AI眼镜行业点评：Rokid Glasses出圈催化AI眼镜产业链，国产大模型加速AI应用落地，传统眼镜产业链蝶变在即

Investment Rating - The report gives a positive outlook on the AI glasses industry, indicating an "Overweight" investment rating, suggesting that the industry is expected to outperform the overall market [2][8]. Core Insights - The launch of Rokid Glasses is expected to catalyze investment sentiment in the AI glasses sector, with features such as lightweight design, AI capabilities, and a competitive price point of 2499 yuan [2]. - The rapid development of domestic AI models like Doubao and DeepSeek is anticipated to accelerate the application of AI glasses, enhancing their market viability [2]. - Essilor Luxottica plans to significantly expand its smart glasses production capacity, aiming for an annual output of 10 million units by the end of 2026, reflecting optimistic market demand [2]. - The establishment of industry standards by the China Academy of Information and Communications Technology is expected to support sustainable development in the AI glasses sector [2]. - The report forecasts a substantial increase in AI glasses sales, projecting 1.52 million units globally in 2024, with expectations for rapid growth driven by new product launches and advancements in AI technology [2]. Summary by Sections Industry Overview - The AI glasses industry is positioned for significant growth, driven by technological advancements and increasing consumer interest [2]. Key Companies - Notable companies in the sector include 康耐特光学 and 明月镜片, which are highlighted for their strong manufacturing capabilities and market positioning [3]. Financial Projections - 明月镜片 is projected to achieve a net profit of 2.07 billion yuan in 2025, reflecting a 15% year-on-year growth [3]. - 康耐特光学 is expected to see a net profit of 5.00 billion yuan in 2025, with a 20% year-on-year increase [3].