金吾财讯 | 家电股普跌，JS环球生活(01691)跌4.46%，TCL电子(01070)跌2.53%，海尔智家(06690)跌2.6%，海信家电(00921)跌2.42%，美的集团(00300)跌0.6%。6月18日，广西壮族自治区商务厅发出《关于暂停2025年广西消费品以旧换新补贴活动的通知》，从2025年6月20日24：00起，暂停汽车置换更新、家电以旧换新、3C数码购新、电动自行车以旧换新、家装厨卫“焕新”补贴活动。此前，国家相关主管部门就“国补”下一步计划回应称，今年国家安排3000亿元超长期特别国债资金支持消费品以旧换新，目前已向地方下达了共计1620亿元资金，剩余资金将有序下达。2025年的消费品以旧换新政策将全年实施，有关部门正指导地方平稳有序使用“国补”资金，推动政策发挥更大效能。
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