盘前机会前瞻|2026年“国补”政策来了！新增智能眼镜品类，这几家公司相关产品已为头部品牌供货（附概念股）

Core Insights - The National Development and Reform Commission and the Ministry of Finance announced a subsidy policy for 2026, providing a 15% subsidy for personal purchases of specific electronic products, including smartphones, tablets, smartwatches, and smart glasses [2][5] - The policy marks a significant change from 2025 by including smart glasses, recognized as the "next generation human-computer interaction interface," in the subsidy program [2][5] Subsidy Details - Consumers can receive a 15% subsidy on the purchase price of eligible products, with a maximum subsidy of 500 yuan per item for smart devices priced under 6000 yuan [3][6] - For home appliances, the subsidy applies to energy-efficient products (1st level) such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, with a maximum subsidy of 1500 yuan per item [3][6] Structural Optimizations - The subsidy program has expanded its scope to include smart glasses, smartwatches, and smart home products, enhancing the support for digital and intelligent devices [3][6] - The policy continues to support the replacement of old appliances and vehicles, focusing on energy-efficient products and promoting a shift towards green and low-carbon upgrades [3][6]