Core Viewpoint - Beijing has officially released the "Beijing 2026 Automobile Trade-in Subsidy Implementation Plan," which will implement two types of subsidies: "scrapping and updating" and "trading and updating" for consumers [1]. Group 1: Subsidy Details - The scrapping update subsidy offers 12% of the new car sales price (up to 20,000 yuan) for purchasing new energy vehicles and 10% (up to 15,000 yuan) for 2.0-liter or smaller fuel vehicles [1][6]. - The trading update subsidy provides 8% of the new energy vehicle sales price (up to 15,000 yuan) for consumers who sell their old cars [1][10]. Group 2: Application Process - The application system for the subsidies will open on February 9, 2026, at 10:00 AM, and will close on November 30, 2026, or when the annual subsidy funds are exhausted [2][12]. - Consumers can apply for the scrapping update subsidy through the national automobile circulation information management system or the "Automobile Trade-in" mini-program [1][14]. Group 3: Eligibility Criteria - Consumers must have the relevant documents dated from January 1, 2026, and the old car must be registered in their name before January 8, 2025 [2][7]. - Each consumer is limited to one subsidy for either the scrapping update or the trading update in 2026 [2][4]. Group 4: Additional Requirements - The new energy vehicles must be included in the Ministry of Industry and Information Technology's directory for tax exemption [2][5]. - The invoices and registration for the new car must be issued or processed within Beijing [2][13].

新京报讯(记者陈琳)北京市汽车以旧换新补贴政策正式落地，将于2月9日开放申报，为符合条件的购车 消费者提供最高2万元补贴支持。 2月5日，北京市正式发布《北京市2026年汽车以旧换新补贴实施方案》，本次补贴主要分为"报废更 新"和"置换更新"两类。报废更新即"报废旧车、购买新车"，对购买新能源乘用车的消费者，将按新车 售价12%给予补贴，最高不超过2万元；购买2.0升及以下排量燃油乘用车的，按售价10%补贴，最高1.5 万元。置换更新即"售卖旧车、购买新车"，购买新能源车的消费者可按新车售价8%申领补贴，最高1.5 万元。 北京市汽车以旧换新补贴自2026年2月9日10时开放申报系统。申领报废更新补贴的消费者，可登录全国 汽车流通信息管理系统网站或"汽车以旧换新"小程序(全国汽车以旧换新平台)，进入"汽车报废更新补贴 申请入口"，线上提交补贴申请。申领置换更新补贴的消费者，可通过"北京市汽车以旧换新补贴系 统"电脑端网页、"绿交车辆"小程序或"京通"移动端北京市消费品以旧换新专区线上提交申请。 记者从北京市商务局了解到，2026年汽车以旧换新政策有五方面需要提醒消费者关注。报废或转让旧 车、购置新车有关材料应 ...

展会地点：青岛国际会展中心(崂山馆) 展会时间：4月29日-5月4日 2026第二十五届青岛国际车展将于4月29日-5月4日在青岛国际会展中心(崂山馆)举办。 始于2002年，青岛国际车展已连续举办二十四届，是山东省规模最大、品牌最全、影响力最广的国际汽车展会，也是山东省唯一获得UFI(国际展览联盟) 国际认证的汽车展会，被誉为"中国五大车展之一"，连续荣获"时尚青岛.时尚会展活动"以及省市级"优秀会展品牌项目"称号。 2026第二十五届青岛国际车展将启用青岛国际会展中心五大室内展厅及部分室外展区，室内展览面积60000平，吸引全球90余家汽车品牌参展，展示车型 近千台。 展会名称：2026第二十五届青岛国际车展 汽车置换更新 2026年，对个人消费者通过售卖方式转让乘用车旧车，并购买符合条件的乘用车新车的，给予一次性补贴。 其中，对换购新能源乘用车的，按新车销售价格的8%给予补贴，补贴金额最高1.5万元； 对换购燃油乘用车的，按新车销售价格的6%给予补贴，补贴金额最高1.3万元。 所转让的旧车和购买的新车，应登记在同一个人消费者名下。 买车就等五一！ 新年伊始，商务部等8部门办公厅联合印发《2026年汽车以 ...

Core Viewpoint - The automotive market in January 2026 showed a trend of year-on-year sales growth but a month-on-month decline, with expectations of further decreases in February due to the impact of the Spring Festival holiday [1][9]. Group 1: Sales Performance - In January 2026, the automotive consumption index dropped to 31.1, significantly lower than the previous month's 97.7, indicating a weakening market [1]. - Retail sales of passenger vehicles from January 1 to January 18 were 679,000 units, a year-on-year decrease of 28% and a month-on-month decrease of 37% [9]. - Wholesale sales from manufacturers reached 740,000 units, reflecting a year-on-year decline of 35% and a month-on-month decline of 30% [9]. Group 2: Policy Impact - The implementation of the "2026 Automobile Trade-in Subsidy Implementation Rules" is expected to stimulate consumer demand, with over 20 provinces and cities already launching specific subsidy plans [2][5]. - The subsidy for consumers trading in old vehicles for new energy vehicles can reach up to 20,000 yuan, while for fuel vehicles with an engine size of 2.0 liters or less, the maximum subsidy is 15,000 yuan [3][5]. - The central and local governments are introducing a series of consumption promotion policies to boost market activity, especially before the traditional sales peak during the Spring Festival [3][7]. Group 3: Market Forecast - The automotive market is projected to achieve a total sales volume of 34.75 million units in 2026, representing a year-on-year growth of 1%, with passenger vehicle sales expected to reach 30.25 million units, a growth of 0.5% [12]. - New energy vehicle sales are forecasted to reach 19 million units, reflecting a significant year-on-year growth of 15.2% [12]. - The market is anticipated to enter a phase of adjustment in February 2026 due to various factors, including the adjustment of the new energy vehicle purchase tax and consumer expectations for post-holiday promotions [9][11].

（来源：天津日报） 转自：天津日报 本报讯（记者 马晓冬）昨日，市商务局发布《2026年天津市汽车以旧换新补贴实施细则》。今年，我 市将按照"先领取资格、再申报补贴"的方式开展汽车报废更新和置换更新补贴活动。2月至12月期间， 汽车以旧换新资格券将在每月1日13时按期投放，先到先得。 针对"报废旧车、买新车"的情况，个人消费者报废2013年6月30日前注册登记的汽油乘用车、2015年6月 30日前注册登记的柴油及其他燃料乘用车，或2019年12月31日前注册登记的新能源乘用车，并购买纳入 工业和信息化部《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升及以下排量的燃油 乘用车，可享一次性补贴。其中，购买新能源乘用车的，按新车销售价格（价税合计，下同）的12%给 予补贴，补贴金额（向上取整至整元，下同）最高2万元；购买燃油乘用车的，按新车销售价格的10% 给予补贴，补贴金额最高1.5万元。对报废新能源乘用车并购买燃油乘用车的，不给予补贴。 针对"卖旧车、买新车"的情况，个人消费者向二手车经销企业出售并转让2025年1月8日前登记在本人名 下的乘用车，并购买纳入工业和信息化部《减免车辆购置税的新能源汽 ...

齐鲁晚报·齐鲁壹点 李梦瑶 1月28日，济南市商务局发布《关于2026年济南市汽车以旧换新补贴公证摇号活动的公告》。记者了解 到，今年，在济南汽车以旧换新补贴将采用在全年定期报名、分时段摇号，中签后再进行补贴申请的方 式。报名具体时间将在"商务济南"官方公众号报名系统中公布。中签资格有效期为20个自然日（如遇春 节、劳动节、国庆节假期，有效期顺延），摇号中签的个人消费者因各种原因作废的，在2026年度汽车 以旧换新活动期间只可再申请一次报名。 另根据《2026年济南市汽车报废更新补贴实施细则》与《2026年济南市汽车置换更新补贴实施细则》， 自2026年1月1日至2026年12月31日期间，个人消费者在济南购买新车并按规定处置旧车，最高可获得2 万元一次性补贴。 详情如下： 关于2026年济南市汽车以旧换新补贴公证摇号活动的公告 按照《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》（发改环 资〔2025〕1745号）《商务部等8部门办公厅关于印发〈2026年汽车以旧换新补贴实施细则〉的通知》 （商办消费函〔2025〕467号）《山东省商务厅等10部门关于印发〈2026年山东省 ...

活动将按照"先领补贴资格、再报废（售卖方式转让）旧车和买新车"模式实施，消费者通过云闪付 App申领资格后，可灵活安排旧车报废（转让）与新车购买顺序。每位消费者最多申领4次资格，全国 范围内仅能享受一次补贴（报废或置换二选一）。补贴发放前，新车需登记在申请人名下，旧车不得转 回申请人名下。（许丹婷） 此次活动政策有三大核心要点。一是实行全国统一比例补贴，新能源乘用车补贴12%（最高2万 元），燃油乘用车补贴10%（最高1.5万元），兼顾公平性与消费结构优化。二是旧车补贴范围在2025 年政策范围基础上延扩1年，汽油乘用车、柴油及其他燃料乘用车、新能源乘用车旧车界定时间分别延 至2013年、2015年、2019年6月30日前，旧车需于2025年1月8日前登记在申请人名下。三是规范证件时 效与地域，相关发票、证明等需2026年1月1日后在广西区内开具或办理，回收证明需由资质企业开具。 1月26日，广西汽车以旧换新补贴活动正式上线，桂林市、贵港市通过云闪付App率先开放补贴申 领。当日下午，两地各产生一笔汽车置换补贴申请，成为2026年广西汽车以旧换新"国补"首单。 ...

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core View of the Report - The report believes that lithium carbonate will operate strongly at a high level, and attention should be focused on cost and marginal changes in supply and demand [2][4] Group 3: Summary According to Related Catalogs Lithium Carbonate Futures and Spot Market - Last week, the main contract of lithium carbonate futures closed at 181,520 yuan/ton. The net short position of the main funds continued, the long - short ratio decreased month - on - month, and the warehouse receipts decreased slightly by 730 tons to 28,156 tons. The average price of SMM electric carbon was 171,000 yuan/ton. The trading market was active last week. In the spot market, upstream producers were more willing to sell, with some still holding back supply. Downstream buyers had a mix of inventory building and waiting, and scattered purchases slowed down after the price increase. Overall, transactions were mainly based on demand [2] Supply and Demand Fundamentals - **Supply side**: Last week, the raw material market showed a differentiated trend. Overseas lithium spodumene remained stable with a slight increase, while domestic spot lithium ore prices generally declined. The total weekly operating rate of SMM lithium carbonate was 50.99% (- 1.7%), and the operating rate of each process route decreased month - on - month due to maintenance plans. The total output was 22,217 tons (- 388 tons), with a slight decrease in supply [3] - **Demand side**: There was a significant structural differentiation. Last week, the output of SMM lithium iron phosphate and ternary materials decreased slightly month - on - month, and inventories were reduced. The output of SMM power cells decreased slightly. As of January 18, the penetration rate of new energy vehicle sales increased to 55.6%, and the production schedule of energy - storage cells increased slightly to support demand [3] - **Inventory**: Last week, the social inventory of the four - place sample of SMM increased by 2% (+ 860 tons) month - on - month, the sample weekly inventory decreased slightly by 0.7% (- 783 tons) month - on - month, and the total inventory days were 27.8 days. The inventory days of the upstream and downstream increased to 5.1 days and 9.6 days respectively, and the inventory days of other links decreased to 13.1 days, showing a significant differentiation in the inventory structure [3] Macro - policy Level - **Demand side**: Multiple incentives such as subsidies for car trade - ins and battery export tax rebates stimulate terminal consumption and improve macro - liquidity - **Supply side**: On January 15, the National Development and Reform Commission proposed to introduce management measures for the comprehensive utilization of new energy vehicle power batteries, which will improve the recycling threshold and eliminate backward production capacity, optimize the domestic supply structure in the long term, and raise the cost support center - **Industrial planning**: The industrial plan for Qinghai Salt Lake, the key points of the "15th Five - Year Plan" for energy storage, and a series of deployments at the Central Economic Work Conference have formed synergistic benefits to support long - term supply - demand balance. The central bank's structural interest rate cut indirectly strengthens the long - term macro - positive atmosphere [4]

（来源：黑龙江新闻网） 转自：黑龙江新闻网 近日，黑龙江省商务厅等8部门正式发布《2026年黑龙江省汽车以旧换新补贴实施细则》，旨在促进汽 车消费升级与绿色低碳转型。该细则明确了对个人消费者参与汽车以旧换新的具体条件、补贴标准及申 请流程。 对于置换更新，个人消费者转让（售卖）名下旧乘用车并购买上述符合条件的新车，可申请补贴。购买 新能源车按新车销售价格的8%补贴，最高1.5万元；购买燃油车按6%补贴，最高1.3万元。申请通过"云 闪付"APP平台提交。 两类补贴均要求旧车在2025年1月8日前登记在申请人名下，且旧车所有人与新车所有人须为同一人。申 请截止日期为2026年12月31日，相关证明文件需在2026年1月1日后取得。新车《机动车销售统一发票》 及《机动车登记证书》须在黑龙江省内开具或办理。 补贴资金由中央与地方财政共同承担。细则强调将建立健全联合监管机制，严厉打击骗补、虚开发票等 违法行为，并明确不得指定旧车交售企业，确保市场公平。每位消费者在2026年内仅能享受一次报废更 新或一次置换更新补贴。该细则自印发之日起施行。 记者：付宇 根据细则，政策提供"汽车报废更新"与"汽车置换更新"两类补贴。对 ...

Report Industry Investment Rating - Not provided Core View of the Report - The lithium carbonate market is expected to operate in a volatile and upward - trending manner, with a focus on cost and marginal changes in supply and demand [3] Summary by Relevant Catalogs Market Performance - The main contract of lithium carbonate futures fluctuated within a range and closed at 168,780 yuan/ton. The net short position of the main funds continued, the long - short ratio decreased month - on - month, and the warehouse receipts increased slightly by 230 tons to 28,886 tons. The average price of SMM electric carbon was 164,500 yuan/ton [1] Supply - side Situation - Last week, raw material prices increased by over 17% month - on - month, strengthening cost support. This week, the total weekly operating rate of SMM lithium carbonate was 50.99% (-1.7%), and the operating rates of various process routes decreased month - on - month due to maintenance plans. The total production of SMM was 22,217 tons (-388 tons), with a slight decrease in supply [2] Demand - side Situation - There was a significant structural differentiation on the demand side. Last week, the production of SMM iron - lithium and ternary materials decreased slightly month - on - month, and inventory was destocked. The production of SMM power cells decreased slightly. As of January 18, the penetration rate of SMM new - energy vehicle sales rose to 55.6%, and the production schedule of energy - storage cells increased slightly to support demand [2] Inventory Situation - The sample social inventory in four regions of SMM increased by 3.1% (+1,290 tons) month - on - month, the sample weekly inventory was destocked again, decreasing slightly by 0.7% (-783 tons) month - on - month. The total inventory days were 27.8 days, with the upstream and downstream inventory days increasing to 5.1 days and 9.6 days respectively, and the inventory days in other links decreasing to 13.1 days. The inventory structure showed significant differentiation [2] Macro - policy Situation - On the demand side, multiple incentives such as subsidies for car trade - ins and battery export tax rebates stimulate terminal consumption and improve macro - liquidity. On the supply side, on January 15, the National Development and Reform Commission proposed to introduce management measures for the comprehensive utilization of new - energy vehicle power batteries, which will optimize the domestic supply structure and raise the cost support center in the long term. Industrial plans such as the Qinghai Salt Lake Industry Plan, the key points of the "15th Five - Year" plan for energy storage, and a series of deployments in the Central Economic Work Conference form synergistic benefits to support long - term supply - demand balance. The central bank's structural interest rate cuts indirectly strengthen the long - term macro - positive atmosphere [3]