今年2月以来消费电子行业指数上涨11.70%；2024年国内市场手机出货量3.14亿部，同比增长8.7%，全球折叠屏手机出货量近六成来自中国厂商……中国信通院、全球市场调研机构Omdia等最新发布的多项数据显示，随着政策、技术红利持续释放，消费电子市场需求持续复苏，产业链景气度不断回升。

工业和信息化部电子司相关负责人在接受《经济参考报》记者专访时表示，在我国消费电子产业链供应链整体稳定运行、全球市场需求温和恢复、中央和地方政府政策支持背景下，我国持续巩固全球最大的消费电子产品生产国地位。下一步，我国消费电子行业有望抓住新一代人工智能带来的产业升级等机遇，加快新技术新产品应用落地，持续提升产业链供应链韧性和安全水平，进一步巩固行业向好态势。

新增实施手机、平板等数码产品购新补贴，是今年“两新”政策加力扩围的一大亮点。数据显示，仅春节期间（2025年1月28日至2月4日），全国手机销售收入同比大幅增长约182%，数码产品销售量突破450万台，销售额占消费品以旧换新总销售额的45%。

消费市场活力有效提升，推动上游供应链创造新的增量，带动相关领域业务增长。以手机为例，来自工业和信息化部的信息显示，截至2023年底，我国手机用户数量达17.27亿。若其中10％的用户参与手机购新补贴活动，将产生千亿元的换机市场规模。

记者在采访中发现，不少消费电子产业链上下游企业正在用好“两新”政策机遇，加速产品提质升级。

位于四川绵阳的长虹智能制造产业园目前年产能达600万台，生产交付周期较此前缩短50%以上。长虹·美菱中国区营销总部负责人朱学文表示，2025年“以旧换新”政策将推动消费电子市场向高端化、智能化和绿色化加速转型。企业正通过全链条绿色布局、政企协同补贴及技术升级，在技术研发、渠道融合及用户运营上持续深耕，以抓住新一轮市场红利。

“在‘国补’和‘以旧换新’政策推动下，我们也是明显感受到消费者对产品性能、品质和创新功能的更高要求。”vivo执行副总裁、首席运营官胡柏山说，企业正在进一步在续航、通信、显示、AI等重要领域持续研发，优化产品组合，努力满足不同价格段用户的高品质需求。

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