“两新”政策优化升级促内需

Core Viewpoint - The National Development and Reform Commission (NDRC) and the Ministry of Finance have issued a notice to implement large-scale equipment updates and a trade-in policy for consumer goods in 2026, aiming to optimize support scope, subsidy standards, and implementation mechanisms for the "Two New" policies [1] Group 1: Policy Implementation - The first batch of 625 billion yuan in special long-term bonds to support the trade-in policy for consumer goods has been allocated in advance to meet the consumption demand during peak seasons like New Year and Spring Festival [1] - The 2026 "Two New" policy focuses on social concerns and real needs, with a systematic deployment characterized by precise targeting and quality improvement [1] Group 2: Equipment Updates - The 2026 policy will expand the support scope for equipment updates to include the installation of elevators in old residential communities, equipment updates in elderly care institutions, and facilities for fire rescue and inspection [1] - The subsidy for updating old residential elevators will shift from a fixed amount to a tiered subsidy based on the number of elevator floors [2] Group 3: Consumer Goods Trade-in - The policy continues to support trade-ins for automobiles and focuses on six categories of home appliances: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [1] - The subsidy for household appliances will be adjusted to support products with a 1st-level energy efficiency or water efficiency rating, with a maximum subsidy of 1,500 yuan per item [2] Group 4: Funding and Oversight - The notice outlines requirements for optimizing funding channels, regulating fund usage, and enhancing supervision to maximize the effectiveness of the funds [2] - Measures will be taken to optimize the project application mechanism and review process, lowering the investment threshold for applications and increasing support for small and medium-sized enterprises [2] Group 5: Future Actions - The NDRC will work with relevant departments to strengthen coordination and monitoring, ensuring a balanced and orderly use of subsidy funds while implementing the trade-in policy for consumer goods [3]