2026年新一轮“国补”正式开始

Group 1 - The new round of "National Subsidy" officially starts on January 1, 2026, with the first batch of 62.5 billion yuan allocated to support the replacement of old consumer goods and enhance support for equipment upgrades [1] - The subsidy program includes a unified standard across the country for personal consumers in Beijing, covering six categories of home appliances and four categories of digital and smart products, with a subsidy of 15% of the final sales price after discounts [3] - The subsidy allows for a maximum of 1 item per person per category, with home appliances capped at 1,500 yuan and digital products at 500 yuan [3] Group 2 - The "National Subsidy" is driving increased consumer activity in various markets, with reports of high foot traffic in major appliance stores in cities like Chengdu, where consumers are upgrading their home appliances during the holiday period [3] - Companies like Changhong are responding to the subsidy by upgrading their products to first-level energy efficiency and implementing extended warranty policies, indicating a shift in product offerings to meet consumer demand [3] - The launch of the new subsidy policy has sparked a fresh wave of "renewal" in the home appliance, digital, and automotive markets in cities such as Guangzhou and Nanjing [3]