为优化实施"两新"政策，做好政策平稳有序衔接，满足元旦、春节等旺季消费需求，近日，国家发展改 革委会同财政部，已向地方提前下达2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计 划。 据悉，下一步，国家发展改革委将会同各有关部门，充分发挥"两新"部际联席会议制度作用，强化统筹 推进和跟踪调度，组织地方合理把握工作节奏，均衡有序使用补贴资金，全链条强化资金监管，平稳有 序实施消费品以旧换新政策，持续释放"两新"政策效能。 ｜来源：新华社 还有这些值得关注 ...

Group 1: "Two New" Policy Optimization - The "Two New" policy will be optimized in terms of funding allocation, support scope, and implementation mechanisms for 2026 [2] - Issues identified in 2025 included inconsistent subsidies and fraudulent claims, leading to a comprehensive review and targeted improvements for 2026 [2] - Funding distribution will consider previous execution and audit findings, with increased oversight for regions with significant payment delays [2] Group 2: Equipment Upgrade Support - The 2026 policy will expand support for equipment upgrades, particularly in the livelihood, safety, and consumer infrastructure sectors [3] - The project application process will be simplified, significantly lowering investment thresholds for most sectors [3] - Enhanced supervision will be implemented to ensure effective use of funds and address enterprise concerns [3] Group 3: Major Infrastructure Projects - The National Development and Reform Commission (NDRC) has approved a list of major infrastructure projects for 2026, totaling approximately 295 billion yuan [4] - The "Two Heavy" construction projects will receive about 220 billion yuan, focusing on urban underground pipelines and high-standard farmland [4] - Over 75 billion yuan will be allocated for public projects in urban renewal, water conservancy, and ecological protection [4] Group 4: Market Access Barrier Removal - The NDRC has initiated actions to eliminate local market access barriers, reviewing over 38,000 regulations and abolishing more than 2,300 non-compliant rules [6] - Reports of access barriers from various sectors have led to the rectification of 225 verified cases, enhancing market entry fairness [7] - Future efforts will focus on establishing supportive regulations for a unified national market and addressing obstacles to market integration [8]

转自：人民日报客户端 设备更新改造方面，一些企业反映因为自有资金短缺、项目投资额达不到申报门槛等原因，没有享受到 政策红利。对此，2026年相关工作也将作出针对性优化，以支持更多企业开展设备更新，扩大政策惠及 面。一是优化范围。在总体延续2025年支持范围的基础上，主要增加3方面更新补贴：民生领域，增加 老旧小区加装电梯、养老机构设备更新；安全领域，增加消防救援、检验检测设备更新；消费基础设施 方面，增加商业综合体、购物中心、百货店、大型超市等线下消费商业设施的设备更新。二是进一步优 化项目申报机制和审核流程，大幅降低投资额门槛。22个领域中，大部分已没有门槛，只在少部分领域 为确保项目质量、提高资金使用效益，设置了较低门槛。三是强化监管。通过线上、线下等多种方式， 加强对设备更新项目的全链条监管，切实解决企业诉求、提高资金使用效益。 原标题：国家发展改革委解读当前经济热点—— 优化实施"两新"政策"两重"项目（经济新方位） 2026年，如何优化实施"两新"政策？如何以更大力度稳投资？如何纵深推进全国统一大市场建设？国家 发展改革委近日召开新闻发布会，针对当前经济工作部分热点问题，国家发展改革委政策研究室副主 ...

2026年提前批"两重"建设项目清单已组织下达 近日，按照党中央、国务院决策部署，为进一步扩大有效投资，国家发展改革委组织下达2026年提前 批"两重"建设项目清单和中央预算内投资计划，共计约2950亿元。 （来源：千龙网） 2026年，如何优化实施"两新"政策？如何以更大力度稳投资？如何纵深推进全国统一大市场建设？国家 发展改革委近日召开新闻发布会，针对当前经济工作部分热点问题，国家发展改革委政策研究室副主 任、委新闻发言人李超作了介绍。 "两新"政策将优化资金分配和支持范围等 近日，国家发展改革委、财政部印发通知，提出从支持范围、补贴标准、实施机制等方面优化实施2026 年"两新"政策。 消费品以旧换新方面，2025年出现了补贴时断时续且难以预期、骗补套补、"先涨后补"等问题。在此基 础上，国家发展改革委会同商务部等部门，进行了集中整治，充分论证、有针对性地完善了2026年的政 策实施机制—— 优化资金分配方式，在原有资金分配标准的基础上，综合考虑前期政策执行情况、审计发现问题等因 素，合理确定各地资金分配规模；同时，对拖欠兑付较严重的地区，将通过适当方式加大督促和惩戒力 度。均衡有序使用资金，国家层面， ...

Group 1 - The core viewpoint of the news is the optimization of the "Two New" policy for 2026, focusing on improving fund allocation, support scope, and implementation mechanisms to stabilize investment and promote a unified national market [1][2]. Group 2 - The "Two New" policy will optimize fund allocation and support scope, addressing issues such as inconsistent subsidies and fraudulent claims observed in 2025 [2]. - The policy will enhance the funding distribution method by considering previous execution and audit findings, ensuring a reasonable allocation of funds to various regions [2]. - Strict measures will be implemented to combat illegal activities, including rigorous fund audits and price management [2]. Group 3 - In terms of equipment upgrades, the policy will expand support to more enterprises by lowering investment thresholds and optimizing the application process [3]. - The support scope will include additional subsidies for upgrading equipment in the livelihood sector, safety sector, and consumer infrastructure [3]. - Enhanced supervision will be established to ensure effective use of funds and address enterprise concerns [3]. Group 4 - The 2026 preliminary list of "Two Heavy" construction projects has been organized, with a total investment of approximately 295 billion yuan, focusing on urban infrastructure and public welfare projects [4]. - The "Two Heavy" projects will support 281 initiatives, including urban underground pipelines and high-standard farmland, emphasizing strategic and forward-looking development [4]. - Over 75 billion yuan will be allocated for public projects aimed at urban renewal, water conservancy, and ecological restoration [4]. Group 5 - Recent approvals for major infrastructure projects include investments exceeding 400 billion yuan for transportation, water resources, energy, and research facilities [5]. - These projects are expected to enhance the modern infrastructure system and support a stable start for the 14th Five-Year Plan [5]. Group 6 - The National Development and Reform Commission has initiated a campaign to eliminate local market access barriers, successfully identifying and rectifying over 2,300 violations [6][7]. - The campaign involved reviewing over 38,000 documents and addressing issues in various sectors, including second-hand car trading and construction [6][7]. - Future efforts will focus on establishing beneficial regulations for a unified national market and addressing obstacles to market access [8].

Core Insights - The Chinese government emphasizes the importance of domestic demand as a key driver for economic growth, with a focus on boosting consumption and expanding domestic markets as primary tasks for 2026 [3][4]. Group 1: Domestic Demand and Consumption - The contribution of domestic demand to economic growth reached 71% in the first three quarters of 2025, highlighting its role as a stabilizing force [3]. - A series of policies aimed at stimulating consumption, particularly through "trade-in" programs, have led to significant sales increases, with over 2.5 trillion yuan in sales generated from these initiatives from January to November 2025 [4]. - Service consumption has seen a notable increase, with per capita spending on services rising to 46.8% in the first three quarters of 2025, indicating a shift towards sectors like tourism and elderly care [5]. Group 2: Investment Trends - Fixed asset investment (excluding rural households) decreased by 2.6% year-on-year in the first 11 months of 2025, but investment in key sectors remains robust, with project investment growing by 0.8% when excluding real estate [7]. - The government plans to stabilize investment by increasing central budget investments and optimizing the use of local government bonds, focusing on urban renewal and public infrastructure [8]. - Investment policies in 2026 are expected to target four main areas: "two重" project construction, new productivity sectors, urban renewal, and enhancing the environment for private investment [8].

"两新"政策把钱花在"刀刃"上 新一年中国经济重点任务清单上，扩大内需仍居前列。其中，优化实施"两新"（大规模设备更新和消费品以旧换新），被 视为进一步激活需求的重要抓手。 岁序更替之际，市场高度关注中国经济政策如何衔接。抓住这一关键时间窗口，近期各方面靠前发力，以"真金白银"传递 政策确定性。 2026年提前批"两重"建设（国家重大战略实施和重点领域安全能力建设）项目清单和中央预算内投资计划已于2025年底提 前下达，共计约2950亿元，各类资金拨付和使用节奏将加快。 国家发改委近期还批复或核准多个重大基础设施项目，包括广州新机场、新建湛江至海口跨海轮渡及相关线路工程等交通 设施，辽宁省辽东半岛水资源配置工程、云南省丽江市南瓜坪水库工程等水利设施，浙江特高压交流环网工程、四川大渡 河丹巴水电站等能源设施，以及怀柔、崖州湾实验室重大科研平台等科研设施，总投资超过4000亿元。 备受关注的国家创业投资引导基金亦于2025年12月26日正式启动运行，由超长期特别国债出资1000亿元，并采取"子基金 +直投"方式，吸引地方和社会资本共同出资，预计将形成超万亿元投资规模。 据介绍，引导基金将聚焦原创性、颠覆性技术创新 ...

Group 1: Optimization of "Two New" Policy Implementation - The "Two New" policy for 2026 focuses on optimizing support for equipment updates, promoting green low-carbon smart products, and enhancing fund usage supervision [2] - The support scope has been expanded to include updates in the livelihood, safety, and consumer infrastructure sectors, with a focus on high-impact consumer goods [2] - Subsidty standards have been adjusted, including differentiated subsidies for old elevator replacements and a shift to percentage-based subsidies for cars and energy-efficient appliances [2] - The implementation mechanism will be optimized to ensure uniform subsidy standards across the nation and address issues like subsidy unpredictability and fraud [2] Group 2: Continuous Expansion of Effective Investment - The National Development and Reform Commission (NDRC) has organized the early batch of "Two Heavy" construction projects for 2026, totaling approximately 295 billion yuan [3] - About 220 billion yuan is allocated for "Two Heavy" construction projects, focusing on urban underground pipelines, high-standard farmland, and logistics cost reduction [3] - Over 75 billion yuan is designated for central budget investments in urban renewal, water conservancy, ecological protection, and pollution control [3] - The NDRC is also promoting "soft construction" measures to improve investment models and mechanisms in urban infrastructure [3] Group 3: Advancing the National Unified Market Construction - The construction of a national unified market is described as both a critical and ongoing challenge, with a focus on problem-oriented approaches [4] - The NDRC plans to publish a list of obstacles to the construction of a unified market and develop policies to promote healthy investment [4] - Efforts are underway to eliminate local barriers to market entry, with over 38,000 documents reviewed and more than 2,300 regulations identified for revision or repeal [5] Group 4: Promotion of National Zero-Carbon Park Construction - The establishment of zero-carbon parks is a key step towards systematic innovation in renewable energy and pollution control technologies [6] - The first batch of 52 zero-carbon parks has been announced, characterized by balanced regional distribution and strong renewable energy absorption capabilities [6] - The NDRC emphasizes that the announcement is not merely for recognition but aims to create "green transformation highlands" with actionable plans and guaranteed funding [6]

智通财经APP获悉，12月31日，乘联分会发布周度分析指出，12月1-28日，全国乘用车市场零售192.8万辆，同比去年12月同期下降17%，较上月同期下降 3%，今年以来累计零售2,341.1万辆，同比增长4%；12月1-28日,全国乘用车厂商批发213.4万辆，同比去年12月同期下降19%，较上月同期下降19%，今年 以来累计批发2,889.9万辆，同比增长8%。 12月1-28日，全国乘用车新能源车市场零售119.2万辆，同比去年12月同期增长5%，较上月同期增长1%，今年以来累计零售1,266.4万辆，同比增长18%； 12月1-28日,全国乘用车厂商新能源批发126.1万辆，同比去年12月同期下降4%，较上月同期下降16%，今年以来累计批发1,501.7万辆，同比增长25%。 2025年12月全国乘用车市场零售销量走势 | | 1-7日 | 8-14日 | 15-21日 | 22-28日 | 29-31日 | 1-28日 | 全目 | | --- | --- | --- | --- | --- | --- | --- | --- | | 23年 | 47.485 | 58,505 | 76.183 ...

1.本周车市概述 点 击 蓝 字 关 注 我 们 本文全文共 3458 字，阅读全文约需 11 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载：www.cpcaauto.com 乘用车： 12月1-28日，全国乘用车市场零售192.8万辆，同比去年12月同期下降17%，较上月同期下降 3%，今年以来累计零售2,341.1万辆，同比增长4%；12月1-28日,全国乘用车厂商批发213.4万辆，同比去年12月 同期下降19%，较上月同期下降19%，今年以来累计批发2,889.9万辆，同比增长8%。 新能源： 12月1-28日，全国乘用车新能源车市场零售119.2万辆，同比去年12月同期增长5%，较上月同期 增长1%，今年以来累计零售1,266.4万辆，同比增长18%;12月1-28日,全国乘用车厂商新能源批发126.1万辆，同 比去年12月同期下降4%，较上月同期下降16%，今年以来累计批发1,501.7万辆，同比增长25%。 渗透率： 12月1-28日，全国乘用车市场新能源零售渗透率61.8%；12月1-28日，全国乘用车厂商新能源批 发渗透率59.1%。 2.2025年12月全国乘用车市 ...