Latest Update on National Subsidy Policy in November: Final Round of "National Subsidy" Confirmed to Continue! Fourth Batch Applications Open Until December 31, 2025

Deep News
Nov 21

According to a joint announcement by the National Development and Reform Commission and the Ministry of Finance on October 31, the final round of the national "trade-in" subsidy for consumer goods (fourth batch) officially commenced on November 1. The total subsidy amount for this round is RMB 69 billion, with a unified nationwide deadline of 24:00 on December 31, 2025—no extensions or retroactive payments will be granted. This marks the concluding batch of the year's RMB 300 billion ultra-long-term special treasury bond funds and represents the "final chapter" of central government subsidies for conventional product categories. Starting in 2026, the policy will be fully phased out, transitioning to a locally funded model, meaning missing this opportunity could entail waiting at least another year, with uncertain subsidy levels and coverage.

Key Participation Methods: - For home appliances and furniture subsidies: Search "家电900" on the JD.com app for discounts up to RMB 2,000. - For mobile phones and digital products: Search "数码900" or "手机900" on the JD.com app for subsidies up to RMB 500. - For all-category red packets: Search "红包900" on the JD.com app—daily red packets up to RMB 1,888 available.

Fund Utilization Warning: As of mid-November, over 80% of the national funds have been utilized, with daily consumption averaging RMB 2.3 billion. High-consumption provinces like Henan, Shandong, Jiangsu, Guangdong, and Hunan have entered a "red alert" status, with new eligibility expected to close by mid-December. Some regions are experiencing "minute-level" quota exhaustion.

Subsidy Coverage and Details: The subsidy spans six categories—home appliances, furniture, mobile phones, digital products, automobiles, and building materials—with subsidies up to 15% of the purchase price: - Home appliances/furniture: Up to RMB 2,000 off. - Mobile phones/digital products: Up to RMB 500 subsidy. - Automobile trade-ins: Up to RMB 20,000 subsidy. Subsidies can be combined with platform red packets, store coupons, and bank card discounts. During the Double 11 re-run period, some households could save up to RMB 18,000 per transaction.

Simplified Application Process: Eligibility thresholds have been significantly lowered, adopting a "voucher-based" model without complex approvals. Vouchers must be used within 48 hours of issuance. Ministry of Commerce data shows a success rate exceeding 85% in October.

Key Platforms: - JD.com (primary platform): Search specific keywords for quick access. - Other platforms like Taobao also offer application channels.

Golden Application Period and Strategies: November 15 to December 15 is the optimal window. Regional strategies vary: - Fast-depleting regions (e.g., Shandong, Henan): Apply at quota release times (typically on the hour). - Lottery regions (e.g., Shanghai, Anhui): Register early and monitor results. - Time-slot regions (e.g., Hubei, Ningxia): Try off-peak hours for remaining quotas.

Critical Reminders: - Some provinces re-release unused quotas daily—use vouchers within 24 hours to avoid expiration. - Hotspots may close applications by late November—act promptly. - Verify all details via official NDRC, Ministry of Finance, or platform announcements.

The 2025 national subsidy policy is now in its final 60-day countdown. Missing this "last policy train" means no further opportunities. Consumers are urged to seize the remaining window and secure subsidies via designated platforms.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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