中国零售商可能获得以旧换新订单的提振

中国消费品以旧换新计划的回归可能会提振该国的零售商。

JD – Daily Chart

京东-日线图

京东股价似乎已经为反弹创造了一个平台,美国存托凭证(ADR)突破30美元的第一个障碍正在经受考验。在测试31美元区域之前,价格可能会进入更高的30美元。

中国将动用625亿元(89.4亿美元)国债基金来支持其2026年消费者补贴计划,以取代家用电器。国家经济规划部门证实了这一计划,并发誓要打击与该计划有关的欺诈行为。

北京于2024年首次推出该计划,为消费者更换旧电器、自行车和汽车提供资金支持。该计划促进了电子产品零售商的发展。到2026年,数字和智能产品将加入该计划,智能手机、平板电脑、智能手表和智能腕带将获得15%的回扣。

11月,中国经济预计将放缓,工业产出增长为15个月来最慢,零售销售为封锁结束以来最弱。投资者一直期待刺激措施的回归,而这是政府的首次努力。

对于全球经济来说,这是一个令人担忧的时刻,因为欧洲的经济增长率约为0.1%,如果没有大型科技公司的巨额人工智能支出,美国的经济增长率将为0.2%。

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