Core Viewpoint - The consumer electronics sector is experiencing a significant boost due to favorable policies and new product launches, with a notable increase in stock prices on November 27 [1] Policy Impact - The Ministry of Industry and Information Technology, along with five other departments, issued a plan to enhance the adaptability of supply and demand in consumer goods, categorizing consumer electronics and smart wearable products as key consumption areas worth trillions and hundreds of billions respectively, providing strong policy support for the industry [1] Market Developments - Alibaba launched its first self-developed flagship dual-display AI glasses, while Li Auto revealed updates on its AI glasses "Livis," contributing to heightened interest in the smart wearable device sector [1] Demand Recovery - Global demand for consumer electronics is gradually recovering, with Counterpoint Research projecting a 5% year-on-year increase in global smartphone revenue by Q3 2025, marking a historical high [1] Valuation and Investment Opportunities - The consumer electronics sector faced a short-term correction due to rising storage cost expectations, but current valuation levels are considered reasonable, suggesting that investors may want to pay attention to the consumer electronics ETF (561310) [1]