央视网消息：日前，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》，明确2026年"两新"政策的支持范围、补贴标准和工作要求。详情如下： 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 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。 一、推进大规模设备更新 （一）支持设备更新项目。在继续支持工业、电子信息、能源电力、交通运输、物流、教育、文旅、医 疗、设施农业、粮油加工、安全生产、海关查验、住宅老旧电梯、节能降碳环保等领域设备更新项目的 基础上，将老旧小区加装电梯、养老机构、消防救援设施、检验检测等领域设备更新纳入支持范围，更 好满足民生和安全需要。支持商业综合体、购物中心、百货店、大型超市等线下消费商业设施设备更 新。优化申报条件和审核流程，进一步降低申报设备更新项目的投资额门槛，加大对中小企业设备更新 的支持力度，扩大政策惠及面。 （二）支持老旧营运货 ...

报告指出，在循环经济促进法有力推动下，全国资源利用效率持续提高，我国循环经济发展取得明显成 效。各地坚持减量化优先原则，推动在生产、流通和消费各环节减少资源消耗和废弃物产生。 报告透露，我国资源回收体系日益完善。加强生活垃圾分类收集，全国地级及以上城市居民小区基本设 立可回收物投放收集设施，2024年全国新增智能化社区回收设施1.1万余个。推进社会领域废旧物资回 收，建成回收网点约15万个，各类大型分拣中心约1800个。建设国家"城市矿产"示范基地，提升再生资 源聚集加工能力。深入实施大规模设备更新和消费品以旧换新，报废机动车、废旧家电等回收和规范拆 解量大幅增长，为资源回收利用创造了有利条件。 同时，再利用和资源化水平稳步提升，激励政策措施不断强化。2024年我国资源循环利用产业总产值突 破4万亿元，从业人员超过3500万，成为新的经济增长点和吸纳就业的新领域。 新华社北京12月22日电（记者高敬）22日，全国人大常委会执法检查组关于检查循环经济促进法实施情 况的报告提请全国人大常委会会议审议。报告显示，我国资源回收体系日益完善，初步建立全球最大、 覆盖品类最全的资源回收和再生利用体系。 报告指出，法律实施 ...

Group 1 - The core focus of the news is on Shenzhen's climate investment and financing practices showcased at the COP30 conference, highlighting its innovative approaches to low-carbon development [1][2]. - Shenzhen has established a project library with 406 projects, requiring a total financing of 75.6 billion yuan, which is expected to reduce carbon emissions by 12.79 million tons annually [2]. - The city has implemented a supportive financing environment, with financial institutions providing backing for climate projects, and the local government offering subsidies for eligible projects [2][4]. Group 2 - Several companies from Shenzhen are highlighted for their contributions to climate investment and financing, including a focus on low-carbon transportation and resource recycling [3]. - Diangtie Green Technology (Shenzhen) Co., Ltd. operates a fleet of pure electric logistics vehicles, achieving a carbon reduction of 198,000 tons in 2023 [3]. - GreenMei (002340) focuses on the recycling and disassembly of end-of-life vehicles and new energy batteries, with a designed capacity to recycle 100,000 vehicles and 50,000 battery packs annually [3]. - Shenzhen HaiLiang Technology Co., Ltd. is exploring new models for integrating green transportation with commercial real estate, while Shenzhen Sheneng New Energy Technology Co., Ltd. is implementing a comprehensive energy project that saves significant costs on cooling and energy consumption [3]. Group 3 - The Shenzhen government is enhancing support for climate investment and financing through financial and fiscal measures, including increased risk compensation for green finance in bank loans [4]. - Eligible projects can receive up to 50% of financing costs covered, with a maximum subsidy of 1 million yuan [4].

Core Insights - The State Taxation Administration reported that the "reverse invoicing" amount has reached nearly 900 billion yuan this year, with 14,800 resource recovery enterprises participating, indicating a strengthening of China's resource recovery system [1][2] Group 1: Reverse Invoicing Impact - The implementation of "reverse invoicing" has expanded the avenues for resource recovery enterprises to obtain invoices and broadened compliance management for sellers of scrapped products [1] - The policy aims to effectively reduce the space for non-invoiced transactions and promote the healthy development of the entire recycling industry chain [1] Group 2: Tax Benefits and Support - Tax policies include exemption from value-added tax for small-scale taxpayers with monthly sales below 100,000 yuan, a reduced VAT rate from 3% to 1%, and a prepayment of individual income tax at 0.5% of sales [1] - Resource recovery enterprises are responsible for assisting individuals in filing VAT and additional tax declarations, thereby reducing their tax burden [1] Group 3: Industry Performance - By October 2025, the domestic scrap vehicle recovery volume increased by over 50% year-on-year, with approximately 86 million units of appliances like televisions and refrigerators being properly dismantled, yielding about 1.9 million tons of recycled resources [2] - This reflects the positive role of "reverse invoicing" in facilitating large-scale equipment updates and the exchange of old consumer goods for new ones [2]

Core Viewpoint - The Yangzhou Municipal Government has released a comprehensive implementation plan aimed at accelerating economic and social development through a full green transition, aligning with national and provincial policies on green transformation [5][17]. Group 1: Overall Requirements - The plan emphasizes the importance of adhering to Xi Jinping's economic and ecological civilization thoughts, aiming for a green, low-carbon, high-quality development path, with significant progress expected in key areas by 2030 and a fully established green economy by 2035 [6][19]. Group 2: Key Tasks - The plan outlines several key tasks, including the development of green low-carbon industrial clusters, the upgrade of traditional industries, and the promotion of green low-carbon services [8][19]. - Specific targets include the establishment of 20 zero-carbon factories and a scale of the energy-saving and environmental protection industry reaching approximately 20 billion yuan by 2030 [8][19]. Group 3: Energy Transition - The plan aims to optimize clean and low-carbon energy supply, focusing on the efficient use of coal and the development of non-fossil energy sources, with a target of 10 million kilowatts of renewable energy generation capacity by 2030 [9][19]. - It also emphasizes the construction of a new power system that integrates energy sources, networks, loads, and storage [14][20]. Group 4: Infrastructure Upgrades - The plan includes initiatives for green building development, mandating that new public buildings meet specific green standards and achieve a photovoltaic coverage rate of over 50% by 2030 [9][14]. - Transportation infrastructure will also undergo a green transition, with a focus on enhancing electric vehicle charging networks and promoting the use of electric vessels [9][20]. Group 5: Resource Efficiency - The plan promotes resource conservation and efficiency, including strict water resource management and the promotion of recycling and waste reduction initiatives [11][21]. - By 2030, the plan aims for a recycling volume of approximately 4.5 million tons of major renewable resources [21]. Group 6: Technological Innovation - The plan emphasizes the importance of research and development in green technologies, including new energy vehicles and advanced photovoltaic cells, to support the green transition [10][19]. - It also aims to enhance the commercialization of green technology innovations through various collaborative projects [10][15]. Group 7: Green Consumption - The plan encourages the adoption of green consumption practices among the public, promoting energy-saving behaviors and the use of sustainable products [16][19]. - Initiatives will include campaigns for the replacement of old consumer goods with greener alternatives and the promotion of organic agricultural products [16][19]. Group 8: Policy Framework - The plan outlines the need for a robust policy framework to support green transformation, including the establishment of green standards and financial incentives for sustainable practices [18][22]. - It aims to enhance market mechanisms for resource allocation and promote participation in carbon trading markets [22].

Core Viewpoint - The company has established a circular economy business model centered on the recovery and utilization of iodine and precious metals, significantly reducing reliance on external raw materials and production costs [1] Group 1: Business Model - The circular economy model allows for the efficient recovery and reuse of iodine and precious metal waste generated during production [1] - This model effectively addresses the risks associated with fluctuations in the prices of imported raw materials [1] Group 2: Economic and Environmental Benefits - The approach not only achieves a win-win situation for economic and environmental benefits but also enhances customer trust [1] - Long-term cooperation agreements have been facilitated, further ensuring operational stability and sustainability [1] Group 3: Value Creation - The company’s circular economy model demonstrates good economic returns and social value [1]

Core Viewpoint - The company has achieved significant success in the tungsten resource recycling sector, recovering 5,000 tons of tungsten annually, which accounts for 8% of China's mining output [1] Group 1: Company Performance - The company's recycled tungsten purity reaches 99.99%, and the cost is reduced by 15% compared to traditional mining methods, providing a competitive edge in the market [1] - The company recycles and remanufactures tungsten products, supplying leading global 3C consumer electronics companies [1] Group 2: Industry Context - The company's recycled tungsten resources account for 10% of China's original tungsten mining output, highlighting its significant role in the industry [1]

Core Viewpoint - Greeenme's recycled tungsten resources account for 10% of China's original tungsten mining output, and the company supplies recycled tungsten products to leading global 3C consumer electronics companies [1] Group 1 - Greenme's recycled tungsten resources represent 10% of the original tungsten mining volume in China [1] - The company provides recycled tungsten products to major global 3C consumer electronics leaders [1]

Core Viewpoint - The company primarily sources lithium resources from recycling and has not engaged in lithium mining projects [1] Group 1: Resource Management - The company can produce over 12,000 tons per year of cobalt metal from its nickel resource project in Indonesia, including its shareholdings [1] - Annually, the company recycles approximately 10,000 tons of cobalt domestically, which effectively supplements cobalt supply during the Congolese cobalt embargo [1]

Core Viewpoint - The company primarily sources lithium resources from recycling and has not engaged in lithium mining projects [1] Group 1: Resource Management - The company can produce over 12,000 tons per year of cobalt metal from its nickel resource project in Indonesia, including its equity stakes [1] - Annually, the company recycles approximately 10,000 tons of cobalt domestically, which effectively supplements cobalt supply during the Democratic Republic of the Congo's cobalt embargo [1]