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Driven by both policy and technology, the high-end market is experiencing explosive growth

In 2025, there will be significant adjustments to the national home appliance subsidy policy, with the number of home appliance products eligible for trade in subsidies increasing significantly from 8 categories last year to 12 categories, and a maximum subsidy of 20% of the sales price for a single product. It is worth noting that the subsidy category has gradually expanded from basic universal household appliances to intelligent 3C home products. This policy dividend significantly reduces the purchasing threshold for consumers, directly driving the rapid release of demand in the smart door lock market.

From market data, the policy stimulus effect is significant. According to AVC monitoring data, in the first quarter of 2025, the retail sales of high-end smart door lock products priced over 2000 yuan surged by 59% year-on-year, and the retail sales increased by 49% year-on-year, setting a new high for the same period in nearly three years. This growth trend indicates that in the context of consumer upgrading, the smart door lock market is accelerating its transformation towards mid to high end. Consumers' demand for smart door locks is no longer limited to basic unlocking functions, but more focused on product quality, safety, and intelligent experience, willing to pay higher prices for high-end products.

Technological iteration accelerates, and the biometric field is now in a "dual track parallel" pattern

Currently, the smart door lock industry is undergoing a critical period of transformation in biometric technology, showing a clear trend of differentiation: on the one hand, facial recognition technology, with its seamless unlocking experience, has already occupied over half of the market share; On the other hand, palm vein recognition technology is rapidly rising in the high-end market due to its unique advantages in recognition accuracy, anti-counterfeiting, and personal biometric privacy. This dual track parallel pattern of "experience first" and "safety first" reflects the diversified development of market demand.

From the perspective of product form, the market has formed a clear trend of "combination function" development. Among them, the three in one product of "cat eye+large screen+facial recognition" has become the mainstream choice in the current market due to its comprehensive security functions and good user experience. On this basis, the further upgraded "cat eye+large screen+face+palm vein" four in one product, due to its unique "dual biometric insurance" design, has opened up an emerging blue ocean market with a growth rate far exceeding the industry average.