AI眼镜市场火热 产业链公司纷纷抢抓机遇

Core Viewpoint - The recent launch of Xiaomi's new AI glasses has significantly boosted the domestic AI glasses market, with sales exceeding 30,000 units on JD.com within just over half a month since its release on June 26 [1] Market Sales Surge - According to IDC, the shipment volume of smart glasses in China reached 494,000 units in Q1 2025, marking a year-on-year increase of 116.1%. The forecast for 2025 predicts a total shipment of 2.907 million units, representing a growth of 121.1% [2] - AI glasses, evolving from traditional eyewear, offer enhanced convenience for information retrieval and interaction, providing a more immersive experience compared to traditional electronic devices [2] - The acceleration of AI model deployment has resolved early issues of functionality and interaction in AI glasses, leading to features like real-time translation, scene recognition, and health monitoring, which are driving sales growth [2] Product Innovations - Xiaomi's new AI glasses feature immersive photography and video recording capabilities, support third-party app video calls and live streaming, and allow real-time sharing of visual experiences [3] - Rokid Glasses, developed by Hangzhou Lingban Technology, launched the world's first smart glasses payment solution in collaboration with Alipay, enhancing user convenience while ensuring security [3] - The surge in new AI glasses products indicates that 2025 is expected to be a significant year for the concentrated release of smart glasses, potentially accelerating technological iteration and reducing product costs [3] Policy Support and Market Dynamics - The rapid increase in AI glasses sales is also attributed to policy support, particularly the "national subsidy" which has effectively boosted domestic consumer market activity [3] - Despite the current growth, long-term widespread adoption of AI glasses will require overcoming challenges related to battery life, interaction, and ecosystem development [4] Concept Stocks and Investor Interest - The AI glasses industry chain includes hardware suppliers, software and system vendors, and sales channels. Recently, 21 AI glasses concept stocks have undergone intensive research by institutional investors [5] - Investor focus is primarily on new product development and application expansion in the second half of the year, with companies actively responding to market inquiries and disclosing progress [5] - Companies like Tianjian Electric Sound and Hisense Vision Technology are reporting increased orders and strategic collaborations aimed at enhancing product offerings in the AI glasses sector [6]