夸克AI眼镜线上线下“一机难求” 明年1月产能或将释放（附概念股）

Core Insights - Quark AI glasses are experiencing unexpected high demand, leading to a situation where they are "hard to find" both online and offline [1] - The current order volume for Quark AI glasses has exceeded the production capacity for the next 45 days, prompting urgent measures to increase production [1] - The company aims to fully release production capacity by January next year to meet the anticipated consumer demand during the Spring Festival [2] Group 1: Production and Supply Chain - Quark AI glasses are currently out of stock on major e-commerce platforms like Tmall, Douyin, and JD, with shipping times extended to 45 days [1] - The company has added a new production line, which is expected to gradually increase capacity starting next week [2] - The team is focused on ramping up production to meet the high demand, with a goal to have sufficient capacity by January [2] Group 2: Product Offerings and Pricing - In November, Quark officially launched two series of AI glasses, S1 and G1, with six models available; the S1 series starts at a price of 3,799 yuan, while the G1 series starts at 1,899 yuan [1] Group 3: Industry Collaborations - AAC Technologies (瑞声科技) has been collaborating with various overseas AI and smart terminal companies to explore innovative applications of AI in hardware [3] - AAC Technologies has acquired a Finnish waveguide company, Dispelix, to accelerate the commercialization of AR technology [3] - Conant Optical (康耐特光学) is the exclusive lens supplier for Quark AI glasses, indicating a successful expansion in the domestic market [3]