In 2026, the "two new" policy (large-scale equipment upgrades and old-to-new replacements for consumer goods) will see a significant upgrade. According to CCTV News, in addition to the existing subsidies for automobiles, home appliances, and digital products, the state has **for the first time included smart glasses and smart home products (including age-friendly home products) in the scope of the old-to-new replacement subsidy**, marking the accelerated integration of intelligent terminals into the inclusive consumer support system.

Glasses, Smart Glasses

According to the latest policy details, **individual consumers purchasing four categories of digital and smart products—mobile phones, tablets, smartwatches (including bands), and smart glasses**—with a single-item sales price not exceeding 6,000 yuan can receive a **fiscal subsidy of 15% of the product's selling price**, with a limit of one item per category, and a **maximum subsidy of 500 yuan per item**. This move significantly lowers the purchase threshold for advanced smart devices such as AR glasses and AI health bands.

Additionally, smart home products (such as smart locks, voice-controlled lighting, and age-friendly fall detection systems) have also been included in the support scope. The specific subsidy categories and standards are independently determined by local governments based on their actual conditions, giving local authorities greater flexibility to respond to differentiated needs such as aging populations and digitalization.

Zhou Yunhan, vice director of the Department of Macroeconomic Research at the National Information Center's Economic Forecasting Division, pointed out that the core logic of this policy adjustment is "**new products**"—by guiding through subsidies, it promotes new technologies like artificial intelligence and the Internet of Things to shift from being "novelties" to "commonplace." "Devices like AR smart glasses, which were once considered niche, can now enjoy old-to-new replacement subsidies, indicating that the country is systematically promoting high-quality smart products into the daily lives of households."

Analysts believe that this policy will not only stimulate consumption and release domestic demand potential but also accelerate the large-scale deployment of AI terminals in scenarios such as health monitoring, remote collaboration, and the silver economy. For the industry chain, subsidies are expected to drive coordinated innovation in domestic smart hardware, operating systems, and edge AI chips, further solidifying the foundation of the "smart+" ecosystem.