2026国补来了！汽车消费补贴由“定额”改为“按比例”

Group 1 - The core viewpoint of the news is the announcement of the 2026 national subsidy policy, which includes subsidies for smart products like AR glasses and emphasizes the importance of expanding domestic demand as a key task for the upcoming year [1][2] - The new subsidy policy for automobiles shifts from a fixed amount to a proportional subsidy, with electric vehicle scrappage subsidies set at 12% of the vehicle price (up to 20,000) and fuel vehicle scrappage subsidies at 8% (up to 15,000) [1][3] - The focus on expanding domestic demand is framed as a strategic deployment to address external shocks and enhance domestic circulation, highlighting the growth potential of discretionary consumption sectors such as retail, new energy vehicles, and smart home appliances [1][2] Group 2 - The optional consumption ETF primarily covers sectors closely related to service consumption and the unified market, with significant weightings in automobiles (46%) and home appliances (34%) [2] - The top ten weighted stocks in the optional consumption ETF include major companies such as Midea Group, BYD, Gree Electric, and Haier Smart Home, indicating a strong representation of leading firms in the consumer sector [2]