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中信建投:以舊換新家電景氣高升 雙十一預售提前預熱
中信建投證券研報指出,家電以舊換新政策帶動下國慶市場銷售火熱。從全國情況看,蘇寧易購全國門店假期客流同比提升超200%,以舊換新訂單同比增長132%;京東國慶假期家電銷售額同比增長67%。河北、湖北、浙江等省份核心零售渠道增長翻倍。2024年雙十一即將開啟,平台電商通過提前大促日程、與支付行業以及物流服務互聯互通、增加商家扶持政策以及科技創新等途徑以提前爭奪市場流量。
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