Bestechnic (Shanghai) (SH:688608) Ge Long Hui·2025-07-31 07:47Core Viewpoint - Hengxuan Technology (688608.SH) focuses on the smart wearable market, which includes TWS earphones, smartwatches/bands, and smart glasses, indicating a strategic direction for the company [1] Company Summary - The company's chip products are widely used in the smart wearable market, highlighting its importance in the company's strategic layout [1] - The BES2800 smart glasses solution has achieved mass production, showcasing the company's capability in this segment [1] - The integrated audio input and output allows for lightweight models to operate locally, enhancing user experience [1] Industry Summary - The smart wearable market is a significant area of focus for the company, reflecting broader industry trends towards wearable technology [1] - The low-power dual-mode Wi-Fi/BT enables quick responses to online voice AI needs, aligning with market demands for connectivity [1] - The system supports mainstream ISP chips, facilitating the development of multimodal smart glasses with video, photography, and image recognition capabilities, which is essential for longer wear times [1]