2026年汽车“国补”来了! 上限不变，按车价比例补贴

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have issued a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, continuing subsidies for scrapping and replacing vehicles, with a shift from fixed subsidies to percentage-based subsidies based on vehicle prices to better meet consumer demand for vehicle upgrades [1][2]. Group 1: Vehicle Scrapping and Replacement Subsidies - The notice supports vehicle scrapping updates, providing subsidies for personal consumers who scrap their registered passenger cars and purchase new energy passenger cars or fuel passenger cars with an engine capacity of 2.0 liters or below. The subsidy for new energy vehicles is 12% of the vehicle price (up to 20,000 yuan), while for fuel vehicles, it is 10% (up to 15,000 yuan) [1][2]. - The notice also supports vehicle replacement updates, offering subsidies for personal consumers who transfer their registered passenger cars and purchase new energy passenger cars or fuel passenger cars with an engine capacity of 2.0 liters or below. The subsidy for new energy vehicles is 8% of the vehicle price (up to 15,000 yuan), and for fuel vehicles, it is 6% (up to 13,000 yuan) [2]. Group 2: Market Outlook and Implications - Industry experts are optimistic about the car market in 2026, predicting a strong start in January, with stable subsidies for high-end electric vehicles likely to boost their growth, while lower-priced electric vehicles may see a significant decrease in subsidy amounts, leading to substantial market changes [2]. - The new subsidy calculation method encourages consumers to replace old cars rather than purchase new ones, which is expected to increase the supply of used cars and positively impact the used car export market [2]. - According to industry calculations, under the new subsidy regulations, consumers can receive the maximum subsidy when purchasing new energy vehicles priced at 166,700 yuan or above and fuel vehicles priced at 150,000 yuan or above [4].