“国补”下半场 让“真金白银”更好惠及消费者

Core Viewpoint - The continuation of the "old-for-new" national subsidy policy is expected to boost consumer confidence in the market, despite recent limitations on subsidy claims in various regions [1][2]. Group 1: Policy Implementation - The central government has allocated 300 billion yuan in special long-term bonds to support the "old-for-new" policy, which will be implemented throughout the year [1]. - As of now, approximately 50% of the allocated subsidy funds have been utilized, with 1,620 billion yuan already distributed to local governments [4]. - The policy aims to stimulate consumption, with projections indicating that the "old-for-new" initiative could drive sales exceeding 1.3 trillion yuan in 2024 [4][5]. Group 2: Regional Adjustments - Some regions, such as Jiangsu, have shifted to a daily limit distribution model for subsidies, while others like Guangdong and Chongqing have temporarily suspended certain subsidy claims [2][3]. - The National Development and Reform Commission has confirmed that the overall "old-for-new" policy remains unchanged despite these regional adjustments [2]. Group 3: Future Funding and Optimization - An additional 1,380 billion yuan in central funds is scheduled to be distributed in batches in July and October [4]. - Experts suggest that the subsidy amounts may need to be increased in regions with high demand to maintain consumer momentum [6][7]. - Various local governments are experimenting with different funding mechanisms to optimize resource allocation and improve the efficiency of subsidy distribution [5][7].