Zheng Quan Shi Bao Wang·2025-10-20 23:13Group 1 - The global smart glasses (AI glasses) market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [1] - In the AI glasses concept stocks, 12 stocks have seen a net inflow of over 1 billion yuan in financing in the first three quarters of this year, with Luxshare Precision leading at 5.007 billion yuan [1] - As of October 20, 10 AI glasses concept stocks have released their Q3 2025 reports, with Luxshare Precision, Linying Intelligent Manufacturing, and others reporting net profits exceeding 500 million yuan [1] Group 2 - Luxshare Precision reported a net profit of 11.117 billion yuan for Q3, with a year-on-year increase of 22.5% [3] - Linying Intelligent Manufacturing achieved a net profit of 2.005 billion yuan, reflecting a year-on-year growth of 42.26% [3] - Several companies, including Ruixin Microelectronics and Sitwei, reported net profits that doubled year-on-year, indicating strong performance in the AI glasses sector [1][3]