Group 1 - The core point of the article highlights that Lens Technology (06613) has seen a stock increase of over 7% following the establishment of a wholly-owned subsidiary focused on AR research, indicating positive market sentiment towards its optical technology advancements [1] - Lens Technology has registered a new subsidiary, Lens Optoelectronics Technology (Changsha) Co., Ltd., which will engage in the production of optical instruments, virtual reality devices, display components, new optical materials, and eyewear manufacturing [1] - The company is a key module supplier for several leading AI glasses clients and an assembler for Rokid, showcasing its comprehensive capabilities from optical lenses to complete assembly [1] Group 2 - According to previous research by Industrial Securities, AR sales in China are projected to reach 180,000 units in 2024, while overseas sales are expected to be 320,000 units, with global AR sales anticipated to grow by 30% to 650,000 units in 2025 [2] - The growth of AR glasses is primarily driven by the consumer market's penetration and advancements in waveguide and micro-display technologies, suggesting a trend towards lighter and more cost-effective AR glasses [2] - By 2027, global AR sales are expected to exceed 1.5 million units, indicating a significant market expansion [2]