12月31日证券之星早间消息汇总：2026年“国补”政策来了

Macro News - The National Development and Reform Commission and the Ministry of Finance issued a notice on the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, outlining support scope, subsidy standards, and work requirements [1] - The policy includes subsidies for replacing old home appliances, with consumers receiving 15% of the sales price as a subsidy for purchasing energy-efficient appliances, capped at 1,500 yuan per item [1] - The policy also supports the purchase of digital and smart products, offering a similar subsidy structure, with a cap of 500 yuan per item for products priced under 6,000 yuan [1] - Additionally, the policy provides subsidies for scrapping old cars, with 12% of the purchase price for new energy vehicles (up to 20,000 yuan) and 10% for fuel vehicles with an engine size of 2.0 liters or less (up to 15,000 yuan) [1] Industry News - The Ministry of Industry and Information Technology and other departments released the "Automobile Industry Digital Transformation Implementation Plan," aiming for significant improvements in smart manufacturing capabilities and digital levels by 2027 [2] - By 2030, the plan envisions a high level of digital and intelligent development in the industry, with deep integration of digitalization and business, and a well-established digital public service system [2] - The National Defense Science and Technology Industry Bureau emphasized the need to promote commercial aerospace development and accelerate the construction of a strong aerospace nation [2] - The Ministry of Education plans to advance artificial intelligence in education, with policies expected next year to enhance AI education and applications [2] Overseas News - U.S. stock indices closed lower on December 30, with the Dow Jones down 94.87 points, S&P 500 down 9.5 points, and Nasdaq down 55.27 points, marking three consecutive days of decline [3] - The Federal Reserve's December meeting minutes revealed significant internal disagreements, with a 25 basis point rate cut approved, lowering the target range to 3.50% to 3.75% [3] - The decision had the highest number of dissenting votes since 2019, indicating a divided stance among Fed members regarding the rate cut [3]