AI眼镜新品陆续亮相，产业出货量有望高增长

Core Insights - The AI glasses market is entering a new phase of scaled growth, with significant participation from major tech players like Google, Alibaba, Xiaomi, and others [2][3][4] Group 1: Market Developments - Google announced the development of two types of AI glasses, with the first model expected to launch in 2026, in collaboration with partners like Samsung and Warby Parker [2] - The global smart glasses market is projected to reach 12.8 million units shipped in 2025, a 26% year-on-year increase, with China's market expected to grow by 107% to 2.75 million units [3] - Research firm Wellsenn XR predicts annual sales of AI glasses will exceed 55 million units within the next decade, reaching 1.4 billion units by 2035 [3] Group 2: Stock Market Performance - Over 40 concept stocks related to the AI glasses industry have emerged in the A-share market, with a combined market capitalization exceeding 1.8 trillion yuan [4] - AI glasses concept stocks have seen an average increase of 16.35% this year, with companies like Jiangbolong and Bawei Storage experiencing cumulative gains of over 50% [4] - Jiangbolong's stock has surged by 217.44% since 2025, making it the top performer among AI glasses-related stocks [4][5] Group 3: Institutional Interest - Nine AI glasses concept stocks have been subject to over ten institutional research sessions this year, with Jiangbolong leading at 56 sessions [4][6] - Longli Technology and Yidao Information follow with 34 and 24 research sessions, respectively, indicating strong institutional interest in these companies [5][6] - The funding landscape shows that six AI glasses concept stocks have seen net purchases exceeding 100 million yuan since December, highlighting investor confidence [6]