招商证券今年5月份指出，目前京东正积极与众多地方政府开展以旧换新工作对接推进补贴落地，并携手100+家电家居品牌成立“京东家电家居焕新联盟”，在全国20个省市地区陆续推出以旧换新补贴活动，2023年以旧换新在京东家电大盘占比中高个位数，2024年凭借公司在以旧换新一站式服务方面的先发优势，预计以旧换新业务将为京东家电品类带来更多增量。JD Group-SW (09618) rose more than 4% in early trading. As of press release, it rose 4.33% to HK$103.6, with a turnover of HK$0.155 billion.
The Zhitong Finance App learned that JD Group-SW (09618) rose more than 4% in early trading. As of press release, it had risen 4.33% to HK$103.6, with a turnover of HK$0.155 billion.
According to the news, the National Development and Reform Commission and the Ministry of Finance issued “Certain Measures to Strengthen Support for Large-scale Equipment Renewal and Consumer Goods Trade-In” yesterday, which clearly states that the National Development and Reform Commission will take the lead in arranging ultra-long-term special treasury bond funds of around 300 billion yuan to support equipment renewal and consumer goods trade-in. The analysis points out that the funding amount of this measure is larger, the funding source is clear, and the central government's funding ratio has increased, and it is expected that the effects of the policy will be better and faster.
China Merchants Securities pointed out in May of this year that at present, JD is actively working with many local governments to promote the implementation of subsidies, and is working with 100+ home appliance brands to establish the “JD Home Appliance Home Renovation Alliance” to launch trade-in subsidy activities one after another in 20 provinces, cities and regions across the country. In 2023, trade-in accounts for a high share of the JD home appliance market. In 2024, it is expected that the trade-in business will bring more growth to the JD home appliance category.
