| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-28 | 002241 | 歌尔股份 | 27.80 | 9.17 | 254.80 机构专用 | | 机构专用 | | 1月28日，歌尔股份大宗交易成交9.17万股，成交额254.8万元，占当日总成交额的0.05%，成交价27.8 元，较市场收盘价26.97元溢价3.08%。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301626 | 苏州天脉 | 179.53 | -7.92% | 3.20万 | 5.90亿 | | 301567 | 贝隆精密 | 50.28 | -5.28% | 3.58万 | 1.84亿 | | 600130 | *ST波导 | 4.19 | -4.99% | 44.88万 | 2006"T | | 002426 | 胜利精密 | 4.28 | -4.89% | 258.39万 | 11.19亿 | | 603626 | 科森科技 | 21.69 | -4.87% | 47.92万 | 10.34亿 | | 300916 | 朗特智能 | 32.17 | -4.85% | 5.85万 | 1.91亿 | | 300868 | 杰美特 | 34.05 | -4.70% | 3.66万 | 1.27亿 | | 002241 | 歌尔股份 | 26.97 | -3.68% | 189.19万 | 51.44亿 | | 300857 | 协创数据 ...

Core Viewpoint - Meta's adjustment in its metaverse business has significantly impacted its Chinese partner, GoerTek, leading to substantial financial losses and workforce reductions [1][2][4]. Group 1: Impact of Meta's Decision - Meta's decision to cut resources in its metaverse division may result in GoerTek facing losses exceeding 10 billion yuan [1][4]. - GoerTek's Alpha Labs, a core R&D center, has seen budget cuts across all departments, with layoffs expected to be between 30% and 50% in various centers [2][4]. - Employees have confirmed that the layoffs are directly related to Meta's order reductions, with some departments experiencing varying levels of impact [2][4]. Group 2: Financial Performance and Business Segments - GoerTek's main business segments include precision components, smart acoustic products, and smart hardware, with the latter accounting for 60% of overall revenue [5][7]. - The smart hardware segment, which includes VR, MR, and AR products, experienced a significant revenue growth of 107.34% in 2020, but has since seen a decline, with a drop of 6.93% in 2023 [7][8]. - The company's overseas revenue growth has also slowed down, reflecting the overall decline in the smart hardware business [8]. Group 3: R&D Investments and Market Position - Over the past five years, GoerTek has invested 24.5 billion yuan in R&D, focusing on various innovative platforms, which has led to a significant market share in MR headsets and AI smart glasses [8]. - Despite substantial investments, the changing attitudes of major tech companies like Apple and Meta towards MR and the metaverse may hinder the expected returns on these investments [8].

文 丨 《BUG》栏目 周文猛 大洋彼岸Meta调整元宇宙业务部门的动作，影响到了其中国区合作伙伴——歌尔股份。 近日，多位歌尔股份离职及在职员工对《BUG》栏目透露："公司近期启动人员优化调整，歌尔创新研 发中心Alpha Labs（简称：歌尔Labs）下所有中心预算被砍，将面临多轮裁员。" 对于此次裁员原因，多位员工直言"与Meta砍单有关"，并表示"一些部门或中心人员优化比例在30%— 50%之间"。但针对"砍单"比例，员工们并未给出明确答案。 此前，Meta曾宣布调整其元宇宙业务，确认削减对资源投入。据知情人士透露，此次Meta砍单可能导 致歌尔股份百亿元损失。对于前述影响，歌尔股份方面并未正面回应。 歌尔Labs预算集体"被砍"，开启多轮次裁员 事件的起因要从Meta说起。 近期，有外媒报道称，Meta正在调整其元宇宙业务，开始大规模裁撤Reality Labs的1000多个工作岗 位。在上个月，Meta就已经确认将削减对元宇宙的资源投入。 早在2020年，歌尔就拿下了Meta Quest 2的独供大单，并深入参与客户VR设备的研发、设计及生产环 节，虽然近年来Meta推进VR头显供应链多元化，引入 ...

Core Insights - The article emphasizes that China has become a dominant player in the AI glasses industry, controlling over 80% of the global supply chain [5][6][26] - The rapid innovation and manufacturing capabilities in China have allowed for significant advancements in AI glasses technology, making them a key player in the global market [16][30] Industry Overview - AI glasses are viewed as the next generation of computing devices, with China leading in the supply chain and production [6][8] - Key components such as chips and optical modules are primarily produced in China, with optical modules accounting for over 40% of the cost and chips over 30% [10][13] Technological Advancements - Chinese companies have made significant breakthroughs in optical waveguide technology, which is crucial for AI glasses [11] - Companies like JBD and Zhizhi Technology have developed advanced Micro LED and optical components that are lightweight and energy-efficient [11][13] Market Dynamics - The integration of the supply chain in China has led to reduced costs for AI glasses, with prices dropping from over 10,000 yuan to around 1,999 yuan [26] - The market for AI glasses is expected to grow significantly, with predictions of a compound annual growth rate of 55.6% over the next five years [30] Competitive Landscape - Major Chinese brands are emerging in the AI glasses market, with companies like TCL, XREAL, and Rokid showcasing innovative products at international tech exhibitions [27][29] - The article highlights that Chinese manufacturers are not only producing but also innovating, moving from a role of OEM to becoming leaders in the industry [17][24]

造一副AI眼镜，其实不难——只要你在中国。 在珠三角，只要有订单，AI眼镜可"三天出样、七天上线"； 在长三角，全球最顶尖的光波导、Micro LED显示技术汇聚一堂，硅谷老大来了也要夸声"老灵了"。 美银证券（BaofA）的报告则揭示了更令人震惊的数据： 在全球AI眼镜的供应链中，超过80%的企业来自中国。 ▲小米AI眼镜拆解示意，来源：维深Wellsen XR 芯片相当于AI眼镜的"大脑"，负责处理与计算； 光学模组相当于AI眼镜的"眼睛"，负责镜片的光学显示； AI眼镜，这个被硅谷视为下一代计算入口的智能设备，正被中国工厂尽在掌握。 01 站在顶端 中国对AI眼镜的掌握是全面性的。 在摄像头模组、光学镀膜、结构件、整机组装等关键环节，中国企业都是领先者与引领者。零组件核心企业之一至格科技CEO孟祥峰就曾强调说： "不用出长三角，就能完成（AI眼镜）所有核心部件采购与测试。" 一副AI眼镜有诸多零部件，芯片、光学模组（光机+波导片+屏幕）两大部分最为核心，最有技术难度与价值，中国企业对全球AI眼镜产业的掌控，也是 得益于在此的技术突破与市场优势。 它们也是最"贵"的。光学模组在AI眼镜的成本占比超过40% ...

近日，在国际知名XR盛会美国SPIE AR|VR|MR大会上，歌尔光学发布AR全彩光波导显示模组F50Se，实现50°视场角（FOV），使 AR 眼镜达到极致轻 薄，具备更优异的显示效果。 50°大视场角碳化硅光波导模组F50Se F50Se模组创新采用高折射率的碳化硅光波导材料，突破传统玻璃基底30°视场角的物理限制，达到50°超大视场角。 同时，通过创新光栅设计与干法刻蚀工艺，有效消除AR光波导显示中常见的残影和彩虹纹干扰，显著提升视觉纯净度；搭配全彩小型化LCoS光机，可实 现1500尼特以上入眼亮度。通过系列创新，为轻薄型AR眼镜提供兼具虚拟大屏、全彩色与高亮度的关键光学解决方案，提升观影和娱乐场景体验。 参观者现场体验 歌尔光学还展示了多款核心产品：模组厚度仅0.65毫米的碳化硅刻蚀光波导模组F30Se、轻量化全彩树脂光波导模组F15Pi、适配户外强光和工业场景的 F25Ge模组、轻薄化MR Pancake模组。未来，歌尔光学将持续深化材料与工艺的协同创新，助力XR设备迭代升级。 近日，在国际知名XR盛会美国SPIE AR|VR|MR大会上，歌尔光学发布AR全彩光波导显示模组F50Se，实现50°视 ...

【珠海律师、珠海法律咨询、珠海律师事务所、京师律所、京师珠海律所】 作者：袁玉柱、黎氏雪、阮文灵、黎廷德英 在地缘政治博弈、关税壁垒调整及供应链韧性需求的共同驱动下，以苹果公司为代表的全球科技巨头正在加速执行"中国＋1"战略。这一战略 并非意味着与中国制造的"脱钩"，而是旨在构建一个物理空间分散、产业逻辑协同的"双核心"体系。越南凭借其地理邻近优势、广泛的自贸协 定网络（CPTPP， EVFTA等）以及日益成熟的电子产业集群，已确立为该战略的首选承接地。截至2025年底，越南已实质性承接了全球超过 65％的AirPods、20％的iPad及Apple Watch产能，并开始逐步切入MacBook等高复杂度产品的试产。 更为关键的是，随着供应链从单纯的组装环节向零部件精密制造、模组封装乃至前端研发延伸，中资企业赴越南投资的模式正从早期的"借道 出海"和简单的"来料加工"，向深度的"本地化制造"与"全产业链落地"转型。这一转型过程对企业的跨境合规管理、资产安全配置及本地化运 营能力提出了更高的要求。作为长期深耕越南法律服务市场的专业机构，京师律师事务所越南合作办公室——京师普华（越南）律师事务所 （以下称京师越南 ...

人民财讯1月22日电，企查查APP显示，近日，上海同歌二期创业投资合伙企业(有限合伙)成立，出资额 1亿元，经营范围包含：创业投资(限投资未上市企业)。企查查股权穿透显示，该企业由歌尔股份 （002241）等共同出资。 ...

Group 1 - The Chinese humanoid robot industry is accelerating its development, with the Ministry of Industry and Information Technology (MIIT) emphasizing ongoing support for technological innovation and ecosystem enhancement [2][3] - By 2025, the number of domestic humanoid robot manufacturers is expected to exceed 140, with over 330 humanoid robot products launched [2] - China is projected to lead the global market in humanoid robot shipments by 2025, with an estimated 5,168 units shipped, capturing 39% of the global market share [3] Group 2 - The number of patents related to humanoid robots in China has surpassed 2,000, with 1,620 applications filed since 2021, marking a 30.7% year-on-year increase in 2025 [3] - The humanoid robot sector is anticipated to unlock a trillion-yuan market across various applications, including industrial, medical, commercial, and domestic settings [4] - Companies like Ningde Times and Northern Rare Earth are significantly investing in humanoid robotics, with Ningde Times establishing a self-research team focused on robotic arms and AGVs [5] Group 3 - Shenghong Technology expects a net profit growth of 260.35% to 295% in 2025, having established partnerships with leading companies in the humanoid robot sector [6] - Jinli Permanent Magnet anticipates a net profit increase of 127% to 161% in 2025, with products for humanoid robots already in small-scale delivery [6]