“两新”政策扩围拉动消费电子，卓翼科技等消费电子上市公司或迎发展机遇

Group 1 - The "Two New" policy expansion will significantly increase support for the consumption electronics industry, particularly through the inclusion of mobile phones and smart wearable devices in subsidy programs [1][2] - The implementation of new subsidies for digital products such as smartphones, tablets, and smartwatches is expected to drive sales growth in the consumption electronics sector, with a potential increase in retail sales growth by 0.6 percentage points for every additional 100 billion yuan in special bonds allocated for trade-in programs [1] - Companies in the consumption electronics supply chain, such as Zhuoyue Technology, are anticipated to benefit from this policy, with a notable increase in business volume observed in 2024 due to market recovery in smart devices [2] Group 2 - Zhuoyue Technology is identified as a leading manufacturer in the consumption electronics sector, focusing on 3C and IoT product solutions, and is expected to be a key beneficiary of the "Two New" policy [2] - Other listed companies in the consumption electronics industry, including Changying Precision, Feirongda, Luxshare Precision, and Lens Technology, are also positioned to gain from the expanded policy support [2]