本报记者 刘萌 会议指出，2025年以来，商务部会同各地区各相关部门，突出政治引领，强化部门协同，数智赋能持续优化工作流程，多 渠道开展政策宣传解读，全过程抓好风险防范，推动消费品以旧换新政策取得多重成效，有效促进消费持续扩大、产业绿色转 型、资源循环利用和人民群众生活品质提升。 会议强调，中央经济工作会议要求，2026年要优化"两新"政策实施。各地区、各有关部门要切实把思想和行动统一到党中 央、国务院决策部署上来，坚持惠民生与促消费相结合，提质增效实施2026年消费品以旧换新政策。要强化工作统筹，部门协 同、央地联动合力抓好政策落实；要优化实施机制，持续提高补贴审核和兑付效率，推动"高效办成一件事"；要严厉打击骗补 套补，确保补贴资金用到实处、见到实效；要加强政策宣传和活动推广，努力让更多群众了解政策、参与政策、享受政策。 （编辑 张伟） 据商务部12月31日消息，为深入贯彻落实中央经济工作会议决策部署，12月30日，商务部召开2026年全国消费品以旧换新 工作部署电视电话会议，系统总结2025年消费品以旧换新工作，部署优化实施2026年政策。商务部副部长盛秋平出席会议并讲 话。 ...

Core Viewpoint - The article discusses the upcoming "National Subsidy" policy for consumer goods replacement in 2026, highlighting the allocation of funds and changes in subsidy standards and categories [3][4][5]. Group 1: Funding Allocation - The National Development and Reform Commission and the Ministry of Finance have allocated 625 billion yuan for the first batch of subsidies in 2026, which is lower than the 810 billion yuan allocated in 2025 [5]. - The total subsidy amount for 2026 is expected to decrease, with a potential total of 2500 billion yuan for the year, down from 3000 billion yuan in 2025 [5]. - The funding will be distributed quarterly, similar to the previous year, with local governments required to match a portion of the central funding based on a 9:1 principle [4][6]. Group 2: Changes in Subsidy Standards - The 2026 subsidy policy has reduced the categories of traditional household appliances eligible for support from 12 to 6, with a subsidy cap of 1500 yuan and a reduced subsidy rate of 15% [6]. - The automotive subsidy has shifted from a fixed amount to a percentage-based system, tightening eligibility for new vehicles to those with engines of 2.0 liters or less [6]. Group 3: New Initiatives and Local Autonomy - The 2026 policy introduces new categories for subsidies, including smart glasses and smart home products, allowing local governments to set specific subsidy standards and categories [7]. - The focus of the policy is shifting towards improving the efficiency of fiscal funds and guiding key industries, with an emphasis on compliance and reducing fraud in subsidy claims [7][8]. Group 4: Future Directions - There is a suggestion for future policy optimization to include support for service sectors, such as AI software and subscription services, which are currently underrepresented in the subsidy framework [9].

Group 1 - The core viewpoint of the article is the announcement of a new policy by the Ministry of Commerce and six other departments to enhance the quality and efficiency of the consumption goods replacement program by 2026, focusing on key consumer goods such as automobiles, home appliances, digital, and smart products [1][3] Group 2 - The new policy states that in 2026, the central government will continue to allocate long-term special treasury bond funds, with local governments providing matching funds to support the implementation of the consumption goods replacement policy [3] - For automobiles, the "2026 Automobile Replacement Subsidy Implementation Details" specify that the subsidy will continue for scrapping and replacing vehicles, with a unified national subsidy based on a fixed percentage of the new car sales price [3] - Subsidies for scrapping old vehicles include 12% of the new car sales price (up to 20,000 yuan) for purchasing eligible new energy vehicles and 10% (up to 15,000 yuan) for purchasing eligible fuel vehicles [3] - The policy does not provide subsidies for scrapping new energy vehicles in favor of fuel vehicles [3] - For vehicle replacement, subsidies include 8% of the new car sales price (up to 15,000 yuan) for purchasing eligible new energy vehicles and 6% (up to 13,000 yuan) for purchasing eligible fuel vehicles [3] - Local governments are allowed to use matching funds to develop their own incremental subsidy policies, provided they align with the consumption goods replacement policy [3]

Core Viewpoint - The Ministry of Commerce and six other departments have jointly issued a notice to enhance the quality and efficiency of the 2026 consumer goods trade-in policy, emphasizing a unified national approach to subsidies and local autonomy in implementation [1] Group 1: Policy Implementation - The 2026 consumer goods trade-in policy will strengthen nationwide coordination, transitioning from local autonomous subsidy policies to a unified national framework for areas such as automobile replacement [1] - Local governments are encouraged to develop scientific funding plans to ensure balanced and orderly progress in the implementation of the trade-in policy [1] - A collaborative mechanism among departments will be established to ensure the effective and standardized implementation of the policy [1] Group 2: Local Autonomy and Focus Areas - The policy allows local governments more autonomy to formulate and implement subsidy policies within the framework, focusing on smart products as a priority area [1] - This approach aims to stimulate local enthusiasm and expand the effectiveness of the consumer goods trade-in policy [1]

中央财办、国家发展改革委、工业和信息化部、公安部、财政部、税务总局、市场监管总局等单位代表 在主会场参会。各省、自治区、直辖市及新疆生产建设兵团商务、发展改革、财政主管部门负责同志在 分会场参会。 会议指出，2025年以来，商务部会同各地区各相关部门，突出政治引领，强化部门协同，数智赋能持续 优化工作流程，多渠道开展政策宣传解读，全过程抓好风险防范，推动消费品以旧换新政策取得多重成 效，有效促进消费持续扩大、产业绿色转型、资源循环利用和人民群众生活品质提升。 会议强调，中央经济工作会议要求，2026年要优化"两新"政策实施。各地区、各有关部门要切实把思想 和行动统一到党中央、国务院决策部署上来，坚持惠民生与促消费相结合，提质增效实施2026年消费品 以旧换新政策。要强化工作统筹，部门协同、央地联动合力抓好政策落实；要优化实施机制，持续提高 补贴审核和兑付效率，推动"高效办成一件事"；要严厉打击骗补套补，确保补贴资金用到实处、见到实 效；要加强政策宣传和活动推广，努力让更多群众了解政策、参与政策、享受政策。 为深入贯彻落实中央经济工作会议决策部署，12月30日，商务部召开2026年全国消费品以旧换新工作部 署电 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) is optimizing the implementation of the "Two New" policy to enhance domestic demand, employment, and improve people's livelihoods, focusing on equipment updates and support for green, low-carbon, and smart products [1] Group 1: Optimization of Support Scope - The support scope for equipment updates will be expanded to include new subsidies for old residential elevators, equipment updates for elderly care institutions, and updates for fire rescue and inspection equipment [2] - The policy will also enhance support for offline commercial facilities such as shopping centers and large supermarkets, and will focus on key consumer goods with strong demand and impact [2] - The program will continue to implement subsidies for scrapping and replacing cars, as well as for replacing old household appliances, specifically targeting six categories of products [2] Group 2: Optimization of Subsidy Standards - The subsidy for updating old residential elevators will shift from a fixed amount to a tiered system based on the number of floors [3] - In the scrapping and replacing of old operational trucks, priority will be given to electric trucks [3] - The subsidy for household appliances will be adjusted to support energy-efficient products, with a cap of 1,500 yuan per item [3] Group 3: Optimization of Implementation Mechanisms - The project application mechanism and review process will be optimized to lower the investment threshold for small and medium-sized enterprises [3] - The funding distribution method will be improved, and strict measures will be taken against fraudulent claims and illegal practices [3] - A unified subsidy standard will be established nationwide for various categories, including car scrapping and replacing, and household appliances [3]

二是平衡有序实施资金。在国家层面，将继续把握好工作节奏，按季度、分批次下达资金。在地方层 面，将指导地方均衡有序支出补贴资金，做好跨周、跨月、跨季度的平衡衔接。 三是严厉打击违法违规行为，严格资金审核、严格价格管理、严格执法监管，将组织开展专项行动，对 于骗补、套补、先斩后补等违法违规行为，发现一起、查处一起、曝光一起。 来源：证券时报网 12月31日，国家发展改革委召开新闻发布会。会上，国家发展改革委政策研究室副主任李超表示，消费 品以旧换新政策涉及范围广、主体多，在政策执行过程中暴露出不少需要调整和完善的地方。2025年下 半年以来，国家发展改革委会同多部门进行核查整改。 在此基础上，发改委有针对性地完善2026年的政策实施机制。具体分为三方面： 一优化资金分配方式，在原有资金分配标准的基础上，综合考虑前期政策执行情况以及审计发现的问 题，合理确定各个地方的资金分配规模。同时对于拖欠兑付资金比较严重的地区，将通过适当的方式加 大督促和惩戒力度； ...

Core Viewpoint - The National Development and Reform Commission (NDRC) is optimizing the "Two New" policy for 2026, focusing on enhancing domestic demand, employment, and living standards through improved investment strategies in both physical and human resources [1] Group 1: Support Range Optimization - The support range for equipment updates will expand to include new subsidies for old residential elevators, equipment updates in elderly care institutions, and safety equipment such as firefighting and inspection devices [2] - The policy will also enhance support for consumer infrastructure updates, specifically targeting offline commercial facilities like shopping centers and supermarkets [2] - The "trade-in" program for consumer goods will concentrate resources on key products with strong market impact, continuing subsidies for vehicle scrappage and appliance replacement, while expanding digital product subsidies to include smart devices [2] Group 2: Subsidy Standard Optimization - The subsidy for updating old residential elevators will shift from a fixed amount to a tiered system based on the number of floors serviced [3] - In the scrappage program for old commercial trucks, priority will be given to electric vehicle replacements, while the subsidy for cars will be adjusted to a percentage of the vehicle price [3] - The appliance replacement subsidy will focus on energy-efficient products, providing 15% of the product price with a cap of 1,500 yuan per item [3] Group 3: Implementation Mechanism Optimization - The project application and review processes will be streamlined to lower the investment threshold for small and medium-sized enterprises, thereby broadening the policy's reach [3] - The funding distribution method will be improved to prevent fraudulent claims and ensure compliance with national standards for vehicle and appliance subsidies [3] - A unified subsidy standard will be established nationwide for vehicle scrappage, replacement, and appliance trade-in programs [3]

2025.12. 30 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》（下称《通知》），其中明确2026年实施消费品以旧换新，即老百姓口中的"国补"，但对 补贴范围和力度有所调整。 与2025年执行的"国补"政策对比，2026年"国补"范围总体稳定，有增有减。 根据上述《通知》，2026年"国补"主要有四类，即汽车报废、汽车置换、家电和数码、智能产品。 与2025年"国补"相比，少了家装、电动自行车两大类。 当然2026年"国补"上述四大类别中涵盖的具体补贴对象，则有增有减。比如，2025年家电产品"国 补"共有12类，分别是冰箱、洗衣机、电视、空调、电脑、热水器、家用灶具、吸油烟机、微波炉、 净水器、洗碗机、电饭煲。而2026年家电"国补"对象降至6类，即冰箱、洗衣机、电视、空调、电 脑、热水器，且必须是1级能效或水效标准的产品。 这意味着2026年家用灶具、吸油烟机、微波炉、净水器、洗碗机、电饭煲不再被纳入"国补"。 根据《通知》，2026年数码"国补"对象是手机、平板、智能手表手环、智能眼镜等4类产品，相比 2025年新增了一项智能眼镜。另外，《 ...

在补贴标准方面，消费品以旧换新的补贴标准则是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不变。 邹蕴涵进一步介绍，政策从总体考虑到具体的细则都进行了优化升级，也就是要更好地结合市场的内生 动力的需求，以及政策效力，为民生需求解渴，也为刚需提供更多的助力，能够更好地推动明年的消费 平稳向好。 明年"两新"政策在支持范围上进行了优化。消费品以旧换新政策重在提升覆盖人群广、带动效应强的重 点消费品"得补率"，继续支持汽车、家电、数码产品的补贴，并且增加了智能眼镜和智能家居产品（含 适老化家居产品）的购新补贴。 国家信息中心经济预测部宏观经济研究室副主任邹蕴涵介绍，2026年的消费品以旧换新政策重在产品向 新，新增了智能产品的补贴，消费者在购买比如AR眼镜之类的智能化产品时，也可以享受消费品以旧 换新的补贴，这种是将人工智能等新的产品进一步加快推向普通群众生活，让高品质智能化的产品更好 地走进日常生活。 据央视新闻，今天（12月30日），国家发展改革委、财政部明确了明年"两新"政策的 ...