2025.12. 30 本文字数：980，阅读时长大约1.5分钟 作者 | 第一财经 武子晔 按照标准计算，新能源车价达16.67万元以上，燃油车价格达15万元以上，能够拿满报废更新补贴。新能源车价达18.75万元，燃油车价达21.67万 元，能够拿满置换更新补贴。 2025年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"），将继续支持 汽车报废更新与汽车置换更新。 与此前政策相比，补贴方式出现了变化，新政策在全国范围内执行统一的标准，将定额补贴调整为按车价比例进行补贴，汽车补贴上限则保持不 变。 具体来看，通知显示，汽车报废更新方面，报废本人名下乘用车后购买新能源乘用车的个人消费者，可获得新购车车价12%的补贴，最高不超过2 万元；购买2.0L及以下排量燃油车的消费者，可获得新购车车价10%的补贴，最高不超过1.5万元。 汽车置换更新方面，个人消费者转让登记在本人名下的乘用车，购买新能源乘用车补贴车价的8%，最高不超过1.5万元；购买2.0升及以下排量燃油 乘用车补贴车价的6%，最高不超过1.3万元。 汽车"两新"政策拉动消费者购车需求增 ...

2026年汽车"两新"补贴政策正式落地。 2025年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"），将继续支持汽车报废更新与汽车置换更新。 与此前政策相比，补贴方式出现了变化，新政策在全国范围内执行统一的标准，将定额补贴调整为按车 价比例进行补贴，汽车补贴上限则保持不变。 具体来看，通知显示，汽车报废更新方面，报废本人名下乘用车后购买新能源乘用车的个人消费者，可 获得新购车车价12%的补贴，最高不超过2万元；购买2.0L及以下排量燃油车的消费者，可获得新购车 车价10%的补贴，最高不超过1.5万元。 汽车置换更新方面，个人消费者转让登记在本人名下的乘用车，购买新能源乘用车补贴车价的8%，最 高不超过1.5万元；购买2.0升及以下排量燃油乘用车补贴车价的6%，最高不超过1.3万元。 按照标准计算，新能源车价达16.67万元以上，燃油车价格达15万元以上，能够拿满报废更新补贴。新 能源车价达18.75万元，燃油车价达21.67万元，能够拿满置换更新补贴。 汽车"两新"政策拉动消费者购车需求增长。商务部数据显示，今年前11月，消费品以旧换新带 ...

Core Points - Shenzhen Municipal Bureau of Commerce announced the cessation of the 2025 automobile replacement subsidy policy due to the budget cap being reached [1] - The total subsidy fund is controlled on a first-come, first-served basis until exhausted [1] Summary by Category Policy Announcement - The automobile replacement subsidy policy for 2025 will stop after the qualification issuance on October 28, 2025, as the allocated budget has been fully utilized [1] Financial Implications - The announcement indicates a significant impact on the automotive industry in Shenzhen, as the subsidy program was designed to encourage consumers to replace old vehicles with new ones [1]

Core Insights - The promotional efforts by car manufacturers during the National Day and Mid-Autumn Festival have significantly decreased compared to previous years, indicating a shift in market dynamics and a reduction in "involution" competition [1][2][3] - There is a notable increase in demand for new energy vehicles (NEVs) in Cangzhou, a third-tier city, with sales of specific models like the Haobo HL showing strong performance despite the lack of cash discounts [1][3] Promotional Strategies - Car brands such as Huawei Hongmeng and Fangcheng Leopard are not offering cash discounts but instead providing limited-time benefits like vehicle upgrades and delivery gifts [2][3] - Several brands, including Li Auto and Xpeng, have announced National Day exclusive promotional policies, but actual consumer savings are minimal, often only 2000-3000 yuan compared to regular prices [2][3] Market Trends - The demand for NEVs is rising significantly, with more vehicles displaying green license plates observed in various locations [2][3] - Sales personnel are emphasizing the urgency of purchasing vehicles this year due to impending changes in tax policies and government subsidies, which could result in higher costs in the future [4][5] Policy Changes - The exemption of vehicle purchase tax for NEVs is set to continue until the end of 2027, with specific conditions for tax reductions outlined for purchases made in the coming years [5] - The process for applying for vehicle replacement subsidies has shifted to a "first come, first served" model through the Dongche Emperor app, with limited availability of qualification vouchers [6][7] Regional Developments - Various provinces, including Hebei, have adopted a "voucher" system for vehicle replacement subsidies, requiring consumers to act quickly to secure funding [6][7] - Some regions have paused their vehicle replacement subsidy policies earlier this year, but many have resumed with new funding and application processes [7]

Core Viewpoint - The Shanghai Municipal Commission of Commerce and four other departments have issued the implementation details for the 2025 subsidy policy to support the replacement and upgrading of automobiles, specifically targeting the purchase of new energy vehicles [1] Group 1: Policy Details - The subsidy policy will be effective from January 1, 2025, to December 31, 2025 [1] - A one-time fixed subsidy of 15,000 yuan will be granted to individual consumers who purchase new energy passenger cars priced at 100,000 yuan or above [1] - The subsidy applies to consumers who transfer their registered passenger cars from other provinces within the specified timeframe [1]

Core Points - The Shanghai Municipal Commission of Commerce and four other departments have issued the implementation details for the 2025 subsidy policy to support automobile replacement and upgrades [1] - Consumers purchasing new energy vehicles priced over 100,000 yuan or fuel passenger cars meeting the National VI B emission standards will receive subsidies of 15,000 yuan and 13,000 yuan respectively [1] - Each consumer can only receive the subsidy once per calendar year, with the funding shared between national and municipal finances at a ratio of 85% and 15% [1] - The application deadline for the subsidies is set for January 10, 2026 [1]