【新华解读】精准发力！2026年“两新”政策优化支持范围、补贴标准、实施机制

Core Viewpoint - The 2026 "Two New" policy aims to optimize support for equipment updates and consumer goods replacement, focusing on small and medium-sized enterprises, green transformation, and new technologies and products [1][2]. Group 1: Support Scope Optimization - The 2026 policy extends the support scope from 2025, adding elevator installations in old residential areas and equipment updates in elderly care institutions, as well as enhancing safety-related equipment updates [2][3]. - The policy emphasizes investment in key consumer goods with high coverage and strong driving effects, continuing subsidies for vehicle scrapping and replacement, and focusing on six categories of household appliances [2][3]. - The expansion of digital product subsidies to include smart products indicates increased support for new technologies and applications [3]. Group 2: Subsidy Standard Optimization - The policy adjusts the subsidy for old residential elevator updates to a tiered system based on the number of floors, and prioritizes electric vehicle updates in the scrapping subsidy [4]. - The subsidy for household appliances is adjusted to support energy-efficient products, with a maximum subsidy of 1,500 yuan per item, while vehicle subsidies are now based on vehicle price ratios [4]. - This adjustment aims to reduce low-level price competition and encourage higher quality offerings from manufacturers [4]. Group 3: Implementation Mechanism Optimization - The 2026 policy will streamline project application processes and lower investment thresholds to better support small and medium-sized enterprises [5][6]. - It includes strict measures against fraudulent activities and ensures a unified subsidy standard across the country to prevent market segmentation [7][8]. - Local governments are encouraged to determine their own subsidy categories and standards within the national framework, promoting regional market competitiveness [8]. Group 4: Circular Economy and Market Confidence - The policy includes measures to enhance recycling and circular economy initiatives, aiming to stabilize market expectations and boost industry confidence [8]. - The first batch of 625 billion yuan in long-term special government bonds has been allocated to support the consumer goods replacement program [8].