官方明确2026年“国补”继续，多地已开展相关部署

Core Viewpoint - The 2026 national subsidy policy for the replacement of old appliances and consumer goods has been officially clarified, indicating significant opportunities for the home appliance industry as it enters 2026 [1][3]. Group 1: Subsidy Policy Details - The subsidy will continue to support the replacement of old appliances, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [3]. - The subsidy standard for home appliances has been adjusted to 15% of the selling price for products with a 1st-level energy efficiency or water efficiency rating, with a maximum subsidy of 1,500 yuan per item [3]. - The scope of subsidies for digital and smart products has been expanded to include smartphones, tablets, smartwatches, smart glasses, and smart home products [3]. Group 2: Financial Support and Market Impact - The government has allocated 625 billion yuan in special bonds to support the implementation of the old-for-new policy, with a focus on meeting consumer demand during peak seasons [3][4]. - In the first 11 months of this year, the old-for-new program has driven sales exceeding 2.5 trillion yuan, benefiting over 360 million people, with over 12.84 million home appliances and over 9.015 million digital products replaced [4]. Group 3: Local Implementation and Compliance - Multiple cities, including Shenzhen and Xi'an, are preparing to implement the 2026 old-for-new policy, with specific requirements for businesses to ensure compliance and effective service delivery [6][7]. - The selection criteria for service platforms emphasize the need for strong technical support and risk management capabilities to prevent fraud and ensure efficient subsidy distribution [7]. Group 4: Industry Opportunities and Trends - The 2026 subsidy policy is expected to drive a significant transformation in the home appliance industry, promoting upgrades towards green, intelligent, and age-friendly products [11]. - The demand for age-friendly appliances is projected to grow significantly, supported by new national standards aimed at enhancing the safety, usability, and comfort of home products for the elderly [10]. - The integration of AI technology in home appliances is anticipated to reach a critical point in 2026, with features like smart sensing and human-machine collaboration becoming standard in high-end products [10].