（来源：千龙网） 当消费端的"绿意"持续蔓延，配合政策端点亮的"绿灯"，便会为产业转型推开一扇窗，在制造、流通、能 源、减排等多个领域引发连锁变革。在制造业，节能家电持续迭代，智能变频设备兼顾舒适与节能；在建 筑业，绿色建筑实现恒温、恒湿、恒氧，能耗可比传统建筑降低九成以上，悄然改变居民居住体验；在能 源领域，风电与光伏发电作为清洁能源"主力军"，装机规模持续扩大，为能源结构抹上鲜明绿色；在碳排 放权交易层面，全国碳市场活力稳步提升，让减排成为企业看得见、抓得住的动力。据预测，2025年全年 资源循环利用产值有望按规划目标突破5万亿元。 当"绿色"与"消费"相遇，会碰撞出怎样的未来？近日，商务部等九部门联合印发《关于实施绿色消费推进 行动的通知》，围绕健全绿色消费激励机制，系统提出7方面20条举措，覆盖衣食住行到金融支持。这些 举措不仅是落实"十五五"规划中"推广绿色低碳生活方式"相关要求的具体行动，更将为推动生产生活绿色 转型、激活高质量发展注入新的动力。 实施绿色消费推进行动，青年群体是关键的引领者与推动者。一项媒体调查显示，在日常消费中，93.3% 的受访青年会优先选购绿色环保产品，77.6%的受访青年 ...

绿色消费的落地生根，从来不是"独角戏"，而需要政府、市场、消费者多元协同发力，通过政策引导、 市场驱动、全民参与让绿色低碳的生活方式融入衣食住行的每一个环节。 近日，商务部等9部门联合出台《关于实施绿色消费推进行动的通知》，提出7方面20条具体举措，意在 凝聚政策引导、市场驱动、公众参与的合力，推动绿色消费行为普及化、市场机制成熟化、社会共识全 民化，为高质量发展注入绿色动能，促进形成绿色低碳的生产生活方式，加快消费模式绿色转型。 绿色消费成为社会风尚，消费者为绿色发展投出"信任票"。从自带布袋购物、减少一次性餐具使用，到 优先选择新能源汽车、节能家电，再到参与旧物回收、践行"光盘行动"，个体的微小选择正汇聚成绿色 转型的强大合力。武汉碳普惠平台的实践颇具启发，该平台为市民开设"个人碳账户"，自动计算公交出 行、节约用电等11类低碳行为的碳减排量，可兑换商场折扣或支持公益项目，目前使用人数已突破200 万，累计记录减排行为超2400万次，个人减排量超4万吨。随着"美丽中国，我是行动者"等活动的广泛 开展，以及全国生态日、低碳日等节点的宣传引导，简约适度、绿色低碳的消费理念正深入人心，越来 越多消费者主动将绿色 ...

人民日报记者 王珂 商务部等9部门日前发布《关于实施绿色消费推进行动的通知》，围绕绿色消费全链条明确7方面20 项举措。在国务院新闻办1月6日举行的新闻发布会上，相关部门介绍了推进绿色消费有关情况。 以旧换新政策带动绿色消费 商务部副部长盛秋平介绍，商务部把落实大规模消费品以旧换新政策作为推动绿色消费的重要机 遇。2024—2025年，1830万辆以旧换新汽车中，新能源汽车占比近60%；1.92亿台以旧换新家电中，一 级能效（水效）占比达90%以上；以旧换新政策带动消费品销售额3.92万亿元，惠及消费者4.94亿人 次。 推进绿色供应链建设，构建绿色流通体系。据中国仓储与配送协会测算，带托运输使装卸时间缩短 80%、货损率下降50%以上、供应链成本降低20%左右。目前，全国循环共用托盘约5000万片，保守估 计可节约2.5亿片一次性托盘，相当于保护5000万棵树木免于砍伐，减少碳排放200万吨以上。商务部流 通业发展司司长李佳路介绍，商务部聚焦商务领域一次性塑料制品使用减量、替代产品推广、重点行业 治理等关键环节，多措并举推进塑料污染治理工作，2025年上半年环保替代品使用量环比增加 26.31%。 完善绿色 ...

" ' 首次购买 + 换代激活 ' ，开启县域经济下一个双重战略窗口。如今的下沉市场，正发生着更多的首次购买；与此同时， 57% 的下沉市场用户家电换新周期超过 3 年，换 新动力不强。 " 文 /巴九灵（微信公众号：吴晓波频道） 2026开篇，消费市场的"开门红"怎么样了？ 元旦假期3天，据文旅部测算，全国国内旅游收入847.89亿元，恢复至2019年同期的112.3%；国内旅游人次达1.35亿，恢复至115.1%。 海南"封关"后迎来消费热潮，实现旅游总收入32.8亿元，同比增长28.9%；离岛免税商品购物金额7.12亿元，同比增长128.9%。 新一轮国补开启，智能眼镜纳入国补范围，家电补贴聚焦高能效产品。商务部数据显示，智能健康设备、智能穿戴设备销售额分别增长20%和15% 以上。京东平台上，节能家电销量同比增长38%。 家电家居厂商以"国 补"吸引市民选购 低线城市游客接待量增速领先。华泰证券数据显示，荆州、怀化、十堰、长春、赣州、喀什等地游客接待量同比增幅超30%，远高于一线及新一线 城市。 字里行间，都在传递着新一年消费的热闹景象。 热闹之下，也有理性。元旦假期，全国国内人均出游花费约628元， ...

2025年12月23日，美国经济分析局发布延后数据，显示第三季度国内生产总值按年率计算增长4.3%，较第二季度的3.8%进一步提速，创下两年来的最快增 速。这一数据超出市场预期，主要得益于消费支出增长3.5%、企业投资扩大以及贸易政策的稳定。与此同时，核心个人消费支出通胀率升至2.9%，显示经 济在保持增长的同时面临一定的通胀压力。 此次数据因政府停摆影响推迟发布，仅进行两次估算，最终修订数据预计于2026年1月22日公布。美联储对此表示，美国经济预计在2026年实现温和反弹， 并计划仅再降息一次。在这一宏观经济背景下，中国跨境卖家如何把握美国市场的增长机遇，成为亟待探讨的议题。本文将深入分析美国经济数据背后的趋 势、对中国卖家的具体影响，并提供切实可行的策略建议。 一、美国经济现状与政策背景解读 1.1 2025年第三季度经济数据深度分析 美国2025年第三季度GDP增长达到4.3%，不仅高于前一季度的3.8%，也远超市场普遍预期的3.9%-4.0%区间。这是自2023年以来的最高增速，标志着美国经 济在经历了一段时间的温和增长后，进入了一个加速复苏阶段。增长的主要驱动力来自以下三个方面： 与此同时，核心P ...

Core Insights - The 2026 "National Subsidy" policy will continue the "old-for-new" consumption initiative with an increased budget of 500 billion yuan, aimed at stimulating consumption and stabilizing economic growth [1][3][16] Group 1: Policy Overview - The "National Subsidy" policy has shown significant results since its launch in 2024, generating over 2.5 trillion yuan in sales and benefiting 360 million people [3] - The policy will focus on three main upgrades: increasing the subsidy amount, expanding coverage to new sectors, and optimizing the distribution process [4][10] Group 2: Sectoral Impacts - Traditional consumption sectors like home appliances and automobiles are expected to see a second wave of growth, with home appliance subsidies potentially increasing from 12.84 million units to 15 million units [6][8] - The service consumption sector, particularly in tourism and health, is anticipated to become a new focal point, with over 100 billion yuan in tourism vouchers expected to be issued [6][10] - Digital and green consumption will be enhanced, with subsidies for smartphones and energy-efficient appliances, benefiting companies like Apple and Huawei [8][10] Group 3: Economic Implications - The policy aims to boost domestic demand and counter economic pressures, with expectations for retail sales growth to rebound to 5%-6% in 2026 [10] - It promotes industrial upgrades by leading consumption upgrades, encouraging innovation in sectors like electric vehicles and smart home appliances [10][14] Group 4: Investment Opportunities - Key investment targets include essential consumer goods like dairy products and condiments, as well as discretionary items like home appliances and new energy vehicles [15] - The policy is seen as a long-term opportunity for investors, with potential for valuation recovery and growth in the consumer sector [16]

Core Viewpoint - The "14th Five-Year Plan" period is crucial for China to achieve its carbon peak goal, emphasizing the development of low-carbon industries as a pathway for comprehensive green and low-carbon transformation of the economy and society [1] Group 1: Policy Optimization for Low-Carbon Industry Development - The "14th Five-Year" period requires a focus on time-sensitive carbon reduction efforts while capturing potential development opportunities, considering industry interconnections and overall carbon reduction [2] - Emphasis on orderly replacement of high-carbon industries, particularly in key sectors like electricity, non-ferrous metals, and chemicals, while enhancing carbon efficiency [2] - Policies should balance ecological impacts and carbon emissions, transforming challenges into opportunities, such as developing competitive lithium battery recycling industries [2] Group 2: Regional Advantages and National Policy Support - Regions rich in ecological resources should leverage their advantages to become national "carbon neutrality" pilot zones, exploring clean energy supply, carbon trading, and low-carbon industry cultivation [3] - A new production model should integrate industrial, innovation, talent, funding, and policy chains to promote high-quality regional development characterized by low-carbon efficiency [3] Group 3: Encouraging Diverse Participation in Low-Carbon Innovation - Innovation is essential for low-carbon industry development, requiring participation from government, enterprises, research institutions, and society [4] - The government should focus on supporting "dual carbon" technology research and enhancing green financial support for innovation [4] - Financial institutions are encouraged to engage in green technology innovation through investment and insurance products, fostering a supportive environment for small and innovative tech companies [4] Group 4: Supporting High-Quality Development through Innovation - Innovation goals should align with "dual carbon" objectives, particularly in key industries and technologies, such as deep processing of agricultural products in rural areas [5] - The integration of artificial intelligence and digital platforms is vital for optimizing resource utilization and enhancing product value [5] Group 5: Promoting Green Consumption - The "14th Five-Year" plan suggests establishing a green consumption incentive mechanism to promote energy-saving and low-carbon lifestyles [6] - Policies should include subsidies and tax reductions to lower the initial costs of green products, stimulating market demand [7] - A market-driven incentive mechanism should be developed to reward consumers for low-carbon behaviors, creating a positive cycle of ecological and economic benefits [7] Group 6: Infrastructure and Cultural Promotion for Green Consumption - Infrastructure for green consumption, such as electric vehicle charging networks, should be improved to alleviate consumer concerns [8] - Clear standards and labels for green products are necessary to facilitate consumer choices and promote recycling [8] - Public awareness campaigns should be conducted to embed green concepts into daily life, fostering a culture of sustainability [8]

畅通绿色产品流通渠道。引导传统商超、便利店设立绿色产品专区。大力发展绿色电商，优化绿色物流 配送网络。积极探索"农社对接"、社区团购等直销模式，缩短流通链条，让绿色产品更便捷、更实惠地 进入社区家庭。 深化教育引导，筑牢认知根基。行为始于认知，当前公众对绿色消费的理解多停留在表层，需要构建覆 盖全周期、全人群的教育体系，推动认知从了解升华为认同。 聚焦青少年融入教育体系。在基础教育阶段，将绿色消费知识有机融入课程，通过情景模拟、垃圾分类 实践、环保课题调研等方式，传递绿水青山就是金山银山理念，培育节约习惯。同步推进"绿色校园"建 设，开展光盘行动、旧物回收等活动，使绿色生活成为校园日常。在高等教育阶段，鼓励开设相关课 程，并推动高校与环保组织、企业合作，开展绿色产品设计、低碳社会调查等实践活动。 面向成年群体开展精准化宣传。依托主流媒体及官方新媒体平台，通过公益广告、专题解读等形式，普 及深层知识，澄清认知误区。发挥社区贴近优势，组织绿色消费讲座、邻里分享会，邀请专家或实践达 人进行讲解，让绿色知识渗透家庭场景。 强化政策激励，构建制度保障。部分公民虽有绿色消费意愿，却受价格、信任、便利性等因素制约。需 通过 ...

二是绿色低碳消费场景加快培育，彰显可持续发展理念。推广绿色居住、绿色出行、绿色餐饮等消费场 景，这既顺应了"双碳"目标要求，也抓住了年轻消费群体环保意识觉醒的新趋势。随着新能源汽车充电 网络的持续完善、节能家电的加速普及，正在形成颇具规模的消费增长点。数据显示，我国绿色低碳产 业规模已突破10万亿元，预计在"十五五"时期还将实现规模倍增。 三是文旅融合消费场景创新发展，不断突破产业边界。政策重点支持发展智慧旅游、沉浸式体验、文创 产品开发等新业态，推动旅游、文化、商业的深度融合。近年来，从"长安十二时辰"主题街区的火爆， 到各地博物馆文创产品的热销，再到乡村民宿与农事体验的结合，文旅消费正从单一观光向复合体验转 变，创造出更高的附加值和更丰富的消费内涵。 近日，工信部、国家发展改革委等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施 方案》，围绕拓展增量、深挖存量、场景赋能等系统化部署了19项重点任务。这是党的二十届四中全会 后首个印发的促消费政策文件，致力于以消费升级引领产业升级，以优质供给更好满足多元需求，实现 供需更高水平的动态平衡。 这份方案既着眼于当前消费市场的企稳复苏，更注重构建长期有 ...

Core Insights - The energy-saving home appliance market is experiencing continuous demand growth due to the global trend towards energy conservation and increasing consumer awareness of environmental protection [1][3][6] - The market size of China's energy-saving home appliance industry is projected to grow from 236.25 billion yuan in 2015 to 680.325 billion yuan in 2024, with a compound annual growth rate (CAGR) of 12.47% [1][10] - By 2025, the market size is expected to reach 744.3 billion yuan, driven by technological advancements and evolving consumer demands [1][10] Industry Overview - Energy-saving home appliances utilize advanced technologies such as variable frequency technology, high-efficiency compressors, and optimized insulation materials to significantly reduce energy consumption during use [1][3] - The industry includes various products such as air conditioners, refrigerators, washing machines, water heaters, televisions, and rice cookers [3] Market Dynamics - The Chinese government has implemented various policies to support the energy-saving appliance sector, including subsidies for replacing old appliances and promoting energy-efficient products [6][7][11] - The increasing focus on green consumption and energy efficiency among consumers is driving demand for energy-saving appliances [7][11] Industry Chain - The upstream of the energy-saving appliance industry includes raw materials and components such as steel, copper, plastics, rubber, electronic components, semiconductor materials, chemical materials, and insulation materials [8] - The midstream involves the production and manufacturing of energy-saving appliances, while the downstream encompasses sales channels including specialty appliance stores, home improvement markets, and various e-commerce platforms [8] Key Players - Major companies in the energy-saving appliance sector include Midea Group, Haier Smart Home, Gree Electric Appliances, Sichuan Changhong, Hisense, and others [1][13] - Midea Group reported a revenue of 167.201 billion yuan in its smart home business for the first half of 2025, reflecting a year-on-year growth of 13.32% [13] - Haier Smart Home achieved significant sales in its refrigerator, washing machine, and air conditioning segments, with respective revenues of 42.517 billion yuan, 31.645 billion yuan, and 31.645 billion yuan in the first half of 2025 [14][15] Development Trends - The industry is moving towards greater integration of artificial intelligence and IoT technologies, enabling autonomous energy management and optimization [16] - There is a focus on green design and circular economy principles, with an emphasis on using eco-friendly refrigerants and increasing the use of renewable materials [16] - Energy-saving appliances are evolving from single-function products to comprehensive, scenario-based solutions that optimize energy consumption across different home environments [17]