人工智能巨头、奢侈品牌挤爆眼镜赛道，雷朋母公司成抢手货

Group 1: Luxury Market Overview - In 2025, the global luxury goods industry is expected to face challenges, with a projected weighted organic sales decline of 3% year-over-year in Q2, worsening from a 1% decline in Q1, indicating increasing market pressure [2] - Many luxury brands are shifting focus towards more affordable and practical entry-level luxury products, with eyewear emerging as a central category [2] Group 2: Meta's Investment in Eyewear - Meta Platforms Inc. has acquired just under 3% of EssilorLuxottica, the parent company of Ray-Ban, for approximately €3 billion, marking a significant investment in the AI smart eyewear sector [4] - This investment deepens Meta's collaboration with EssilorLuxottica and reflects its long-term commitment to the smart eyewear market, with potential plans to increase its stake to around 5% [7] Group 3: Partnerships and Agreements - Prada has renewed its licensing agreement with EssilorLuxottica for the production and global distribution of its eyewear brands, extending the contract until December 31, 2030, with an option to renew until December 31, 2035 [5] - Kering Eyewear has acquired Italian lens manufacturer Lenti, enhancing its vertical integration in the luxury eyewear sector, and has shifted to direct control over design, production, and distribution [12] Group 4: Market Trends and Innovations - The global luxury eyewear market is projected to grow from $34.76 billion in 2024 to $40.84 billion by 2030, indicating a robust growth trajectory compared to the overall luxury goods sector [16] - Meta has launched the "Ray-Ban I Meta" smart glasses, which quickly sold over 1 million units, showcasing strong consumer interest in smart eyewear [9] Group 5: Challenges and Strategic Responses - Recent changes in U.S. tariff policies pose new challenges for eyewear manufacturers, with EssilorLuxottica evaluating the possibility of relocating some production to the U.S. [18] - EssilorLuxottica reported a 6% year-over-year revenue increase to €26.51 billion for FY 2024, with Q1 2025 revenue rising 8.1% to €6.85 billion, driven by growth in the European market and strong performance of Ray-Ban Meta smart glasses [18]