智能穿戴设备引领消费升级 打造消费新范式

Group 1 - The core viewpoint of the articles highlights that by 2025, China's total retail sales of consumer goods are expected to exceed 50 trillion yuan, with significant growth in smart wearable devices, including smart glasses, watches, and bands, projected to surpass 40% [1] - The shift in consumer preferences towards practical functionality, stylish design, and high cost-performance ratio in smart wearable devices is evident, as consumers prioritize features like real-time meeting transcription and multilingual translation [1] - The emergence of a new consumption paradigm characterized by "hardware + services" is noted, indicating a transition from traditional one-time purchases to a long-term consumption cycle that enhances the sustainability of domestic demand [2] Group 2 - Experts believe that smart wearable devices may become the next "national-level" consumer product, potentially succeeding smartphones and electric vehicles, with expectations for supportive policies to enhance product affordability and accelerate widespread adoption [3] - The rapid growth of the smart wearable sector is driving advancements in upstream component manufacturing, pushing the electronics industry towards self-reliance in core technologies, which is strategically significant for stabilizing high-end manufacturing in China [2]