证券日报网讯 1月20日，深赛格在互动平台回答投资者提问时表示，公司持续巩固发展电子市场流通和 物业经营管理与城市服务两大存量业务，同时聚焦检验检测设备研发制造及服务、新能源应用等战略性 新兴产业，生产经营及主营业务未发生实质性变化；在信息披露方面，公司严格按照上市公司规则规范 运作，不存在应披露但未披露的相关事项，涉及公司的重大信息请以公司指定信息披露媒体上刊登的公 告为准。作为国有控股上市公司，公司长期以来致力于做好经营管理，提升公司内在价值，切实维护股 东权益。同时，公司坚持回报投资者，已连续10年实施现金分红，并努力实现国有资产保值增值。 （文章来源：证券日报） ...

摘要 ：国家信息中心副研究员撰文解读设备更新： 2026年"两新"政策注重提质增效，通过降低中小企 业申报门槛、优化资金时序投放，并严厉打击骗补等行为。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 日前， 国家发展改革委微信公众号发布 国家信息中心经济预测部政策仿真实验室副研究员袁 剑 琴 撰 写 的 题 为 《 2 0 2 6 年 " 两 新 " 政 策 更 加 注 重 提 质 增 效 》 的 文 章 ， 对 国 家 发 布 的 2026 年"两新"政策进行解读 ： 作者在文中提到：2026年大规模设备更新 注重优化提质 ，以及在政策落地时会强调 优 化 实 施方式提高政策质效 。 其中，优化体质方面特别强调解读了 检验检测设备的升级，是建设质量强国、提升全社会质量 基础设施的关键一环 。 文中还提到，2026年设备 ...

Core Viewpoint - The National Development and Reform Commission and the Ministry of Finance have released a notice regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, focusing on optimizing support scope, subsidy standards, and implementation mechanisms. Group 1: Support Scope Optimization - The 2026 policy continues the support scope from 2025, adding new areas such as the installation of elevators in old residential communities and equipment updates in elderly care institutions. It also includes updates for fire rescue and inspection equipment in the safety sector, and equipment updates for offline commercial facilities like shopping centers and supermarkets in the consumer infrastructure sector [1][3]. - The policy emphasizes enhancing the "subsidy rate" for key consumer goods that have a broad coverage and strong driving effect, continuing to implement subsidies for scrapping and replacing cars, as well as for six categories of household appliances including refrigerators, washing machines, televisions, air conditioners, computers, and water heaters. Additionally, the subsidy for digital products has been expanded to include smart products such as smartphones, tablets, smartwatches, smart glasses, and smart home products [1][3]. Group 2: Subsidy Standard Optimization - For equipment updates, the subsidy for updating old residential elevators will shift from a fixed amount to a tiered subsidy based on the number of elevator floors. In the case of scrapping old operational trucks, priority will be given to those replaced with electric trucks [2][3]. - In the consumer goods replacement aspect, while maintaining the upper limit for car subsidies, the fixed subsidy will be adjusted to a percentage of the vehicle price. The subsidy for household appliances will focus on products with a 1st-level energy efficiency or water efficiency rating, providing 15% of the product price as a subsidy, with a maximum of 1,500 yuan per item. The subsidy standards for digital and smart products will remain unchanged from previous standards [2][3]. Group 3: Implementation Mechanism Optimization - The policy aims to optimize the project application mechanism and review process, lowering the investment threshold for project applications, and increasing support for small and medium-sized enterprises to expand the policy's coverage [3][4]. - In terms of consumer goods replacement, the policy will improve the funding allocation method, enhance the implementation details across the entire chain, and strictly combat fraudulent subsidy claims and illegal practices such as "price hikes before subsidies." It also emphasizes the need for a unified subsidy standard nationwide for various categories of products [3][4].

12月30日，国家发展改革委、财政部对外发布《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》（以下简称《通知》），明确2026年"两新"政策的支持范围、补贴标准和工作要求。 记者从国家发展改革委获悉，为满足元旦、春节等旺季消费需求，近日，国家发展改革委会同财政 部，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。 从内容上看，2026年"两新"政策主要做了三个方面优化。 一是优化支持范围。设备更新方面，总体延续2025年支持范围，在民生领域增加老旧小区加装电 梯、养老机构设备更新，在安全领域增加消防救援设施、检验检测设备更新，在消费基础设施领域增加 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。 消费品以旧换新方面，进一步集中资源，着力提升覆盖人群广、带动效应强的重点消费品"得补 率"。继续实施汽车报废更新和汽车置换更新补贴；继续实施家电以旧换新补贴，支持范围聚焦冰箱、 洗衣机、电视、空调、电脑、热水器等6类产品；同时，将数码产品购新补贴拓展为数码和智能产品购 新补贴，支持范围包括手机、平板、智能手表（手环）、智能眼镜和智能家居产品（含适 ...

Group 1: Equipment Updates - The government is increasing investments in updating equipment for old residential elevators and elderly care institutions, as well as enhancing safety equipment for fire rescue and inspection [3][7]. - There is a focus on updating equipment in consumer infrastructure, including commercial complexes, shopping centers, department stores, and large supermarkets [3]. Group 2: Consumer Goods Trade-In - The initiative aims to concentrate resources on key consumer goods with a broad coverage and strong driving effect, enhancing the "subsidy rate" [4][8]. Group 3: Subsidy Standard Optimization - The subsidy for updating old residential elevators will shift from a fixed amount to a tiered subsidy based on the number of elevator floors [7]. - The subsidy for scrapping old operational trucks will prioritize support for electric truck replacements [7]. - The automotive subsidy will remain capped but will transition from a fixed amount to a percentage of the vehicle price [9][11]. Group 4: Appliance Trade-In Adjustments - The subsidy for home appliances will be adjusted to cover products with a 1st-level energy efficiency or water efficiency rating, providing 15% of the product's final sale price, with a cap of 1,500 yuan per item [14]. - The eligible appliances include refrigerators, washing machines, televisions, air conditioners, water heaters, and computers, with a limit of one subsidy per person per category [14]. Group 5: Digital and Smart Product Subsidies - The subsidy for digital and smart products remains unchanged, covering items with a sales price not exceeding 6,000 yuan, providing 15% of the final sale price, capped at 500 yuan per item [17]. Group 6: Implementation Mechanism Optimization - The project application mechanism and review process will be optimized to lower the investment threshold for project applications, increasing support for small and medium-sized enterprises [18][19]. - The funding distribution method will be improved, and strict measures will be taken against fraudulent subsidy claims and illegal practices [20].

Core Viewpoint - The National Development and Reform Commission (NDRC) and the Ministry of Finance have released a notification regarding the implementation of large-scale equipment updates and consumer goods replacement policies in 2026, focusing on optimizing support scope, subsidy standards, and implementation mechanisms [1][2][3][4] Group 1: Support Scope Optimization - The 2026 policy continues to support the 2025 scope, adding new areas such as elevator installations in old residential communities and equipment updates in elderly care institutions [1] - In the safety sector, updates for firefighting and inspection equipment are included, while consumer infrastructure now covers commercial complexes and large supermarkets [1] - The policy maintains subsidies for scrapping and replacing cars, as well as for six categories of household appliances, and expands digital product subsidies to include smart devices [1] Group 2: Subsidy Standard Optimization - The subsidy for updating old residential elevators will now be tiered based on the number of floors, rather than a flat rate [2] - For scrapping old operational trucks, there is a priority for electric truck replacements, while car subsidies will be adjusted to a percentage of the vehicle price [2] - Household appliance subsidies will focus on energy-efficient products, providing 15% of the product price with a cap of 1,500 yuan per item [2] Group 3: Implementation Mechanism Optimization - The policy aims to streamline project application and review processes, lowering investment thresholds to support small and medium-sized enterprises [2] - It includes measures to combat fraudulent claims and ensures a unified subsidy standard across the nation for various categories [2] - The NDRC will coordinate with other departments to implement the policy effectively and ensure local governments adhere to the guidelines [3] Group 4: Funding and Execution - A total of 625 billion yuan in special long-term bonds has been allocated to support the consumer goods replacement program for 2026, with early disbursement to meet seasonal demand [4] - The NDRC will work with relevant departments to monitor and manage the use of subsidy funds, ensuring a smooth implementation of the policy [4]

●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已提前下达 ●进一步降低申报项目的投资额门槛，加大对中小企业的支持力度 日前，国家发展改革委、财政部印发《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。为做好政策平稳有序衔接，满足元 旦、春节等旺季消费需求，国家发展改革委会同财政部已向地方提前下达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。 ●民生领域支持范围增加老旧小区加装电梯、养老机构设备更新 ●将数码产品购新补贴拓展为数码和智能产品购新补贴 优化支持范围。设备更新方面，总体延续2025年支持范围，在民生领域增加老旧小区加装电梯、养老机 构设备更新，在安全领域增加消防救援、检验检测设备更新，在消费基础设施领域增加商业综合体、购 物中心、百货店、大型超市等线下消费商业设施的设备更新。消费品以旧换新方面，进一步集中资源， 着力提升覆盖人群广、带动效应强的重点消费品"得补率"。继续实施汽车报废更新和汽车置换更新补 贴；继续实施家电以旧换新补贴，支持范围聚焦冰箱、洗衣机、电视、空调、电脑、热水器 ...

Core Viewpoint - The 2026 "Two New" policy aims to enhance equipment updates and promote the replacement of consumer goods, addressing key social issues and supporting economic development through targeted subsidies and optimized implementation mechanisms [1][2][7]. Group 1: Policy Changes - The 2026 "Two New" policy expands the support scope to include the installation of elevators in old residential areas, equipment updates in elderly care institutions, and updates for commercial facilities like shopping centers and supermarkets [2][4]. - The policy continues to support the replacement of old vehicles and household appliances, including cars, washing machines, refrigerators, and extends subsidies to digital and smart products such as smartphones and smart home devices [2][3]. Group 2: Subsidy Standards - The subsidy standards for equipment updates have been optimized, with a shift to differentiated subsidies based on the number of floors for old residential elevators, potentially easing financial burdens for high-rise buildings [4]. - For automotive subsidies, the policy adjusts from fixed amounts to a percentage of the vehicle price, with specific rates for new energy vehicles and fuel-efficient cars, ensuring better alignment with consumer needs [5][6]. Group 3: Implementation Mechanisms - The policy introduces an optimized project application and review process, lowering the investment threshold for project applications and increasing support for small and medium-sized enterprises [7]. - A unified subsidy standard will be implemented nationwide for various categories, addressing discrepancies in local subsidy standards and ensuring that more consumers benefit from the policy [7].

【相关阅读】大利好！四部门联合发布！2026年"国补"政策来了 2026年汽车"国补"来了！按车价比例进行补贴，最高不超2万元 重磅！智能眼镜作为唯一新增品类，纳入2026国补范围 15%国补延续！2026年消费品以旧换新政策公布，新增"智能眼镜"品类 国家发展改革委、财政部印发的《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》30日 对外发布，明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年"两新"政策主要做了3个 方面优化。 来源 | 新华社 责任编辑：张恒星 【相关阅读】大利好！四部门联合发布！2026年"国补"政策来了 一是优化支持范围。 设备更新方面，总体延续2025年支持范围，在民生领域增加老旧小区加装电梯、养老机构设备更新，在 安全领域增加消防救援、检验检测设备更新，在消费基础设施领域增加商业综合体、购物中心、百货 店、大型超市等线下消费商业设施的设备更新。消费品以旧换新方面，进一步集中资源，着力提升覆盖 人群广、带动效应强的重点消费品"得补率"。继续实施汽车报废更新和汽车置换更新补贴；继续实施家 电以旧换新补贴，支持范围聚焦冰箱、洗衣机、电视、空调、电脑、热水 ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 期待已久的2026年大规模设备更新政策终于出台了。 30日，国家发展改革委、财政部印发的《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》对外发布， 明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年"两新"政策主要做了3个方面优化。 一是优化支持范围。 设备更新方面，总体延续2025年支持范围，在民生领域增加老旧小区加装电梯、养老机构设备更 新， 在安全领域增加消防救援、检验检测设备更新 ，在消费基础设施领域增加商业综合体、购物中心、百货店、大型 超市等线下消费商业设施的设备更新。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 发 文不 易 ， 请 帮小编点 下 "❤️" ↓ ↓ ↓ 三是优化实施机制。 设备更新方面，优化项目申报机制和审核流程，进一步降低申报项目的投资额门槛，加大对中小 企业 ...