2026首批“国补”落地 新政“新”在哪儿？

Group 1: Core Insights - The "National Subsidy" policy has significantly boosted consumer spending, with an expected sales increase of 3.92 trillion yuan benefiting 494 million consumers from 2024 to 2025 [1] - The 2026 "National Subsidy" policy will focus on broader coverage and stronger product promotion capabilities, particularly for green, low-carbon, and smart digital products [2] Group 2: Policy Adjustments - The 2026 subsidy will optimize the range of products eligible for support, concentrating on six categories of home appliances and emphasizing energy-efficient products [2] - The policy will expand the scope of smart products eligible for subsidies, including new categories like smart glasses, to promote technological innovation [2] Group 3: Market Impact - The 2026 policy aims for a more balanced and stable distribution of subsidy funds throughout the year, addressing previous issues of fund exhaustion in the latter quarters [3] - This approach is expected to stabilize market expectations and enhance the effectiveness of the policy in driving and guiding consumer spending [3] Group 4: Beneficiary Industries - Industries focusing on green, low-carbon, and smart digital products are likely to benefit from the 2026 subsidy, enhancing technological updates and product quality [4] - The subsidy will encourage companies to innovate and improve their products, expanding market opportunities for advanced technology [4] Group 5: Service Consumption - There is potential for service consumption products to receive "National Subsidy" support, as service spending constitutes about 47% of household expenditures and is on the rise [5] - The government has already initiated various policies to promote service consumption, indicating a future focus on supporting this sector with innovative subsidy policies [6]