Group 1 - A-shares indices collectively rose on September 30, with most industry sectors experiencing gains, particularly in energy metals, storage chips, lithium mining, semiconductors, and battery sectors [1] - The main funds saw a net outflow of 32.79 billion yuan across the Shanghai and Shenzhen markets, with only the retail trade and defense industries showing net inflows of 1.52 billion yuan and 1.01 billion yuan, respectively [1] - Among the 29 industries with net outflows, non-bank financial and telecommunications sectors had the largest outflows, each exceeding 5 billion yuan [1] Group 2 - Nine stocks saw net inflows exceeding 500 million yuan, with GoerTek leading at 970 million yuan, attributed to advancements in AI glasses technology [2][3] - Shanzi Gaoke followed with a net inflow of 755 million yuan, as the company announced progress in debt restructuring involving a payment of 33 million euros to a banking syndicate [2] - A total of 51 stocks experienced net outflows exceeding 200 million yuan, with Lingyi Technology, New Yisheng, and Dongfang Wealth among those with outflows exceeding 1.1 billion yuan [4][5] Group 3 - Tail-end trading saw a net outflow of 2.873 billion yuan, with electronic and environmental sectors attracting over 200 million yuan in net inflows [6] - GoerTek and Guoguang Electric were among the stocks with significant tail-end net inflows, each exceeding 100 million yuan [6][7] - Conversely, Tianqi Materials and Sunshine Power experienced net outflows exceeding 200 million yuan during the tail-end trading [8]

格隆汇9月30日丨广和通(300638.SZ)在互动平台表示，公司有可应用于AI眼镜的相关产品及解决方案。 （原标题：广和通(300638.SZ)：有可应用于AI眼镜的相关产品及解决方案） ...

● 刘英杰 谭丁豪 今年以来，智能（AI）眼镜行业迎来爆发式增长。巨头新品迭出，出货量高速增长，叠加AI与AR技术 深度融合，AI眼镜已推向大众消费电子前沿。Wind数据显示，截至9月29日收盘，万得智能穿戴指数上 涨1.34%。指数成分股中，盈趣科技、冠石科技、领益智造涨停，达瑞电子、东山精密等跟涨。 分析人士认为，近期多家科技龙头发布AI眼镜，行业景气度高企。AI眼镜行业正处于从技术探索向规 模化商用过渡的关键阶段，其作为下一代人机交互入口的战略价值已成为行业共识。随着硬件技术持续 迭代与软件生态不断丰富，AI眼镜有望逐步突破当前瓶颈，在消费端与行业端实现双向渗透。 行业高速发展 日前，Meta首席执行官扎克伯格在Meta Connect 2025大会上正式发布旗下全新AI眼镜，再次加码AR赛 道。其发布的Meta Ray-Ban Display采用经典的雷朋飞行员系列外观设计。据悉，该眼镜相比现款的雷 朋AI眼镜新增了一块基于LCoS（硅基液晶）技术的显示屏，采用光波导光学方案，外人完全无法看到 镜片里的显示内容，可直接在眼镜上显示导航、通知等信息，并支持全新的肌电手环，售价799美元 起。 国际数据公 ...

Group 1 - The Hang Seng Index experienced a pullback to the 20-day moving average due to month-end effects and renewed U.S. tariffs [1] - The U.S. government shutdown is a major concern, with funding set to expire on September 30, potentially affecting millions of federal jobs [1] - China's industrial profits in August showed a significant recovery, increasing by 20.4% after a previous decline of 1.5%, indicating the effectiveness of anti-involution policies [1] Group 2 - Tesla is focusing on scaling up the production of its Optimus robot, with reports of a meeting between Elon Musk and UAE media officials [2] - Meta has announced the development of humanoid robot systems, indicating a strategic focus on robotics alongside augmented reality [2] Group 3 - The new energy storage market is facing a shortage of battery cells, with orders extending into next year [3] - Tongguan Gold (00340) is highlighted as a developing gold mining company with significant resources and a long-term agreement with Zijin Mining [3] Group 4 - Meta has concluded the release of new AI glasses, with supply chain orders for 12-13 million units this year and an upward revision to 30 million units for next year [4] - The expected shipment volume for Meta's AI glasses in 2025 is projected to be around 5-6 million units, with a significant increase anticipated in Q4 [4][5] Group 5 - The supply chain for Meta's AI glasses is expected to face challenges, with potential delays in component availability impacting shipment timelines [5] - Meta's confidence in the AI glasses product line suggests a strong order forecast to meet anticipated demand [5][6] Group 6 - The successful sales of Meta's AI glasses in 2025 and 2026 would validate the viability of the AI glasses category [6] - Recommendations for investment include focusing on Sunny Optical (02382) and upstream silicon carbide substrate supplier Tianyue Advanced (02631) [6]

" 在百舸争流的AI眼镜赛道，逸文科技暂时领先了一个身位。 " 作者丨 吴优 编辑丨 刘伟 今年7月，曾经靠着"华为天才少年"标签出圈、如今担任具身智能新星企业——智元机器人联合创始人兼 CTO的稚晖君，戴着一副AI眼镜在WAIC上发表演讲，吸引了诸多目光。关注AI眼镜行业的人，一眼便 知，这副外观有几分形似LINDBERG的眼镜，正是逸文科技Even Realities的首款作品——Even G1。 在2025年，做一副能让人记住的AI眼镜不是一件容易的事。新玩家不断涌入，大家都"默契"地将麦克风 和摄像头作为标配，并参考RayBan Meta的外形设计。市面上的诸多AI眼镜，若不是明晃晃地印着品牌 logo，很难一眼分辨出自谁家之手。 但逸文科技做到了。这家成立仅两年的公司，在一众AI眼镜企业中杀出重围，获得了不少明星人物的青 睐。据不完全统计，佩戴过Even G1这款产品的，除了稚晖君还有Oculus Founder Palmer Luckey、阿 联酋宽容与共存部部长Sheikh Nahyan bin Mubarak，全球知名音乐制作人Steve Aoki等政、商、艺术 界的名流。 更让行业印象深刻的 ...

每经编辑｜吴永久 周五，科技股领跌，在主要指数中，创业板指和科创50领跌。传统行业补涨，市场热点散乱。截至收盘，沪指跌0.65%，创业板指跌2.60%，科创50跌 1.61%。沪深两市成交额超过2.1万亿元，较昨日缩量逾2000亿元。 在每日经济新闻App举办的掘金大赛中，第74期比赛正在火热进行中，目前选手们踊跃报名入场，多位选手抓住了行情机会。大赛为模拟炒股，模拟资金 50万元。报名时间为9月13日至9月30日，比赛时间为9月15日至9月30日。正收益就获奖，报名就拿福利！周周发奖金，月月有大奖！ 目前，A股指数攀升至阶段性高位，大盘震荡加剧，很多股民陷入两难境地。相比股票，期货具有诸多优势，既可做多也可做空、杠杆交易、T+0等，交 易十分灵活。为便于股民了解和学习股指期货和期权，拓宽交易视野，给大家一个"零成本试错、高收获成长"的机会。每日经济新闻和中粮期货联合举 办"经·粮杯—全国期货模拟争霸赛"，比赛设有周赛奖励和月赛奖励，其中前十名选手将获得周赛奖励，月度奖励更加丰厚。目前期货模拟大赛正在火热 进行中，第二期比赛从9月1日开赛，报名和比赛时间均为9月1日至9月30日。 期货大赛为模拟比赛，参赛模拟 ...

每经编辑｜吴永久 周四，创业板和科创板领涨，其中创业板指涨1.58%，科创50涨1.24%。1477只股上涨，3876只股下跌。固态电池板块中的宁德时代、亿纬锂能大涨，AI 应用板块中的昆仑万维大涨，AI眼镜中的环旭电子涨停，CPO板块中的华工科技、剑桥科技涨停。 在周四收盘，宁德时代AH股总市值达18067亿元，贵州茅台市值为18020亿元，因此，宁德时代总市值超越茅台。 在每日经济新闻App举办的掘金大赛中，第74期比赛正在火热进行中，目前选手们踊跃报名入场，多位选手抓住了行情机会。大赛为模拟炒股，模拟资金 50万元。报名时间为9月13日至9月30日，比赛时间为9月15日至9月30日。正收益就获奖，报名就拿福利！周周发奖金，月月有大奖！ 目前，A股指数攀升至阶段性高位，大盘震荡加剧，很多股民陷入两难境地。相比股票，期货具有诸多优势，既可做多也可做空、杠杆交易、T+0等，交 易十分灵活。为便于股民了解和学习股指期货和期权，拓宽交易视野，给大家一个"零成本试错、高收获成长"的机会。每日经济新闻和中粮期货联合举 办"经·粮杯—全国期货模拟争霸赛"，比赛设有周赛奖励和月赛奖励，其中前十名选手将获得周赛奖励，月度奖 ...

超频三（300647.SZ）9月25日在投资者互动平台表示，尊敬的投资者您好，公司产品暂未应用于上述领 域，感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘，您好！贵司的产品能用于AI眼镜等新兴消费电 子产品的散热？ ...

消息称，闪极科技AI合伙人、CTO、品牌总监、人力总监、销售总监、设计部负责人、CMO吴浩然等一众中高层骨干相继离职。另外，在AI眼镜业务方 面，闪极科技国内产品闪极AI拍拍镜和海外产品loomosAI眼镜面临量产和交付难题，目前闪极AI眼镜在天猫、京东旗舰店已下架。 针对多位高管离职一事，9月22日，闪极科技CEO张波向蓝鲸新闻表示，这些说法中有太多不实之处。 近日，传出闪极科技多位高管离职，并且其AI眼镜产品在电商平台下架，引发了外界广泛关注。 "公司历史上并未设置过CMO、销售总监、品牌总监等职位。"张波解释道，吴浩然的实际职务为海外营销总监，部分报道相关信息未经该公司确认。针 对"既然没有CMO一职，为何相关对外资料中显示吴浩然为CMO"的问题时，张波亦予以否认，并称相关资料并非官方对外发布的内容。 关于AI眼镜产品下架的消息，张波透露，"目前我们AI眼镜的海内外的订单超过10万台，会在2025年底国内海外同步交付。闪极第二代AI眼镜也已经进入开 发阶段，软硬件技术水平都超越目前市面的竞品"。 ...

Group 1: Company Overview and Financial Performance - The company's main business is precision component manufacturing for consumer electronics and the new energy industry, with consumer electronics accounting for approximately 70% of total revenue and new energy for 30% [2][3] - In the first half of 2025, the company achieved revenue of 8.64 billion CNY, with a non-recurring net profit of 288 million CNY, representing year-on-year growth of 12.33% and 32.18% respectively [2][3] - Revenue from the consumer electronics business was 5.30 billion CNY, while the new energy business generated 2.94 billion CNY, showing a year-on-year growth of 37.09% [2][3] Group 2: Business Development and Strategic Initiatives - The company is accelerating the construction of precision components for humanoid robots and has also made advancements in AI computing capabilities [3] - Revenue from overseas humanoid robot components exceeded 35 million CNY in the first half of 2025, compared to only 10.11 million CNY for the entire year of 2024 [3] - The company has acquired 51% of Shenzhen Weixian Technology Co., enriching its product line for high-speed copper connectors [3] Group 3: Research and Development - R&D expenses have increased significantly due to preparations for a major project with a key customer in the consumer electronics sector, expected to enter mass production in Q4 2025 [4][5] - The company is expanding its product offerings for AI glasses, responding to rapid market demand [5] Group 4: Global Production and Market Presence - The company has production bases in Vietnam and Mexico, with Vietnam's first factory already operational and a second factory in Mexico set to launch in Q4 2025 [6] - A smart manufacturing industrial park in Shenzhen is expected to be operational by Q4 2025, with approximately 60,000 square meters dedicated to humanoid robot production [6] Group 5: Humanoid Robot Business Insights - The humanoid robot business has seen significant attention, with two overseas brands contributing 35 million CNY in revenue in the first half of 2025 [7] - The company has delivered humanoid robot components valued at over 80 million CNY from January to August 2025, with over 400 part numbers supplied [7] Group 6: Future Business Outlook - The consumer electronics business remains profitable, with a focus on maintaining quality amidst rapid product updates [8] - The new energy sector has shown a compound annual growth rate of over 50%, with expectations for continued growth over the next three years [8] - The humanoid robot sector is anticipated to become a significant growth driver for the company, with a large market potential as applications expand [8]