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美凯龙:国补范围扩大至适老化产品领域,公司利用政策利好有效打破单一依赖家居卖场局面
Cai Jing Wang· 2026-01-07 04:21
近日,美凯龙在互动平台向投资者表示,国补政策持续深化优化,能直接降低消费者的购买成本,刺激 需求释放,有效提升商场客流,促进销售提升增强商户信心,提高续租率。公司积极将旗下商场纳入政 府补贴名录,使其成为政策落地的主渠道。随着商户销售好转,商场吸引力增强,截至2025年第三季 度,公司自营商场平均出租率已从年初的83%提升至84.72%,核心经营指标企稳向好。 由于政策资源向效率高、覆盖广的渠道倾斜,美凯龙凭借全国网络成为家电、家居品牌参与"以旧换 新"的核心阵地。公司智能电器馆数量已超150家,与众多头部品牌深度绑定,进一步巩固了其作为不可 或缺的行业渠道地位。此外,政策覆盖范围扩大至智能家居、适老化产品等领域,与美凯龙推动的 "3+星生态"战略高度契合,公司利用政策利好持续拓展包括高端电器、智能家居、适老化改造(如上 海"山丘"银发生活馆)、汽车业态("车居一体") 在内的新业务,有效打破了单一依赖家居卖场的局 面。同时,政策带来的客流和销售,增强了美凯龙在委管商场、特许经营等轻资产模式上的品牌力、拓 展能力和议价能力,有助于公司以更低的资本开支实现扩张。2025年1至9月,美凯龙实现营收49.69亿 元 ...
多视角感知银发消费热力轨迹 “数”看银发经济万亿级大市场加速向新
Yang Shi Wang· 2026-01-06 06:43
中午,王先生去家附近的社区食堂吃饭,饭后他打算再去社区养老驿站适老化样板间体验一下。他坦言,他也是体验了多次才慢慢觉得要进行 家居改造。 来到这个样板间,看到的不仅仅简单的家居装修,也不仅仅是这个单一的适老化产品,而是整个为老年人量身打造的"安全舒适港湾"。 对老年人来说,家是最安全舒适的港湾。当弯腰、起身、开关门这些小事渐渐变得费力,一处小小的适老化改造,就能给日常起居带来不少的 舒适便捷。 央视网消息:截至2024年底,我国60岁及以上人口达到3.1亿人,银发消费市场规模庞大。随着养老服务体系越来越成熟,内涵持续拓展深 化,当前我国养老服务正从保障基本安全与照护,向促进精神丰盈、社会参与延伸。 北京的王先生今年已经75岁了,平时爱锻炼,生活规律健康。但随着年龄的增长,他对居家生活的便利性和安全性有了更高的要求,全屋适老 化改造的想法也逐渐在他心中成型。 除了家装的适老化改造之外,各种健康监测类产品也吸引了不少老人。 老人们的点赞也印证了这些适老化改造的吸引力。改造又是如何诞生的?如何设计以及如何考量的? 中国建筑设计研究院有限公司高级工程师马哲雪介绍,这是实验室,平时做一些实验检测,一些产品的设计。工作人 ...
2026 年国补方案正式出炉:手机、平板、家电等补贴 15%
Ju Chao Zi Xun· 2025-12-30 14:09
此外,在设备更新方面,政策支持范围也在总体延续的基础上,增加了老旧小区加装电梯、养老机构、 消防救援、检验检测以及线下消费商业设施等与民生和安全密切相关的领域,体现出政策对提升社会整 体福祉与安全水平的关切。 汽车以旧换新:由定额补贴调整为按新车销售价格的一定比例给予补贴,补贴上限保持不变。 家电以旧换新:补贴标准明确为对个人消费者购买上述6类家电中1级能效或水效标准的产品,按 销售价格的15% 给予补贴,每位消费者每类产品限补1件,每件补贴不超过1500元。 数码及智能产品购新:补贴标准保持按产品销售价格的15%执行,每位消费者每类产品限补1件, 每件补贴上限为500元。 邹蕴涵表示,此次优化旨在更好地结合市场内生需求与政策效力,为民生需求"解渴",为消费升级提供 助力,推动明年消费平稳向好。 为保障政策及时落地见效,满足元旦、春节等传统消费旺季的需求,国家已于近日向地方提前下达2026 年第一批625亿元超长期特别国债资金,专项用于支持消费品以旧换新。各地将结合本地实际,尽快组 织落实,以提升政策效能。 国家发展改革委、财政部于12月30日联合发布关于2026年实施大规模设备更新和消费品以旧换新政策的 通 ...
盘点2025你参与的那些“大项目”
Ren Min Wang· 2025-12-30 05:55
又到年终总结季,是不是感觉忙忙碌碌一年,却不知道从何写起?本期"财米油盐"盘点2025年具有代表 性的经济社会热点。这些与国家发展、民生改善紧密相连的"大项目",离不开"你"的参与。 第一,"新人"登场。 "具身智能"首次写入政府工作报告。机器人上舞台、下工厂,成了年度"最强新人"。训练它、操作它、 优化它的或许就是屏幕前的你。这个未来的万亿大市场,你不仅在观众席,更是在产业发展第一线。 第二,"苏超"出圈。 还记得赛场上的烧烤赞助吗?朴实无华的广告,映照出全民参与的热度。今年夏天,无数的你为了一场 球赛奔赴一座城,用一声声加油喊出江苏380亿元的消费活力。小门店、大景区,都留下过你的打卡身 影。 第三,"以旧换新"。 今年前11个月,消费品"以旧换新"带动相关商品销售额超2.5万亿元,惠及超3.6亿人次。你可能换了新 汽车、新手机,买了新电器、新家具。以旧换新不仅升级了你我生活,更拉动了循环经济。 第四,外贸逆袭。 这一年,中国在更加风云变幻的国际经贸环境中持续扩大制度型开放。是你深夜回复的外语邮件,还有 凌晨热闹的跨境直播间,撑起中国外贸逆风飞翔。 第五,企业"反内卷"。 光伏、汽车、电商"价格战"齐熄火 ...
贵州遵义市2026年促消费活动精彩纷呈
Sou Hu Cai Jing· 2025-12-30 05:12
遵义市商务局党组书记、局长白雪。 作为特色优势产业,白酒消费被赋予引领融合的新使命。遵义将着力推动"卖酒向卖生活方式转变",升级特色酒 庄与美酒美食街区,打造集"酒、餐、景、娱"于一体的沉浸式消费场景,持续开展"酒+"系列联动促销。同时,借 助香港平台桥梁,开展系列活动,积极助推"遵酒出海",开拓更广阔市场。 围绕民生关切,服务消费扩容提质。通过新建"邻里中心",发展社区便民业态,丰富"一刻钟便民生活圈";举 办"银龄消费集市",将适老化产品纳入重点节庆促销,满足老年群体品质需求;针对家政、母婴、托育等家庭服 务领域,发放各类电子消费券,着力培育壮大"家庭消费"新增长点。 数字化转型为消费拓展注入新动能。深化与头部电商平台合作,办好线上消费季、年货节等活动,拓宽"遵义优 品"出山达海通道。计划培育网销优品超百款,开展线上促销活动20场以上,大力发展即时零售、直播电商等新模 式,促进线上线下消费良性互动。 中国新闻社贵州分社记者提问。 目前,遵义已筹集资金1200万元,启动了"悦遵义·享暖冬"跨年促消费系列活动。线下,第三届跨年迎新夜、遵义 乐园跨年夜、迎新美食购物节、刨锅汤美食文化节、珍酒主题街区开街等活动相 ...
扩大优质商品和服务供给——增量更提质,建设强大国内市场
Sou Hu Cai Jing· 2025-12-23 01:53
"扩大"是供给体系的 全方位升级 "扩大优质商品和服务供给,体现我国消费市场正从'规模扩张'转向'质量提升'。"国研新经济研究院创 始院长朱克力表示,过去,我国消费市场存在的主要矛盾是"供给不足",消费者想买的东西买不到;现 在则是"供需错配",消费者想要的高品质、个性化商品和服务供给不足。 在朱克力看来,"扩大"不能简单地看作是"量"的增加。"扩大优质商品供给,不是鼓励企业多生产,而 是引导企业生产符合消费者需求的高品质商品;扩大服务供给,不是增加服务种类,而是提升服务专业 性和便利性。" 本报记者 顾鸿儒 2025年,面对外部环境变化影响加深、国内供强需弱矛盾突出的复杂局面,中国经济顶压前行、稳中有 进,展现出强大活力和韧性,特别是消费领域持续向新向优发展,消费市场活力进一步释放。日前召开 的中央经济工作会议在部署明年经济工作时,再次将扩大内需置于首位,明确"坚持内需主导,建设强 大国内市场",其中提出"扩大优质商品和服务供给"。 业内人士认为,内需是经济发展的主动力和稳定锚,强大国内市场是中国式现代化的战略依托。在质的 有效提升上取得更大突破,要立足于扩大内需这个战略基点,坚持惠民生和促消费紧密结合,深 ...
明年财政政策“工具箱”有望进一步扩容
Core Viewpoint - The article emphasizes the effectiveness of proactive fiscal policies in 2025, which have supported major national strategies, expanded domestic demand, stabilized growth, and improved people's livelihoods. It anticipates continued expansionary fiscal policies in 2026, focusing on both material and human investments [1][2]. Group 1: Fiscal Policy Effectiveness - In 2025, proactive fiscal policies significantly supported major national strategies, with 800 billion yuan allocated for "two重" construction and 1,880 billion yuan for equipment upgrades, leading to a 10.7% year-on-year increase in machinery and equipment purchases from January to November [1]. - Increased spending in the livelihood sector was noted, with sales in supported retail sectors growing by 26.5% and 20.3% year-on-year, respectively, from January to November [1]. - Over 70% of national fiscal spending since the start of the "14th Five-Year Plan" has been directed towards improving people's livelihoods, according to the Minister of Finance [1]. Group 2: Investment in People and Material - Fiscal policies in 2025 met expectations in material investments, while policies aimed at human investments, such as childcare subsidies and free preschool education, contributed to high-quality population development [2]. - The combination of material and human investments is seen as essential for high-quality development and improving residents' living standards, creating a virtuous cycle of new demand and supply [2]. Group 3: Future Policy Directions - The Ministry of Finance plans to optimize spending structures and enhance financial support for major national strategies, focusing on increasing funding for human investments and expanding domestic demand [3][4]. - Policies supporting "two重" and "two新" will continue, with an emphasis on utilizing government bond funds and increasing central budget investments to stabilize and boost investment [5]. - Experts suggest that optimizing project reserves and expanding the fiscal "toolbox" will enhance the effectiveness of material investment policies [5][6].
供需协同发力 释放超大规模市场潜能
Zhong Guo Jing Ji Wang· 2025-12-11 05:31
Core Viewpoint - The article discusses the implementation of a plan by six departments, including the Ministry of Industry and Information Technology, aimed at enhancing the adaptability of supply and demand in consumer goods, promoting a two-way interaction between supply and demand, and facilitating economic circulation [1]. Group 1: Supply and Demand Interaction - The plan outlines 19 key tasks to expand new demand, tap into existing demand, segment markets, empower scenarios, and optimize the environment, emphasizing the need for a systemic reconstruction of production modes, value connotations, and market environments [1]. - The current structural contradictions on the supply side are identified as major obstacles to unleashing consumption potential, necessitating a transformation from traditional supply models to more responsive and flexible production systems [1]. Group 2: Innovation and Upgrading - The plan encourages the upgrading of existing products and precise segmentation of niche markets, focusing on green, healthy, and intelligent product iterations to align with the evolving consumer preferences from survival to development and enjoyment [2]. - It emphasizes the importance of catering to diverse age groups by enhancing the supply of products for infants, students, fashion items, and senior citizens, reflecting a comprehensive approach to consumer needs throughout the lifecycle [2]. Group 3: Consumer Experience and Environment - The article highlights the significance of innovative consumption scenarios and environments as essential for transforming demand into consumption, with examples of recent innovations that cater to diverse consumer needs and stimulate economic recovery [2]. - The plan stresses the need for financial support and improved quality assurance measures to enhance consumer confidence and safety, thereby fostering a conducive environment for consumption [2]. Group 4: Market Dynamics - The article concludes that aligning supply with consumer preferences and activating domestic demand will effectively stimulate the internal dynamics of China's large-scale market, transitioning consumption from quantity expansion to quality enhancement, thus contributing to high-quality economic development [3].
增强供需适配促进形成3个万亿级消费领域|营商环境周报
Group 1 - The State Administration for Market Regulation has introduced a new credit repair management method to encourage individuals to correct violations and rebuild credit, effective from December 25 [1] - The new method categorizes violations into three levels: minor, general, and serious, each with different public disclosure periods and repair conditions [1] - Minor violations with only warnings will not be publicly disclosed, while general violations will have a minimum disclosure period of three months and a maximum of one year; serious violations will be disclosed for a minimum of one year and a maximum of three years [1] Group 2 - The Ministry of Industry and Information Technology and six other departments have issued a plan to enhance the supply of consumer goods, aiming to create three trillion-yuan consumption sectors and ten billion-yuan consumption hotspots by 2027 [2] - The plan includes 19 key tasks focusing on new technology applications, expanding the supply of unique products, and creating new consumption scenarios [2] - Key industries targeted include smart connected vehicles, smart home products, consumer electronics, and green building materials, with a goal to develop iconic products and innovative enterprises [2] Group 3 - The plan emphasizes the need to improve the supply of baby products, quality student supplies, trendy fashion items, and products for the elderly [3] Group 4 - The Ministry of Industry and Information Technology has initiated commercial trials for satellite IoT services, targeting industries such as transportation, energy, and agriculture [4] - The trials aim to enhance market supply, stimulate market activity, and establish a safety regulatory framework for emerging industries [4] - Companies that fail to provide services or violate regulations may have their trial qualifications revoked [4] Group 5 - Hunan Province has launched initiatives to create friendly environments for new employment groups, addressing issues faced by delivery workers and couriers [5] - Specific measures include optimizing delivery environments, improving access to buildings, and providing essential services like drinking water and charging stations [5] - The initiative aims to enhance the overall working conditions for new employment groups [5] Group 6 - Sichuan Province has released guidelines to improve government services and administrative efficiency through the "Efficient Completion of One Thing" initiative [6] - The guidelines propose the integration of artificial intelligence into government services to provide intelligent support for both citizens and officials [6] - The focus is on creating a list of key services and exploring streamlined processes for various stages of business development [6] Group 7 - Hangzhou has introduced a new land management reform to align land use with industrial needs, promoting a market-oriented approach [7] - The reform includes categorizing commercial land into industrial and real estate types, with incentives for industrial land use [7] - The city is piloting flexible land use policies to adapt to changing industrial trends, enhancing the responsiveness of land planning [7][8]
未来两年我国将形成老年用品、智能网联汽车等多个万亿级消费领域
Yang Guang Wang· 2025-11-28 03:08
Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, targeting the creation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027 [1] Group 1: Implementation Plan Overview - The Ministry of Industry and Information Technology, along with five other departments, has issued an implementation plan to boost consumer goods supply and demand adaptability [1] - By 2027, the plan aims to develop three trillion-level consumption sectors, including elderly products, smart connected vehicles, and consumer electronics, as well as ten hundred-billion-level consumption hotspots [1] Group 2: Current State of Consumer Goods - China currently has a total of 230 million types of consumer goods, with over 100 categories, such as home appliances, furniture, sports goods, and clothing, leading global production [1] - The Deputy Minister of Industry and Information Technology stated that the supply of consumer goods in China has entered a new development stage characterized by high quality and high price [1] Group 3: Future Supply and Demand Balance - The plan focuses on supply-side structural reforms to enhance brand leadership, upgrade standards, and apply new technologies, aiming to stimulate the domestic market's multiplier effect and structural dividends [1] - It is expected that the plan will create a new consumption market worth trillions in key areas by 2027 [1] Group 4: Strategies for Improving Supply Quality - The plan outlines three main strategies to improve supply quality: 1. Strengthening technological leadership and promoting supply innovation 2. Enhancing brand standards and driving supply quality improvement 3. Focusing on people's livelihood needs to ensure supply benefits the public [2] - There will be support for cities to enhance parking facilities and charging infrastructure, as well as to promote high-quality elderly-friendly products [2]