老旧小区加装电梯纳入国补， 项目“启动难”痛点迎刃而解

Core Viewpoint - The recent policy by the National Development and Reform Commission and the Ministry of Finance includes subsidies for the installation of elevators in old residential communities, addressing the challenges of project initiation and enhancing competition in the industry [1][4]. Group 1: Policy Changes and Impacts - The 2026 "Two New" policy introduces subsidies for the installation of elevators in old residential communities, marking a significant step in improving living conditions and stimulating domestic demand [4]. - The subsidy standards have been refined to provide differentiated support based on the number of elevator stops, moving away from a flat-rate subsidy [1][4]. - The policy aims to accelerate previously slow projects due to funding issues, positively impacting the entire elevator manufacturing, installation, and service industry [4][5]. Group 2: Current Status and Statistics - Since the beginning of the 14th Five-Year Plan, Beijing has installed 3,391 elevators, benefiting approximately 35,000 households [5]. - In 2025, Beijing plans to complete the installation of 6,073 elevators in old residential buildings, with significant progress already reported [5][6]. - The highest number of elevator installations in Beijing is in Haidian District, with 1,375 units installed [7]. Group 3: Installation Models and Challenges - There are three main models for elevator installation: self-funded by residents, funded by property units or collectives, and a leasing model encouraging private investment [8]. - The new policy alleviates cash flow pressures for companies and activates more projects, but government subsidies may not fully cover costs, serving primarily as a catalyst for additional funding from residents and private sectors [10][21]. - Concerns remain among residents regarding the long-term maintenance costs and potential impacts on property values, complicating consensus on installation [11][14]. Group 4: Market Dynamics and Future Considerations - The new policy is expected to reshape market demand and competition, benefiting manufacturers, installation companies, and maintenance service providers [20]. - Increased participation from small and medium-sized enterprises in bidding for government projects is anticipated, leading to heightened competition in the industry [20]. - Companies may need to explore integrated construction and maintenance models to gain competitive advantages in this evolving market landscape [20][21].