家用电器:如何展望2025年国补后续效果?

长江证券
25 Jul

政策:本年&上年国补异同点如何?2025 年国家层面家电国补在去年的基础上再度加码,具体体现在:1)政策实行时间由4 个月增加至12 个月,并覆盖空调旺季;2)补贴品类进一步扩围,将部分小家电与清洁电器纳入补贴范围;3)考虑到日常实际使用情况,将空调产品的补贴上限由一件提升至3 件;4)消费品以旧换新政策总额度由1500 亿元大幅提升至3000 亿元。同时,区域性落地情况来看,一部分地区对国补品类...

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