智能眼镜纳入2026年“国补”

Core Insights - The Chinese government will include smart glasses in its subsidy program starting in 2026, providing a 15% subsidy on eligible purchases, capped at 500 yuan per item [1][2] - The smart glasses market is experiencing rapid growth, with a projected shipment of 450.8 million units in China by 2026, reflecting a year-on-year increase of 77.7% [4][5] Group 1: Government Policy and Market Impact - The new subsidy policy will support the purchase of digital and smart products, including smart glasses, smartphones, tablets, and smartwatches, with a maximum subsidy of 500 yuan per item [1] - The inclusion of smart glasses in the subsidy program is expected to benefit related supply chain companies, as indicated by a report from CITIC Securities [2] Group 2: Market Growth and Projections - According to IDC, global shipments of smart glasses reached 4.296 million units in Q3 2025, marking a 74.1% year-on-year increase, with audio and audio-capturing glasses showing a remarkable growth of 287.5% [2] - The Chinese smart glasses market is projected to see significant growth, with audio and audio-capturing glasses expected to reach 3.434 million units by 2026, a 68.1% increase [4] Group 3: Industry Developments and Innovations - Several new smart glasses products have been launched recently, including XREAL 1S and Loomos AI glasses, with more anticipated releases from major companies like Google and Apple in 2026 [4] - The supply chain for smart glasses is poised for opportunities, with companies like GoerTek and Lianxu Electronics ramping up production to meet increasing demand [5][6] Group 4: Component and Technology Advancements - Companies in the hardware manufacturing sector, such as GoerTek, are expanding their capabilities in smart glasses components, including MEMS sensors and optical products [5] - The optical display sector is also benefiting, with companies like Visionox and Crystal Optoelectronics securing significant orders for micro-displays and waveguide products [6]