智能眼镜赛道持续升温 北交所公司加速卡位新蓝海

Core Viewpoint - The smart glasses market is experiencing significant growth, with various companies, including LeiShen Technology, entering the field to meet consumer demand and expand sales channels [1][2][3]. Group 1: Company Developments - LeiShen Technology announced a joint investment with Jiangsu Huiding Optical Glasses Co., Ltd. and Oppein Vision Investment Co., Ltd. to establish Jiangsu Leiou Huiding Smart Glasses Co., Ltd. with a registered capital of RMB 10 million, holding a 35% stake [1]. - LeiShen Technology debuted its smart glasses at the CES 2025, launching three products based on different technological principles [2]. - The company held an AI product launch event in Wuzhen, introducing a smart glasses product that integrates AI capabilities, offering features like music playback, photography, and real-time translation, with a starting price of RMB 1999 [2]. Group 2: Market Trends - The smart glasses market is heating up, with major players like Xiaomi and Samsung entering the space, leading to a competitive landscape referred to as the "hundred glasses battle" [1][2]. - According to CINNO Research, the first quarter of 2025 saw sales of AI glasses reach 19,000 units, indicating a growing consumer interest [3]. - Counterpoint Research predicts a 210% year-on-year increase in global smart glasses shipments in 2024, surpassing 2 million units, with Meta holding over 60% market share [3]. Group 3: Sales Channel Expansion - LeiShen Technology's collaboration with Huiding Optical and Oppein Investment aims to enhance market development capabilities and strengthen competitive advantages by integrating resources [4]. - The company plans to focus on user needs and the integration of AI technology with high-performance hardware to build a product ecosystem [4]. Group 4: Industry Chain Development - Various companies in the acoustic, optical, and packaging sectors are accelerating their efforts in the smart glasses market, with Xiaomi's supply chain including major manufacturers like GoerTek and OFILM [6]. - Zhecheng Electronics is enhancing its capabilities in AI glasses-related products, with plans for mass production and sales growth in the first quarter of 2025 [7].