Xin Lang Cai Jing·2026-01-16 01:59Group 1 - The core viewpoint of the article highlights that 康耐特光学 (Conant Optical) shares rose over 7% following news of Meta and EssilorLuxottica discussing plans to double the production capacity of AI smart glasses by the end of this year to meet growing demand [1] - Meta aims to increase the annual production capacity of its Ray-Ban smart glasses to 20 million units or more by the end of 2026, indicating confidence in the sales potential of AI glasses [1] - Longjiang Securities suggests that Meta's increased investment in the smart glasses business could accelerate industry development, benefiting companies like 康耐特光学 [1] Group 2 - According to Wellsenn XR, global sales of AI smart glasses are expected to reach 7 million units by 2025, representing a nearly 360% increase, with Meta projected to sell 5 million units [1] - By 2030, global sales of AI smart glasses are anticipated to grow to 90 million units, indicating rapid growth in the sector [1] - The smart glasses industry involves multiple supply chain segments, including lens manufacturing and retail channels, which highlights the importance of leading companies like 康耐特光学 [1]