把握今秋AR眼镜新品，突破屏幕成就AI交互创新终端

Investment Rating - The report maintains an "Outperform" rating for the consumer electronics industry [1]. Core Insights - The AR industry is experiencing a resurgence with continuous hardware and ecosystem improvements, leading to a new growth phase [4]. - The launch of Rokid AR Lite has seen significant demand, with over 10,000 orders within 12 hours of its release [4]. - The AR supply chain is centered around optical display, perception interaction, and main control chips, with optical display units holding the highest value share [4][5]. Summary by Sections Market Performance - Rokid AR Lite was launched at a price of 4,499 yuan, and its order volume exceeded 10,000 within a day [4]. AR Product Releases - Upcoming AR products include Meizu's second-generation AR glasses and Meta's Hypernova smart glasses, indicating ongoing innovation in the sector [4]. AR Industry Chain - The AR device market is segmented into optical display, sensors, cameras, and processing units, with optical display units accounting for 43% of the value [4][5]. - Micro OLED and BirdBath are currently the most widely adopted optical display solutions, while Micro LED is expected to gain traction due to its advantages [5]. Recommendations - Companies to watch include Goertek, Yida Information, and Longqi Technology for complete devices, and Crystal Optoelectronics and Sunny Optical for optical components [5].