国家发展改革委解读当前经济热点—— 优化实施“两新”政策“两重”项目（经济新方位）

Core Viewpoint - The National Development and Reform Commission (NDRC) is optimizing the implementation of the "Two New" policy for 2026 to enhance investment stability and promote the construction of a unified national market. Group 1: Optimization of the "Two New" Policy - The NDRC and the Ministry of Finance have issued a notice to optimize the "Two New" policy for 2026, focusing on funding allocation, subsidy standards, and implementation mechanisms [2] - Issues identified in 2025, such as inconsistent subsidies and fraudulent claims, have led to a comprehensive review and targeted improvements for 2026 [2] - Funding distribution will be optimized based on previous policy execution and audit findings, with increased oversight for regions with significant payment delays [2] Group 2: Support for Equipment Upgrades - The 2026 policy will expand support for equipment upgrades, particularly in the livelihood, safety, and consumer infrastructure sectors [3] - The project application mechanism will be simplified, significantly lowering investment thresholds for most sectors [3] - Enhanced supervision will be implemented to ensure effective use of funds and address enterprise concerns [3] Group 3: Investment in Major Projects - The NDRC has organized the release of a preliminary list of "Two Heavy" construction projects for 2026, totaling approximately 295 billion yuan [4] - This includes about 220 billion yuan allocated for 281 projects in urban infrastructure and logistics cost reduction [4] - Over 75 billion yuan is designated for public projects in urban renewal, water conservancy, and ecological protection, emphasizing the government's role in guiding investment [4] Group 4: Infrastructure Projects Approval - Recent approvals include major infrastructure projects with a total investment exceeding 400 billion yuan, aimed at enhancing the modern infrastructure system [5] - Projects include transportation, water resources, energy facilities, and significant research platforms [5] Group 5: Market Access Barrier Removal - The NDRC has initiated actions to eliminate local market access barriers, resulting in the review of over 38,000 documents and the removal of more than 2,300 non-compliant regulations [6][7] - The agency is addressing specific cases of local regulations that hinder market entry for businesses, ensuring compliance with national standards [6][7] Group 6: Future Steps for Market Construction - The NDRC plans to establish rules that facilitate the construction of a unified national market, including a list of actions that hinder market development [8] - Ongoing efforts will focus on rectifying issues related to tax rebates and procurement processes that obstruct market unity [8]