央广网北京2月27日消息（记者孙文轩）这个春节假期，在北京上班的小林回到老家，给父母新添置了 一台大容量冰箱。"父母原来用的冰箱比较小，过年家里的肉类食物比较多，有点盛不下，赶上电商平 台年货节促销，还有国补政策，于是就挑选了一台新冰箱。" 像小林这样的消费者不在少数。今年春节假期的家电数码产品消费较去年增幅明显，其中，具备智能保 鲜、AI交互等功能的智能化产品尤其受到青睐。消费者购买新品，有的是因为换新需要，有的受国补 优惠吸引，有的则是赶上了年货节大促。 春节家电数码消费扫描：销量增两成，智能化唱主角 商务部数据显示，今年春节9天假期，6类家电以旧换新产品、4类数码和智能购新补贴产品销售510.6万 台，与去年春节假期相比增长21.7%。截至2月23日，2026年消费品以旧换新惠及3112.7万人次，带动销 售额2070.3亿元。 从消费结构看，智能化与品质化升级趋势显著。智能眼镜首次被纳入购新补贴范围，迅即成为新春消费 新宠，天津、重庆、四川等地咨询量和购买量显著增长。中高端手机占比达65.0%，电脑、空调、电视 机每笔平均核销金额较去年同期均有较大幅度增长，消费者"一步到位"的品质追求愈发明显。 多地 ...

智能产品和品质消费尤为火爆。2026年，首次将智能眼镜纳入购新补贴范围，成为新春消费新宠，天 津、重庆、四川等地数码产品咨询量和购买量显著增长。同时，消费结构优化升级趋势明显，商务部数 据显示，中高端手机产品占比65.0%。中国银联数据显示，电脑、空调、电视机每笔平均核销金额较去 年同期也有较大幅度增长。 商务部全国家电以旧换新、数码和智能产品购新补贴资格校验系统数据显示（以下简称"商务部数 据"），今年春节9天假期，6类家电以旧换新产品、4类数码和智能购新补贴产品销售510.6万台，与去 年春节假期相比增长21.7%。 补贴政策支持线下实体发展。商务部数据显示，线下渠道销售家电、数码和智能产品占销售总额的 73.3%。中国银联数据显示，政策带动更多消费者走出家门，激发周边消费潜力。春节假期，南京市百 家湖、广州市长隆万博等政策参与主体较多的商圈，商户销售额同比增长超10%。 此外，商务部门认真做好组织实施。商务部数据显示，河北、广东、江苏、山东等地家电、数码和智能 产品消费强劲。北京、山西、江西、重庆等地春节假期服务"不打烊"，补贴申领通道全天候开放，资格 券储备充足。吉林、云南、青海、陕西等地推动"以旧换 ...

21世纪经济报道记者张旭 北京报道 商务部数据显示，线下渠道销售家电、数码和智能产品占销售总额的73.3%。中国银联数据显示，政策 带动更多消费者走出家门，激发周边消费潜力。春节假期，南京市百家湖、广州市长隆万博等政策参与 主体较多的商圈，商户销售额同比增长超10%。 值得注意的是，智能产品和品质消费尤为火爆。2026年，首次将智能眼镜纳入购新补贴范围，成为新春 消费新宠，天津、重庆、四川等地数码产品咨询量和购买量显著增长。同时，消费结构优化升级趋势明 显，商务部数据显示，中高端手机产品占比65.0%。中国银联数据显示，电脑、空调、电视机每笔平均 核销金额较去年同期也有较大幅度增长。 从记者春节期间走访情况来看，各家手机厂商门店络绎不绝，以旧换新政策成为人们换机的重要助推 器。 河北、广东、江苏、山东等地家电、数码和智能产品消费强劲。北京、山西、江西、重庆等地春节假期 服务"不打烊"，补贴申领通道全天候开放，资格券储备充足。吉林、云南、青海、陕西等地推动"以旧 换新进农村"，在乡镇设立服务点，提供送货上门、安装调试、旧机回收等一站式服务，打通政策落 地"最后一公里"。天津、浙江、湖北、甘肃等地通过"国家补贴+ ...

今日无新股申购，无新股上市。 【重要新闻】 【今年春节假期家电、数码、智能产品销售超510万台 较去年增长21.7%】2月25日，从商务部了解到， 今年春节9天假期，6类家电以旧换新产品、4类数码和智能购新补贴产品销售510.6万台，较去年春节假 期增长21.7%。分品类来看，智能眼镜今年首次被纳入购新补贴范围，在刚刚过去的春节假期，天津、 重庆、四川等地数码产品咨询量和购买量显著增长。同时，消费结构优化升级趋势明显，商务部数据显 示，中高端手机产品占比65.0%。中国银联数据显示，电脑、空调、电视机每笔平均核销金额较去年同 期也有较大幅度增长。 (证券时报) 【英伟达四季度营收681亿美元 同比增长73%】2月26日，英伟达四季度营收681亿美元，同比增长 73%，市场预期为656.84亿美元，上年同期为393.31亿美元；数据中心营收为623亿美元，市场预期为 606.2亿美元，上年同期为355.8亿美元；四季度网络营收109.8亿美元，分析师预期90.2亿美元；四季度 游戏营收37亿美元，分析师预期40.1亿美元。英伟达预计第一财季营收764.4亿-795.6亿美元，市场预估 727.8亿美元。 【隔夜 ...

智能产品和品质消费尤为火爆。2026年，首次将智能眼镜纳入购新补贴范围，成为新春消费新宠，天 津、重庆、四川等地数码产品咨询量和购买量显著增长。同时，消费结构优化升级趋势明显，商务部数 据显示，中高端手机产品占比65.0%。 （总台央视记者 刘颖 宋菀） 本文转自【央视新闻客户端】； 记者从商务部了解到，今年春节期间，各地加强家电、数码和智能产品补贴申领保障，开展消费促进活 动，相关产品消费增长强劲。 商务部数据显示，今年春节9天假期，6类家电以旧换新产品、4类数码和智能购新补贴产品销售510.6万 台，与去年春节假期相比增长21.7%。 补贴政策支持线下实体发展。商务部数据显示，线下渠道销售家电、数码和智能产品占销售总额的 73.3%。 ...

2026年，我国首次将智能眼镜纳入购新补贴范围，天津、重庆、四川等地数码产品咨询量和购买量显著 增长。同时，消费结构优化升级趋势明显，商务部数据显示，中高端手机产品占比65.0%。中国银联数 据显示，电脑、空调、电视机每笔平均核销金额较去年同期也有较大幅度增长。 商务部数据称，线下渠道销售家电、数码和智能产品占销售总额的73.3%。中国银联数据显示，政策带 动更多消费者走出家门，激发周边消费潜力。春节假期，南京市百家湖、广州市长隆万博等政策参与主 体较多的商圈，商户销售额同比增长超10%。 新京报贝壳财经讯(记者潘亦纯)2月25日，商务部数据显示，今年春节9天假期，6类家电以旧换新产 品、4类数码和智能购新补贴产品销售510.6万台，与去年春节假期相比增长21.7%。 ...

Core Insights - The new "old-for-new" policy is driving consumer demand and revitalizing the retail market, particularly in home appliances and electric vehicles as consumers take advantage of subsidies and services [1][2][3] Group 1: Policy Impact - The 2026 "old-for-new" policy has been optimized to include a unified subsidy standard for key appliances and vehicles, providing stability and encouraging consumer spending [3][5] - The policy has expanded to include new smart devices, such as smart glasses, and focuses on high-efficiency products, enhancing the overall quality of consumer goods [3][4] Group 2: Market Performance - Sales data indicates a significant increase in consumer activity, with over 15 million units sold in January across six categories of home appliances and digital products, generating nearly 59 billion yuan in sales [2][4] - Retailers like Suning have reported a dramatic increase in sales, with some stores experiencing an over 800% increase in sales compared to the previous month, driven by the new policy [2] Group 3: Consumer Trends - The policy is influencing consumer preferences, with a notable shift towards high-end and energy-efficient products, as evidenced by a 35.7% increase in sales of high-efficiency water heaters and a 28.9% increase in televisions [4] - A significant portion of consumers are opting for new energy vehicles when trading in older models, indicating a trend towards greener choices in the automotive sector [3]

中国轻工业联合会发布最新数据，2025年我国轻工业经济运行稳中向好。 2025年，我国规模以上轻工业增加值同比增长5.3%，实现营业收入23万亿元。营业收入利润率6.04%， 高于规模以上工业0.73个百分点、高于制造业1.34个百分点。90种主要轻工产品中35种实现产量增长， 数字化研发工具普及推动高附加值产品供给持续增加。 1月数码和智能产品购新补贴超1500万台 记者2月3日从商务部了解到，2026年，家电以旧换新及数码和智能产品购新补贴政策效应逐步显现。 2026年1月，6类家电产品及4类数码和智能产品销售量超1500万台，销售额近590亿元。其中，线下销售 接近八成，同比增长约20%。 绿色智能产品备受青睐。第三方机构数据显示，一级能效热水器、电视线上销售额同比分别增长 35.7%、28.9%。中高端手机机型销售占比超过70%。智能眼镜2026年首次纳入补贴范围，实现销售额 719.7万元。 消费市场方面，政策驱动效应突出。2025年，家电以旧换新超1.29亿件，电动自行车以旧换新超1250万 辆。受此带动，全年轻工11类商品零售额达86719亿元，同比增长7.8%，占社会消费品零售总额比重提 升至 ...

Core Insights - The core viewpoint of the article highlights the positive impact of the consumption upgrade policy, which has led to significant sales growth in various sectors, particularly in the home appliance and digital product markets [1] Group 1: Policy Impact - In January, the consumption upgrade policy benefited 16.13 million people, resulting in sales of 92.56 billion yuan in automobiles, home appliances, digital, and smart products [1] - The policy has been fully implemented by 2026, with effects gradually becoming evident [1] Group 2: Sales Growth - Offline sales of home appliances, digital, and smart products saw nearly 80% growth in January, with a year-on-year increase of approximately 20% [1] - The sales of energy-efficient water heaters and televisions online increased by 35.7% and 28.9% year-on-year, respectively [1] Group 3: Consumer Trends - Mid-to-high-end smartphone models accounted for over 70% of sales [1] - Smart glasses were included in the subsidy range for the first time this year, achieving sales of 7.197 million yuan [1] Group 4: Broader Economic Impact - The consumption upgrade policy has positively influenced offline retail development and has a strong driving effect on cross-scenario consumption, including leisure, transportation, and specialty dining [1]

Group 1: Light Industry Economic Performance - In 2025, China's light industry is expected to achieve a year-on-year increase of 5.3% in added value for enterprises above designated size, with total operating revenue reaching 23 trillion yuan [3] - The profit margin for operating revenue in the light industry is projected to be 6.04%, which is 0.73 percentage points higher than the overall industrial average and 1.34 percentage points higher than the manufacturing sector [3] - Among 90 major light industry products, 35 are expected to see an increase in production, driven by the widespread adoption of digital R&D tools that enhance the supply of high-value-added products [3] Group 2: Consumer Market Dynamics - The policy-driven effect on the consumer market is significant, with over 129 million home appliances and more than 12.5 million electric bicycles expected to be replaced under the old-for-new policy in 2025 [5] - Retail sales of 11 categories of light industry goods are projected to reach 867.19 billion yuan, reflecting a year-on-year growth of 7.8% and an increase in their share of total social retail sales to 17.3% [5] Group 3: Export Performance - The export structure of light industry products continues to improve, with exports expected to reach 911.46 billion USD in 2025, accounting for 24.2% of the national total [7] - Among 22 major export categories, 11 are anticipated to experience growth, with exports to Belt and Road Initiative countries and the EU increasing by 1.3% and 7.9%, respectively, indicating early success in diversifying export markets [7] Group 4: Future Projections - In 2026, the effects of the old-for-new policy and subsidies for digital and smart products are expected to become more pronounced, with sales of six categories of home appliances and four categories of digital and smart products exceeding 15 million units in January alone, generating nearly 59 billion yuan in sales [8] - The sales of energy-efficient products are gaining popularity, with online sales of first-class energy-efficient water heaters and televisions increasing by 35.7% and 28.9% year-on-year, respectively [11]