2026“国补”新政：撬动数码活力 赋能家电升级

Group 1 - The new "National Subsidy" policy, with an initial funding of 62.5 billion yuan, aims to boost consumption and improve livelihoods through large-scale equipment updates and trade-in programs for consumer goods [1] - The policy covers key areas such as automobiles, home appliances, and digital smart products, with specific adjustments made for 2026 compared to 2025 [1][6] - The inclusion of smart glasses in the subsidy program reflects the government's support for the smart wearable industry and aligns with the trend of consumption upgrading [2][3] Group 2 - The subsidy for smart glasses, which are now recognized as practical tools rather than niche products, is expected to stimulate market growth and meet consumer demand for high-tech products [3][4] - The report predicts that the global AI glasses market will reach 6.653 billion yuan in 2025 and 18.209 billion yuan in 2026, indicating significant growth potential [4] - The adjustment in the subsidy policy for home appliances emphasizes energy efficiency, with consumers receiving a 15% subsidy on the purchase of energy-efficient products, capped at 1,500 yuan per item [6][8] Group 3 - The shift towards energy-efficient home appliances is expected to enhance the market share of green products and drive companies to invest more in high-end, eco-friendly production [6][7] - The policy changes are anticipated to create a positive cycle of hardware proliferation, ecosystem prosperity, and user growth in the smart glasses sector [4][5] - The demand for smart wearable products, such as AI glasses and smartwatches, has shown a significant increase, with online retail sales growing by 23.1% from January to October 2025 [8]