Investment Rating - The report assigns an "Accumulate" rating for the industry [1] Core Insights - Major companies are launching AI+AR glasses, with Alibaba's "Quark AI Glasses" integrating deeply with Alibaba and Alipay ecosystems. The glasses are expected to enhance interaction capabilities through AI and AR technologies [3][4] - The Shanghai government has issued a new plan to support innovation in AI glasses, focusing on lightweight, low power consumption, high resolution, and large field of view technologies [4] - Global shipments of AI glasses are projected to grow rapidly, with significant contributions from major players like Meta, Xiaomi, and Samsung entering the market by 2025 [4] Summary by Sections Industry Overview - The report highlights the increasing release of AI glasses by major manufacturers, indicating a trend towards enhanced interactive capabilities through AI and AR integration [3][4] Market Potential - According to Wellsenn XR, global AI glasses sales are expected to reach 2.34 million units in 2024 and 5.5 million units in 2025, representing a year-on-year growth of 135% [4] Company Recommendations - The report recommends several companies for investment, including GoerTek, Hengxuan Technology, Crystal Optoelectronics, Lante Optics, and Lens Technology, among others [4][5]
AI眼镜跟踪：大厂新品陆续发布，政策支持技术创新
GUOTAI HAITONG SECURITIES·2025-07-31 06:07