小家电行业专题报告：国补新周期如何看小家电投资机会

浙商证券股份有...04-25

国补小家电品类扩围：2025年京东补贴小家电品类更广，京东自营全国发货，小家电除了微波炉、电饭煲是常规品类，截止4.22新增36项（不完全统计）小家电品类纳入补贴。天猫、淘宝采取地区专享的政策，截止4.22小家电政策覆盖的区域共16个，部分地区如浙江、广东、湖北、湖南、陕西等地区补贴的小家电品类范围明显扩张，三方数据显示小家电行业多数品类25年恢复增长，偏刚需品类价增，长尾品类中养生壶、电动类量...

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小家电行业专题报告：国补新周期 如何看小家电投资机会

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小家电行业专题报告：国补新周期如何看小家电投资机会