《大行》中金：新一轮以旧换新政策落地看好家居和3C类消费回暖

阿斯达克财经2025-01-06

中金发表报告，内地新一轮以旧换新政策落地，认为政策力度及补贴范围的扩大有望进一步刺激相关品类的消费需求，同时补贴机制的完善亦将降低企业参与的门槛，政策普及面有望进一步加大，带动家装及消费电子包装需求持续回暖。报告称，去年家装补贴政策的拉动系数为1.17至1.75，10及11月龙头家居企业订单及销售均出现明显回暖，预计补贴力度扩大或将推动拉动系数的上升，同时家居龙头企业积极参与以旧换新，不断推进品类...

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《大行》中金：新一轮以旧换新政策落地 看好家居和3C类消费回暖

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《大行》中金：新一轮以旧换新政策落地看好家居和3C类消费回暖