Sou Hu Cai Jing·2025-09-06 17:38Group 1: Industry Overview - The AI glasses sector is experiencing a critical commercialization phase, with 48 out of 103 listed companies in the A-share market reporting positive net profit growth in the first half of the year, accounting for over 46% [2] - The industry is shifting from "technology research and development" to "scale monetization," with companies indicating that AI glasses product mass production and market expansion are key drivers of revenue and profit growth [2] - Analysts predict that the global AI glasses market will exceed 20 billion yuan in 2024, representing an 80% year-on-year growth, indicating sustained performance growth potential for related companies [4] Group 2: Company Performance - Shenzhen Zecen Electronics Co., Ltd. reported a revenue of 823 million yuan in the first half of the year, a year-on-year increase of 8.76%, and a net profit of 11.45 million yuan, up 11.52% [2] - Lens Technology Co., Ltd. achieved a revenue of 28.65 billion yuan, a 15.3% increase, and a net profit of 1.143 billion yuan, a significant growth of 32.68%, marking the best performance in nearly three years [3] - Other companies in the supply chain, such as Lixun Precision, reported a doubling of revenue from AI glasses OEM business, while Xiaomi's ecosystem company Huami Technology saw a 62% increase in smart glasses sales [4]