购买智能眼镜享受"国补"，东北地区铁路旅游计次票热销，个人销售购买不足2年住房增值税率下 降……2026年是"十五五"开局之年，新年伊始，一批政策举措落地实施、优化升级，回应群众急难愁 盼，增强高质量发展动力活力。 消费："国补"再开启，海南离岛免税新政更给力 "新年添置新家电，节能又优惠。"元旦假期，山东济南市民李阳订购了一台一级能效85英寸彩电， 原价近8000元，到手只需6600多元。 1月1日，新一轮"国补"开启，引领市场消费热度持续攀升。 看补贴范围，在手机、平板、智能手表手环等基础上，新增智能眼镜；家电产品包括冰箱、洗衣 机、电视、空调、电脑、热水器六大品类，但只补贴一级能效或水效标准产品；汽车报废更新、置换更 新依旧享受补贴。 看补贴标准，数码、家电产品继续享受15%补贴比例，数码产品单件最高补贴500元，家电产品最 高补贴1500元；汽车更新调整为按价格比例补贴，最高补贴2万元。 消费市场的另一大变化，来自海南离岛免税政策调整：免税商品由45类增至47类，享惠对象扩大至 离境旅客；一个自然年度内有离岛记录的海南岛内居民，在本自然年度内可不限次数购买15类"即购即 提"商品。 政策利好叠加元旦假 ...

1月4日，商务部等9部门发布《关于实施绿色消费推进行动的通知》，就"十五五"时期实施绿色消费推进行动有关事项作出部署，旨在加快发展方式和消费 模式绿色转型，推动形成绿色低碳的生产方式和生活方式。推进行动涵盖7方面20条举措，涉及大众吃、穿、住、行、用、游等领域。例如，发展绿色餐 饮，鼓励互联网平台企业上线"绿色餐饮"服务标识，培育绿色餐厅；发展绿色住宿，培育绿色饭店，鼓励住宿企业和相关平台通过积分、返券等方式激励消 费者践行绿色消费。 视觉中国 供图 （来源：中国旅游报） 转自：中国旅游报 ...

国务院新闻办6日举行新闻发布会介绍《关于实施绿色消费推进行动的通知》的相关情况。商务部副部 长盛秋平表示，开展绿色消费是践行绿色低碳发展理念、深入实施提振消费专项行动、加快经济社会全 面绿色转型的重要抓手，是顺应消费升级趋势、培育消费新增长点的有力举措。 近年来，我国绿色产品供给更加丰富，绿色消费模式不断创新，绿色消费环境持续优化。据介绍，2024 年至2025年我国实现汽车以旧换新1830万辆，其中新能源汽车占比近60%。实现家电以旧换新1.92亿 台，其中一级能效（水效）占比达到了90%以上，以旧换新政策带动消费品销售额3.92万亿元，惠及消 费者4.94亿人次。新能源汽车、绿色智能家电等绿色商品消费增长带动绿色消费市场规模稳步扩大。 为深入推进绿色消费发展，商务部会同国家发改委、生态环境部、农业农村部、市场监管总局等9部门 联合出台了《关于实施绿色消费推进行动的通知》，围绕绿色消费全链条明确了七方面20项举措， 对"十五五"时期绿色消费工作作出系统安排。 同时，废旧物资是消费链的末端，只有打通废弃物处置堵点，才能畅通绿色消费循环。生态环境部科技 与财务司司长王志斌表示，生态环境部以"无废城市"建设为抓手 ...

Group 1 - The core viewpoint of the article is the implementation of a large-scale equipment update and consumer goods replacement policy in 2026, which aims to enhance consumer spending and support economic growth through targeted subsidies and support measures [1][2][3] Group 2 - The 2026 policy will continue to support the replacement of old vehicles with subsidies adjusted based on vehicle prices, with a maximum of 20,000 yuan for scrapping and 15,000 yuan for replacement [2] - The policy will also extend subsidies for household appliances, focusing on six categories including refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, with a subsidy cap of 1,500 yuan per item [2] - The policy emphasizes the importance of supporting small and medium-sized enterprises by lowering the investment threshold for equipment updates, thereby broadening the policy's reach and enhancing effective investment [1][2]

Core Viewpoint - The Ministry of Commerce and nine other departments have issued a notice on implementing green consumption promotion actions, outlining a systematic arrangement for green consumption during the 14th Five-Year Plan period, covering various aspects of daily life and the entire consumption chain [1]. Group 1: Green Consumption in Various Sectors - The initiative promotes green consumption in sectors such as food, clothing, housing, transportation, and tourism, emphasizing the importance of production, circulation, consumption, recycling, and reuse [1]. - Support for consumers to purchase new energy vehicles and explore the potential of the second-hand car market, car rentals, and modifications [4]. - Development of green dining practices, including the use of biodegradable and reusable packaging, and promoting smaller portion sizes [4][6]. Group 2: Green Supply Chain and Services - Encouragement for the entire supply chain to adopt green practices, including green procurement and carbon footprint evaluation [7]. - Promotion of green consumption points systems and certifications to incentivize consumers and businesses [7]. - Development of green rental services and shared consumption models, integrating artificial intelligence with green consumption [7]. Group 3: Waste Reduction and Recycling - Initiatives to reduce single-use plastic products and promote the use of bamboo alternatives [10]. - Strengthening the recycling and reuse of waste items, particularly in furniture, appliances, and textiles, with support for reverse logistics systems [10]. - Encouragement for the development of second-hand goods markets and community flea markets [10]. Group 4: Environmental Awareness and Policy Support - Promotion of energy-efficient facilities and the use of green electricity in businesses [11]. - Advocacy for green consumption concepts and low-carbon lifestyles, including community green public activities [11]. - Strengthening policy integration and coordination among local governments and relevant departments to support green businesses [13].

Core Viewpoint - The Chinese government is promoting green consumption, particularly in the agricultural sector, to enhance the supply of green and high-quality agricultural products, which has become a significant driver for upgrading the agricultural supply system [2][4]. Group 1: Policy Implementation - The Ministry of Agriculture and Rural Affairs, along with nine other departments, has issued a notice to implement actions for promoting green consumption, focusing on increasing the supply of green agricultural products [2]. - A collaborative approach has been adopted, with the issuance of the "Implementation Plan for Promoting Agricultural Product Consumption," which includes 23 specific measures across nine areas, supported by 36 accompanying policies and special funds to stimulate green agricultural product consumption [2][3]. Group 2: Market Engagement - Efforts are being made to ensure precise matching between production and sales, with initiatives like the China International Agricultural Products Trade Fair and various promotional activities in major urban areas to enhance the sales of local agricultural products [3]. - The "Internet+" initiative is being leveraged to facilitate direct sales of green agricultural products from production areas to urban markets, enhancing market access for these products [3]. Group 3: Brand Development - The focus is on strengthening brand influence in consumption by promoting green production and environmental protection, with an aim to increase the supply of green and high-quality agricultural products [3]. - By the end of 2025, the total number of certifications for agricultural products under the "three products and one standard" category is expected to exceed 88,000, with standardized production areas for green food reaching 20.5 million acres [3]. Group 4: Integration of Agriculture and Tourism - The government is promoting the integration of agricultural, cultural, and tourism consumption, with events like the China Farmers' Harvest Festival driving sales of green agricultural products, which have exceeded 160 billion yuan [4]. - There is a push for rural tourism and shopping to be deeply integrated, with support for local cultural and sports activities to enhance consumer engagement [4].

国务院新闻办公室举行新闻发布会 介绍推进绿色消费有关情况 1月6日，国务院新闻办公室举行新闻发布会，介绍推进绿色消费有关情况。农业农村部市场与信息化司司长雷刘功回答了记者有关提 问。 雷刘功说，5日，商务部等9部门发布了《关于实施绿色消费推进行动的通知》，第一条就是加大绿色农产品供应。近年来，绿色优质 农产品越来越受消费者青睐，绿色消费越来越深入人心，特别是绿色优质农产品消费需求快速增长，成为农产品供给体系升级的重要 动力。近年来，农业农村部会同商务部等部门共同促进绿色优质农产品消费，取得了积极进展。 一是强化部门协同，上下联动。农业农村部会同国家发展改革委、商务部等10部门印发了《促进农产品消费实施方案》，按照优化供 给端、创新流通端、激活市场端的政策思路，提出了9个方面23项具体举措，全国31个省（区、市）都制定了工作方案，出台了36项 配套政策，安排专项资金用以激发绿色优质农产品消费活力。引导全国性行业协会、大型电商平台、金融机构等社会力量广泛参与， 推出了近60项促消费举措。 二是推动产销精准对接。聚焦"产得出、卖得好、效益高"目标，搭建产销对接平台。举办中国国际农产品交易会，36个大中城市联合 开展 ...

报告日期：2026 年 1 月 7 日 申银万国期货研究所 首席点评： 上证指数创史上最长连阳纪录 中国人民银行部署 2026 年重点工作，要求灵活高效运用降准降息等多种货币政 策工具，保持流动性充裕。据央视财经，我国情绪消费市场规模快速攀升，从 2022 年 1.63 万亿元升至 2024 年 2.31 万亿元，2025 年将达 2.72 万亿元，2029 年将突破 4.5 万亿元。昨日上证指数收涨 1.5%报 4083.67 点，创史上最长连阳 纪录。开源航班追踪数据和地面观察员的观测显示，近日有大批美军飞机突然飞 往欧洲，其中 1 月 3 日至少有 10 架 C-17 运输机从美国飞往欧洲，一名美国高级 官员表示，特朗普总统及其团队正在讨论多种获取格陵兰岛的方案。隔夜美债收 益率上行，美股再创新高，夜盘大宗商品价格普遍走强。 重点品种：股指、铝、焦煤 股指：美国三大指数上涨，上一交易日股指继续大幅上涨，有色金属板块领涨， 通信板块下跌，市场成交额 2.83 万亿元。资金方面，1 月 5 日融资余额增加 192.66 亿元至 25434.22 亿元。我们预计 2026 年供给侧改革持续并将推升大宗商品的价 ...

Core Viewpoint - The Ministry of Commerce and nine other departments have released a notice to implement green consumption initiatives, outlining 20 measures across seven areas to promote green consumption throughout the entire supply chain [1] Group 1: Green Consumption Policies - The Ministry of Commerce emphasizes the importance of the old-for-new policy for consumer goods as a significant opportunity to drive green consumption, with projections of 18.3 million vehicles and 192 million home appliances being replaced under this policy from 2024 to 2025 [2] - The old-for-new policy is expected to generate sales of 3.92 trillion yuan, benefiting approximately 494 million consumers [2] Group 2: Green Supply Chain and Recycling - The establishment of a green supply chain is underway, with significant improvements in logistics efficiency, including an 80% reduction in loading and unloading time and a 50% decrease in damage rates [2] - The introduction of a circular economy is being supported by the "Second-hand Goods Circulation Pilot Work Plan," which has identified 10 pilot cities and 28 enterprises to enhance the second-hand goods market [3] Group 3: Standards and Regulations - The State Administration for Market Regulation has developed 40 green product evaluation standards and 66 energy and water efficiency standards, actively participating in international standardization efforts [4] - By 2025, the central government plans to invest 5 billion yuan to support the standardized dismantling and processing of approximately 100 million old appliances, generating over 3 million tons of recycled resources [4] Group 4: Agricultural and Consumer Goods - The Ministry of Agriculture and Rural Affairs aims to certify over 88,000 agricultural products under the "three products and one standard" initiative, focusing on green, organic, and high-quality products [5] - The promotion of green consumption will include enhancing the supply of green agricultural products and improving energy and water efficiency standards for appliances and vehicles [6] Group 5: Green Lifestyle Promotion - The notice outlines a systematic approach to promote green consumption during the 14th Five-Year Plan, including the development of green services in dining, accommodation, and household services [6] - Initiatives will encourage the reduction of single-use plastics and promote the recycling of waste products, aiming to create a more sustainable consumption environment [7]

为更好地配合以旧换新政策落地普惠，支持国补战略进乡村，进一步促进乡村消费提振，京东在承接以旧换新工作的基础 上，2025年针对乡镇及以下地区累计投入近300亿元，用于商品补贴、营销推广、物流履约、服务能力建设等，为广大乡镇及 以下地区消费者带去国家补贴与京东补贴的多重福利与海量产品，以及一站式高效国补换新体验。 政策与市场的积极协同，切实提升了消费者的幸福感，也增强了市场发展信心。未来，京东将持续做好两新政策的落地实 施工作，助力国家换新补贴高效、安全地覆盖广大消费者。 （编辑 郭之宸） 在线上，消费者打开京东APP，搜索"国家补贴"即可抵达活动会场。在线下，消费者可前往全国近3万家京东MALL、京东 电器城市旗舰店、京东之家以及京东家电专卖店，购买商品享受国补优惠。 针对家电家居品类，京东依托自身强大的供应链优势，可为包括农村地区在内的全国消费者额外提供旧机补贴和"送、 装、拆、收"一体化服务、以旧换新"送取同步"，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、不限年限和不限品相）。 本报讯 （记者梁傲男）近日，国新办在举行的新闻发布会上，介绍了绿色消费的有关情况 ...