2026年“国补”政策发布：补贴有调整，新增AR眼镜品类

Core Viewpoint - The new policy on the "National Subsidy" for replacing old consumer goods will continue in 2026, with adjustments to the scope and intensity of subsidies [1][6]. Group 1: Policy Continuation and Adjustments - The "National Subsidy" policy for consumer goods replacement will be implemented in 2026, following the guidelines set in the 14th Five-Year Plan to boost consumption [3][6]. - The 2026 subsidy will focus on four main categories: vehicle scrapping, vehicle replacement, home appliances, and digital/智能 products, with the exclusion of home decoration and electric bicycles [6][8]. Group 2: Subsidy Details - In 2026, the home appliance subsidy will cover six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, with a requirement for products to meet level 1 energy or water efficiency standards [8][10]. - Consumers purchasing eligible home appliances will receive a subsidy of 15% of the product price, capped at 1,500 yuan per item, with a limit of one item per category per consumer [10][11]. - The digital product subsidy will include smartphones, tablets, smartwatches, and smart glasses, with a similar subsidy structure as home appliances, maintaining a cap of 500 yuan per item [10][11]. Group 3: Economic Impact and Industry Growth - The "National Subsidy" policy has significantly contributed to the domestic market, with over 128 million home appliances replaced in 2025, generating sales exceeding 2.5 trillion yuan [5]. - The light industry achieved a revenue of 19 trillion yuan in the first ten months of 2025, with a year-on-year growth of 1.9%, indicating a positive contribution to the national economy [5]. - The policy is expected to further drive the transformation and upgrading of the light industry, enhancing the supply of quality consumer goods and services [5][11].