电子行业周报：苹果WWDC发布重大更新，AI智能眼镜销量大涨-20250615

Investment Rating - The report maintains a "Buy" rating for several companies in the electronic industry, particularly those related to AI smart glasses and Apple's supply chain [8][16]. Core Insights - The electronic industry has shown a mixed performance, with a 3.60% increase in the week of June 9-13, ranking third among sectors. The industry’s price-to-earnings (P/E) ratio stands at 49.32 [24][29]. - Apple's WWDC introduced significant updates, including a new iOS design and AI features, which are expected to boost related supply chain companies [3][14]. - The smart glasses market is experiencing explosive growth, with sales increasing over eightfold, and China is projected to lead global shipments in 2025 [4][15]. Summary by Sections Industry Performance - The electronic sector's performance varied, with a 3.60% increase during the week of June 9-13, outperforming the broader market [24][29]. - The brand consumer electronics segment saw the highest gains among electronic sub-sectors [29]. Key Company Recommendations - Companies recommended for investment include: - 康冠科技 (Kangguan Technology) with a projected EPS of 1.69 in 2025 and a "Buy" rating [16]. - 亿道信息 (Yidao Information) with a projected EPS of 1.03 in 2025 and a "Buy" rating [16]. - 国光电器 (Guoguang Electric) with a projected EPS of 0.76 in 2025 and a "Buy" rating [16]. - 歌尔股份 (Goer Technology) with a projected EPS of 1.01 in 2025 and a "Buy" rating [16]. - 立讯精密 (Luxshare Precision) with a projected EPS of 2.41 in 2025 and an "Increase" rating [16]. Market Trends - The smart glasses market is projected to reach 12.8 million units globally by 2025, with a 26% year-on-year growth, and China expected to account for 2.75 million units, marking a 107% increase [4][15]. - The integration of AI and augmented reality technologies is driving the growth of the smart glasses market [4][15]. Investment Opportunities - Suggested stocks related to AI smart glasses include: - 博士眼镜 (Doctor Glasses) - 亿道信息 (Yidao Information) - 国光电器 (Guoguang Electric) - 康冠科技 (Kangguan Technology) - 漫步者 (Edifier) - 恒玄科技 (Hengxuan Technology) [6][15].