今年“国补”有哪些新变化

Core Viewpoint - The new subsidy policy for 2026 aims to stimulate consumption and support the upgrade of consumer goods, particularly focusing on smart devices and energy-efficient products, with a total of 625 billion yuan allocated for the initiative [1][5]. Group 1: Subsidy Policy Changes - The 2026 subsidy policy includes smart glasses for the first time, reflecting a dual focus on consumer upgrade and industrial strategy [2]. - The subsidy covers digital and smart products such as smartphones, tablets, smartwatches, smart glasses, and smart home products, with a 15% subsidy on products priced under 6000 yuan, capped at 500 yuan per item [1][5]. - The policy aims to enhance the "subsidy rate" for key consumer goods, targeting a broader audience and stronger economic impact [1]. Group 2: Market Impact and Trends - The inclusion of smart glasses is expected to drive significant growth, with projected sales in China reaching over 3 million units by 2026, marking a shift from niche to mainstream adoption [2]. - The global XR device shipment is forecasted to decline by 10.3% in 2024, while AI glasses are anticipated to see a 215.7% increase in sales in 2025, driven by the new subsidy policy [2]. - The policy is expected to lower consumer purchase costs, stimulate demand, and promote the adoption of mid-range products [3]. Group 3: Support for Energy-Efficient Products - The subsidy policy also emphasizes support for energy-efficient home appliances, aligning with national carbon reduction goals [4]. - Consumers purchasing energy-efficient appliances such as refrigerators, washing machines, and air conditioners will receive a 15% subsidy, capped at 1500 yuan per item [5]. - The policy aims to create a virtuous cycle of consumption driving industry growth and vice versa, while also stabilizing expectations for small and medium enterprises [5]. Group 4: Automotive Sector Support - The subsidy continues to support vehicle scrappage and replacement, focusing on reducing consumer purchase pressure and promoting green transformation in the automotive industry [6]. - For scrappage updates, consumers can receive up to 20,000 yuan for purchasing qualifying new energy vehicles, while replacement updates offer up to 15,000 yuan for similar purchases [6]. - The policy's precision in targeting resources aims to ensure that benefits reach consumers effectively, encouraging companies to enhance product performance [6].