黄先生打算在十一假期置换旧车，但他惊讶地发现，汽车以旧换新补贴马上就没有了。而此前一直被各种购车 补贴信息"轰炸"的张女士，也计划趁国庆长假下手，但随着各地"补贴暂停"的新闻铺天盖地而来，她开始陷入 迷茫：难道国家不再支持汽车以旧换新了？ 事实上，无论是国庆黄金周，还是第三季度以来，全国多地汽车"以旧换新"补贴政策，按下"暂停键"，均为各 地政府为确保全年的补贴资金能够平稳、有序地使用，实施的一种灵活调控方案，并不代表支持力度有所减 弱。 节前多地暂停汽车以旧换新补贴 近几天，全国多地的汽车"置换更新"补贴纷纷进入倒计时。其中，江苏省宣布2025年9月28日24:00暂停置换更 新补贴，浙江省宁波市宣布汽车"置换更新"补贴将于2025年10月11日结束。此前，广西壮族自治区已于2025年9 月23日24:00暂停"置换更新"补贴。更早之前，湖北省武汉市、襄阳市已经宣布于2025年8月19日24:00暂停"置换 更新"补贴。还有青海、贵州、内蒙古等地也于2025年8月暂停"置换更新"补贴。 "9月30日也是广州市汽车置换更新补贴截止申请的最后期限。"广东省汽车流通协会会长严斐告诉湾财社记者。 8月29日，广州市 ...

黄先生打算在十一假期置换旧车，但他惊讶地发现，汽车以旧换新补贴马上就没有了。而此前一直被各种购车补贴信息"轰炸"的张女士，也计划趁国庆长假 下手，但随着各地"补贴暂停"的新闻铺天盖地而来，她开始陷入迷茫：难道国家不再支持汽车以旧换新了？ 事实上，无论是国庆黄金周，还是第三季度以来，全国多地汽车"以旧换新"补贴政策，按下"暂停键"，均为各地政府为确保全年的补贴资金能够平稳、有序 地使用，实施的一种灵活调控方案，并不代表支持力度有所减弱。 节前多地暂停汽车以旧换新补贴 近几天，全国多地的汽车"置换更新"补贴纷纷进入倒计时。其中，江苏省宣布2025年9月28日24:00暂停置换更新补贴，浙江省宁波市宣布汽车"置换更新"补 贴将于2025年10月11日结束。此前，广西壮族自治区已于2025年9月23日24:00暂停"置换更新"补贴。更早之前，湖北省武汉市、襄阳市已经宣布于2025年8 月19日24:00暂停"置换更新"补贴。还有青海、贵州、内蒙古等地也于2025年8月暂停"置换更新"补贴。 "9月30日也是广州市汽车置换更新补贴截止申请的最后期限。"广东省汽车流通协会会长严斐告诉湾财社记者。 8月29日，广州市商务局 ...

Core Viewpoint - The Jinan Municipal Bureau of Commerce has announced updates to the "old-for-new" automobile subsidy program, implementing a new appointment qualification system starting September 16, 2025, which will affect how consumers apply for subsidies [1][5]. Group 1: Appointment Qualification Conditions - The number of qualification vouchers will be dynamically adjusted based on fund usage, with appointments available on a first-come, first-served basis. The first appointment period starts on September 16, 2025, at 10 AM, with subsequent appointments every Tuesday at the same time [2]. - Applicants must select the type of subsidy when making an appointment, which includes categories for both new energy and fuel vehicles, with specific subsidy limits based on the price of the new vehicle [2]. Group 2: Qualification Voucher Validity and Usage Requirements - Qualification vouchers are valid for 10 calendar days, including the day of appointment. If a voucher expires, it can be reissued, but applicants cannot receive multiple vouchers within 10 days [3]. - During the validity period, applicants must upload the qualification voucher as supplementary material to the relevant platforms, ensuring that the type of subsidy applied matches the voucher type [3]. Group 3: Transition from Old to New Policies - Applications submitted before September 9, 2025, do not require a new appointment. However, any new applications submitted after September 10, 2025, must first secure a qualification voucher [5]. - The application materials, subsidy standards, and application processes will follow the guidelines set forth in the official notices from the Jinan Municipal Bureau of Commerce and other departments [5].

Core Viewpoint - The recent adjustments in the automobile replacement subsidy policies in Wuhan and other regions indicate a trend towards tightening these incentives, which may impact consumer purchasing behavior and overall market activity in the automotive sector [1][2][3]. Group 1: Policy Changes - Wuhan's automobile replacement policy was initially set to be suspended on August 19, 2025, but the announcement was seemingly retracted, leading to confusion among consumers and dealers [1]. - Other regions, including Qinghai, Guizhou, and Inner Mongolia, have already suspended their automobile replacement subsidies, while cities like Zhengzhou and Luoyang have also halted the processing of these applications [2]. - In Shaanxi, although the replacement policy remains active, the application process has been modified to require qualification before subsidy claims, indicating a tightening of access to these benefits [2]. Group 2: Market Impact - The automobile replacement subsidy has significantly stimulated market activity, with 4.12 million applications submitted by May 31, 2023, and a notable increase in applications in May compared to April [3]. - The suspension of subsidies is expected to lead to a decline in consumer purchasing, particularly among budget-conscious buyers, which could exacerbate market stagnation and affect sales performance in the automotive sector [3]. - In July, the overall activity in the automotive market decreased, with production and sales figures showing a decline compared to previous months [3]. Group 3: Alternative Stimulus Measures - The government is implementing alternative consumer stimulus measures, such as fiscal subsidies for personal consumption loans, which aim to support consumer spending in the automotive sector [4][5]. - Additional funding for automobile replacement subsidies has been announced in places like Chongqing, indicating a continued effort to stimulate the market despite the tightening of existing policies [5]. - The automotive industry is expected to benefit from these new measures, which are designed to enhance consumer demand and improve overall market conditions [5].

Core Insights - The automotive trade-in subsidy policy in Wuhan was initially set to be suspended on August 19, 2025, but the announcement was seemingly retracted shortly after, leading to confusion among consumers and dealerships [1][2] - Many consumers are rushing to take advantage of the subsidy before any potential end to the program, as seen in increased foot traffic at dealerships [2] - Various regions, including Inner Mongolia and Zhengzhou, have already suspended their trade-in subsidy programs, while others like Shaanxi have modified the application process [2][3] Group 1: Policy Changes - Wuhan's automotive trade-in subsidy policy was announced to be suspended but later appeared to be extended until the end of August [1] - Other regions have halted their trade-in subsidies, with Inner Mongolia suspending both trade-in and scrapping policies [2] - Shaanxi has changed its subsidy application process to a more restrictive model, requiring qualification before subsidy claims [2] Group 2: Market Impact - The trade-in subsidy has significantly boosted car sales, with 412 million applications by May 31, and a 13% increase in applications from April to May [3] - The suspension of subsidies may lead to a decline in consumer purchasing, particularly affecting budget-conscious buyers [3] - Overall car market activity has decreased, with July showing a 7.3% drop in production and a 10.7% drop in sales compared to the previous month [3] Group 3: Alternative Measures - The government is introducing personal consumption loan subsidies to replace the trade-in policy, potentially lowering effective interest rates for car loans [3] - Chongqing has increased its trade-in subsidy budget by 300 million yuan for the third quarter of 2025, indicating ongoing support for the automotive sector [4] - The push for consumption policies aims to stimulate demand and improve the automotive industry's performance compared to other consumer goods [4]

Core Insights - The automotive replacement subsidy policy in Wuhan was initially set to be suspended on August 19, 2025, but the announcement was seemingly retracted the following day, leading to confusion among consumers and dealers [1][2] - Many consumers are rushing to take advantage of the subsidy before any potential changes, indicating a heightened demand for vehicles in the short term [1][2] - Other regions, including Inner Mongolia and Zhengzhou, have already suspended their automotive replacement subsidy programs, while some areas have adjusted the application process for these subsidies [3][4] Group 1: Policy Changes - Wuhan's automotive replacement subsidy policy was announced to be suspended but was later retracted, causing uncertainty about its future [1] - Other provinces have either suspended or adjusted their automotive replacement subsidy policies, indicating a trend of tightening subsidy availability [3][4] - The adjustment in subsidy application processes in places like Shaanxi has made it more challenging for consumers to access these benefits [3] Group 2: Market Impact - The automotive replacement subsidy has significantly boosted vehicle sales, with 412 million applications recorded by May 31, and a notable increase in applications in May compared to April [4] - The overall automotive market has seen a decline in activity since July, with production and sales figures dropping significantly [5] - The suspension of subsidies may lead to a delay in purchasing decisions among budget-conscious consumers, potentially impacting overall vehicle sales [4] Group 3: Alternative Measures - New policies, such as personal consumption loan subsidies, are being introduced to stimulate consumer spending in the automotive sector [7] - Some regions, like Chongqing, are increasing their automotive replacement subsidy budgets, indicating a continued effort to support the automotive market despite broader policy changes [7]

8月17日，湖北省武汉市、襄阳市发布了关于调整2025年汽车以旧换新政策的公告，汽车置换更新政策 自2025年8月19日24时起暂停实施，8月19日前购车的消费者需在8月31日前完成登记并提交申请。此 外，汽车报废更新政策将继续实施。 近期，全国多个地方调整了汽车以旧换新政策。 一些地区调整了汽车置换更新补贴政策的申领方式，河北、云南等地区推出了汽车补贴限量"抢券"模 式。 在中国汽车工业协会专务副秘书长许海东看来，上半年汽车以旧换新补贴申领进度超预期，由于年初就 确定了全年3000亿的补贴资金支持，因此下半年各地开始调控补贴发放进度。 此外，今年1月17日，商务部等8部门出台《关于做好2025年汽车以旧换新工作的通知》，明确报废更新 和置换更新补贴标准、补贴方式等明细内容。随后，全国各地政府积极响应，纷纷推出具体措施。部分 地区还放开了牌照所属区域的限制，将汽车置换更新补贴范围扩大至外牌旧车。目前，已有地区对这一 政策进行了调整。例如，鄂尔多斯市自2025年8月9日 0:00起（以新车发票开具时间为准），对于申请 2025年各级汽车消费补贴（含汽车报废更新和置换更新补贴）均要求在鄂尔多斯本地进行首次注册登记 ...

与"国补"暂停并行的是，多地政府又重启了"国补"。8月18日，湖北省武汉市商务局官网将上述暂停"国 补"的公告撤回了。 近期，甘肃、广西、重庆汽车置换更新补贴政策也已经重启，普遍采用"先领先得"机制，并对资金额度 进行规划。例如，8月15日，根据重庆市商务委员会消息，为持续发挥政策激励作用，重庆追加安排3亿 元预算资金用于2025年三季度汽车置换更新补贴，并采取分月投放方式执行，8月安排2亿元、9月安排1 亿元预算额度，实行"总额控制、先报先得、用完即止"的申报原则。 一些地区调整了汽车置换更新补贴政策的申领方式，河北、云南等地区推出了汽车补贴限量"抢券"模 式。 地方暂停或重启"国补"，根源在国债资金？ 近期，全国多个地方调整了汽车以旧换新政策。 8月17日，湖北省武汉市、襄阳市发布了关于调整2025年汽车以旧换新政策的公告，汽车置换更新政策 自2025年8月19日24时起暂停实施，8月19日前购车的消费者需在8月31日前完成登记并提交申请。此 外，汽车报废更新政策将继续实施。 进入8月份，青海省、贵州省、内蒙古自治区多地暂停了汽车置换更新补贴。其中，内蒙古自治区内部 分地方政府不仅暂停了汽车置换更新补贴， ...

Core Insights - The report indicates that over 70% of consumers believe that subsidies will enhance their willingness to purchase vehicles [1][3] - Consumers prefer lower threshold subsidies, with "buy car and receive subsidy" being the most favored method [1][2] - The demand for vehicle upgrades is stronger among replacement consumers, who tend to favor mid to high-end models priced above 100,000 yuan [1][2] Group 1: Consumer Preferences - The preference for new car subsidies is evident, with a significant increase in the scale of vehicle replacements compared to scrappage updates [1] - Replacement consumers show a strong inclination towards mid to high-end vehicles, with over 50% preferring models priced between 200,000 and 500,000 yuan [1][2] - The trend towards larger and more intelligent vehicles is supported by local replacement policies that offer differentiated subsidies based on new car prices [2] Group 2: Market Dynamics - The implementation of the old-for-new policy has led to a significant increase in the total volume of passenger car replacements, reaching 2.793 million units in the first quarter, a year-on-year increase of 1.002 million units [3] - The penetration rate of new energy vehicles reached 51.5% in the first quarter of 2025, a nearly 10 percentage point increase year-on-year, driven by the old-for-new policy [3] - The policy has accelerated the concentration of market share among leading automakers and boosted the share of domestic brands, effectively meeting the preferences of price-sensitive consumers [2]

Core Viewpoint - The recent suspension of the "national subsidy" program for home appliances in several regions has raised concerns about the early termination of subsidies, but the official response confirms that the nationwide deadline remains December 31, 2025, with local suspensions being temporary adjustments [1][6]. Group 1: Reasons for Suspension - The suspension in various regions is attributed to the exhaustion of subsidy funds and system upgrades [2][4]. - In Chongqing, the first round of 1.2 billion yuan in home appliance subsidies was exhausted by early June, leading to a pause in online applications [2]. - Other regions, such as Gansu and Guangdong, have also reported similar suspensions due to fund depletion and system management [3][5]. Group 2: Key Policy Content - The national subsidy policy covers three main areas: 1. **Automobile Trade-in**: Subsidies of 20,000 yuan for purchasing new energy vehicles and 15,000 yuan for fuel vehicles when trading in older models [7]. 2. **Home Appliance and Digital Subsidies**: Expanded categories for subsidies include microwaves and water purifiers, with a maximum subsidy of 2,000 yuan for energy-efficient appliances [9][10]. 3. **Public Equipment Updates**: Subsidies for replacing old public transport vehicles and agricultural machinery, with significant increases in subsidy amounts [11][12]. Group 3: Consumer Action Guide - Consumers are advised to secure their eligibility for subsidies promptly, as funds are being rapidly depleted [13]. - Online applications for home appliance and digital product subsidies can be made through the JD APP with specific search terms [14]. - It is crucial to rely on official channels to avoid misinformation regarding subsidy availability [15]. Group 4: Important Reminders - The Ministry of Finance has confirmed that the national subsidy program will end on December 31, 2025, but local funds may run out earlier, necessitating prompt action from consumers [18]. - The current subsidy pool has already consumed over 70% of its funds, with high-value items seeing the fastest depletion [18]. - The second batch of funds is being expedited, with 81 billion yuan already allocated to support local policy transitions [19].