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轻工制造行业专题:探求存量房改造背景下智能坐便器需求空间-国联证券

轻工制造行业专题 探求存量房改造背景下智能坐便器需求空间 ➢ 国务院鼓励智能家居新型消费 2023年以来,国家多次发布耐用品以旧换新相关政策文件,大力推动家具家装以旧换新,旨在托举提振经济环境,持续期待后续家居相关补贴细则落地。国务院以旧换新行动方案提出要积极培育智能家居等新型消费,其中智能坐便器等智能家居产品契合存量房卫浴改造场景,目前渗透率相对较低,以旧换新政策补贴有望加速智能家居更换需求,为

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