Group 1 - The core policy announced by the National Development and Reform Commission and the Ministry of Finance outlines a subsidy program for the replacement of old appliances and consumer goods starting in 2026, covering ten categories of products [1] - Consumers can receive a subsidy of 15% of the sales price for energy-efficient home appliances, with a maximum subsidy of 1500 yuan per item, and for digital and smart products, with a maximum subsidy of 500 yuan per item [1] - The total potential savings for an individual consumer can reach up to 11,000 yuan when purchasing eligible products [1] Group 2 - JD.com has streamlined the process for consumers to access the national subsidy, requiring only three steps to claim the benefits through its app [2] - The company has committed nearly 30 billion yuan to support the subsidy program in rural areas, aiming to boost rural consumption and economic growth [2] - JD.com offers additional services such as old appliance recycling subsidies and integrated services for delivery, installation, and removal, enhancing the consumer experience [2][3] Group 3 - JD.com ensures the safety of subsidy funds through a fully digitalized process, implementing risk control strategies to prevent fraud and ensure that subsidies reach consumers [3]

2026.01.01 本文字数：955，阅读时长大约1.5分钟 作者 |第一财经 陆涵之 封图来源| 京东黑板报 根据《通知》，2026年1月1日起，对个人消费者购买手机、平板、智能手表手环、智能眼镜（单件销售 价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴至 高可达500元。对个人消费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水 效标准的产品，按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过 1500元。 《通知》指出，在完善实施制度上，要通过增加农村地区线下经营主体、引导线上渠道向农村地区倾斜 等方式，提高农村地区消费便利度。京东对此表示，京东2025年已投入近300亿支持国补进乡村，促进 乡村消费提振和经济高质量增长。2026年，京东将继续加大"国补"进乡村投入力度。补贴也带来了增 长：2025年乡镇及以下地区京东订单量同比增长64%，用户数同比增长38%。 京东表示，政策与市场的积极协同，不仅切实提升了消费者的幸福感，也进一步增强了市场发展信心。 未来，京东将持续做好两新政策的落地实施工作，助力国家换新 ...

Core Viewpoint - The article discusses the launch of the national subsidy policy in 2026, which has sparked consumer enthusiasm for upgrading electronic devices and home appliances, as evidenced by early sales on January 1, 2026 [4]. Group 1: National Subsidy Policy - The national subsidy policy officially started on January 1, 2026, allowing consumers to receive significant discounts on various electronic products and home appliances [3]. - Consumers can receive a subsidy of 15% on the purchase price of eligible products, with a maximum subsidy of 500 yuan for personal electronics and 1500 yuan for home appliances [4]. - The policy aims to enhance consumer convenience, particularly in rural areas, by increasing offline retail presence and guiding online channels to rural markets [5]. Group 2: Impact on Consumer Behavior - The subsidy policy has led to a surge in consumer purchases, with many opting to buy products immediately after the policy's launch [4]. - For instance, a consumer purchased a smartphone originally priced at 5999 yuan, benefiting from a 500 yuan subsidy, highlighting the attractiveness of the new policy [3]. - In 2025, orders from rural areas on platforms like JD.com increased by 64%, indicating a positive response to the subsidy initiative [5]. Group 3: Company Response - JD.com has committed to supporting the national subsidy initiative, having invested nearly 30 billion yuan in 2025 to promote rural consumption and economic growth [5]. - The company plans to continue increasing its investment in the subsidy program for rural areas in 2026, aiming to enhance consumer satisfaction and market confidence [5].

Group 1 - The national subsidy program officially started on January 1, 2026, with consumers like Ms. Wu from Guangzhou making the first purchases under this initiative [1][3] - The subsidy policy has sparked consumer enthusiasm for upgrading their devices, with many choosing to make purchases immediately after midnight on January 1 [3] - The National Development and Reform Commission released a notice on December 30, 2025, detailing the subsidy standards, which include a 15% subsidy on eligible products, with specific caps on the amount for different categories [3][4] Group 2 - The policy aims to enhance consumer convenience in rural areas by increasing offline business entities and guiding online channels to rural regions, with JD.com investing nearly 30 billion in 2025 to support this initiative [4] - JD.com reported a 64% year-on-year increase in order volume and a 38% increase in user numbers in rural areas in 2025, indicating the positive impact of the subsidy program [4] - The collaboration between policy and market is expected to boost consumer satisfaction and market confidence, with JD.com committed to effectively implementing the subsidy program [5]

Group 1 - Warren Buffett officially retired as CEO of Berkshire Hathaway on December 31, 2025, at the age of 95, but will continue as chairman of the board and retain a significant number of shares [1] - Nvidia is in advanced talks to acquire Israeli AI startup AI21 Labs for up to $3 billion, with AI21 Labs valued at $1.4 billion in a recent funding round [1] - Warner Bros. plans to reject Paramount's acquisition proposal again, as the board is concerned about the lack of an improved offer [2] Group 2 - Kimi completed a $500 million Series C funding round, with over 10 billion RMB in cash reserves, and reported a 170% month-over-month growth in global paid users [3] - Alibaba has open-sourced a new image generation model, Qwen-Image-2512, which significantly enhances texture rendering and supports complex image generation [3] - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users, focusing on writing, translation, and image capabilities [3] Group 3 - Xiaomi launched a "3 years 0 interest" car purchase plan for the YU7 model, with a down payment starting at 74,900 RMB and monthly payments as low as 4,961 RMB [3] - Li Auto is preparing a significant product adjustment to enhance product strength and reduce internal inefficiencies, focusing on the 300,000 to 400,000 RMB price segment [4] - Yushutech opened its first offline store, indicating that humanoid robots may soon enter households [4][5] Group 4 - The first personal robot, Qiyuan Q1, was launched by Shangwei New Materials, which aims to enter the personal robot market [9] - Zeekr previewed a new SUV model, tentatively named 9S, featuring design similarities to its flagship model 9X [11] - The secondary market prices for certain collectibles from Pop Mart have dropped significantly, with some products now selling below their official retail prices [13]

今日起，2026年消费品以旧换新补贴正式落地，京东全面承接线上线下"国补"！ 1月1日零点，随着新年钟声敲响，2026年国家补贴正式启动。在广州京东MALL跨年夜活动上，市民吴女士零点刚过 即成功下单，成为2026年国补首单消费者。而在此时，广州京东MALL的国补收银窗口已排起了队，国补消费热可见 一斑。 通过国补方式买到心仪手机后，吴女士高兴地分享："我之前来看手机的时候了解到新年的国补政策，跨年夜便来到这 里，新年零点一过就马上下单，没想到是全国第一单！原价5999元的手机，国补直接优惠了500元，非常划算！" 国补政策迅速点燃了消费者的换新热情。像吴女士一样，不少消费者选择在京东MALL跨年，0点一过便用国补选购产 品，新年焕新在这里也有了具象化的场景。 "我在新闻上看到2026年国补开启的消息，就想着给家里的冰箱换新一下。今晚跨年夜，我和家人正好在附近，就特意 来京东MALL逛逛。"现场另一位正在办理结账的唐先生说。当晚，他选购了一台11999元的冰箱，国家补贴1500元。 根据国家发改委消息，2026年1月1日起，对个人消费者购买手机、平板、智能手表手环（单件销售价格不超过6000 元）、智能眼镜， ...

以京东为例，在国补使用方式上，消费者只需三步便能轻松获取2026国补省钱体验。第一步，打开京东 APP，搜索"国家补贴"，即可抵达国补主会场；第二步，点击进入对应省市，按照页面提示领取国补资 格；第三步，消费者可在会场浏览选购，也可直接搜索国补商品完成下单，完成国补减免！ 此外，京东MALL、京东电器城市旗舰店、京东之家、京东家电专卖店等线下渠道等同步展开国补承 接。1月1日起，消费者可直接前往就近京东门店，咨询国补导购进行国补核销与下单。 在提升国补体验方面，京东可额外为消费者提供家电品类的旧机回收补贴，"送、装、拆、收"一体化服 务，以及"三免四不限"服务（即旧机免费上门、免费拆卸、免费搬运；不限旧机购买渠道、不限品牌、 不限年限、不限品相）。此外，京东可为3C数码品类送货上门的同时，完成现场签收、现场激活，让 消费者足不出户换新机。 12月30日，国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的 通知》正式发布，明确2026年"两新"政策的支持范围、补贴标准和工作要求。 针对家电品类，个人消费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水效 标准 ...

今日起，2026年消费品以旧换新补贴正式落地，京东全面承接线上线下"国补"！ 1月1日零点，随着新年钟声敲响，2026年国家补贴正式启动。在广州京东MALL跨年夜活动上，市民吴女士零点刚过即成功下单，成 为2026年国补首单消费者。而在此时，广州京东MALL的国补收银窗口已排起了队，国补消费热可见一斑。 伴随政策下发，京东再次全面承接国补落地。在线上，消费者打开京东APP，搜索"国家补贴"即可抵达活动会场。在线下，全国近3 万家京东MALL、京东电器城市旗舰店、京东之家以及京东家电专卖店同步准备就绪。 政策与市场的积极协同，不仅切实提升了消费者的幸福感，也进一步增强了市场发展信心。未来，京东将持续做好两新政策的落地 实施工作，助力国家换新补贴高效、普惠地覆盖广大消费者。 新快报记者 郑志辉 国补政策迅速点燃了消费者的换新热情。像吴女士一样，不少消费者选择在京东MALL跨年，0点一过便用国补选购产品，新年焕新 在这里也有了具象化的场景。 "我在新闻上看到2026年国补开启的消息，就想着给家里的冰箱换新一下。今晚跨年夜，我和家人正好在附近，就特意来京东MALL 逛逛。"现场另一位正在办理结账的唐先生说。当晚，他选 ...

Core Insights - The 2026 National Subsidy officially launched at midnight on January 1, 2026, with consumers eligible for various subsidies on electronic products and home appliances [1][2] Subsidy Details - Consumers purchasing mobile phones, tablets, smartwatches, and smart glasses priced under 6000 yuan will receive a subsidy of 15% of the product price, with a maximum subsidy of 500 yuan per item [1][2] - For home appliances such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters that meet the first-level energy or water efficiency standards, a similar subsidy of 15% applies, with a maximum of 1500 yuan per item [1][2] Company Participation - JD.com is fully supporting the implementation of the national subsidy, with online access through the JD app and offline availability in nearly 30,000 JD MALLs and flagship stores across the country [1][2]

今日起，2026年消费品以旧换新补贴正式落地，京东全面承接线上线下"国补"！1月1日零点，随着新年 钟声敲响，2026年国家补贴正式启动。在广州京东MALL跨年夜活动上，市民吴女士零点刚过即成功下 单，成为2026年国补首单消费者。而在此时，广州京东MALL的国补收银窗口已排起了队，国补消费热 可见一斑。(京东黑板报) ...