2026年“国补”新鲜出炉：家电数码补贴15%，智能眼镜首次入围！

Core Insights - The 2026 "National Subsidy" policy has been officially implemented, focusing on optimizing and adjusting the categories and requirements for subsidies on home appliances and digital products [1][3]. Group 1: Home Appliance Subsidies - The new policy supports the replacement of home appliances, specifically targeting products with 1st-level energy efficiency or water efficiency standards, including refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [1][4]. - The subsidy rate has been reduced from 20% to 15%, with a cap of 1,500 yuan per item, down from the previous 2,000 yuan limit. The number of supported categories has decreased from 12 to 6, excluding items like gas stoves and water purifiers from the subsidy [3][4]. Group 2: Digital and Smart Product Subsidies - The policy introduces subsidies for digital and smart products, including smartphones, tablets, smartwatches, and for the first time, smart glasses, with a subsidy of 15% on products priced up to 6,000 yuan, capped at 500 yuan per item [6][8]. - The inclusion of smart glasses signals a strong governmental support for the integration of artificial intelligence and consumer technology, aiming to stimulate consumption and promote industry growth [8][10]. Group 3: Market Implications - The adjustments in the subsidy policy are seen as a strategic move to enhance the quality of products rather than merely increasing sales volume, promoting green consumption and energy efficiency [4][10]. - The market for smart glasses is projected to grow significantly, with sales in China increasing from 452,000 units in 2025 to an estimated 1.37 million units in 2026, reflecting a growth rate of 215.7% [8].