港股概念追踪|2026年家电以旧换新政策出台家电消费景气有望提振（附概念股）

智通财经01-02

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》。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。此外，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...

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stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"600690":1.9,"000921":1.9,"00751":1.9,"MIUmain":0.6,"00921":1.9,"HXXD.SI":0.6,"06690":1.9,"01070":1.9,"000333":1.9,"SWDHY":1.9,"00300":1.9},"content_text":"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》。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。此外，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。智通财经APP获悉，花旗发布研报称，以旧换新政策延续对大部分电商平台而言属利好因素，将有助于抵销2026年上半年的高基数影响。 虽然2026年以旧换新计划的首批补贴规模为625亿元人民币，而且每件产品的最高补贴额低于2025年计划，符合资格的家电类别也较少，但花旗仍相信能提振消费情绪。因应较高基数及较小的补贴规模，该行认为新政策对电商平台的整体效用可能有限，同时指出智能眼镜产品虽获纳入为合资格补贴产品，但预料相信其采用率可能有限。国投证券发布研报称，2026年家电以旧换新政策落地，相较于2025年，明年补贴政策支持范围有所缩小、补贴比例有所下调、更聚焦高能效产品，整体内容基本符合市场预期，有望刺激家电内销边际改善，推动行业产品结构优化。预计国内家电消费将保持稳健表现，具有研发、渠道和品牌优势的白电、黑电企业将更受益于新政策；外销方面，中美贸易冲突趋于缓和，关税压力有望降低，且家电企业全球产能逐步释放，新兴市场持续贡献增量。新政策有望推动家电行业向着高端化、智能化、绿色化升级，带动产品结构优化，具有研发、渠道和品牌优势的大家电企业将更受益于补贴政策。家电产业链相关港股：美的集团(00300)、海尔智家(06690)、海信家电(00921)、TCL电子(01070)、创维集团（00751）、小米集团-W（01810）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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港股概念追踪|2026年家电以旧换新政策出台 家电消费景气有望提振（附概念股）

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港股概念追踪|2026年家电以旧换新政策出台家电消费景气有望提振（附概念股）