2026“国补”继续！第一批625亿元已提前下达，智能产品纳入补贴范围

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have released a notification regarding the implementation of large-scale equipment updates and the old-for-new policy for consumer goods in 2026, outlining the support scope, subsidy standards, and work requirements for the "Two New" policy [1][7]. Group 1: Policy Optimization - The 2026 "Two New" policy has optimized three main areas: 1. Support scope has been expanded to include the installation of elevators in old residential areas, equipment updates in elderly care institutions, and updates for fire rescue and inspection equipment [4][10]. 2. The subsidy standards have been adjusted, including a shift from fixed subsidies for old residential elevators to tiered subsidies based on the number of elevator stops [5][11]. 3. The implementation mechanism has been improved to lower the investment threshold for project applications and enhance support for small and medium-sized enterprises [5][11]. Group 2: Subsidy Details - The policy continues to support the scrapping and replacement of cars and the old-for-new subsidy for home appliances, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [4][10]. - The subsidy for household appliances has been adjusted to 15% of the product price for energy-efficient or water-efficient products, with a maximum subsidy of 1,500 yuan per item [5][11]. Group 3: Implementation and Coordination - The National Development and Reform Commission will lead the inter-ministerial joint meeting system to coordinate the implementation of the "Two New" policy, with a focus on ensuring smooth transitions and meeting seasonal consumption demands [6][12]. - A total of 62.5 billion yuan in special long-term bonds has been allocated to support the old-for-new policy for consumer goods in 2026 [6][12].