2026年国补继续！政策将优化……

Group 1 - The core viewpoint of the news is the continuation and optimization of the "National Subsidy" policy in 2026, which aims to boost domestic demand and support consumer spending [2][3] - The "National Subsidy" policy will be optimized in 2026, with specific adjustments to be made, indicating a sustained government effort to stimulate consumption [2] - The funding for the "National Subsidy" program is set to increase from 150 billion yuan in 2024 to 300 billion yuan in 2025, which is expected to drive consumption by over 2.5 trillion yuan and benefit 360 million people [3] Group 2 - In November 2025, China's automotive industry saw production exceed 3.5 million vehicles and exports surpass 700,000 units, both reaching historical highs, with new energy vehicle sales accounting for over 50% for the second consecutive month [5] - The continuation of the "National Subsidy" policy is expected to positively impact the automotive market, particularly for new energy vehicles, as consumers may benefit from subsidies and tax incentives [5]