2026年“国补”，有这些调整，周知！

Core Viewpoint - The new "National Subsidy" policy for replacing old consumer goods will continue in 2026, with adjustments to the scope and intensity of subsidies [2][6]. Group 1: Policy Overview - The National Development and Reform Commission and the Ministry of Finance issued a notification on December 30, outlining the continuation of the consumer goods replacement policy for 2026 [2]. - The policy aims to boost consumption, as highlighted in the 14th Five-Year Plan, which emphasizes actions to stimulate consumption and enhance the supply of quality consumer goods and services [4]. Group 2: Changes in Subsidy Categories - The 2026 "National Subsidy" will focus on four main categories: vehicle scrapping, vehicle replacement, home appliances, and digital/智能 products, excluding home decoration and electric bicycles [6]. - The number of home appliance categories eligible for subsidies will decrease from 12 in 2025 to 6 in 2026, specifically targeting energy-efficient products [8]. Group 3: Specific Subsidy Details - Consumers purchasing eligible home appliances (refrigerators, washing machines, televisions, air conditioners, computers, and water heaters) will receive a subsidy of 15% of the product price, capped at 1,500 yuan per item [8]. - The digital product category for 2026 includes smartphones, tablets, smartwatches, and smart glasses, with the latter being a new addition compared to 2025 [10]. Group 4: Funding and Implementation - The funding for the "National Subsidy" program will continue to be sourced from long-term special government bonds, with 150 billion yuan issued in 2024, increasing to 300 billion yuan in 2025, and continuing in 2026 [11]. - The government has allocated 62.5 billion yuan in special bonds for the first batch of 2026 to support the consumer goods replacement policy, aiming to meet demand during peak consumption periods [11].