625亿元！“国补”继续，第一批资金已提前下达

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have released a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, focusing on optimizing support scope, subsidy standards, and implementation mechanisms. Group 1: Support Scope Optimization - The 2026 policy continues the support scope from 2025, adding new areas such as the installation of elevators in old residential communities and equipment updates in elderly care institutions. It also includes updates for fire rescue and inspection equipment in the safety sector, and equipment updates for offline commercial facilities like shopping centers and supermarkets in the consumer infrastructure sector [1][3]. - The policy emphasizes enhancing the "subsidy rate" for key consumer goods that have a broad coverage and strong driving effect, continuing to implement subsidies for scrapping and replacing cars, as well as for six categories of household appliances including refrigerators, washing machines, televisions, air conditioners, computers, and water heaters. Additionally, the subsidy for digital products has been expanded to include smart products such as smartphones, tablets, smartwatches, smart glasses, and smart home products [1][3]. Group 2: Subsidy Standard Optimization - For equipment updates, the subsidy for updating old residential elevators will shift from a fixed amount to a tiered subsidy based on the number of elevator floors. In the case of scrapping old operational trucks, priority will be given to those replaced with electric trucks [2][3]. - In the consumer goods replacement aspect, while maintaining the upper limit for car subsidies, the fixed subsidy will be adjusted to a percentage of the vehicle price. The subsidy for household appliances will focus on products with a 1st-level energy efficiency or water efficiency rating, providing 15% of the product price as a subsidy, with a maximum of 1,500 yuan per item. The subsidy standards for digital and smart products will remain unchanged from previous standards [2][3]. Group 3: Implementation Mechanism Optimization - The policy aims to optimize the project application mechanism and review process, lowering the investment threshold for project applications, and increasing support for small and medium-sized enterprises to expand the policy's coverage [3][4]. - In terms of consumer goods replacement, the policy will improve the funding allocation method, enhance the implementation details across the entire chain, and strictly combat fraudulent subsidy claims and illegal practices such as "price hikes before subsidies." It also emphasizes the need for a unified subsidy standard nationwide for various categories of products [3][4].