据央视新闻报道，今天（12月30日），国家发展改革委、财政部明确了明年"两新"政策的支持范围和补 贴标准。那么明年以旧换新政策都有哪些变化？老百姓都能享受哪些优惠？一起来看专家的解读。 明年"两新"政策优化升级 智能产品纳入补贴范围 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。 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 ...

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。 通知提到， 支持家电以旧换新。 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。 支持数码和智能产品购新。 个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件销售价格不超过6000元），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500元。 支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。 以下为详细内容： 国家发展改革委 财政部关于2026年实施 大规模设备更新和消费品以旧换新政策的通知 发改环资〔2025〕1745号 各省、自治区、直辖市人民政府，国务院各部委、各直属机构： 为全面贯彻党的二十大和二十届历次全会精神，认真落实中央经济工作会议部署，根据《推动大规模设备更新和消费品以旧换新行动方案》 （国发〔2024〕7号），经国务院同意，现就2026年实施大规模设备更新和消费品以旧换新政策通知如下 ...

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 ...

来源：环球总财 #明年继续支持消费品以旧换新##财政部明确！明年"国补"继续# 【#2026年"国补"定调，范围标准大调整#】 2026年国家消费品以旧换新（下称"国补"）政策方向正式明确。12月27日至28日，财政部部长蓝佛安在 全国财政工作会议上表示，明年财政将大力提振消费，继续安排资金支持消费品以旧换新，并调整优化 补贴范围和标准。 资金的持续注入为"国补"政策提供了坚实保障。目前，"国补"资金主要来源于财政部发行的超长期特别 国债。2024年相关国债发行额度为1500亿元，2025年已增至3000亿元。财政部此前已明确，2026年将继 续发行超长期特别国债，持续支持"国补"落地。 针对后续政策走向，专家建议聚焦优化实施方式与领域。中诚信国际研究院院长袁海霞指出，鉴于前期 政策对部分需求存在一次性透支及配套政策有待完善的情况，后续建议调整使用范围，从商品消费向服 务消费拓展，并适当增加现金补贴、数字货币等形式，以及育儿、就业等民生补贴。粤开证券首席经济 学家罗志恒也持类似观点。他认为，2026年"国补"应进一步优化实施方式和支持领域，例如考虑从对商 品的补贴逐步转向对服务消费的补贴，以更好地适应消费结构 ...

Core Insights - The "National Subsidy" policy for consumer goods recycling will continue in 2026, with adjustments to subsidy scope and standards to boost consumption [2][3] Group 1: Policy Evolution - The "National Subsidy" policy originated during the 2008 global financial crisis to stimulate consumption by providing financial subsidies for major consumer goods [2] - The 2024 version of the policy marks a shift from short-term emergency measures to long-term empowerment, expanding the scope from single categories to multiple scenarios [3] - The subsidy standards will transition from a uniform approach to a differentiated optimization, with increased subsidies for electric vehicles and fuel vehicles [3] Group 2: Funding and Implementation - Funding sources will shift from annual budgets to long-term special government bonds, with 150 billion yuan allocated in 2024 and 300 billion yuan in 2025, ensuring policy sustainability [4] - The 2025 policy will include digital products and home decoration, with specific subsidies for smartphones to stimulate the market for products under 6,000 yuan [4] Group 3: Challenges and Recommendations - Despite the policy's effectiveness, challenges such as regional disparities in subsidy distribution and bureaucratic hurdles need to be addressed to maintain fairness and accessibility [5] - To enhance the policy's impact, a unified information platform for recycling and subsidy verification should be established, along with regular evaluations of policy effectiveness [6] - The evolution of the "National Subsidy" from an emergency measure to a systematic approach is crucial for sustaining consumer confidence and market vitality [6]

Core Viewpoint - The Ministry of Finance is set to continue funding the national consumption subsidy program ("Guo Bu") in 2026, with adjustments to the subsidy scope and standards aimed at boosting consumer spending [2]. Group 1: Policy Updates - The "Guo Bu" policy will continue in 2026, with a focus on enhancing consumer spending through special actions and financial support [2]. - The scope of the "Guo Bu" has been continuously optimized since its implementation in 2024, expanding to include more products and services [3]. Group 2: Subsidy Details - In 2024, the "Guo Bu" primarily covers eight categories of household appliances and vehicle scrappage, with significant expansions in 2025 to include additional appliances and digital products [3]. - The subsidy standards for scrapping vehicles have been increased, with the subsidy for qualifying electric vehicles rising from 10,000 yuan to 20,000 yuan, and for qualifying fuel vehicles from 7,000 yuan to 15,000 yuan [3]. Group 3: Funding Sources - The funding for the "Guo Bu" mainly comes from the issuance of ultra-long-term special government bonds, with 150 billion yuan issued in 2024 and an increase to 300 billion yuan in 2025 [3]. Group 4: Expert Opinions - Experts suggest that the effectiveness of the "Guo Bu" has declined due to previous demand being pulled forward and recommend shifting focus from goods to service consumption, as well as increasing cash and digital currency subsidies [4].

Core Themes - The consumer market in 2025 is characterized by two main themes: "Rational Return" and "Experience Upgrade" [1] - "Rational Return" indicates consumers are focusing more on the actual value of products, considering functionality, safety, and durability [1] - "Experience Upgrade" reflects consumers' expectations for a complete experience throughout the consumption process, beyond mere transactions [1] Cultural and Tourism Experience - The cultural tourism market has seen significant growth, with "Intangible Cultural Heritage" tourism gaining popularity, evidenced by a 387% increase in searches for "Intangible Cultural Heritage Experience" on Meituan during the Spring Festival [2] - Traditional tourism is evolving, with hotels adopting "Healing Economy" concepts, offering wellness-focused travel experiences [3] - Young consumers are driving innovation in the cultural tourism sector, with new forms of travel like "County Tours" gaining traction [4] - Theme parks and attractions are experiencing a surge, with a 70% increase in bookings for theme parks during the summer of 2025 [4] - Domestic theme parks are thriving, with notable examples like Henan Wansui Mountain's revenue reaching 1.068 billion yuan in the first ten months of 2025 [5] AI Content Explosion - 2025 marks a significant year for AI, with applications like DeepSeek gaining popularity and AI-generated content becoming prevalent in advertising and social media [8][9] - AI-generated music has also made strides, with AI artists achieving notable chart success, indicating a shift towards a "full-stack upgrade" in the AI music industry [10] Culinary Trends - The culinary market in 2025 is witnessing a trend called "Taste Crossovers," where traditional foods are innovatively combined to meet complex consumer demands [11][14] - Social media plays a crucial role in popularizing these culinary trends, with unique food combinations becoming viral sensations [15] Technology Penetration - The digital consumer market is seeing a resurgence in products like action cameras and 3D printers, with action camera sales increasing by over 252% in 2025 [15][17] - The affordability of these technologies is lowering entry barriers for young consumers, making them more accessible [17][18] Quality Awakening - The concept of "Rational Consumption" has evolved, with consumers now considering a range of options including "Premium Alternatives" and "Value Alternatives" based on their needs and budget [19][20] - This shift reflects a more nuanced understanding of value, where consumers prioritize quality and experience over mere cost [20][21] National Trend Evolution - The "Guochao" (National Trend) movement has matured, focusing on integrating traditional culture with modern product innovation, leading to a market size expected to exceed 2.5 trillion yuan in 2025 [22][23] - This evolution emphasizes quality and depth over superficial trends, with brands increasingly blending traditional craftsmanship with contemporary demands [23][26] Emotional Value in Consumption - The concept of "Heart-Price Ratio" has emerged, highlighting the importance of emotional value alongside traditional price-to-quality considerations [27][28] - Consumers are increasingly seeking products that resonate emotionally, reflecting a shift from material satisfaction to emotional fulfillment [28][29] Abstract Consumption - The rise of "Abstract Consumption" is characterized by experiences that prioritize emotional engagement over traditional performance metrics, with events and products designed to foster community and shared experiences [29][32] - This trend illustrates a broader cultural shift among younger consumers towards valuing emotional connections and social identity through their purchases [32][33] Summary - The consumer market in 2025 is defined by a blend of rationality and diverse demands, with brands needing to adapt to new consumer expectations and experiences [33]

Group 1 - The core themes of the 2025 consumer market are "rational return" and "experience upgrade," reflecting consumers' focus on product value and the overall consumption experience [1] - The cultural tourism market has seen significant growth, with searches for "intangible cultural heritage experiences" increasing by 387% and "intangible cultural heritage crafts" by 790% during the Spring Festival [2] - Young consumers are driving innovation in the cultural tourism industry, with new trends like "slow travel" and significant increases in theme park bookings, with a 70% rise in reservations for theme parks during the summer of 2025 [4][5] Group 2 - The AI content explosion in 2025 has transformed advertising and media, with AI-generated images and videos becoming prevalent, impacting consumer engagement [8][10] - AI music has gained traction, with AI-generated songs achieving notable chart success, indicating a shift in the music industry towards AI integration [10][11] - The trend of "cross-border flavors" in the food industry reflects consumers' complex demands for innovative food combinations, such as the popular "liver crispy potato" dish [14][17] Group 3 - The digital consumer market is experiencing a shift towards "technology sinking," with products like action cameras and 3D printers finding new growth among younger consumers [18][20] - The sales of action cameras reached 4.76 million units in 2025, marking a 252% increase, while 3D printer prices have dropped significantly, making them more accessible [20][23] - The concept of "heart-price ratio" has emerged, emphasizing emotional value and social identity in consumer choices, moving beyond traditional price-performance metrics [34][36] Group 4 - The evolution of "national tide" reflects a deeper integration of traditional culture with modern product innovation, with the market expected to exceed 2.5 trillion yuan in 2025 [30][31] - The focus on quality and cultural depth in national tide products is evident in the fashion industry, where traditional techniques are combined with contemporary designs [31][33] - The rise of new Chinese-style beverages, such as tea-infused craft beers, showcases the blending of cultural elements with modern consumption trends [33] Group 5 - The 2025 consumer market is characterized by a dual focus on rational and emotional values, with brands needing to adapt to diverse consumer demands [45] - The shift from a single value-driven consumption model to a more nuanced approach that includes emotional experiences is reshaping market dynamics [45] - Brands must evolve their product offerings and marketing strategies to align with the changing consumer landscape, emphasizing the importance of understanding user needs [45]

【靖远佳美电器负责人 高陈佑】"以旧换新"政策推出以来，门店客流量增加了不少，家电的销售额有 大幅度的提升，最受欢迎的产品集中在空调、电视、冰箱、洗衣机等产品上，政策不仅让老百姓得到了 实惠，也让我们企业的经营信心更加十足。 为放大"十四五"政策效应，靖远打出"以旧换新+节点促销"组合拳。联合全县百余家商户推出"政策补 +商家让"福利，这种"政策协同发力"的做法，正是国家强调的"打好政策组合拳"的生动实践。实打实 的举措，换来了"十四五"关键期的亮眼成绩单。 "十四五"期间，推动大规模消费品"以旧换新"成为国家扩大内需、绿色转型的重大举措。今年以来，靖 远县全面推进消费品以旧换新政策，从家家户户必备的大家电到出行代步的汽车、潮酷实用的数码产 品，多领域政策红利持续释放，既让群众揣着实惠满心欢喜，更激活了县域消费的"一池春水"，让市场 暖意融融。 靖远县融媒体中心记者 李炎芸 杨晶晶 【靖远县商务局党组成员、副局长 张赟】今年以来，我县全面落实消费品以旧换新部署要求，加大宣 传引导，强化服务指导，统筹推进汽车、家电、电动自行车、家装厨卫、3C数码产品等领域以旧换 新，有力释放了消费潜力，提振了消费信心。截至目前 ...

Group 1 - The central economic work conference has emphasized the optimization of the "Two New" policy, which includes large-scale equipment updates and a subsidy program for replacing old consumer goods [1] - The subsidy program, referred to as "national subsidy," will continue next year, encouraging consumer purchases of home appliances and digital products [1] - In 2025, the subsidy program will expand to include new categories such as smartphones, tablets, smartwatches, microwaves, water purifiers, dishwashers, and rice cookers, benefiting consumers and stimulating sales [1] Group 2 - The "takeout war" among delivery platforms has led to intense competition characterized by cash-burning strategies to gain market share, resulting in record-high order volumes [2] - However, this competition has created a vicious cycle of low-quality service, with issues such as declining food quality, consumer safety concerns, and inadequate protection for delivery personnel [2] - Recent regulatory measures aim to improve management practices within delivery platforms, focusing on merchant management and promotional activities to foster healthy competition and innovation in the industry [2]