Group 1 - Major tech companies like Apple and Google are intensifying their focus on the smart glasses market, with Apple pausing its Vision Pro upgrade plans to accelerate AI smart glasses development, expected to launch in 2026 [1] - The competition in the smart glasses sector is heating up in China, with companies like Li Auto, Alibaba, Baidu, Huawei, and Xiaomi launching their own AI glasses, indicating a cross-industry battle involving tech, internet, and new energy sectors [1][2] - The entry of established tech giants and new players into the smart glasses market signifies a strategic move to capture the next generation of human-computer interaction, positioning smart glasses as a key hardware in the AI multimodal era [2][4] Group 2 - The smart glasses are seen as an extension of existing ecosystems and a means to leverage AI capabilities, with Li Auto's Livis glasses gaining significant consumer interest and sales [4] - Alibaba's Quark AI glasses have also seen strong sales due to their practical features, indicating that major internet companies are finding viable paths in this new market [4] - The industry is at a critical juncture, with startups needing to focus on niche markets or technological breakthroughs to survive amidst competition from larger firms [5][6] Group 3 - The relationship between smart glasses and smartphones is expected to be complementary rather than one replacing the other, as both technologies evolve together [7] - Current technological limitations in smart glasses, such as weight and battery life, indicate that the industry is still in its early stages, with significant growth potential ahead [7][8] - The global market for smart glasses is projected to grow significantly, with sales expected to reach 41.53 million units by 2029, potentially exceeding 100 billion yuan in market size [8] Group 4 - The influx of major players into the smart glasses market is expected to accelerate technological advancements and reshape industry standards, while also creating challenges for smaller brands [9] - The competitive landscape is shifting from price wars to technology-driven competition, emphasizing the importance of AI integration and user experience [9][11] - Key supply chain companies in the smart glasses sector have shown active stock performance, reflecting investor interest and market optimism [11]

本次发行的可转换公司债券票面利率的确定方式及每一计息年度的最终利率水平，在符合国家有关 规定的前提下，提请公司股东大会授权公司董事会或董事会授权人士在发行前根据国家政策、市场状况 和公司具体情况与保荐机构（主承销商）协商确定。 本次发行的可转换公司债券采用每年付息一次的付息方式，到期归还所有未转股的可转债本金和最 后一年利息。 本次发行的可转换公司债券转股期自可转换公司债券发行结束之日起满六个月后的第一个交易日起 至可转换公司债券到期日止。债券持有人对转股或者不转股有选择权，并于转股的次日成为公司股东。 本次可转换公司债券的具体发行方式由股东大会授权董事会或董事会授权人士与保荐机构（主承销 商）确定。本次可转换公司债券的发行对象为持有中国证券登记结算有限责任公司深圳分公司证券账户 的自然人、法人、证券投资基金、符合法律规定的其他投资者等（国家法律、法规禁止者除外）。 本次发行的可转换公司债券向公司原股东实行优先配售，原股东有权放弃配售权。向原股东优先配 售的具体比例由股东大会授权董事会或董事会授权人士在本次发行前根据市场情况与保荐机构（主承销 商）协商确定，并在本次可转换公司债券的发行公告中予以披露。本次发行 ...

据大象君了解，北交所上市委员会2025年第44次审议会议、深交所上市审核委员会2025年第31次审议会议共定于12月18日召开，共审议3家企业，3家企业 均获通过（1家IPO、2家再融资）。 大象投顾有幸为博士眼镜提供再融资募投可研服务。 | | | | 上市委审议会议结果 | | | --- | --- | --- | --- | --- | | 公司简称 | 注册地 | 拟上市板 | 审核结果 | 主要中介机构 | | 创达新材 | 江苏 | 北证 | 通过 | 申万宏源+立信+国浩(上海) | | 上市公司 | 融资类型 | 上市板 | 审核结果 | 主要中介机构 | | --- | --- | --- | --- | --- | | 博士眼镜 | 可转债 | 创业板 | 通过 | 平安+政旦志远+国浩(深圳) | | 长高电新 | 可转债 | 深主板 | 通过 | 华泰联合+中审华+启元 | 公司控股股东为张俊、锡新投资、陆南平、绵阳惠力。张俊、锡新投资、陆南平、绵阳惠力分别持有公司15.8706%、11.1117%、7.6672%和17.2245%的股 份，张俊及其控制的锡新投资、陆南平及其控制的绵 ...

智通财经APP讯，博士眼镜(300622.SZ)公告，2025年12月18日，深圳证券交易所上市审核委员会召开 2025年第31次审议会议，对公司向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结 果，公司本次发行的申请符合发行条件、上市条件和信息披露要求。 ...

智通财经APP讯，博士眼镜(300622.SZ)公告，2025年12月18日，深圳证券交易所上市审核委员会召开 2025年第31次审议会议，对公司向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结 果，公司本次发行的申请符合发行条件、上市条件和信息披露要求。 ...

博士眼镜公告，2025年12月18日，深圳证券交易所上市审核委员会召开2025年第31次审议会议，对公司 向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结果，公司本次发行的申请符合发 行条件、上市条件和信息披露要求。本次发行事项尚需履行中国证券监督管理委员会注册程序，最终中 国证监会能否同意注册及其时间尚存在不确定性。 ...

博士眼镜连锁股份有限公司 董事会 关于向不特定对象发行可转换公司债券申请 获得深圳证券交易所上市审核委员会审核通过的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 2025 年 12 月 18 日，深圳证券交易所上市审核委员会召开 2025 年第 31 次 审议会议，对博士眼镜连锁股份有限公司（以下简称"公司"）向不特定对象发 行可转换公司债券（以下简称"本次发行"）的申请进行了审核。根据会议审议 结果，公司本次发行的申请符合发行条件、上市条件和信息披露要求。 本次发行事项尚需履行中国证券监督管理委员会（以下简称"中国证监会"） 注册程序，最终中国证监会能否同意注册及其时间尚存在不确定性。公司将在收 到中国证监会作出的予以注册或不予注册的决定文件后另行公告。敬请广大投资 者注意投资风险。 特此公告。 证券代码：300622 证券简称：博士眼镜 公告编号：2025-071 博士眼镜连锁股份有限公司 二〇二五年十二月十八日 ...

证券代码：300622 证券简称：博士眼镜 公告编号：2025-072 博士眼镜连锁股份有限公司 关于公司商标涉及诉讼的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.案件所处的诉讼阶段：二审判决 诉讼机构所在地：北京市 （二）诉讼各方当事人 上诉人（一审原告）： 博士眼镜连锁股份有限公司 被上诉人（一审被告）：国家知识产权局 2.上市公司所处的当事人地位：上诉人（一审原告） 3.涉案的金额：0 4.对上市公司产生的影响：本次判决结果不会对公司生产经营情况产生重大 不利影响。 博士眼镜连锁股份有限公司（以下简称"公司"）于近期收到北京市高级人民 法院出具的《行政判决书》，案号为（2025）京行终 8318 号。现将诉讼事项公 告如下： 一、本次诉讼的基本情况 （一）诉讼机构 诉讼机构名称：北京市高级人民法院 一审第三人：马赫 X 国际贸易有限公司（以下简称"马赫 X"） （三）有关本案的基本情况 2022 年 6 月 13 日，马赫 X 以无正当理由连续三年不使用为由向国家知识产 权局申请撤销公司第 1091684 号"博士 DO ...

IPO and Refinancing Overview - A total of 6 companies are scheduled for IPO review next week (December 15-19), aiming to raise a combined amount of 4.533 billion yuan [1] - Additionally, 3 companies are set for refinancing, with a total fundraising target of 1.935 billion yuan [3] Company Summaries 1. 电科蓝天 (Electric Science Blue Sky) - The company focuses on the research, production, and sales of electric energy products and systems, with applications ranging from deep-sea to deep-space [4] - It has a registered capital of 1.563 billion yuan and is controlled by China Electronics Technology Group [5] - The company plans to issue up to 390.8 million shares, with a total share capital post-issue not exceeding 1.954 billion shares [5] 2. 尚水智能 (Shangshui Smartech) - The company specializes in micro-nano powder processing and precision measurement, primarily serving the new energy battery and new materials sectors [8] - It has a registered capital of 75 million yuan and is controlled by its founder, Jin Xudong [9] - The planned IPO involves issuing up to 25 million shares, with total share capital not exceeding 100 million shares [9] 3. 创达新材 (Chuangda New Materials) - The company develops and produces high-performance thermosetting composite materials, with applications in semiconductors and automotive electronics [10] - It has a registered capital of approximately 36.988 million yuan and is controlled by Zhang Jun and others [11] - The IPO plans to issue up to 12.33 million shares [11] 4. 长裕集团 (Changyu Group) - The company is engaged in the research, production, and sales of zirconium products and specialty nylon products, with a leading position in the zirconium market [14] - It has a registered capital of 366.875 million yuan and is controlled by Liu Qiyong and Liu Ce [15] - The planned IPO involves issuing up to 41 million shares [15] 5. 固德电材 (Gude Electric Materials) - The company focuses on thermal runaway protection components for new energy vehicle batteries and high-performance insulation products [18] - It has a registered capital of 62.1 million yuan and is controlled by Zhu Guolai [19] - The IPO plans to issue up to 20.7 million shares [19] 6. 赛英电子 (Saiying Electronics) - The company specializes in the development and manufacturing of key components for power semiconductor devices [22] - It has a registered capital of 32.4 million yuan and is controlled by a group of four individuals [23] - The planned IPO involves issuing up to 10.8 million shares [23] Financial Performance Highlights - 电科蓝天 reported a net profit of 33.778 million yuan for the last year, with total assets of approximately 691.25 million yuan [6] - 尚水智能 achieved a net profit of 15.252 million yuan, with total assets of 204.91 million yuan [9] - 创达新材 reported a net profit of 51.366 million yuan, with total assets of approximately 644.27 million yuan [13] - 长裕集团's net profit was 21.507 million yuan, with total assets of 174.42 million yuan [16] - 固德电材 reported a net profit of 16.600 million yuan, with total assets of 113.03 million yuan [20] - 赛英电子 achieved a net profit of 73.901 million yuan, with total assets of approximately 486.29 million yuan [24]

Group 1 - The professional chain sector experienced a decline of 1.1% on December 9, with Dr. Optical leading the drop [1] - The Shanghai Composite Index closed at 3909.52, down 0.37%, while the Shenzhen Component Index closed at 13277.36, down 0.39% [1] - A detailed table of individual stock performance within the professional chain sector is provided [1] Group 2 - On the same day, the professional chain sector saw a net outflow of main funds amounting to 96.8041 million yuan, while speculative funds had a net inflow of 24.6722 million yuan, and retail investors contributed a net inflow of 72.1319 million yuan [2] - A table detailing the fund flow for individual stocks in the professional chain sector is included [2]