轻工制造行业事项点评：智能眼镜：DeepSeek开源、低成本、高质量，优化智能眼镜堵点

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - DeepSeek has released the R1 inference model, which aligns with OpenAI's o1 official version at a significantly lower price, enhancing AI capabilities for smart glasses [2] - The global sales of AI smart glasses are projected to reach 2.34 million units in 2024, with 2.25 million units coming from overseas [2] - The core components of smart glasses include inference chips, AI models, and display technology, with DeepSeek's open-source model improving domestic capabilities and reducing costs [2] - The AI glasses market is expected to see rapid growth, with diverse applications emerging in navigation, meetings, sports, tourism, and exhibitions [2][3] Summary by Sections Industry Overview - The report highlights the rapid iteration of AI applications and the optimization of smart glasses through DeepSeek's advancements [2] - The report notes that the AI model is a critical component, and improvements in this area are expected to enhance user experience and product functionality [2] Market Dynamics - The report indicates that the AI glasses market is in a 0-1 stage, suggesting significant growth potential [2] - It emphasizes the importance of collaboration between smart glasses companies and lens manufacturers to improve product offerings and market reach [3] Investment Recommendations - The report suggests focusing on companies with strong lens customization capabilities and those that maintain close relationships with both international and domestic clients, such as 康耐特光学 and 明月镜片 [2]