2026年国补：智能眼镜首次入选，家电只补一级能效

Core Viewpoint - The 2026 national subsidy policy for consumer goods has been officially released, with smart glasses being included for the first time, indicating a shift towards promoting innovative products and stimulating market growth [3][4]. Group 1: Subsidy Policy Changes - The subsidy for home appliances will continue, focusing on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, while gas stoves and range hoods are excluded [3]. - The digital product subsidy has been expanded to include smart products, covering smartphones, tablets, smartwatches (bands), smart glasses, and smart home products [3]. - The subsidy for home appliances will now only apply to products with a 1st-level energy or water efficiency rating, with a subsidy of 15% of the product price, capped at 1500 yuan per item [3]. Group 2: Impact on Smart Glasses Market - The inclusion of smart glasses in the subsidy program is aimed at lowering consumer barriers, optimizing product pricing, and stimulating short-term sales, which is expected to accelerate the transition from novelty to widespread adoption [4]. - According to data from Luotu Technology, the sales of AR devices, including AR glasses, in China are projected to reach 452,000 units in 2025, representing a nearly 70% year-on-year growth [4]. - The sales of AI glasses (without display) are expected to experience explosive growth, with projections of 1.37 million units sold in 2025, marking a year-on-year increase of 215.7% [4]. Group 3: Policy Implementation and Industry Response - The government will strictly combat fraudulent subsidy claims and ensure uniform subsidy standards across the nation for various products, including automobiles and home appliances [4]. - The 2026 subsidy policy is designed to better meet consumer demand for upgrades, promote greener and more energy-efficient products, and ensure a balanced and sustainable subsidy activity throughout the year [4]. - The policy aims to alleviate the financial pressure on businesses and enhance participation from both enterprises and consumers [4].