A股头条:2026年“国补”政策来了;汽车以旧换新补贴实施细则出炉;个人出售购买满2年的住房免征增值税
Jin Rong Jie·2025-12-31 00:38

Group 1 - The National Development and Reform Commission and the Ministry of Finance announced a subsidy policy for consumer electronics and appliances, providing a 15% subsidy for purchases of certain products, including smartphones and smart home devices, starting in 2026 [1] - Consumers can receive a subsidy of up to 500 yuan for each eligible smart product purchased, with a maximum subsidy of 1500 yuan for major appliances [1] - The policy aims to stimulate consumption and support the transition to smart and energy-efficient products, indicating a clear direction towards intelligent technology [1] Group 2 - A total of 625 billion yuan in special long-term bonds has been allocated to support the old-for-new consumption policy, with funds being distributed ahead of the New Year and Spring Festival to meet seasonal demand [2] - The National Development and Reform Commission will oversee the implementation of this policy, ensuring effective use of the subsidy funds and monitoring throughout the process [2] Group 3 - The Ministry of Finance and the State Taxation Administration announced a new tax policy, exempting individuals from value-added tax when selling homes purchased for over two years, effective January 1, 2026 [3] - The tax rate for homes sold within two years has been reduced from 5% to 3%, although the overall impact on the market is expected to be limited [3] Group 4 - The Ministry of Industry and Information Technology and three other departments released a digital transformation plan for the automotive industry, aiming to enhance smart manufacturing capabilities by 2027 [4] - Key targets include increasing the digitalization level of component manufacturers, improving labor productivity by 10%, and reducing product development and delivery cycles by 20% [4] Group 5 - iMoutai announced plans to launch a new product line in 2026, with production volumes aimed at preventing market speculation and ensuring supply-demand balance [5] Group 6 - The U.S. stock market faced pressure with declines in major indices, influenced by internal divisions within the Federal Reserve, while some tech stocks showed mixed performance [6] - The Nasdaq China Golden Dragon Index experienced fluctuations, reflecting the volatility in the market [6] Group 7 - The agricultural sector is focusing on increasing soybean oil production and self-sufficiency, alongside the development of modern livestock and aquaculture industries [10] - The initiative aims to enhance agricultural productivity and establish a diversified food supply system while maintaining strict land use regulations [10] Group 8 - The Ministry of Education plans to introduce policies to integrate artificial intelligence into education, aiming to cultivate high-quality talent for the future [11] - The initiative will focus on different educational stages and promote AI literacy among students [11]