利好！2026年“国补”政策来了

Core Viewpoint - The National Development and Reform Commission (NDRC) and the Ministry of Finance have issued a notice regarding the implementation of a large-scale equipment update and consumer goods replacement policy in 2026, with an initial allocation of 62.5 billion yuan in special long-term bonds to support this initiative [1][17]. Group 1: Large-Scale Equipment Update - The policy supports equipment updates in various sectors, including industrial, electronic information, energy, transportation, and healthcare, while also including the installation of elevators in old residential areas and facilities for elderly care and fire rescue [3][20]. - The initiative aims to enhance the management of project funding, ensuring a comprehensive approach from project reserve to funding disbursement, thereby improving project quality and avoiding resource waste [4][21]. - The policy encourages the replacement of old operational trucks with low-emission vehicles, prioritizing electric trucks, and supports the update of new energy city buses [3][20]. Group 2: Consumer Goods Replacement - The policy provides subsidies for consumers who scrap old vehicles and purchase new energy vehicles or fuel-efficient cars, with subsidies of up to 20,000 yuan for new energy vehicles and 15,000 yuan for fuel-efficient cars [5][22]. - Consumers purchasing energy-efficient home appliances, such as refrigerators and washing machines, will receive a 15% subsidy on the purchase price, capped at 1,500 yuan per item [6][23]. - The initiative also includes support for digital and smart products, offering a 15% subsidy for items like smartphones and tablets, with a maximum subsidy of 500 yuan per item [6][23]. Group 3: Recycling and Circular Economy - The policy emphasizes the establishment of a comprehensive recycling network for waste equipment and consumer goods, promoting the development of a national resource recycling platform [8][25]. - It encourages the growth of the second-hand goods market and the remanufacturing industry, ensuring that remanufactured products meet quality and environmental standards [9][25]. - The initiative aims to strengthen the resource recycling industry through funding support and technological advancements, while also enhancing regulatory oversight of recycling practices [9][25]. Group 4: Implementation and Supervision - The NDRC will lead the coordination of the policy's implementation, ensuring that local governments effectively manage and utilize the allocated funds [11][27]. - A unified subsidy standard will be established across the country for vehicle scrapping and consumer goods replacement, with local governments required to adhere to these standards [7][24]. - The policy includes measures for ongoing evaluation and transparency, with local governments responsible for reporting on the execution and effectiveness of the initiatives [16][31].