新浪科技讯 1月1日凌晨消息，1月1日零点，随着新年钟声敲响，2026年国家补贴正式启动。在广州京 东MALL跨年夜活动上，市民吴女士零点刚过即成功下单，成为2026年国补首单消费者。 根据国家发改委消息，2026年1月1日起，对个人消费者购买手机、平板、智能手表手环（单件销售价格 不超过6000元）、智能眼镜，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 补贴至高可达500元。对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。 新浪科技讯 1月1日凌晨消息，1月1日零点，随着新年钟声敲响，2026年国家补贴正式启动。在广州京 东MALL跨年夜活动上，市民吴女士零点刚过即成功下单，成为2026年国补首单消费者。 根据国家发改委消息，2026年1月1日起，对个人消费者购买手机、平板、智能手表手环（单件销售价格 不超过6000元）、智能眼镜，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 补贴至高可达500元。对个人消费者购买冰箱、洗衣机、 ...

图 读懂 2026国补使用攻略 · 只需三步 轻松领取国补 · 冰箱 / 洗衣机 / 空调 手机 / 平板 智能手表手环 / 智能眼镜 电视 / 电脑 / 热水器 #1单次 500元 #142 1500元 家电及数码和智能品类 单人累计至高可省11000元 ○以京东为例 第一法 进入国补会场 在京东APP搜索"国家补贴",抵达国补主会场 第二步 领域国补资格 选择对应省市,按照页面提示领取国补资格 27 第三步 完成产品达购 在国外会场训培训班 中国语培训室国外文学习与中 此外，京东MALL、京东电器城市旗舰店、京东之家、京东家电专卖店等线下渠道也同步展开国补承接。1 月1日起，消费者可直接前往就近京东门店，咨询国补导购进行国补核销与下单。 在提升国补体验方面，京东可额外为消费者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）。此外，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。 为更好支持国补战略进乡村，京东2025年已投入近300亿元支持国补进乡 ...

Core Viewpoint - The new round of national subsidies for 2026 is officially launched, effective from January 1, allowing consumers to claim subsidies on platforms like Taobao and Tmall, as well as in over ten thousand offline Tmall stores nationwide [1][5]. Group 1: Subsidy Details - The 2026 national subsidy covers ten categories: refrigerators, washing machines, televisions, air conditioners, computers, water heaters, mobile phones, tablets, smartwatches, and smart glasses, with smart glasses being a new addition for this year [4][7]. - The subsidy rate is set at 15%, with a maximum subsidy of 1500 yuan for energy/water-efficient home appliances and a maximum of 500 yuan for digital and smart products priced under 6000 yuan [4][7]. Group 2: Implementation and Promotions - The subsidy program is initially available in provinces such as Guangdong, Zhejiang, Jiangsu, Anhui, Fujian, Inner Mongolia, Jiangxi, Shanghai, Sichuan, Shandong, Hebei, and Chongqing, accessible through the 'National Subsidy' channel on the Taobao app [4][7]. - From January 1 to 3, Tmall will collaborate with brands like Haier, Midea, Huawei, and Siemens to host the "National Subsidy Renewal Season" event, offering additional discounts and vouchers, with household appliances available at up to 50% off [4][7]. - In 2025, over 3000 categories, more than 10,000 brands, and 500,000 products are expected to participate in the national subsidy program, attracting an average of over 150 million daily visits to the subsidy section on Taobao [4][7].

Group 1 - The new round of national subsidies will officially start on January 1, 2026, with consumers able to claim them on Taobao and Tmall [1] - The 2026 national subsidy covers ten categories, including refrigerators, washing machines, televisions, air conditioners, computers, water heaters, mobile phones, tablets, smartwatches, and smart glasses, with smart glasses being a new addition [1] - The subsidy rate is set at 15%, with a maximum subsidy of 1500 yuan for energy/water-efficient appliances and 500 yuan for digital and smart products priced under 6000 yuan [1] Group 2 - Provinces such as Guangdong, Zhejiang, Jiangsu, and others have already launched the national subsidy on Taobao and Tmall, allowing consumers to access it through the app [4] - Tmall is fully supporting the 2026 national subsidy both online and offline, with over 10,000 physical stores participating [4] - From January 1 to 3, Tmall will collaborate with brands like Haier, Midea, Huawei, and Siemens to offer additional discounts, with consumers able to receive up to 950 yuan in consumption vouchers on top of the national subsidy [4]

Core Viewpoint - A new round of national subsidies has been officially launched, effective from January 1, 2026, covering ten categories of products including refrigerators, washing machines, televisions, air conditioners, computers, water heaters, mobile phones, tablets, smartwatches, and smart glasses, with smart glasses being a newly added category [1][4]. Group 1: National Subsidy Details - The national subsidy rate is set at 15%, with a maximum subsidy of 1500 yuan for energy-efficient appliances and 500 yuan for digital and smart products priced under 6000 yuan [1]. - The subsidy program is available on platforms like Taobao and Tmall, with over 10,000 offline Tmall stores nationwide participating [4]. Group 2: Promotional Activities - From January 1 to 3, Tmall is collaborating with brands like Haier, Midea, Huawei, and Siemens to host a "National Subsidy Renewal Season" event, offering additional discounts of up to 90% and extra consumption vouchers worth 950 yuan [4]. - The promotion allows consumers to purchase home appliances at prices as low as 50% after applying the national subsidy and additional discounts [8]. Group 3: Product Pricing and Discounts - Specific products and their original and discounted prices include: - Gree air conditioner originally priced at 4799 yuan, discounted to 4.1 times lower after subsidies [8]. - Haier refrigerator originally priced at 11999 yuan, available at 50% off after discounts [8]. - Vivo X300 Pro originally priced at 5299 yuan, with a subsidy saving of 500 yuan [8]. - Thunderbird smart glasses Air 4 Pro originally priced at 1888 yuan, eligible for additional discounts [8]. Group 4: Market Reach and Consumer Engagement - By 2025, over 3000 product categories and more than 10,000 brands will be available under the national subsidy program on Taobao and Tmall, attracting an average of over 150 million daily visits to the subsidy section [8].

积极响应国补以旧换新增量政策，给消费者更大力度让利，1月1日至3日，天猫联合海尔、美的、华 为、西门子等上千个品牌，举办"国补焕新季"活动，超级立减9折起，在国家补贴基础上，消费者额外 可领950元国补焕新季消费券，多重优惠叠加，家电低至5折。 2026年第一个好消息来了，新一轮的国家补贴正式开启，1月1日起，上淘宝天猫领取马上可用。同时， 线下天猫优品全国超万家门店全面承接2026年国补。 最新政策显示，2026年国补覆盖品类为：冰箱、洗衣机、电视、空调、电脑、热水器、手机、平板、智 能手表手环、智能眼镜10大品类；其中，智能眼镜为2026年国补新增品类。国补力度上，统一调整为补 贴15%，一级能效/水效家电补贴上限1500元，数码和智能产品（单件销售价格不超过6000元）补贴上 限500元。 目前，广东、浙江、江苏、安徽、福建、内蒙古、江西、上海、四川、山东、河北、重庆等省市国补率 先上线淘宝天猫，消费者在淘宝首页「国补」频道或者搜索「国家补贴」即可领用。天猫线上线下全面 承接2026年国补，线下天猫优品全国超万家门店也支持领用国家补贴。 据悉，2025年超3000多个品类，1万多个品牌，50万款商品，在 ...

Core Viewpoint - The National Development and Reform Commission has officially announced a policy for large-scale equipment updates and consumer goods replacement starting in 2026, with specific support areas, subsidy standards, and work requirements outlined [1]. Group 1: Subsidy Details - Starting January 1, consumers can receive subsidies up to 1,500 yuan for purchasing specified home appliances such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters on JD.com [1]. - For mobile devices including smartphones, tablets, smartwatches, and smart glasses, consumers can receive subsidies up to 500 yuan per item [1]. - A single consumer can save up to 11,000 yuan cumulatively through these subsidies [1]. Group 2: Implementation and Support - JD.com will fully implement the national subsidy program both online and offline, with nearly 30,000 physical stores prepared to support the initiative [1]. - To further boost consumption in rural areas, JD.com plans to invest nearly 30 billion yuan by 2025 for product subsidies, marketing promotions, logistics fulfillment, and service capability development [1]. Group 3: Enhanced Consumer Experience - JD.com offers additional old appliance recycling subsidies and integrated services including free pickup, disassembly, and transportation of old machines, with no restrictions on the purchase channel, brand, age, or condition of the old appliances [2]. - The company ensures fund safety through a fully digitalized process, allowing for compliance and traceability, while continuously optimizing measures to prevent fraud and ensure subsidies reach consumers safely [2].

Core Insights - The National Development and Reform Commission has officially announced the implementation of a large-scale equipment update and consumer goods replacement policy starting in 2026, detailing the support scope, subsidy standards, and work requirements [1] Group 1: Policy Implementation - Starting January 1, 2026, JD.com will fully implement national subsidies for consumers purchasing designated products such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, with a maximum subsidy of 1,500 yuan per item [1] - Consumers can save up to 11,000 yuan cumulatively through these subsidies [1] - JD.com has prepared nearly 30,000 offline stores to support the subsidy rollout, ensuring accessibility for consumers [1] Group 2: Support for Rural Areas - To enhance the implementation of the replacement policy and boost rural consumption, JD.com plans to invest nearly 30 billion yuan by 2025 in subsidies, marketing, logistics, and service capacity for rural areas [2] - JD.com will provide additional recycling subsidies for old appliances and integrated services including free pickup, disassembly, and transportation [2] - The company aims to ensure a seamless experience for consumers by offering home delivery and activation services for digital products [2] Group 3: Financial Security and Consumer Confidence - JD.com employs a fully digital approach to ensure compliance and traceability of funds, enhancing the security of subsidies [2] - The company has developed specific risk control strategies for each region to prevent fraud and ensure that subsidies reach consumers safely [2] - The collaboration between policy and market is expected to enhance consumer satisfaction and boost market confidence [2]

12月10日至11日举行的中央经济工作会议确定明年坚持内需主导，优化"两新"（大规模设备更新、消费 品以旧换新）政策实施。"可以明确的是明年肯定还有国补。"一位家电业资深人士11日晚向第一财经记 者表示，但国家补贴如何优化尚不清楚。 在接受记者采访时，有家电经销商表示，期待明年的国家补 贴政策落地时，能够进一步优化资金兑付流程，减轻线下经销商的垫资压力。 有一位空调零售商提 到，今年国补出现过黄牛党利用科技手段抢券、转手卖给网店谋利的情况。希望国补实施加强发券管 理，杜绝黄牛党的恶意抢券转让，消费者必须是本人领券、本人购买。 还有县级零售商表示，建议政 策实施平稳、连贯，让线上线下渠道公平竞争。一位家电企业相关人士也对记者表示，希望政策持续激 活线下经济活力。 （第一财经） ...

一、 订单呈环比下滑趋势 自 10 月中下旬起，订单开始下滑。剔除 10 月底的短期抢购订单后，11 月市场形势进一 步小幅走弱 —— 这一方面因国家补贴额度耗尽，另一方面消费者进入 "观望模式"。 尽管多家车企宣布，若消费者订单无法在 2025 年内交付，将为部分车型承担额外购置 税，但消费者似乎仍在等待国家补贴，因此该举措的积极影响有限。 目前整个市场的新车发布阶段已结束，2025 年剩余时间内预计无更多需求催化剂。 上周各品牌订单情况如下： 比亚迪周订单不足 7 万辆； 吉利银河品牌周订单不足 3 万辆； 零跑汽车周订单超 1 万辆，主要受 Lafa 5 车型上市推动，若剔除该新车因素，其周订单 同样呈环比下滑趋势； ...