晶采观察丨重磅!中国“十五五”开局 这项部署与你直接相关
Yang Guang Wang·2026-01-22 09:00

Group 1 - The core focus of the press conference is the introduction of the "2026-2030 Expansion of Domestic Demand Strategy Implementation Plan," aiming to create a virtuous cycle where new demand leads to new supply and vice versa [2][4] - The "Two New" policies will continue to be optimized, directly impacting consumer spending on new cars and home appliances, with clear support scopes and subsidy standards established for 2026 [2][3] - The government will enhance the distribution of funds for consumer goods replacement programs, ensuring a reasonable allocation based on consumption potential and policy execution [3] Group 2 - A unified subsidy standard will be implemented nationwide for vehicle scrapping and replacement, as well as for six categories of home appliances and four categories of digital and smart products [3] - The government will ensure balanced use of funds by distributing central funds quarterly and guiding local governments to manage subsidy expenditures effectively [3] - Strict measures will be taken to combat illegal activities related to subsidies, including rigorous fund audits and price management to prevent fraudulent claims [3] Group 3 - By 2025, the added value of China's high-tech manufacturing industry is expected to exceed 17% of the total industrial output, indicating a shift towards technology and innovation-driven industrial development [4] - The government is planning to advance several significant high-tech industry projects during the "14th Five-Year Plan" period, aiming to strengthen the foundation for technological innovation and production capacity [4][5] - The overall message from the press conference emphasizes a focus on high-quality development rather than merely pursuing high growth rates, with an aim to enhance living standards and ensure stable future growth [5]

晶采观察丨重磅!中国“十五五”开局 这项部署与你直接相关 - Reportify