With the third batch of 69 billion yuan in central fiscal subsidies fully distributed to provinces by the end of July, nationwide online and offline application channels have continued operations in September. This marks the sprint phase of 2025's largest-scale consumer stimulus policy. According to official deployment, this subsidy window will last until December 31, 2025, 24:00, totaling 130 days. The system will automatically close after expiration with no extensions, representing the final opportunity to enjoy the full year's 300 billion yuan subsidy benefits.
The national consumer subsidy adopts a "batch release, stop when depleted" model. The first two batches of funds have been essentially exhausted, while the third batch of 69 billion yuan was specifically prepared for the "Golden September, Silver October" consumption peak season. A fourth batch of 69 billion yuan is planned for additional deployment in October.
The subsidy application process operates through JD.com's platform, where consumers can access home appliance subsidies by searching "家电省2000" for direct reductions of 2,000 yuan. For mobile phones and digital products, users can search "手机省500" or "数码省2000" to obtain subsidy eligibility worth up to 2,000 yuan. Daily red envelope collections are available through searching "红包2000" with maximum amounts reaching 1,888 yuan.
This subsidy round covers an expanded range of products beyond traditional categories. While refrigerators and air conditioners remain eligible, the program now includes lighting fixtures, dishwashers, and robotic vacuum cleaners. First-tier energy efficiency products receive maximum reductions of 2,000 yuan, while second-tier efficiency items qualify for 1,500 yuan reductions.
Mobile device subsidies primarily target phones and tablets priced below 6,000 yuan, offering 500 yuan savings. Vehicle replacement subsidies provide substantial benefits: scrapping old vehicles for new energy vehicles yields 20,000 yuan, while conventional vehicle replacements offer 15,000 yuan. Transferring old vehicles to third parties before purchasing new energy vehicles also qualifies for 15,000 yuan subsidies. Purchase invoices must be issued before the end of 2025, with material submissions required by January 10, 2026.
Offline retail channels through major electronics retailers also facilitate subsidy claims. Consumers need identification documents, old appliance serial numbers, or vehicle scrap certificates for processing, with subsidy disbursement typically occurring within three days.
Supply chain constraints present challenges, particularly for popular items like air conditioners and refrigerators, which face inventory shortages for September orders. Logistics and installation services are experiencing capacity constraints, requiring advance scheduling of approximately two weeks.
Official reminders emphasize that all subsidies operate on a first-come, first-served basis without processing fees. Fraudulent services claiming to charge fees for application assistance have been identified. Invoices must be issued under individual names; corporate invoices are not eligible.
The government has allocated a total of 300 billion yuan for subsidies from last year through the current period. While the third batch has just been released, the fourth batch is scheduled for October in preparation for the Double Eleven shopping festival.
Regional effectiveness has been significant, with large-screen televisions and oversized refrigerators in Fujian and Guangdong provinces selling out immediately upon availability. The program has generated substantial consumer response, with air conditioner retailers reporting order volumes tripling post-subsidy implementation.
The current subsidy framework represents the final phase of 2025's consumer stimulus initiative, with applications remaining open for the next 130 days. However, high-demand products continue experiencing rapid inventory depletion, suggesting early participation may be advantageous for consumers seeking to benefit from the program.