新年伊始，河南积极落实2026年国家"以旧换新"补贴新政，迅速释放政策红利，汽车、电子消费品等市场消费热情高涨，迎来"开门红"。 "国补"政策落地 消费市场热力全开 本月1日起，四川省家电以旧换新、数码和智能产品购新补贴新政正式落地。全省统一"补贴立减"模式，消费者申领补贴券即可享受优惠，新政点燃消费热 情，成都、德阳等地市场热度持续攀升，为开年消费市场注入强劲动力。 据四川省商务厅此前发布的补贴政策公告，6类家电、4类数码和智能产品以旧换新或购买新产品可享15%的补贴，消费者通过"云闪付"平台就能领取补贴 券。新政实施以来，成都重点消费领域率先升温，商场内咨询选购国补商品的消费者络绎不绝。 "国补"+"企惠" 激发消费热潮 在河南鹤壁一处新能源汽车销售展厅内，消费者正在看车、咨询价格及补贴。今年"国补"新政采用按新车售价比例计算补贴，成为消费者关注的焦点。 除"国补"外，不少车企也推出多样化优惠，对限定车型展开新年降价促销，包括限时购置税兜底、金融贴息、置换报废额外补贴等。多重优惠叠加，让促消 费政策转化为市场实际销量。 在河南安阳，数码产品也迎来消费热潮。在当地一家大型商场，不少店铺在"国补"的基础上，还 ...

新年伊始，河南积极落实2026年国家"以旧换新"补贴新政，迅速释放政策红利，汽车、电子消费品等市场消费热情高涨，迎来"开门红"。 据四川省商务厅此前发布的补贴政策公告，6类家电、4类数码和智能产品以旧换新或购买新产品可享15%的补贴，消费者通过"云闪付"平台就能领取补贴 券。新政实施以来，成都重点消费领域率先升温，商场内咨询选购国补商品的消费者络绎不绝。 "国补"政策为消费者带来了实实在在的利好，商家也顺势积极推出各类优惠活动，与政策红利形成叠加效应，进一步拉动了消费。 "国补"政策落地 消费市场热力全开 本月1日起，四川省家电以旧换新、数码和智能产品购新补贴新政正式落地。全省统一"补贴立减"模式，消费者申领补贴券即可享受优惠，新政点燃消费热 情，成都、德阳等地市场热度持续攀升，为开年消费市场注入强劲动力。 "国补"+"企惠" 激发消费热潮 在河南鹤壁一处新能源汽车销售展厅内，消费者正在看车、咨询价格及补贴。今年"国补"新政采用按新车售价比例计算补贴，成为消费者关注的焦点。 除"国补"外，不少车企也推出多样化优惠，对限定车型展开新年降价促销，包括限时购置税兜底、金融贴息、置换报废额外补贴等。多重优惠叠加，让促 ...

Core Insights - The Chinese consumption market experienced a strong start in 2026, with significant growth in domestic travel and spending during the New Year holiday, indicating robust economic vitality and consumer enthusiasm [8][11] Transportation - The total cross-regional movement of people reached 595 million during the holiday, with an average daily increase of 19.62% compared to the same period in 2025 [9] - Railway passenger volume was 48.1 million, showing a year-on-year increase of 52.66% [9] - Road movement accounted for 539 million people, with a daily average increase of 15.7% [9] - Waterway passenger volume was 2.25 million, with a year-on-year increase of 32.9% [9] - Civil aviation passenger volume reached 5.88 million, with a daily average increase of 10.4% [9] Consumption Trends - Domestic travel reached 142 million trips, with total spending of 84.79 billion yuan, reflecting strong consumer enthusiasm [8][11] - Restaurant consumption grew by 2.8%, while key pedestrian streets and business districts saw daily foot traffic and sales increase by 5.9% and 4.9% respectively compared to 2025 [9] - Sales of smart health devices increased by 20%, and smart wearable devices saw a growth of over 15% [9] - Energy-efficient home appliance sales grew by over 10%, indicating a shift towards higher quality and more sustainable consumer products [9] Regional Highlights - In Beijing, key monitored enterprises reported a cumulative sales of 4.04 billion yuan, with a daily growth of 16.3% [10] - Shanghai welcomed over 6.82 million tourists, achieving a total tourism consumption of 12.27 billion yuan [10] - Guangdong province's tourism revenue increased by 39.8% year-on-year, with a total of 99.8 billion yuan [10] - Hainan's duty-free shopping surged by 93.8% on January 1, indicating a strong demand for luxury goods [10]

2026年伊始，在以旧换新政策带动下，长沙家电市场持续火爆。图为元旦期间，通程电器门店供需两 旺。长沙晚报通讯员 梁洁生供图 长沙晚报1月13日讯（全媒体记者 刘捷萍 通讯员 汪宏桥）1月13日，记者从长沙市商务局获悉，2025年长沙 深化消费品以旧换新政策，通过扩围品类、优化补贴等举措，全年吸引超702万人次参与，直接带动销售超 423亿元，成为稳增长、促消费、惠民生的重要引擎。 以旧换新政策的持续发力，推动长沙各消费领域全面开花。汽车消费表现突出，全年超13.9万人次申领报 废、置换补贴，带动购车金额超222亿元，新能源汽车占比达55%。市民王先生说："旧车评估价加政府补 贴帮我省了不少钱，新能源车使用成本低，很划算。" 家电数码绿色智能消费成主流 2025年，全市家电以旧换新带动销售105.98亿元，一级能效家电换新占比超80%，新兴品质家电销量增长显 著。数码产品、家装厨卫市场同样火热，分别带动销售超54亿元、37亿元。通程电器、长沙宜家、苏宁易 购等企业客流增长明显，以旧换新推动家居消费从"换新"向"换优"升级。 政策红利持续释放，2026年家电市场持续火热。 "购买手机的人明显增多。"1月11日， ...

Group 1 - The core viewpoint of the article emphasizes the importance of promoting green consumption to drive green transformation in production and lifestyle, optimize industrial structure, reduce carbon emissions, and contribute to high-quality economic and social development during the 14th Five-Year Plan period [1] Group 2 - The "old-for-new" policy aims to replace 18.3 million cars by 2025, with nearly 60% being new energy vehicles, and to replace 192 million home appliances, achieving over 90% energy efficiency [4] - The "old-for-new" policy is projected to boost consumer goods sales by 3.92 trillion yuan, benefiting 494 million consumers [4] Group 3 - The construction of a green supply chain is highlighted, with pallet standardization reaching 37.8%, leading to an estimated saving of 250 million disposable pallets, equivalent to protecting 50 million trees and reducing carbon emissions by over 2 million tons [5] - There are currently 1,092 green warehouses in China, covering an area of approximately 65 million square meters [5] Group 4 - By 2025, the total amount of recycled resources in China is expected to reach approximately 380 million tons, with a cumulative government investment of 5 billion yuan for the treatment of waste electrical appliances [6] - The recycling efforts are projected to yield over 3 million tons of recycled resources from about 10 million units of waste electrical appliances [6] Group 5 - A total of 3,500 green hotels and 1,161 green shopping malls have been cultivated nationwide, showcasing the industry's commitment to green practices [8] Group 6 - E-commerce platforms are collaborating with upstream and downstream merchants to establish green cooperation alliances and promote low-carbon operational standards, encouraging small and medium-sized businesses to participate in green transformation [9] Group 7 - The promotion of green lifestyles is being facilitated through major exhibitions, which showcase green and intelligent products and services, aiming to cultivate consumer habits towards green consumption [10] - By 2025, the usage of organic product certification marks is expected to exceed 6.66 billion, positioning China as the third-largest organic consumer market globally [10] - The use of environmentally friendly alternatives is projected to increase by 26.31% in the first half of 2025 compared to the previous period [10]

Core Viewpoint - The 2026 consumer market will be led by green consumption, supported by new policies that optimize subsidies for energy-efficient products and promote the transition to electric vehicles and renewable energy sources [1][2]. Group 1: Policy Initiatives - Nine government departments have jointly issued a document outlining 20 measures to promote green consumption, establishing a comprehensive policy framework that includes incentives, constraints, and guarantees [2]. - The new policies include a subsidy of 15% of the sales price for energy-efficient home appliances, with a maximum subsidy of 1500 yuan per item, and prioritize the replacement of old operational vehicles with electric ones [1][2]. Group 2: Market Demand Trends - Consumer demand is shifting from basic availability to quality and sustainability, with a notable increase in the sales of energy-efficient appliances, which grew over 10% during the New Year holiday [2]. - The latest data indicates that from 2024 to 2025, 18.3 million vehicles will be replaced under the old-for-new program, with nearly 60% being new energy vehicles, and over 90% of home appliances replaced will meet first-level energy or water efficiency standards [2]. Group 3: Industry Transformation - The demand for green products is driving companies to increase their investments in sustainable practices, including the development of green supply chains and the use of energy-efficient facilities [3]. - The transition to a circular economy is being facilitated by the establishment of reverse logistics systems and the promotion of "Internet + second-hand" models, shifting business models from linear to circular [3]. Group 4: Consumer and Corporate Perspectives - Green consumption should be perceived as a cost-effective choice rather than a premium option, with energy-efficient appliances and electric vehicles offering long-term savings and better experiences [4]. - Companies are encouraged to view green transformation as a source of competitive advantage through technological innovation and resource optimization, which can lead to cost savings and new revenue streams [4].

Core Viewpoint - The article emphasizes that the green consumption market in 2026 will be led by policies and initiatives aimed at promoting sustainable consumption practices across various sectors, including appliances, transportation, and agriculture [1][2]. Group 1: Policy Initiatives - A joint announcement by nine government departments outlines 20 measures to promote green consumption, establishing a comprehensive policy framework that includes incentives, constraints, and guarantees [2]. - The new policies include subsidies for replacing old appliances with energy-efficient models, with a maximum subsidy of 1,500 yuan per item, and a focus on transitioning old commercial vehicles to electric ones [1][2]. Group 2: Market Demand Trends - Consumer demand is shifting from basic availability to quality and sustainability, with a notable increase in the sales of energy-efficient appliances and electric vehicles [2]. - Data from the Ministry of Commerce indicates that from 2024 to 2025, 18.3 million vehicles will be replaced under the old-for-new policy, with nearly 60% being new energy vehicles, and over 90% of replaced appliances will meet first-level energy or water efficiency standards [2]. Group 3: Industry Transformation - The demand for green products is driving companies to increase their investments in sustainable practices, leading to a transformation in the manufacturing sector towards greener supply chains and production methods [3]. - The establishment of reverse logistics systems and the promotion of "Internet + second-hand" models are expected to shift business models from linear to circular economies [3]. Group 4: Consumer and Business Perspectives - For consumers, green products should not be perceived as expensive but rather as cost-effective choices that provide long-term savings and health benefits [4]. - Companies are encouraged to view green transformation as an opportunity for innovation and growth rather than merely a compliance requirement, which can lead to cost savings and enhanced product value [4]. Group 5: Environmental Impact - The widespread adoption of green consumption is anticipated to result in significant environmental benefits, contributing to cleaner air, water, and overall improved ecological conditions [5].

Core Viewpoint - The transition of green consumption from "optional" to "mandatory" requires a multi-faceted approach, including institutional improvements, technological innovations, and a strong policy and market orientation to ensure profitability in green consumption [1][3]. Group 1: Policy and Market Dynamics - A comprehensive policy framework has been established with 20 measures across seven areas to promote green consumption, marking a shift from advocacy to systematic implementation [2]. - The integration of innovative policy tools, such as a universal green consumption points system, aims to quantify and reward low-carbon behaviors, enhancing consumer engagement in green consumption [2]. - The demand for green products is evolving, with consumers increasingly prioritizing quality and environmental impact over mere cost, particularly in first- and second-tier cities [2]. Group 2: Industry Transformation - The demand for green products is driving companies to increase their investments in green technologies and practices, fostering a shift towards sustainable supply chains and circular economic models [3]. - The establishment of reverse logistics systems and the promotion of "Internet + second-hand" models are transforming traditional linear business models into circular ones, enhancing sustainability [3]. - Despite the push for green consumption, challenges remain, including high initial costs of green products, incomplete recycling systems, and uneven development across regions [3]. Group 3: Consumer and Corporate Perspectives - For consumers, green consumption should be seen as a cost-effective choice rather than a premium option, with energy-efficient appliances and electric vehicles offering long-term savings and better experiences [4]. - Companies must view green transformation as an opportunity for innovation and growth rather than a compliance burden, leveraging cost savings from reduced energy use and waste to enhance competitiveness [4]. - The widespread adoption of green consumption is expected to yield significant environmental benefits, contributing to a cleaner and healthier ecosystem [4].

Core Viewpoint - The "Two New" policy aims to inject new momentum into Chinese manufacturing by driving investment and consumption, facilitating a transition from a manufacturing power to a manufacturing stronghold [1][4]. Investment and Consumption - The National Development and Reform Commission and the Ministry of Finance have optimized the support scope, subsidy standards, and implementation mechanisms of the "Two New" policy [1]. - A total of 625 billion yuan in special long-term bonds for the first batch of the consumption upgrade plan has been allocated ahead of schedule for 2026 [1]. - From January to November 2025, investment in equipment and tools increased by 12.2% year-on-year, contributing 1.8 percentage points to overall investment growth [1]. Market Opportunities - The "old-for-new" consumption policy has opened new market spaces for durable consumer goods, with sales expected to exceed 2.6 trillion yuan in 2025 [2]. - Specific figures include over 11.5 million vehicles, 129 million home appliances, 9.1 million digital products, and 12 million home renovation items being replaced [2]. Upgrading Manufacturing - The "Two New" policy not only stimulates investment and consumption but also drives quality upgrades in Chinese manufacturing [2]. - Companies are replacing outdated equipment with new technology, improving production efficiency and product competitiveness, which encourages further R&D investment [2]. Transition to High-End Manufacturing - There is a growing preference for smart and green products, with nearly 60% of replaced vehicles being new energy vehicles and over 90% of replaced home appliances being energy-efficient [3]. - The policy optimization is expected to invigorate more small and medium-sized enterprises (SMEs) by lowering investment thresholds and streamlining application processes [3].

Core Insights - The implementation of the old-for-new consumption policy in 2024 has resulted in a total sales volume of 3.92 trillion yuan, benefiting 494 million people [1] - The policy has significantly boosted the sales of various products, including over 18.3 million vehicles, more than 192 million home appliances, and approximately 91 million mobile and digital products [1] Group 1: Automotive Industry - In the old-for-new vehicle exchange, nearly 60% of the exchanged vehicles are new energy vehicles, leading to a doubling of sales in the domestic new energy passenger car market [2] - The average growth rate of scrapped vehicle recovery over the past two years has exceeded 45%, resulting in a reduction of carbon emissions by approximately 44 million tons [5] Group 2: Home Appliances - In the home appliance sector, over 90% of exchanged products are of first-level energy efficiency, indicating a strong shift towards energy-efficient products [3] - The presence of old-for-new home appliance stores in densely populated commercial areas has led to a more than 30% increase in consumer spending within a 1-kilometer radius [7] Group 3: Digital Products - Among mobile and digital products, mid-to-high-end models account for 72.5% of new purchases, reflecting a consumer preference for higher quality and advanced technology [3] Group 4: Economic Impact - The introduction of green, low-carbon, and smart new products is enhancing the quality of life for consumers while promoting a green economic transition [5] - Increased consumer engagement in physical stores for product experiences and subsidies is driving cross-scenario consumption in leisure, entertainment, and dining sectors [7]