近日，小米与蚂蚁集团合作，基于蚂蚁自研的全球首个智能终端可信连接技术框架——GPASS，在小米智能眼镜上推出两项创新服务：停车缴费与AI健康 管理。这标志着GPASS技术正进入多场景的日常生活，为用户提供"服务随行"的智能终端连贯体验。 与此同时，GPASS也助力蚂蚁旗下的AI健康应用 "阿福" 接入小米智能眼镜。用户可将小米运动健康数据绑定同步至阿福，也可以在佩戴小米智能眼镜时， 直接通过语音唤起阿福解答健康问题。这意味着，同一副眼镜、同一套底层技术，既能成为"出行助手"，也能扮演"健康管家"。 该功能内置了基于GPASS的 "AI眼镜停车助手"，区别于传统的手机扫码支付，用户可通过该助手实现三步极简操作： 第一步：主动语音提醒。车辆入场后，AI助手会通过眼镜语音告知计费开始时间。 据介绍，在停车场景中，用户无需掏出手机，仅需通过眼镜"说一句"唤醒服务或"看一下"停车码，完成安全确认，即可自动缴费离场，实现了"边走边付、 服务找人"的体验升级。 第二步：语音发起缴费。车辆离场前，说一句"小爱同学，交停车费"，AI助手便自动查询并生成订单。 第三步：确认完成支付。AI助手播报费用，用户确认后支付完成。 【图说 ...

图为2026美国拉斯维加斯消费电子展上，参观者在体验智能眼镜。新华社发（曾慧摄） 随着相关产品持续迭代升级，新品发布节奏不断加快，智能眼镜市场正迎来爆发式增长。据机构预 测，2026年中国智能眼镜市场出货量将达到450万台，同比增幅高达77%。销量的激增，也强力撬动了 行业上下游产业链的全面升级。 技术与应用场景突围 2026年伊始，雷鸟创新首款eSIM智能眼镜"雷鸟X3 Pro Project eSIM"亮相，该产品为双目全彩AR智 能眼镜，集成了eSIM通信模块与4G协议支持，无需手机联网，即可独立实现通话、AI对话、实时翻译 等功能。 在此之前，Rokid乐奇联合广汽集团发布了基于Rokid AI眼镜的车载全场景技术应用成果：用户上 车前，可通过AI智能眼镜的语音指令远程操控车辆解闭锁、开关空调与后备箱，甚至可以实现车辆的 自动泊入、泊出。另外，在驾驶过程中，AI智能眼镜还能实时显示导航、车速等关键信息。 近两年来，随着一体化贴合光学技术、轻量化设计、多模型适配、eSIM独立通信等领域取得突 破，智能眼镜"笨重、续航短、交互差、依赖手机"的痛点不断被解决，实现了从配件到独立终端的跃 迁。 "相较于此前A ...

本文约2200字，建议阅读4分钟 36氪一如既往地保持着及时、深度、前沿的报道风格，既能第一时间解读CES上呈现出的科技行业风 向，又能挖掘有潜力、有技术能力和创造力的创业公司。在此次与同创伟业、创业观察栏目「摊牌」的 合作中，同创伟业智能终端投资负责人王晶将镜头带到拉斯维加斯一线，捕捉鲜活的细节，记录最生动 的观察。并且在CES收官之时，同创伟业被投企业大漠大DAMODA在美国展演了一场精彩的无人机升 空秀。 前方后方，及时、深度、前沿的CES报道 此次CES，36氪对中国创业公司进行了密集的报道。 从这些报道中我们看到了中国企业在家庭智能清洁领域的优势地位，在一些海外用户熟悉的场景中，中 国企业凭借过硬的研发、产品力，以及对使用场景、用户需求的深度洞察，同样在市场上占据一席之 地。智能穿戴设备层面中国品牌也已成为行业引领者...... 在黄仁勋拉开Phycical AI浪潮序幕的节点上，中国机器人公司已经站在行业C位。此次登陆CES的中国 人形机器人公司有20家左右，比美国、日韩、德国、英国等所有国家加起来还要多。中国机器人集体出 海，中国已经拿到了Phycical AI时代的入场券。 2026年CES， ...

岁末年初，消费市场涌动着一股"焕新"热潮。1月22日下午，在小米之家八佰伴店，店长朱亮熟练 地向顾客演示一款小米AI眼镜并算了一笔"优惠账"："标准版原价1849元，门店先补60元，再享国家 15%补贴，最后实付1520元。"他告诉记者，1月1日起，智能眼镜首次被纳入国家消费补贴范围，前来 咨询体验的顾客明显增多，"政策的信号很明确，市场热度在上升。" 线上线下的数据印证了政策的带动效应。在淘宝官方旗舰店，享有补贴的华为、小米等品牌智能眼 镜销量已突破4000台。线下各品牌门店则将"国补直达"等标识置于醒目位置，客流量显著增长。以小米 之家为例，朱亮介绍，他们还配套了厂家补贴，形成"国补+厂补"的叠加红利，让消费者"看得见、算得 清、直接省"，有效激发了潜在的消费需求。 "绿色焕新"成消费主流 与数码区充满未来感的科技热度相呼应，家电、汽车市场涌动的则是另一股以绿色、节能为核心 的"焕新"暖流。 "换这台一级能效冰箱，国家能补贴不少。"在新世纪家电卖场，市民李女士和丈夫仔细了解节能冰 箱数据。她算了一笔账：这款550升白色四门法式冰箱市场价是9290元，享受国补15%的同时叠加商场 活动和厂家补贴，最终需支付 ...

昨日，商务部召开例行新闻发布会，商务部新闻发言人何咏前介绍，截至2025年底，中国在境外设立企 业超过5万家，遍布190个国家和地区。对外投资存量连续9年保持世界前三。2025年对外直接投资 1743.8亿美元，比上年增长7.1%，稳居世界前列。 2025年，在高质量共建"一带一路"的引领下，中国企业对外投资保持健康平稳有序发展。"走出去"的中 国企业积极履行社会责任，年均解决超过200万个就业岗位，出资建设了一大批教育、卫生、环保民生 设施，赢得了东道国各界广泛赞誉。 何咏前表示，2026年是"十五五"规划的开局之年，商务部将有效实施对外投资管理，健全海外综合服务 体系，促进贸易投资一体化发展，支持企业开展国际化经营，深化数字经济、绿色发展等新兴领域合 作，为世界经济稳定增长做出更多更大贡献。 我国绿色、智能等新型消费蓬勃发展。去年新能源车销售量增长17.6%，渗透率持续提升。截至2025年 底，每售出10辆乘用车就有6辆是新能源车。 商务大数据显示，2025年消费者购买一级能效或水效家电产品数量比上年增长了20%。智能眼镜、智能 手表、智能手环增长均超过40%。健康消费持续扩大，体育娱乐用品零售额增长15 ...

1月22日，商务部举行例行新闻发布会。商务部新闻发言人何咏前表示，2025年，我国消费市场保持平 稳发展态势，规模与质量实现双提升，超大规模市场优势持续显现。总的来看，可以用三个关键词来概 括全年消费市场特点。 一是扩容。2025年，社会消费品零售总额首次突破50万亿元大关，达50.1万亿元，增长3.7%，最终消费 支出对经济增长的贡献率为52%。 二是惠民。2025年加力实施消费品以旧换新，带动相关品类销售达2.61万亿元，3.66亿人次享受到真金 白银的"实惠"。限额以上单位家电、家具、文化办公用品、通讯器材零售额分别增长11%、14.6%、 17.3%和20.9%。 何咏前表示，下一步，商务部将坚持惠民生和促消费紧密结合，"政策+活动"双轮驱动，不断释放消费 潜力活力。 三是提质。绿色、智能等新型消费蓬勃发展。去年新能源车零售量增长17.6%，渗透率持续提升，截至 2025年底，每售出10辆乘用车就有6辆是新能源车。商务大数据显示，2025年消费者购买一级能效或水 效家电产品的数量比上年增长了20%，智能眼镜、智能手表、智能手环增长均超40%。健康消费持续扩 大，体育、娱乐用品零售额增长15.7%。 此 ...

Group 1 - The total retail sales of consumer goods in China is projected to exceed 50.1 trillion yuan by 2025, with a growth rate of 3.7% [2] - Retail sales of goods are expected to grow by 3.8%, while catering revenue is anticipated to increase by 3.2% [2] - Final consumption expenditure is expected to contribute 52% to economic growth, continuing to serve as a primary engine for economic development [2] Group 2 - The "old-for-new" policy has significantly boosted retail sales, with home appliances and communication equipment retail sales both surpassing 1 trillion yuan in 2025, marking a historical high [2] - In 2025, over 129 million units of 12 categories of home appliances are expected to be replaced, and more than 91 million digital products are projected to be purchased [2] - Retail sales of household appliances and audio-visual equipment, as well as communication equipment, are expected to grow by 11% and 20.9%, respectively [2] Group 3 - The trend of consumption upgrading is evident, with sales of smart glasses, smartwatches, and smart bands increasing by over 40% [2] - The release of new products in fields such as smart connected vehicles and smartphones is accelerating, with domestic and international brands rapidly establishing flagship stores [2] - The "IP + consumption" trend is thriving, with sales of movie derivatives during the summer season in 2025 expected to double year-on-year [2] Group 4 - The "old-for-new" policy is facilitating industrial transformation and upgrading, effectively promoting the development of new productive forces [3] - Sales of first-level energy-efficient or water-efficient products among the 12 categories of home appliances account for over 90% [3] - The number of new types of home appliances is increasing, with 17.78 million new products expected in 2025, representing a year-on-year growth of 28.89% [3] - Home appliance companies are utilizing "5G + industrial internet" technology to significantly shorten order cycles, while smartphone companies are innovating in imaging, battery life, and AI technologies to enhance product value [3]

Core Insights - The AI glasses industry is transitioning from a "technology exploration phase" to a "consumer validation phase," indicating a more mature stage where differentiation among products is becoming evident [1][2] - The focus of competition is shifting from concepts and specifications to practical integration into users' daily lives [1][2] Industry Maturity and Path Differentiation - As AI glasses move into real consumer scenarios, manufacturers are beginning to differentiate their products based on various approaches, such as emphasizing cutting-edge technology, ecosystem integration, or everyday usability [2] - This differentiation signals the industry's maturity, with real consumer feedback determining sustainable paths for growth [2] - The importance of overseas markets is highlighted, where comfort, daily wearability, and immediate value are becoming key metrics for evaluating AI glasses [2] Company Strategy: Dapeng's Approach - Dapeng has chosen a clear path by entering the consumer market with AI sunglasses, aligning with its consistent product methodology [3][4] - The company focuses on practical usability rather than high-concept narratives, ensuring that products can be genuinely used and purchased [5] Product Definition and Market Validation - Dapeng's AI glasses are designed as everyday sunglasses that meet basic expectations for comfort and style, integrating AI capabilities seamlessly [5] - The product logic emphasizes usability first, making AI glasses a natural part of daily life rather than a disruptive technology [5] Overseas Market Performance - Dapeng's AI sunglasses have achieved significant market validation in North America and Southeast Asia, demonstrating stable channel integration and continuous sales [6] - This performance indicates the commercial viability of AI glasses as everyday items, providing a reference for the industry on transitioning from concept to mass consumption [6] Evolving Value of AI - The value of AI glasses is shifting towards high-frequency usage rather than merely accumulating features, with user experience becoming paramount [7] - Dapeng's design focuses on ensuring that AI functionalities are easy to use and integrate into daily routines, moving from being a technology showcase to a practical tool [7] Long-term Competition Landscape - As AI glasses enter a phase of mass production, competition will extend beyond technology to include product definition, supply chain collaboration, and global delivery capabilities [8] - Dapeng's ongoing success in overseas markets reflects the need for manufacturers to manage long-term operations, services, and product iterations effectively [8] Conclusion - The AI glasses narrative is evolving, with real market performance providing new insights [9] - Products that can integrate into daily life and achieve mass sales are now being validated by the market, with Dapeng's AI sunglasses exemplifying this trend [9] - The next phase of the industry will focus on long-term competition based on real consumer scenarios, marking the beginning of a more mature market [9]

Core Insights - The export structure of China's foreign trade is optimizing, with high-tech product exports increasing by 13.2%, and smartwatches and smart toys being sold in over 170 countries and regions [1] Group 1: Current Market Status - As of January 20, there are 415,900 existing smart wearable-related companies in China, with a continuous growth trend in registrations over the past decade [2] - In 2025, the total number of registrations is expected to increase by 24.15% year-on-year to 126,800, marking a new high in the past ten years [2] - So far this year, 5,200 new companies have been registered [2] Group 2: Company Characteristics - The majority of existing smart wearable companies are lightweight, with 58.28% having registered capital of less than 1 million yuan [3] - Companies with registered capital between 1 million (inclusive) and 2 million yuan account for 19.82% [3] Group 3: Geographic Distribution - The distribution of smart wearable companies is relatively even across different city tiers, with first-tier cities having the highest concentration at 24.84% [4] - New first-tier cities and third-tier cities account for 22.76% and 18.67% of the related companies, respectively [4]

Group 1 - The total retail sales of consumer goods in 2025 reached 50.1 trillion yuan, with a growth rate of 3.7%. The contribution rate of final consumption expenditure to economic growth was 52%, highlighting its role as a main engine for economic development [1] - The retail sales of durable goods showed a positive trend, with the sales from trade-in programs reaching 2.61 trillion yuan, benefiting 366 million people. The retail volume of passenger cars reached 23.74 million units, growing by 3.8%, with a penetration rate of 53.9% for new energy vehicles [1] - Retail sales of home appliances exceeded 1.17 trillion yuan, growing by 11%, while retail sales of communication equipment, cultural and office supplies, and furniture grew by 20.9%, 17.3%, and 14.6% respectively [1] Group 2 - The retail sales of daily consumer goods grew steadily, with retail sales of grain and oil food increasing by 9.3%. Health-conscious consumption became mainstream, with organic and green agricultural products gaining popularity [2] - Retail sales of sports and entertainment products grew by 15.7%, driven by high demand for ice and snow sports, hiking, and cycling equipment. Sales of smart glasses, smartwatches, and smart bands increased by over 40% [2] - The retail sales of cosmetics grew by 5.1%, influenced by Eastern aesthetics, while gold and silver jewelry sales increased by 12.8%, reflecting consumer preference for products that blend traditional cultural elements with modern design [2] Group 3 - The release of new products in the smart connected vehicle and smartphone sectors stimulated consumer activity. Domestic brands gained popularity, with collaborations between traditional brands and new consumption brands creating innovative products and experiences [2] - The "IP + consumption" trend thrived, with sales of movie merchandise during the summer season doubling year-on-year, leading to a surge in consumer interest [2]