【花旗：预计今年以旧换新计划可能增至3000亿元 维持对海尔智家、美的和格力买入评级】金十数据2月13日讯，花旗发表报告指，国务院于2月10日召开会议，讨论刺激消费的措施。该行中国经济团队预计，今年以旧换新计划可能增加一倍至3000亿元(相对于2024年7月至12月的1500亿元补贴)，相信新一轮的补贴最早可能会在3月两会时公布。花旗认为，这些后续的补贴应该是政府在1月8日公布的第一批以旧换新补贴的补充。预期可能在3月公布的新以旧换新补贴将支持主要家电企业于今年第二季的销售增长，并进一步纾缓投资者对家电企业于今年第一季后销售增长放缓的忧虑。该行维持对海尔智家、美的集团和格力电器的买入评级。
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