2026“国补”继续 第一批625亿元超长期特别国债已下达

Core Viewpoint - The National Development and Reform Commission (NDRC) and the Ministry of Finance have released a notification regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, focusing on optimizing support scope, subsidy standards, and implementation mechanisms [1][2][3][4] Group 1: Support Scope Optimization - The 2026 policy continues to support the 2025 scope, adding new areas such as elevator installations in old residential communities and equipment updates in elderly care institutions [1] - In the safety sector, updates for firefighting and inspection equipment are included, while consumer infrastructure now covers commercial complexes and large supermarkets [1] - The policy maintains subsidies for scrapping and replacing cars, as well as for six categories of household appliances, and expands digital product subsidies to include smart devices [1] Group 2: Subsidy Standard Optimization - The subsidy for updating old residential elevators will now be tiered based on the number of floors, rather than a flat rate [2] - For scrapping old operational trucks, there is a priority for electric truck replacements, while car subsidies will be adjusted to a percentage of the vehicle price [2] - Household appliance subsidies will focus on energy-efficient products, providing 15% of the product price with a cap of 1,500 yuan per item [2] Group 3: Implementation Mechanism Optimization - The policy aims to streamline project application and review processes, lowering investment thresholds to support small and medium-sized enterprises [2] - It includes measures to combat fraudulent claims and ensures a unified subsidy standard across the nation for various categories [2] - The NDRC will coordinate with other departments to implement the policy effectively and ensure local governments adhere to the guidelines [3] Group 4: Funding and Execution - A total of 625 billion yuan in special long-term bonds has been allocated to support the consumer goods replacement program for 2026, with early disbursement to meet seasonal demand [4] - The NDRC will work with relevant departments to monitor and manage the use of subsidy funds, ensuring a smooth implementation of the policy [4]