视频丨新一轮“国补”政策落地 各地消费市场热度攀升
Yang Shi Xin Wen Ke Hu Duan·2026-01-03 12:27

Core Insights - A new round of national subsidies ("Guo Bu") has officially begun, with the first batch of 62.5 billion yuan allocated for 2026, continuing the "trade-in" program for consumer goods and increasing support for equipment upgrades [1] Group 1: National Subsidy Program - The subsidy program covers four major areas: vehicle scrapping and replacement, six categories of home appliances, and four categories of digital and smart products [4] - Consumers purchasing energy-efficient appliances and certain digital products can receive a 15% subsidy on the transaction price, with limits on the number of items and maximum subsidy amounts [4] - For home appliances, the maximum subsidy is 1,500 yuan per item, while for digital and smart products, it is capped at 500 yuan [4] Group 2: Regional Implementation and Consumer Response - In Guangxi, cities like Liuzhou and Guigang have initiated the trade-in subsidy program, leading to increased consumer activity and engagement with the policy [2] - In Sichuan, the new subsidy policy has sparked a surge in consumer interest, particularly during the New Year holiday, with many consumers upgrading their home appliances [7][9] - The Sichuan provincial government has adopted a "subsidy deduction" model, which has been well-received by consumers, leading to a noticeable increase in sales of energy-efficient products [9] Group 3: Market Trends and Consumer Preferences - The new subsidy policy emphasizes the purchase of first-level energy-efficient appliances, effectively phasing out subsidies for lower efficiency products [9] - Retailers report a significant shift in consumer preferences towards high-efficiency products, with a notable increase in sales of first-level energy-efficient air conditioners and refrigerators [11]