2026国补杠杆延续：优先支持电动货车，最高可获补贴14万元

Core Viewpoint - The article discusses the implementation of a large-scale equipment update and consumer goods replacement policy in 2026, focusing on the support for the scrapping and updating of old commercial vehicles, particularly emphasizing electric trucks as a priority for subsidies [2][3]. Group 1: Policy and Subsidy Details - The policy supports the scrapping of old commercial trucks, specifically targeting those with National IV emissions standards or lower, encouraging their replacement with low-emission vehicles, with a preference for electric trucks [2]. - A tiered subsidy scheme is proposed, where the highest subsidy for scrapping and purchasing new heavy-duty electric trucks can reach up to 145,000 yuan (approximately 21,000 USD) [2]. - Local governments, such as Guangdong and Shanghai, are expanding their subsidy frameworks to include non-commercial heavy-duty trucks, with Guangdong offering up to 140,000 yuan in subsidies [2][3]. Group 2: Market Impact and Projections - The sales of new energy heavy-duty trucks are expected to surge in 2025, driven by these subsidy policies, with local governments actively implementing their own support measures [2][3]. - The penetration rate of new energy in short-haul transport has exceeded 50%, while long-haul heavy-duty trucks still have low penetration, indicating significant growth potential in this segment [3][4]. - By 2035, it is projected that the penetration rate of new energy tractors in long-haul transport scenarios will exceed 15%, highlighting the importance of transitioning heavy-duty trucks to new energy for carbon emission reduction [4]. Group 3: Broader Implications - Accelerating the electrification of trucks will enhance the coverage of charging stations, reducing the risk of idle charging infrastructure in the future [5]. - The 2026 national subsidies for new energy heavy-duty trucks are more flexible compared to those for passenger vehicles, reflecting the government's commitment to sustainable development in the new energy sector [5].