2026“国补”首批资金落地，新政撬动元旦消费开门红

Core Viewpoint - The implementation of the "old for new" policy in 2026 aims to stimulate consumer spending, particularly in the automotive and home appliance sectors, with significant financial support from the government [1][4]. Group 1: Policy Implementation - The National Development and Reform Commission and the Ministry of Finance have allocated 625 billion yuan for the first batch of special long-term bonds to support the "old for new" policy [2]. - The policy covers various sectors, including automotive, home appliances, and digital products, with a focus on enhancing consumer spending during the New Year holiday [3][4]. - The policy aims to optimize the implementation of the "two new" policies by removing unreasonable restrictions in the consumer sector [4]. Group 2: Consumer Impact - In Xi'an, most offline stores have begun to implement the new subsidy policy, offering around 1,000 yuan in subsidies for products like televisions, refrigerators, and washing machines [2][5]. - Sales data from January 1 to 2, 2026, in Hebei showed a total sales volume of 5.90 billion yuan, with 813.24 million yuan in subsidies utilized [7]. - In Henan, the sales of household appliances reached 26.86 million yuan in the first two days of the holiday, indicating a positive impact from the policy [8]. Group 3: Market Trends - The policy has led to a significant increase in sales of energy-efficient and water-efficient appliances, with 92% of products sold in major stores meeting these standards [5][12]. - The sales of smartphones and smartwatches saw a remarkable increase of 170% and 115% respectively, indicating a strong demand for digital products [6]. - The policy is expected to drive innovation and upgrades in the electronics and home appliance industries, benefiting both consumers and the economy [10][12]. Group 4: Policy Adjustments - The new policy includes specific adjustments, such as a maximum subsidy of 20,000 yuan for new car purchases and a 12% subsidy for electric vehicle scrappage [9]. - Subsidies for home appliances are set at 15% of the product price for energy-efficient models, with a cap of 1,500 yuan per item [9]. - The policy emphasizes the importance of standards in promoting energy efficiency and reducing carbon emissions [12].