SIASUN(SZ:300024) Xin Lang Cai Jing·2026-01-27 12:25Core Viewpoint - The increasing popularity of "tech New Year goods" in China is driven by changing consumer preferences, government support policies, and the emergence of innovative products in the market [1][2][4]. Group 1: Consumer Behavior - Consumers are shifting their purchasing logic, seeking products that enhance daily life and provide emotional companionship, rather than just novelty items [4][11]. - The demand for AI products, such as companion robots and smart glasses, reflects a desire for solutions that address practical life challenges and improve quality of life [4][11]. Group 2: Government Policies - The Chinese government has introduced a large-scale equipment update and consumption subsidy policy for 2026, expanding support to digital and smart products, including smart glasses for the first time [6][11]. - In the first quarter, Zhejiang province plans to issue over 30 billion yuan in subsidies for old-for-new consumption, alongside 9.6 billion yuan in consumption vouchers [6][13]. Group 3: Market Trends - AI smart products have captured over 60% of the sales in the home appliance market, becoming the leading category for New Year goods [9]. - Events like the "Spring Action" in Shenzhen showcase a high concentration of AI products, indicating a growing trend in tech-oriented consumer goods [9][15]. - Companies in Zhejiang are successfully transitioning from technology research and development to mass production, contributing to the rise of AI products as popular New Year gifts [8][15].