Dioo Microcircuits (SH:688381) Zheng Quan Shi Bao·2025-10-21 00:01Group 1: Company Announcements - DiAo Micro (688381) plans to acquire 100% equity of Rongpai Semiconductor through a combination of share issuance and cash payment, and will raise supporting funds through a private placement to no more than 35 qualified investors [1][3] - The company’s stock will resume trading on October 21, 2025 [2] Group 2: Industry Trends - The global smart glasses (AI glasses) market shipped 4.065 million units in the first half of 2025, marking a year-on-year increase of 64.2% [4] - The smart glasses market is expected to exceed 40 million units by 2029, with China's market share steadily increasing and a projected compound annual growth rate (CAGR) of 55.6% from 2024 to 2029, the highest globally [4] Group 3: Competitive Landscape - Major tech companies are focusing on smart glasses, with Meta's Ray-Ban Display smart glasses selling out in retail stores and experiencing significant price increases on e-commerce platforms in China [5] - Apple is shifting resources from upgrading its Vision Pro headset to developing competitive smart glasses, as AR smart glasses become a new focal point amid declining VR headset demand [6] Group 4: Financial Performance of AI Glasses Stocks - In the first three quarters of this year, 12 AI glasses concept stocks saw net inflows exceeding 1 billion yuan, with Luxshare Precision leading at 5.007 billion yuan [9] - Companies like Luxshare Precision and OmniVision have reported significant net profit growth, with Luxshare Precision's net profit reaching 11.117 billion yuan, a 22.5% increase year-on-year [11]