但需要关注的是，消费端的"换机热"，恰逢当前供给端存储芯片的"涨价潮"，市场也在冷热交织中寻找 着平衡点。而在上海，政策牵引下，一个由人工智能(AI)技术革命做内核、千亿产业集群做底牌的智能 终端产业创新生态正在形成，以期通过确定的产业升级来应对波动。 ● 本报记者黄一灵乔翔 "国补"政策发力显效 "今年'国补'期间线上抢了很多次都没成功，线下改成即时摇号后，一次就摇到了，赶紧趁着春节前给 自己换了一部手机当新年礼物。"在上海工作的李女士手持刚激活的新手机，难掩兴奋地向记者分享自 己的换机经历。她的亲身感受，正是上海线下"国补"即时摇号政策落地见效的缩影。 为进一步优化补贴申领体验、激活线下消费活力，2月4日，上海市商务委等部门联合发布《上海市2026 年落实国家家电以旧换新、数码和智能产品购新补贴政策实施细则》，其中一个亮点便是新增"线下即 时摇号"参与方式，个人消费者可于每日8时至22时实时参与摇号，实现"即摇即知结果"，大幅提升了补 贴申领的便捷度。 据悉，此次线下"国补"新政不仅简化了申领流程，更实现了优惠权益的多重叠加。消费者在线下参与摇 号并中签后，可即时使用"国补"，部分门店同时还能叠加门店自主 ...

Core Viewpoint - The China Household Appliances and Consumer Electronics Expo (AWE) will be held from March 12 to 15 in Shanghai, focusing on "AI Technology, Enjoying the Future," showcasing 1,200 companies and covering the entire industry chain from smart terminal chips to AI models [1][2]. Group 1: Event Overview - AWE will feature a total exhibition area of 170,000 square meters, with the introduction of the Shanghai Oriental Hub International Business Cooperation Zone [1]. - The event will include major companies such as Haier, Huawei, and Xiaomi, highlighting innovations in smart terminal chips, sensors, and AI models [1][4]. - The exhibition will adopt a "one exhibition, two zones" layout, with the Oriental Hub covering 30,000 square meters for showcasing cutting-edge technologies and the New International Expo Center covering 140,000 square meters for smart living scenarios [2]. Group 2: Industry Development - Shanghai aims to exceed 300 billion yuan in the smart terminal industry by 2027, establishing globally influential consumer-grade terminal brands [1][6]. - The integrated circuit industry in Shanghai has over 1,200 companies, contributing to a scale of nearly 490 billion yuan, with a growth rate of 25% [6][7]. - Shanghai's AI talent pool consists of approximately 300,000 individuals, accounting for one-third of the national total, with nearly 1,000 AI companies concentrated in specific industrial clusters [6][7]. Group 3: Innovations and Products - New products to be launched at AWE include humanoid robots, AI smart toys, and AI-native smartphones developed by Nubia in collaboration with ByteDance [4][5]. - The event will also feature over 20 forums and activities focusing on various topics such as AI medical care and smart glasses [4][5]. - Shanghai has seen significant advancements in Micro-LED technology and is a leader in the production of smart glasses and industrial robots [7][8]. Group 4: Ecosystem Collaboration - Shanghai is promoting deep collaboration among upstream and downstream enterprises in the smart terminal ecosystem, integrating hardware, software, and services [8]. - The city is enhancing its AI capabilities by providing substantial support, including over 1 billion yuan in annual subsidies for computing power and model development [8].