优化消费品以旧换新政策实施 推动商品消费扩容升级

Core Viewpoint - The recent national business work conference has prioritized the implementation of consumption promotion actions, specifically focusing on optimizing the "old-for-new" policy for consumer goods to enhance consumption expansion and upgrading by 2026 [1][5]. Group 1: Policy Implementation and Goals - The Ministry of Commerce reports that in 2025, the sales volume of goods related to the "old-for-new" policy exceeded 2.6 trillion yuan, benefiting over 360 million people [1][6]. - Specific targets include the replacement of over 11.5 million vehicles, 129 million home appliances, 9.1 million digital products, 12 million home renovation items, and 1.25 million electric bicycles [1][6]. - A joint notice from the Ministry of Commerce and six other departments outlines the support for the "old-for-new" policy through long-term special government bond funding and local matching funds [1][6]. Group 2: Subsidy Optimization and Consumer Support - The 2026 policy will adjust subsidies from fixed amounts to a percentage of vehicle prices, with different rates for new energy and fuel vehicles [2][7]. - Consumers purchasing energy-efficient appliances will receive a 15% subsidy based on the product's sales price, with an expansion to include new categories like smart glasses [2][7]. - The central government will continue to allocate long-term special bond funds, enhancing the efficiency of subsidy distribution and ensuring that benefits reach consumers directly [2][7]. Group 3: Industry Impact and Future Directions - The "old-for-new" policy has significantly boosted sales and promoted the adoption of high-quality products like new energy vehicles and energy-efficient appliances, laying a foundation for 2026 [3][8]. - Experts suggest expanding consumer categories, optimizing the consumption environment, and innovating consumption models to further stimulate consumption growth [3][8]. - Recommendations include enhancing the supply system, improving consumer experience, and strengthening the recycling system for old products to support a sustainable consumption ecosystem [4][9].