智能眼镜首次纳入“国补” 产业迈向消费级规模化增长
Zheng Quan Ri Bao·2026-01-05 17:12

Group 1 - The National Development and Reform Commission and the Ministry of Finance have announced a new policy that includes smart glasses in the subsidy program for digital and smart products, marking the only new addition in this category [1][2] - The subsidy allows consumers to receive 15% off the purchase price of eligible products, with a maximum subsidy of 500 yuan per item, applicable to products priced under 6000 yuan [1] - The introduction of subsidies is expected to lower the consumption threshold and stimulate market demand, transitioning smart glasses from niche products to mainstream consumer devices [2] Group 2 - The smart glasses industry is anticipated to benefit from a combination of policy support, technological advancements, and product innovation, leading to significant growth in the consumer market [1][3] - The domestic smart glasses market is projected to see shipments exceed 491.5 million units by 2026, accounting for 45% of the global market share [3] - Companies in the industry are focusing on technological breakthroughs and collaborative innovation across the supply chain, with established players in core components, assembly, and distribution channels [2]