Core Viewpoint - The 2026 "National Subsidy" policy for consumer goods has been clarified, with adjustments in the scope and intensity of subsidies compared to 2025 [2][5]. Group 1: Subsidy Scope Changes - The 2026 "National Subsidy" will focus on four main categories: automotive scrapping, automotive replacement, home appliances, and digital/ smart products, while excluding home decoration and electric bicycles [3][4]. - The home appliance subsidy category has been reduced from 12 types in 2025 to 6 types in 2026, specifically including refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, with the exclusion of kitchen appliances like stoves and microwaves [3][4]. Group 2: Subsidy Intensity Adjustments - The subsidy for automotive scrapping will shift from fixed amounts (20,000 or 15,000 yuan) to a percentage of the new car purchase price (12% or 10%), maintaining the previous upper limit [5]. - For home appliances, the subsidy rate will decrease from 20% to 15%, and the maximum subsidy per appliance will drop from 2,000 yuan to 1,500 yuan [5]. Group 3: Policy Implications - The adjustments in the subsidy policy are expected to promote green and intelligent manufacturing investments, stabilize manufacturing investments, and enhance consumer spending [6]. - The optimization of the consumer goods replacement policy aims to better align with market demands by considering local population and appliance ownership, thereby maximizing the effectiveness of fiscal funds [6].

国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。 支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。 通知提到，支持家电以旧换新。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。 支持数码和智能产品购新。 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。 ...

12月30日，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。 通知提到，2026年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，按产品销售价格的15%给予补贴。 支持家电以旧换新。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。 支持数码和智能产品购新。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。 支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。 支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。 12月30日，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。 通知提到，2026年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，按产品销售价格的15%给 ...

智通财经APP获悉，12月30日，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品 以旧换新政策的通知。通知指出，实施消费品以旧换新。支持汽车置换更新。个人消费者转让登记在本 人名下的乘用车，并购买纳入《减免车辆购置税的新能源汽车车型目录》的新能源乘用车或2.0升及以 下排量燃油乘用车的，给予汽车置换更新补贴支持，购买新能源乘用车补贴车价的8%(最高不超过1.5万 元)、购买2.0升及以下排量燃油乘用车补贴车价的6%(最高不超过1.3万元)。 (二)支持老旧营运货车报废更新。继续支持报废国四及以下排放标准营运货车更新为低排放货车，优先 支持更新为电动货车，补贴标准按照《关于实施老旧营运货车报废更新的通知》(交规划发〔2025〕17 号)执行。 支持家电以旧换新。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。 支持数码和智能产品购新。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 ...

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have released a notification regarding the implementation of large-scale equipment updates and the old-for-new policy for consumer goods in 2026, outlining the support scope, subsidy standards, and work requirements for the "Two New" policy [1][7]. Group 1: Policy Optimization - The 2026 "Two New" policy has optimized three main areas: 1. Support scope has been expanded to include the installation of elevators in old residential areas, equipment updates in elderly care institutions, and updates for fire rescue and inspection equipment [4][10]. 2. The subsidy standards have been adjusted, including a shift from fixed subsidies for old residential elevators to tiered subsidies based on the number of elevator stops [5][11]. 3. The implementation mechanism has been improved to lower the investment threshold for project applications and enhance support for small and medium-sized enterprises [5][11]. Group 2: Subsidy Details - The policy continues to support the scrapping and replacement of cars and the old-for-new subsidy for home appliances, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [4][10]. - The subsidy for household appliances has been adjusted to 15% of the product price for energy-efficient or water-efficient products, with a maximum subsidy of 1,500 yuan per item [5][11]. Group 3: Implementation and Coordination - The National Development and Reform Commission will lead the inter-ministerial joint meeting system to coordinate the implementation of the "Two New" policy, with a focus on ensuring smooth transitions and meeting seasonal consumption demands [6][12]. - A total of 62.5 billion yuan in special long-term bonds has been allocated to support the old-for-new policy for consumer goods in 2026 [6][12].

钛媒体App 12月30日消息，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧 换新政策的通知。其中提到，支持家电以旧换新。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。支持数码和智能产品购新。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。支持智能家居产品（含适老化家居产品）购新补 贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。（国家发改委网站） ...

Group 1 - The core viewpoint of the article is the announcement of the "Two New" policy for 2026, which focuses on large-scale equipment updates and the replacement of consumer goods, detailing support scope, subsidy standards, and implementation requirements [1] Group 2 - The support scope for equipment updates will continue from 2025, with additions in the areas of old residential elevator installations, equipment updates for elderly care institutions, and updates for fire rescue and inspection equipment [2] - The consumer goods replacement policy will concentrate resources on key consumer products with strong driving effects, continuing subsidies for vehicle scrappage and replacement, and expanding the scope of subsidies for digital and smart products [3] Group 3 - The subsidy standards for equipment updates will be adjusted, with differentiated subsidies based on the number of floors for old residential elevator updates and prioritizing electric trucks in the scrappage subsidy for old operational trucks [4] - For consumer goods replacement, the subsidy for vehicles will be adjusted to a percentage of the vehicle price while maintaining the upper limit, and the subsidy for home appliances will focus on energy-efficient products with a maximum subsidy of 1,500 yuan per item [5] Group 4 - The implementation mechanism will be optimized by lowering the investment threshold for project applications, increasing support for small and medium-sized enterprises, and expanding the policy's reach [6] - The funding distribution will be improved, with strict measures against fraudulent claims and a unified subsidy standard across the nation for various categories of products, ensuring effective policy implementation [7][8]

央视网消息：日前，国家发展改革委、财政部发布《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》，明确2026年"两新"政策的支持范围、补贴标准和工作要求。详情如下： 国家发展改革委、财政部关于2026年实施大规模设备更新和消费品以旧换新政策的通知 为全面贯彻党的二十大和二十届历次全会精神，认真落实中央经济工作会议部署，根据《推动大规模设 备更新和消费品以旧换新行动方案》（国发〔2024〕7号），经国务院同意，现就2026年实施大规模设 备更新和消费品以旧换新政策通知如下。 一、推进大规模设备更新 （一）支持设备更新项目。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。 （二）支持老旧营运货 ...

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have announced a policy to implement large-scale equipment updates and a trade-in program for consumer goods starting in 2026, specifically supporting the renewal of new energy city buses [1] Group 1: Policy Implementation - The policy aims to promote the electrification of urban public transport by supporting the replacement of city buses with new energy vehicles [1] - Continued support will be provided for the renewal of new energy city buses and their power batteries [1] - The subsidy standards will follow the guidelines set in the "2025 New Energy City Bus and Power Battery Renewal Subsidy Implementation Rules" [1]

证券日报网讯12月29日，东方电气（600875）在互动平台回答投资者提问时表示，公司将有效利用国家 大规模设备更新政策机遇，加快重大设备更新。 ...