to increase the number of trade-in subsidies for consumer goods during the Spring Festival [1] - It emphasizes the importance of offline retail support and mobilizes enterprises to conduct exhibitions and sales for automobiles, home appliances, digital, and smart products [1][2] - The "New Spring Home" promotion will involve collaboration among home furnishing markets, appliance brands, and home decoration companies [1] Group 2: Market Impact and Data - The trade-in policy is part of a broader government effort to upgrade consumption in the home and related industries [2] - In 2025, the sales volume of trade-in related goods exceeded 2.6 trillion yuan, benefiting over 360 million people [2] - Specific figures for 2025 include over 129 million home appliances, 120 million home renovations, 11.5 million automobiles, 9.1 million digital products, and 1.25 million electric bicycles traded in [2]

以下文章来源于e公司 ，作者证券时报 赵黎昀 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 2月2日晚间，多家上市公司披露回购进展。 美的集团（000333）曾公告，拟以集中竞价交易方式回购公司部分已发行的A股股份，用于实施股权激励计划及/或员工持股计划，回购价格为不超 过100元/股，回购金额为不超过30亿元且不低于15亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。 2月2日晚间，该公司披露的回购进展显示，截至2026年1月31日，公司通过回购专用证券账户，以集中竞价交易方式累计回购公司A股股份数量为 2694.37万股，占公司目前总股本的0.3545%，最高成交价为80.44元/股，最低成交价为69.5元/股，支付的总金额为19.98亿元（不含交易费用），本 次回购符合相关法律法规的要求，符合公司既定的回购方案。 同样，顺丰控股（002352）曾公告了2025年第1期A股回购股份方案，此后公司于2 ...

Group 1: Private Enterprises and Market Trends - The core viewpoint emphasizes the increasing internal motivation of private enterprises in China, showcasing their confidence and innovative spirit in navigating challenges and seizing new opportunities [1][6] - Private enterprises are focusing on innovation and practical solutions, as seen in the case of Anhui Shenghua Bo Automotive Electric Co., which invested 150 million yuan in automating its production lines, achieving a product qualification rate of 99% and capturing over 30% of the national market share for wipers [1] - The health food sector is also expanding, with companies like Binzhou Zhongyu Food Co. planning to invest 2.7 billion yuan in new product lines, including dietary fibers and protein peptides, to tap into the growing health consumption market [2] Group 2: Technological Advancements and Consumer Services - Companies are leveraging technology to enhance consumer services, as demonstrated by Xiaoxiang Supermarket, which has optimized its supply chain for deep-sea fish, reducing the time from catch to delivery to under 36 hours [3] - The instant retail market in China is projected to reach 971.4 billion yuan by 2025, with expectations to exceed 1 trillion yuan by 2026, indicating significant growth potential in this sector [3] - The introduction of smart air conditioning products by companies like Aux is a response to market demand, with plans for increased R&D investment to develop new health-focused air management systems [4] Group 3: International Expansion and Supply Chain Strategies - Private enterprises are increasingly looking to expand internationally, as seen with Yadea Technology's strategy to establish a factory in Vietnam, contributing to double-digit growth in overseas sales [5] - Payment platforms like PingPong are addressing the challenges faced by chain brands in international markets by offering comprehensive management solutions for global operations [5] - The Chinese manufacturing system is positioned to rapidly develop in the field of embodied intelligence, supported by a highly coordinated supply chain [5] Group 4: Policy Support for Private Enterprises - Recent policy measures, including structural interest rate cuts and expanded financial support for equipment upgrades, are aimed at fostering the growth of private enterprises [6] - The introduction of a 500 billion yuan special guarantee plan for private investment is expected to stimulate innovation and provide substantial momentum for high-quality economic development in China [6]

Core Viewpoint - The new national subsidy policy for 2026 aims to stimulate consumer spending by focusing on energy-efficient and smart products, with a more targeted approach to financial resources [3][15]. Group 1: Policy Changes - The 2026 subsidy policy narrows its focus from 12 categories in 2025 to 6 key categories: televisions, refrigerators, water heaters, computers, washing machines, and air conditioners [3]. - The subsidy standard has been reduced from 20% to 15%, and the maximum subsidy per household appliance has decreased from 2000 yuan to 1500 yuan, emphasizing the efficient use of fiscal funds [3][15]. - New products like smart glasses have been included in the subsidy list, reflecting the government's responsiveness to emerging consumer demands [3]. Group 2: Implementation and Market Response - The Chongqing Municipal Commerce Committee quickly implemented the subsidy policy, with a well-prepared execution plan ready within hours of the official announcement [6]. - The initial response from consumers was strong, with a significant increase in foot traffic at stores like JD MALL, doubling the number of visitors [8]. - However, there were issues with the redemption rate of subsidy coupons, leading to a policy adjustment to allow for daily coupon claims instead of weekly [9][10]. Group 3: Financial Support and Consumer Behavior - Financial institutions have been proactive in addressing the cash flow pressures faced by retailers, introducing products like "National Subsidy Loans" to support businesses [12]. - The average transaction value at stores has increased by over 40% compared to 2024, indicating that consumers are opting for higher-quality products rather than just cheaper options [15]. - The new policy is seen as a driver for consumption upgrades, with a notable increase in sales of energy-efficient and smart products, reflecting a shift in consumer preferences towards quality [14][15]. Group 4: Future Outlook - The 2026 subsidy policy is expected to foster a more advanced, intelligent, and green domestic market, aligning with national goals for sustainable consumption [16].

在江苏扬州的迎新春促消费市集上，设置了"焕新生活专区"，聚焦汽车、家电及数码产品，全力推动新一轮以旧换新政策落地。今年一季度，当地将投入 2.37亿元专项补贴资金，释放消费潜力。在新疆乌鲁木齐、内蒙古包头，为满足消费者多元化换新需求，不少商家在"国补"基础上，还联合企业推出手机、 家电等多种优惠套餐。在黑龙江哈尔滨、云南曲靖、山西太原等地，"国补+企业让利+商家补贴"三重优惠，带动节前数码产品、绿色智能家电销售升温。 各地还优化服务，助力"两新"政策下沉。辽宁辽阳工信部门的工作人员、行业专家，前往当地精细化工企业，协助企业摸排评估，建立台账，重点推进高耗 能落后机电设备淘汰更新，提升企业数智化水平。安徽多地组织农机销售企业带着产品进村展销，现场宣传农机购置补贴、以旧换新政策，"国补+企业春 节让利"的促销吸引了不少村民。 央视网消息（新闻联播）：春节临近，在"两新"政策带动下，各地多措并举，优化服务流程，提振消费活力。 ...

年薪千万元、"最牛打工人"、职业经理人"天花板"......美的集团董事长兼总裁方洪波，在商界拥有耀眼的光环。 以美的视角看，方洪波值得称赞之处在于，既非美的创始元老，也非第一大股东，这突破了民企股权与管理权深度绑定的传统结构。 在这种情况下，方洪波接班12年，推动美的营收增长298%、净利润增长531%、自有资金增长4512%、资产总额增长589%（数据源自美的集团官网，与 2013年年度报告对比存在偏差），市值峰值一度突破7000亿元。方洪波带领美的拳打格力、脚踢海尔，将美的推向了中国"家电一哥"的位置。 更可贵的是，方洪波多次表示"我一定要退下来""我只是美的发展历史中的一个过客"……他对外展示的个人形象非常鲜明——不恋权、不恋名，随时准备 隐入尘烟。 当然，美的集团也没有亏待这位功臣。 天眼查显示，方洪波持有美的集团1.17亿股，占美的集团总股本1.52%。按1月30日开盘价77.60元计算，方洪波身价达到91.84亿元。《2025新财富500创富 榜》显示，方洪波以88.1亿元的持股估值，位列第391位。 在薪酬上，美的也给予了方洪波"天价"回报。2024年美的年度报告显示，方洪波从公司获得的税前报 ...

（文章来源：证券日报） 证券日报网讯 2月2日，美的集团发布公告称，截至2026年1月31日，公司通过回购专用证券账户，以集 中竞价交易方式累计回购公司A股股份数量为26，943，695股，占公司目前总股本的0.3545%，最高成 交价为80.44元/股，最低成交价为69.50元/股，支付的总金额为1，997，553，694元（不含交易费 用），本次回购符合相关法律法规的要求，符合公司既定的回购方案。 ...