2026年"国补"政策正式落地。 12月29日，国家发改委、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》），对家电补贴品类、补贴要求以 及数码产品的补贴品类进行了优化调整。 次日，商务部等7部门发布《关于提质增效实施2026年消费品以旧换新政策的通知》，就6类家电以旧换新和4类数码和智能产品购新，要求全国统一补贴 标准。 据国家发改委会同财政部最新消息，已向地方提前下达2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划。 值得注意的是，新"国补"加大了对智能产品的支持力度，智能手表（手环）、智能眼镜、智能家居产品（含适老化家居产品）等被纳入，政策红利正精准 覆盖全场景智能生活。 2026年家电"国补"聚焦1级能效或水效产品 《通知》明确支持家电以旧换新。对个人消费者购买1级能效或水效标准的冰箱、洗衣机、电视、空调、电脑、热水器等6类家电，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。 从补贴力度来看，2026年家电"国补"有明显调整，补贴品类从12类减至6类，家用灶具、吸油烟机、净水器、洗碗机、电饭煲、微波炉 ...

Core Viewpoint - Zhejiang Province will implement a consumer goods trade-in program from January 1 to December 31, 2026, focusing on vehicle and home appliance upgrades, with specific subsidies for consumers [1][2][3]. Vehicle Trade-in and Upgrade - Consumers can receive a 12% subsidy on the purchase price for new energy vehicles (NEVs) and a 10% subsidy for fuel vehicles with an engine size of 2.0 liters or less when trading in older vehicles [1] - The maximum subsidy for NEVs is 20,000 yuan, while for fuel vehicles, it is 15,000 yuan [1] - Consumers can only receive one subsidy for either vehicle scrapping or vehicle trade-in during 2026 [3] Home Appliance and Electronics Subsidies - Consumers purchasing energy-efficient home appliances (TVs, refrigerators, air conditioners, washing machines, water heaters, and computers) will receive a 15% subsidy, capped at 1,500 yuan per item [3] - For digital products (phones, tablets, smartwatches, smart glasses) priced at 6,000 yuan or below, a 15% subsidy will also be provided, with a maximum of 500 yuan per item [3] Funding and Implementation - The trade-in subsidy funds will be managed on an annual basis, with a "first come, first served" mechanism for monthly allocations [3] - If the annual funding is exhausted, consumers will not be able to apply for subsidies in subsequent months [3] - Specific implementation details will be released later, and any discrepancies with national guidelines will defer to the national documents [3] Regulatory Oversight - A collaborative regulatory mechanism will be established to monitor the use of subsidy funds and market behaviors, with strict penalties for fraudulent claims [4]

责任编辑：李靓 此次补贴政策范围覆盖汽车（报废、置换，政策二选一）、六类家电（冰箱、洗衣机、电视、空调、电 脑、热水器，一级能效或水效产品）、四类数码产品（手机、平板或学习机、智能手表或手环、智能眼 镜，单件售价≤6000元）。 全省补贴申报统一通过"甘快办"政务平台办理。登录"甘快办"App、微信或支付宝小程序；申领资格码 后，凭码在甘肃省内商家购买，系统自动核销并提交补贴申请。汽车报废补贴在核销资格码后，通过指 定平台上传资料申领。 转自：甘肃省商务厅 ...

【625亿元资金已下达 #买手机平板智能手表等享15%国补#】#补贴新政汽车按车价比例补#2026年第一 批625亿元超长期特别国债支持消费品以旧换新的资金计划，已经下达到地方。#2026新国补来了# 消费 品以旧换新方面，支持汽车以旧换新，家电以旧换新。聚焦冰箱、洗衣机、电视、空调、电脑、热水器 等6类产品；支持数码和智能产品购新，包括手机、平板、智能手表（手环）、智能眼镜、智能家居产 品（含适老化家居产品）。设备更新方面，将住宅老旧电梯更新由定额补贴调整为按电梯层（站）数分 档差异化补贴；在老旧营运货车报废更新补贴中，优先支持更新为电动货车。消费品以旧换新方面，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，补贴产品售价的15%，单件补贴上限为1500元；数码和智能产品的补贴标准保持此 前数码产品标准不变。（央视新闻） （来源：猛犸新闻） ...

"两新"政策把钱花在"刀刃"上 新一年中国经济重点任务清单上，扩大内需仍居前列。其中，优化实施"两新"（大规模设备更新和消费品以旧换新），被 视为进一步激活需求的重要抓手。 岁序更替之际，市场高度关注中国经济政策如何衔接。抓住这一关键时间窗口，近期各方面靠前发力，以"真金白银"传递 政策确定性。 2026年提前批"两重"建设（国家重大战略实施和重点领域安全能力建设）项目清单和中央预算内投资计划已于2025年底提 前下达，共计约2950亿元，各类资金拨付和使用节奏将加快。 国家发改委近期还批复或核准多个重大基础设施项目，包括广州新机场、新建湛江至海口跨海轮渡及相关线路工程等交通 设施，辽宁省辽东半岛水资源配置工程、云南省丽江市南瓜坪水库工程等水利设施，浙江特高压交流环网工程、四川大渡 河丹巴水电站等能源设施，以及怀柔、崖州湾实验室重大科研平台等科研设施，总投资超过4000亿元。 备受关注的国家创业投资引导基金亦于2025年12月26日正式启动运行，由超长期特别国债出资1000亿元，并采取"子基金 +直投"方式，吸引地方和社会资本共同出资，预计将形成超万亿元投资规模。 据介绍，引导基金将聚焦原创性、颠覆性技术创新 ...

Core Viewpoint - Chongqing has launched a comprehensive subsidy policy for the replacement and recycling of automobiles and home appliances, aiming to stimulate consumer spending and promote the upgrade of consumer goods [1] Group 1: Subsidy Details - The subsidy for automobile scrapping and updating is set at 210 million yuan for the first quarter of 2026 [1] - The subsidy for automobile replacement and updating amounts to 555 million yuan [1] - A total of 450 million yuan is allocated for home appliance subsidies, while 301 million yuan is designated for digital and smart product subsidies [1]

Group 1 - The core focus of China's economic policy for 2026 is to expand domestic demand, with a significant emphasis on optimizing the implementation of "two new" policies (large-scale equipment updates and consumer goods replacement) to stimulate demand [1] - The National Development and Reform Commission (NDRC) has issued a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies, optimizing support scope, subsidy standards, and implementation mechanisms [1] - A total of 62.5 billion RMB in special bonds will be allocated in advance to support the consumer goods replacement program, indicating a proactive policy approach [1] Group 2 - The early release of the 2026 "two重" construction project list and central budget investment plan amounts to approximately 295 billion RMB, with an accelerated pace of fund allocation and usage [2] - The NDRC has approved several major infrastructure projects, including the Guangzhou New Airport and the Sichuan Dadu River Danba Hydropower Station, with total investments exceeding 400 billion RMB [2] - The National Venture Capital Guidance Fund has officially started operations, with an initial investment of 100 billion RMB from special bonds, aiming to attract local and social capital for a total investment scale exceeding 1 trillion RMB [2] Group 3 - The revised "Encouragement Directory" now includes 1,679 entries, an increase of 205 from the 2022 version, promoting foreign investment in advanced manufacturing, modern services, and high-tech sectors [3] - The expansion of the "Encouragement Directory" effectively addresses the concerns of foreign enterprises and optimizes the directional guidance for foreign investment [3] - Recent policy coordination is expected to strengthen the foundation for economic recovery, with a focus on nurturing new productive forces and promoting long-term development [3]

Group 1: Policy Announcements - The National Development and Reform Commission and the Ministry of Finance issued a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, specifying support areas, subsidy standards, and work requirements [1] - The policy for replacing consumer goods continues to include subsidies for scrapping and replacing cars, as well as for old appliances, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [2] - The Ministry of Finance and the State Taxation Administration announced a new policy on the value-added tax for individuals selling residential properties, effective January 1, 2026, with a 3% tax rate for properties sold within two years and exemption for properties sold after two years [3] Group 2: Housing and Loan Adjustments - For housing provident fund loans issued before May 8, 2025, the interest rate will be reduced by 0.25 percentage points starting January 1, 2026, with new rates set at 2.1% for loans of five years or less and 2.6% for loans over five years for first-time homebuyers [5] - The interest rates for second home loans will also be adjusted, with rates not lower than 2.525% for loans of five years or less and 3.075% for loans over five years [5] Group 3: Education and Childcare Policies - A joint notice from the National Development and Reform Commission, the Ministry of Education, and the Ministry of Finance outlines the fee structure for kindergartens, effective January 1, 2026, including government-guided pricing for non-profit kindergartens and market-regulated pricing for for-profit kindergartens [7] Group 4: New Energy Vehicle Policies - The Ministry of Finance and the State Taxation Administration announced a continuation and optimization of the vehicle purchase tax exemption policy for new energy vehicles, with a 50% tax reduction for purchases made between January 1, 2026, and December 31, 2027, and a maximum tax reduction of 15,000 yuan per vehicle [8] - New technical requirements for electric and hybrid vehicles will be implemented starting January 1, 2026, including a minimum all-electric range for plug-in hybrid vehicles [8]

Core Viewpoint - The National Development and Reform Commission (NDRC) and the Ministry of Finance have announced a new policy for 2026 aimed at promoting large-scale equipment upgrades and the replacement of consumer goods, with a total funding plan of 62.5 billion yuan allocated for the first batch of special long-term bonds to support these initiatives [1] Group 1: Policy Optimization - The 2026 "Two New" policy has optimized three main areas: support scope, subsidy standards, and implementation mechanisms [2][3][4] - In terms of support scope, the policy continues to support equipment updates in various sectors, including the addition of elevators in old residential areas and equipment updates in elderly care institutions [2] - The policy also focuses on key consumer goods for replacement, including cars and six categories of home appliances, while expanding the subsidy for digital and smart products [2] Group 2: Subsidy Standards - The subsidy standards for equipment updates have been adjusted, with a shift from fixed subsidies to tiered subsidies based on the number of elevator stops for residential elevators [3] - For vehicle replacement, the policy maintains the upper limit for subsidies while changing the structure to a percentage of the vehicle price, with specific caps for electric and fuel-efficient vehicles [3] Group 3: Implementation Mechanisms - The implementation mechanisms have been optimized to lower the investment threshold for project applications and enhance support for small and medium-sized enterprises [4] - The policy includes measures to prevent fraudulent claims and ensures a unified subsidy standard across the country for various consumer goods [4] - The NDRC plans to strengthen coordination and monitoring to ensure the effective execution of the policy and the orderly use of subsidy funds [4]

中新社北京1月1日电 (记者 王恩博)岁序更替之际，市场高度关注中国经济政策如何衔接。抓住这一关 键时间窗口，近期各方面靠前发力，以"真金白银"传递政策确定性。 新一年中国经济重点任务清单上，扩大内需仍居前列。其中，优化实施"两新"(大规模设备更新和消费 品以旧换新)，被视为进一步激活需求的重要抓手。 2026年提前批"两重"建设(国家重大战略实施和重点领域安全能力建设)项目清单和中央预算内投资计划 已于2025年底提前下达，共计约2950亿元，各类资金拨付和使用节奏将加快。国家发改委近期还批复或 核准多个重大基础设施项目，包括广州新机场、新建湛江至海口跨海轮渡及相关线路工程等交通设施， 浙江特高压交流环网工程、四川大渡河丹巴水电站等能源设施等，总投资超4000亿元。 备受关注的国家创业投资引导基金亦于2025年12月26日正式启动运行，由超长期特别国债出资1000亿 元，并采取"子基金+直投"方式，吸引地方和社会资本共同出资，预计将形成超万亿元投资规模。 据介绍，引导基金将聚焦原创性、颠覆性技术创新和关键核心技术攻关，坚持投早、投小、投长期、投 硬科技，并给予更加灵活的退出安排，推动战略性新兴产业特别是未来 ...