利亚德（300296.SZ）11月13日在投资者互动平台表示，目前To C系列产品销售均在拓展阶段，AI吧唧 主要在京东平台销售，AR眼镜通过利亚德服务平台销售。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：AR眼镜、吧唧AI玩具、手办都出来了，销售渠道是个 问题，如何推出去，再好的产品不能起量，没办法变现，公司有哪些销售举措？ ...

Core Viewpoint - The consumer electronics and optical electronics industry is witnessing accelerated new product launches and strategic expansions into emerging markets, particularly in the automotive and robotics sectors, as companies aim to inject new growth momentum into the industry [1] Group 1: New Product Launches - Several companies are focusing on terminal innovations, with products like the Antigravity panoramic drone expected to enter trial sales by Q4 2025, indicating a strong commitment to new market segments [2] - Liard has launched AR glasses and AI interactive toys, with its first AR glasses featuring multiple functionalities such as translation and meeting minutes, targeting sectors like culture and office [3] Group 2: Industry Response and Technological Advancements - Companies are increasing R&D investments in lightweight materials and advanced manufacturing techniques to enhance product value, with a focus on the growing market for foldable screens [4] - The AI consumer electronics sector is projected to accelerate in the second half of next year, driven by market growth and companies' vertical integration capabilities [4] Group 3: Automotive and Robotics Sector Developments - Huajin Technology expects its automotive electronics revenue to exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [5] - Companies like Tuobang are expanding into smart automotive products, including charging stations and laser radar motors, with significant growth in laser radar shipments anticipated [6] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing base expected to be operational by the end of 2027, indicating a strategic pivot towards future technologies [7]

Group 1: Industry Trends - Multiple consumer electronics and optical electronics companies are accelerating the launch of new products and expanding into emerging markets, indicating a new industry landscape [1] - Companies are focusing on terminal innovations, with significant developments in AR glasses and panoramic drones, enhancing the commercialization process [1] - The industry is witnessing a positive cycle from demand insights, product development to market promotion, creating new market opportunities [1] Group 2: Product Launches - Liyad has launched its first AR glasses and an AI interactive toy, with the AR glasses featuring professional translation and meeting functionalities [2] - The company is leveraging its Micro LED technology to develop AR glasses, targeting sectors like culture, tourism, and office markets for customized solutions [2] - Dragon Flag Technology has begun mass production of AI glasses charging cases, with expected rapid growth in shipments next year [3] Group 3: Automotive and Robotics Developments - Huqin Technology anticipates its automotive electronics revenue will exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [4] - Tobo's smart automotive products, including charging piles and laser radar motors, are gaining market share, with significant increases in laser radar shipments expected [5] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing project, with initial samples already sent to major clients [6]

Group 1 - The event "Tech Pulse, New Visions in Culture and Tourism 2025" was organized by the Ministry of Culture and Tourism, showcasing Beijing's dual identity as a global tech innovation center and a historical cultural city [1] - The first stop of the event was at Leyard Group, a visual technology company, where attendees experienced cutting-edge digital display technologies such as CAVE immersive spaces and 3D display technology [1] - The Haidian District Cultural and Tourism Bureau presented cultural tourism projects under the theme "Symphony of Eastern Elegance and Future Innovation," featuring technology products from well-known companies like Xiaomi and Lenovo, blending culture and technology [1] Group 2 - China has signed cultural cooperation agreements with over 150 countries and has established a government-level cultural tourism cooperation network covering more than 140 countries and regions through memorandums of understanding for outbound tourism [1]

Market Overview - The primary economic sector increased by 0.2% compared to the previous trading day, with Lansheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Lansheng Co., Ltd. (600826) closed at 11.54, up 3.04% with a trading volume of 188,100 shares and a transaction value of 216 million [1] - Wangfujing (600859) closed at 14.63, up 2.45% with a trading volume of 486,100 shares and a transaction value of 709 million [1] - Other notable stocks include Fengshang Culture (300860) at 27.85, up 0.83%, and Wushang Group (000501) at 10.01, up 0.70% [1] Capital Flow - The primary economic sector experienced a net outflow of 35.91 million from institutional investors, while retail investors saw a net inflow of 43.49 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Lansheng Co., Ltd. had a net inflow of 36.59 million from institutional investors, but a net outflow of 24.27 million from retail investors [3] - Wangfujing experienced a net outflow of 27.09 million from institutional investors, while retail investors contributed a net inflow of 6.26 million [3] - Other stocks like Fengshang Culture and Wushang Group also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Core Viewpoint - The company is focusing on the B-end market while gradually promoting the application of Micro LED technology in the C-end market through supply chain integration [2] Industry Development - The Micro LED application in the C-end market is still in its early stages, primarily concentrated in high-end televisions and wearable devices [2] - Future growth in Micro LED applications for the C-end market is expected as costs decrease and the supply chain matures [2]

Core Viewpoint - The company, Liard (300296.SZ), is focusing on its virtual motion subsidiary for its robotics and embodied intelligence business, emphasizing its core strength in the production and application of motion data rather than hardware manufacturing [1] Group 1 - Investors inquired about the establishment of a robotics department or plans to produce robotic hardware [1] - The company clarified that hardware manufacturing is considered a heavy asset investment project [1] - The focus remains on the production and application of motion data, which is the company's core advantage [1]

Group 1 - The core viewpoint is that Micro LED technology is still in its early stages of application in the consumer market, primarily focused on high-end televisions and wearable devices [2] - The company is currently concentrating on the B-end market while gradually promoting innovative products for C-end applications through supply chain integration [2] - Future developments are expected to see increased application of Micro LED in more C-end markets as costs decrease and the supply chain matures [2]

Core Viewpoint - Liard's AR glasses currently do not have shopping functionality, focusing instead on professional applications such as simultaneous translation, speech prompting, and AI meeting minutes [1] Group 1 - The AR glasses weigh only 49 grams, designed for lightweight and comfortable wear [1] - They feature a hinge design that allows for extreme flexibility and durability [1] - The glasses offer an impressive battery life, with a single charge lasting up to 8 hours and a mobile charging case that can recharge the device more than 12 times [1]

Core Viewpoint - The company Liard has announced that its AR glasses currently do not support shopping functionality, focusing instead on features like professional-level simultaneous translation, speech prompting, and AI meeting minutes [2] Product Features - The Liard AR glasses weigh only 49 grams, making them lightweight and comfortable for extended wear [2] - They utilize a friction hinge design for enhanced usability and comfort [2] - The glasses offer an impressive battery life, with a single charge lasting up to 8 hours [2] - Additionally, they come with a mobile charging case that can recharge the glasses more than 12 times [2]