老旧小区加装电梯纳入国补， 项目“启动难”痛点迎刃而解 业内

Core Viewpoint - The inclusion of elevator installation in old residential areas under national subsidies is a significant move to enhance public welfare and stimulate domestic demand, addressing the previous funding challenges that hindered project initiation [1][4]. Group 1: Policy Changes and Impacts - The National Development and Reform Commission and the Ministry of Finance have announced a new policy for 2026 that includes subsidies for installing elevators in old residential areas, optimizing support mechanisms and subsidy standards [1][4]. - The adjustment in subsidy standards from fixed amounts to tiered subsidies based on the number of floors will provide more targeted financial support for elevator installations [1][4]. - The policy aims to accelerate the installation of elevators, which has been slow due to funding issues, positively impacting the entire elevator manufacturing, installation, and service industry [4][5]. Group 2: Current Status and Statistics - As of the latest data, Beijing has completed the installation of 3,391 elevators since the start of the 14th Five-Year Plan, benefiting approximately 35,000 households [5][6]. - In 2025, Beijing plans to complete the installation of 6,073 elevators as part of its urban renewal efforts [5]. - The highest number of elevator installations in Beijing is in Haidian District, with 1,375 units, followed by Chaoyang District with 1,056 units [6]. Group 3: Installation Models and Challenges - There are three main models for elevator installation in old residential areas: owner-funded self-construction, collective funding by property units, and a leasing model encouraging private investment [8]. - The new policy is expected to alleviate cash flow pressures for companies and activate more projects, addressing the "difficult start" issue previously faced by residents [10][12]. - However, concerns remain regarding the long-term maintenance costs and the potential impact on property values, which may complicate consensus among residents [12][13]. Group 4: Market Dynamics and Future Considerations - The new policy is likely to reshape market demand and competition within the elevator installation industry, prompting companies to explore integrated construction and maintenance service models [18][19]. - Companies may need to adjust pricing strategies to reflect the differences in installation costs based on building structures and local conditions, ensuring fairness in government subsidies [19]. - The increased participation of small and medium-sized enterprises in bidding for government projects could enhance industry competitiveness [19].