12月30日，国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的 通知》（以下简称通知）对外发布，明确2026年"两新"政策的支持范围、补贴标准和工作要求。个人消 费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水效标准的产品，按产品销 售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过1500元。个人消费者购买手 机、平板、智能手表手环、智能眼镜等4类产品（单件销售价格不超过6000元），按产品销售价格的 15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过500元。 在提升国补体验方面，京东可额外提供家电品类的旧机回收补贴，"送、装、拆、收"一体化服务，以 及"三免四不限"服务（即旧机免费上门、免费拆卸、免费搬运；不限旧机购买渠道、不限品牌、不限年 限、不限品相）。京东可为3C数码品类送货上门的同时，完成现场签收、现场激活，让消费者足不出 户换新机。 在保障资金安全层面，京东通过全链路数字化形式，确保资金合规可溯源。过去几年，京东积极承接多 地政府促消费的合作，持续优化防套补、防黄牛等能力，在每一地上线的活动均有单独的风控策略 ...

Group 1 - The National Development and Reform Commission and the Ministry of Finance issued a notice regarding the implementation of a large-scale equipment update and consumer goods replacement policy in 2026, detailing the support scope, subsidy standards, and work requirements [1] - Consumers purchasing energy-efficient home appliances such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters will receive a subsidy of 15% of the product price, capped at 1,500 yuan per item, with a limit of one item per category per consumer [1] - For mobile phones, tablets, smartwatches, and smart glasses priced under 6,000 yuan, consumers will also receive a 15% subsidy, with a maximum of 500 yuan per item and one item per category per consumer [1] Group 2 - JD.com has prepared its workforce of hundreds of thousands and nearly 30,000 offline stores nationwide to support the implementation of the national subsidy policy, ensuring timely service for consumer upgrades [4] - JD.com offers a comprehensive service for old appliance recycling, including free pickup, disassembly, and transportation, along with a digitalized approach to ensure compliance and traceability of funds [4] - The logistics service of JD.com has achieved full coverage in domestic counties and basic coverage in administrative villages, including remote areas, with nearly 100,000 service stations established to facilitate the delivery of subsidies to rural consumers [4]

Core Viewpoint - The article discusses the implementation of the "Two New" policy for 2026, which focuses on large-scale equipment updates and the trade-in of consumer goods, highlighting the support range, subsidy standards, and implementation mechanisms [1][3][4]. Group 1: Policy Support Range - The 2026 policy continues to support vehicle scrapping and replacement subsidies, as well as the trade-in of household appliances, specifically targeting six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [1][3]. - The scope of digital product subsidies has been expanded to include smart products such as smartphones, tablets, smartwatches, smart glasses, and smart home devices [1][3][8]. - Additional support for equipment updates includes the installation of elevators in old residential areas, equipment updates in elderly care institutions, and safety-related equipment such as firefighting and inspection devices [3][5]. Group 2: Subsidy Standards - The subsidy standards for equipment updates have been optimized, with residential elevator updates shifting from fixed subsidies to tiered subsidies based on the number of floors [4]. - For scrapping old trucks, priority will be given to those replaced with electric trucks [4]. - The subsidy for household appliances will be 15% of the product price for energy-efficient or water-efficient products, with a maximum subsidy of 1,500 yuan per item [6][9]. Group 3: Implementation Mechanisms - The policy aims to streamline the project application and review processes, lowering the investment threshold for project applications and increasing support for small and medium-sized enterprises [4][5]. - The funding distribution method will be optimized, and measures will be taken to combat fraudulent claims and ensure uniform subsidy standards across the country [4][9]. - The policy emphasizes the importance of aligning with the construction of a unified national market, ensuring consistent implementation of subsidies for vehicle scrapping, household appliances, and digital products [4][9].

Group 1 - The core viewpoint of the news is the announcement of a new policy by the National Development and Reform Commission and the Ministry of Finance to implement large-scale equipment updates and a trade-in policy for consumer goods in 2026, which aims to enhance the coverage and effectiveness of subsidies for green and smart products [1][2] Group 2 - The policy expands the scope of trade-in subsidies to include smart glasses and smart home products, alongside existing categories like automobiles and home appliances [1] - Specific subsidies for digital and smart products will cover smartphones, tablets, smartwatches, and smart glasses, with local governments responsible for detailing the subsidy rules [1] - The policy emphasizes targeted adjustments in subsidy standards to improve precision and effectiveness [1][2] Group 3 - The government has allocated 62.5 billion yuan in special long-term bonds to support the trade-in policy, ensuring timely implementation to meet consumer demand during traditional peak seasons [2] - The updated policy also includes support for installing elevators in old residential areas, enhancing safety in elderly care institutions, and improving commercial facilities, reflecting a focus on social welfare and safety [2] Group 4 - The subsidy for automobile trade-ins will shift from a fixed amount to a percentage of the new car sales price, while maintaining the upper limit [3] - For home appliances, the subsidy will be 15% of the sales price for energy-efficient products, with a cap of 1,500 yuan per item for each consumer [3] - The subsidy for digital and smart products will also be 15% of the sales price, with a limit of 500 yuan per item for each consumer [3]

Group 1 - The National Development and Reform Commission and the Ministry of Finance have allocated 62.5 billion yuan for the first batch of special long-term bonds to support the consumption of old goods replacement in 2026 [2] - The new policy will expand support for equipment updates in various sectors, including elderly care facilities and fire rescue equipment, to better meet public needs [2] - The Ministry of Industry and Information Technology aims to enhance the digital transformation of the automotive industry by 2027, with significant improvements in manufacturing capabilities and productivity [5] Group 2 - The Ministry of Finance and the State Taxation Administration announced a new VAT policy for personal housing sales, effective January 1, 2026, with a 3% tax rate for properties sold within two years and exemption for those sold after two years [4] - The Beijing Municipal Health Commission has introduced measures to support the innovation and development of the AI industry in healthcare, aiming to establish a comprehensive AI support system by 2027 [6] - Companies like Tianpu Co. have seen significant stock price increases, with a reported rise of 718.39% from August 22 to December 30, leading to a stock suspension for verification [8]

Group 1 - The National Development and Reform Commission and the Ministry of Finance issued a notice on December 30, outlining the support scope, subsidy standards, and work requirements for the "Two New" policy to be implemented in 2026 [1] - Consumers purchasing energy-efficient home appliances such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters will receive a subsidy of 15% of the product's sales price, capped at 1,500 yuan per item, with a limit of one item per category per consumer [1] - For digital products like smartphones, tablets, smartwatches, and smart glasses, consumers will also receive a 15% subsidy on products priced under 6,000 yuan, with a similar cap of 500 yuan per item [1] Group 2 - Since the implementation of the "Two New" policy in 2024, JD has mobilized tens of thousands of employees across various departments to ensure the effective and equitable distribution of national subsidies [2] - JD offers a comprehensive service for old appliance recycling, including free pickup, disassembly, and transportation, along with a "three-free, four-unlimited" service model [2] - JD has established a digital system to ensure compliance and traceability of funds, optimizing its capabilities to prevent subsidy fraud and ensure that subsidies reach consumers safely [2] Group 3 - In 2026, consumers can access the "National Subsidy" on JD's dedicated platform, unlocking benefits for upgrading home appliances and smart digital products [3]

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have issued a notice regarding the continuation of large-scale equipment updates and consumer goods replacement policies in 2026, optimizing support scope, subsidy standards, and implementation mechanisms [1] Group 1: Optimization of Support Scope - The support scope for equipment updates will generally continue from 2025, with additions in the livelihood sector for old residential elevators and equipment updates in elderly care institutions, as well as in safety for firefighting and inspection equipment [2] - The policy will continue to implement subsidies for scrapping and replacing automobiles, and for replacing old household appliances, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [2] - The subsidy for digital products will be expanded to include smart products such as smartphones, tablets, smartwatches, smart glasses, and smart home products, including those designed for the elderly [2] Group 2: Optimization of Subsidy Standards - For equipment updates, the subsidy for updating old residential elevators will be adjusted from a fixed amount to a tiered subsidy based on the number of elevator floors [3] - In the scrapping and replacing of old operational trucks, priority will be given to supporting the replacement with electric trucks [3] - The subsidy for household appliances will be adjusted to support products with a 1st-level energy efficiency or water efficiency rating, providing 15% of the product price as a subsidy, with a maximum of 1,500 yuan per item [3] Group 3: Optimization of Implementation Mechanisms - The project application mechanism and review process for equipment updates will be optimized to lower the investment threshold for applications and increase support for small and medium-sized enterprises [4] - The funding allocation method for consumer goods replacement will be optimized, with strict measures against fraudulent claims and illegal practices [4] - The notice emphasizes the need for coordinated efforts among various departments to implement the policies effectively, with local governments required to organize and enhance the effectiveness of the policies [4]

优化"两新"政策支持范围 《通知》明确指出，在继续支持工业、电子信息、能源电力、交通运输、物流、教育、文旅、医疗、设 施农业、粮油加工、安全生产、海关查验、住宅老旧电梯、节能降碳环保等领域设备更新项目的基础 上，将老旧小区加装电梯、养老机构、消防救援设施、检验检测等领域设备更新纳入支持范围，更好满 足民生和安全需要。支持商业综合体、购物中心、百货店、大型超市等线下消费商业设施设备更新。优 化申报条件和审核流程，进一步降低申报设备更新项目的投资额门槛，加大对中小企业设备更新的支持 力度，扩大政策惠及面。 21世纪经济报道记者 周潇枭 北京报道 12月30日，国家发展改革委和财政部联合对外发布《关于2026年 实施大规模设备更新和消费品以旧换新政策的通知》（下文简称《通知》），明确了2026年"两新"政策 的补贴范围和补贴标准。 《通知》明确指出，在继续支持工业、电子信息、能源电力、交通运输等领域设备更新项目的基础上， 将老旧小区加装电梯、养老机构等设备更新纳入支持范围。在汽车报废更新、汽车置换更新、家电、数 码和智能产品等领域，实施消费品以旧换新政策。 官方消息显示，为优化实施"两新"政策，做好政策平稳有序衔接 ...

12月30日，国家发改委发布消息称，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，国家发改委会同财政部，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。 二是优化补贴标准。设备更新方面，将住宅老旧电梯更新由定额补贴调整为按电梯层（站）数分档差异 化补贴；在老旧营运货车报废更新补贴中，优先支持更新为电动货车。 消费品以旧换新方面，在保持汽车补贴上限不变的基础上，将定额补贴调整为按车价比例进行补贴；家 电以旧换新调整为补贴1级能效或水效产品，补贴产品售价的15%，单件补贴上限为1500元；数码和智 能产品的补贴标准保持此前数码产品标准不变。 三是优化实施机制。设备更新方面，优化项目申报机制和审核流程，进一步降低申报项目的投资额门 槛，加大对中小企业的支持力度，扩大政策惠及面。 消费品以旧换新方面，优化资金分配方式，完善全链条实施细则，严厉打击骗补套补和"先涨后补"等违 法违规行为。同时，落实全国统一大市场建设要求，对汽车报废更新、汽车置换更新、6类家电以旧换 新、4类数码和智能产品购新，明确在全国范围内执行统一的补贴标准。 来源：北京日报 ...

Group 1 - The National Development and Reform Commission and the Ministry of Finance have issued a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, outlining support scope, subsidy standards, and work requirements [1] - The policy will continue to support equipment updates in various sectors including industrial, electronic information, energy, transportation, logistics, education, cultural tourism, healthcare, agricultural facilities, grain and oil processing, safety production, customs inspection, old residential elevator installations, and environmental protection, while also including new areas such as elderly care facilities and fire rescue equipment [1] Group 2 - The policy supports the replacement of automobiles and the trade-in of old household appliances, providing a subsidy of 15% of the sales price for energy-efficient appliances, with a maximum subsidy of 1,500 yuan per item for six categories of appliances [2] - For digital and smart products, a similar subsidy of 15% applies, with a maximum of 500 yuan per item for four categories, including smartphones and smartwatches, with a sales price limit of 6,000 yuan [2] - The implementation mechanism has been optimized to ensure a unified subsidy standard across the country for vehicle scrapping, automobile replacement, and the trade-in of specified household and digital products, while also addressing fraudulent activities related to subsidies [2]