Zheng Quan Ri Bao Zhi Sheng·2026-01-04 17:12Core Insights - The consumer electronics market in China is experiencing a surge in demand, driven by new government subsidy policies and the New Year holiday shopping season, with significant increases in foot traffic and sales of smartphones and smartwatches [1][3]. Group 1: Market Trends - The smartphone market is shifting towards higher quality and integrated experiences, with sales of high-end models (Pro, Max, Ultra) increasing to 62% during the New Year holiday, and the price range of 3500 to 6000 yuan becoming mainstream [2][3]. - Consumers are increasingly willing to pay for advanced AI capabilities in smartphones, focusing on practical solutions rather than just hardware specifications [2][3]. - The trend of "ecological purchasing" is emerging, with a notable increase in bundled purchases of smartphones and wearable devices, leading to a 97% rise in combined orders during the holiday period [3][4]. Group 2: Policy Impact - The new subsidy policy provides a 15% rebate (up to 500 yuan) for consumers purchasing certain electronic devices, including smartphones and wearables, which is expected to stimulate sales and enhance the synergy between product categories [3][4]. - The focus on energy efficiency and green products is reshaping consumer preferences, with more attention being paid to sustainability and long-term value in product design [5]. Group 3: Technological Advancements - AI is becoming a central feature in smartphones, enabling seamless integration across various user scenarios, which is expected to redefine the competitive landscape in the smartphone market [2][4]. - The demand for modular and repairable designs is increasing, as consumers seek longer-lasting products that can be upgraded rather than replaced [5].