Group 1 - Xiaopeng Motors and Huawei have jointly developed an AR-HUD system called "Chasing Light Panorama," which will debut on the Xiaopeng G7 [2][4] - The new AR-HUD technology aims to address issues such as visibility, dizziness, and obstruction of view, providing features like "full-scene AR lane-level navigation," "AR assisted driving," and "AR safety assistance" [6][13] - The AR lane-level navigation will project navigation routes onto real roads, enhancing user experience and reducing navigation errors [7] - The AR-assisted driving feature will cover multiple scenarios, clearly conveying complex driving intentions [8][9] Group 2 - Changan Automobile has announced its independence, becoming the 99th central enterprise under the supervision of the State-owned Assets Supervision and Administration Commission (SASAC) [14][15] - The restructuring will not significantly impact Changan's normal production and operations, and the actual controller remains unchanged [15] - This change elevates Changan's status to be on par with other central enterprises like FAW and Dongfeng, although no immediate restructuring between Changan and Dongfeng is planned [15]

● 本报记者 李嫒嫒 6月5日，小鹏汽车联合华为乾崑智能汽车解决方案举办抬头显示技术发布会，联合推出"追光全景"AR- HUD（增强现实抬头显示系统），将首发搭载于小鹏G7。中国证券报记者从发布会获悉，"追光全 景"AR-HUD由小鹏汽车提供软件支持、华为乾崑智能汽车解决方案提供硬件支持。 业内人士表示，近年来，随着新能源汽车和智能辅助驾驶渗透率的提升，HUD也在快速普及，同时市 场需求驱动HUD技术不断升级，如显示内容从传统的仪表信息，向智能辅助驾驶意图表达信息等进行 升级。 市场需求驱动技术升级 中国证券报记者采访了解到，在智能座舱与智能辅助驾驶加快融合的趋势下，用户更加注重驾驶体验， 对于HUD提供的内容丰富度和可用性，有了更高要求。随着HUD渗透率持续上升，主流方案也在不断 演进与优化。当前，AR-HUD逐步崭露头角，应用比例不断提高。 小鹏汽车智能体验负责人于桐在发布会上表示，传统的汽车中控屏和仪表盘需要驾驶员在驾驶过程中低 头查看，存在安全隐患。AR-HUD可将关键信息直接投射到驾驶员视线前方，让驾驶员在不离开道路视 线的情况下获取信息，成为近年来用户关注度最高的智能化配置之一。 在小鹏汽车副总裁 ...

《科创板日报》27日讯，雷鸟创新RayNeo今日推出AR眼镜雷鸟X3 Pro、新一代口袋电视雷鸟Air 3s系 列，以及AI拍摄眼镜雷鸟V3 Slim等多款新品。其中雷鸟X3 Pro AR眼镜搭载全球最小可量产全彩Micro- LED光引擎，并与应用材料公司联合研发纳米光刻刻蚀RayNeo光波导，实现43英寸全彩3D空中透明屏 显示效果。雷鸟X3 Pro搭载第一代骁龙AR1平台、豪威定制的空间摄像头，内置通义定制的第一视角多 模态大模型，成为全球首批支持可视化Live AI交互的AR眼镜。 雷鸟X3 Pro AR眼镜发布 搭载豪威定制的空间摄像头 ...

Group 1 - The core viewpoint of the article highlights the success of Shenzhen-based Yuanjing Craft in producing cultural and creative products, particularly the "Phoenix Crown" refrigerator magnet showcased at the National Museum of China [1][2] - Yuanjing Craft has over ten years of experience in the cultural and creative industry, serving more than 500 brand enterprises, 200 museums, and 100 scenic spots [1] - The company reported over 2 million yuan in sales at last year's cultural expo, with cultural product orders now accounting for 60% of its business [2] Group 2 - Yuanjing Craft integrates product design, research and development, manufacturing, packaging, and distribution services, utilizing automated machinery in its operations [2] - The company has invested in an AR creative company, enhancing its products with interactive features, such as the AR functionality in the "Phoenix Crown" refrigerator magnet [2] - The audience at the expo primarily consisted of young people, including many children, indicating a growing interest in cultural and creative products among younger demographics [2]

Core Insights - The 2025 Public Science Day organized by the Chinese Academy of Sciences and Bilibili aims to create an immersive science experience, featuring experts and scholars sharing knowledge online [1][3] - A total of 648 professors and experts, including 8 academicians, have become "UP masters" on the internet, breaking traditional science communication barriers [1][3] - The event showcased innovative uses of technology in education, such as AR applications in physics classes and engaging demonstrations that attracted significant online interaction [3] Group 1 - The event featured a lecture by academician Jin Kuijuan on the integration of optoelectronic information technology, which could lead to breakthroughs in brain-like computing [1] - Researcher Cao Zexian presented a series of videos interpreting classical poetry through a scientific lens, while other educators used creative methods to explain scientific principles [3] - Statistics indicate that 70% of China's "Generation Z" is active on Bilibili, highlighting the platform's role in modern knowledge dissemination [3] Group 2 - Notable creators on Bilibili, such as "Da Kuan Da Kuan" and "Tongji Zihao Xiong," have gained popularity by applying innovative techniques like AR and engaging demonstrations in their educational content [3] - The rise of internet platforms as primary channels for knowledge dissemination is evident, with professors gaining significant viewership for their educational videos [3] - The approach of using everyday items to teach complex subjects has resonated with audiences, as seen with retired professor Wu Yuren's engaging physics lessons [3]

Core Viewpoint - The emergence of 5G-A signals in Beijing indicates a significant upgrade in mobile network capabilities, promising enhanced communication experiences and broader applications across various industries [1][3]. Group 1: 5G-A Overview - 5G-A offers substantial improvements over 5G in terms of capacity, speed, latency, positioning, and reliability, potentially supporting 500 million IoT devices [3]. - The technology is currently being tested across 31 provinces in China and has been validated in regions such as Europe, Latin America, and the Middle East [3]. Group 2: Operator Strategies - Major telecom operators are rapidly advancing their 5G-A initiatives, with China Mobile planning to invest nearly 10 billion yuan to upgrade over 400,000 base stations [7]. - China Telecom aims to implement 5G-A applications across various industries and scenarios, collaborating with the supply chain for innovative pilot projects [7]. - China Unicom intends to launch 5G-A in 39 key urban areas and over 300 significant city scenarios this year [7]. Group 3: Applications and Opportunities - The robust communication capabilities of 5G-A will enhance traditional industries by enabling more efficient device connectivity and data transmission, leading to smarter and more automated production processes [9]. - The integration of 5G-A with AR technology is expected to mature spatial computing platforms and support advanced technologies like brain-computer interfaces [9]. - 5G-A's capabilities will facilitate immersive applications such as XR (extended reality), holographic communication, and cloud gaming, while significantly improving response times for emergency communications and telemedicine [10].

Core Insights - Harbin is transforming its historical sites into modern tourist attractions, integrating AR technology to enhance visitor experiences [1][9] Group 1: Tourism Development - During the holiday periods, visitor numbers can reach 2 to 3 times the usual levels, with expectations for increased tourism during the "May Day" holiday [2] - The Central Avenue's Xiao Ke Courtyard is set to reopen in 2024 after renovations, featuring historical consumer scenes to enrich tourist experiences [2] - The reopening includes brands that were historically significant in the area, such as Meijin Bakery and Azadovski Candy Store, allowing visitors to experience the charm of the century-old street [2][5] Group 2: Cultural and Technological Integration - Harbin is introducing various small museums and cultural experience venues along Central Avenue, enhancing the cultural landscape for tourists [5] - The city is merging traditional commerce with AR technology, launching a series of cultural products that reflect both technological innovation and local culture [9] - A "Magic Train" on Central Avenue features upgraded souvenirs that utilize AR technology, allowing visitors to experience dynamic visuals through their smartphones [11][13] Group 3: Events and Activities - During the "May Day" holiday, Harbin will host multiple events, including cultural salons and pop-up activities, to attract more visitors and showcase the city's culture [14]

Group 1 - The company reported a revenue of 3.142 billion yuan for Q1 2025, representing a year-on-year increase of 10.82% due to growth in various product categories, particularly smart interactive display products, innovative display products, and smart TVs, which saw revenue growth of 10.03%, 50.42%, and 5.88% respectively [5][6] - The net profit attributable to shareholders for Q1 2025 was 215 million yuan, a year-on-year increase of 15.81%, while the net profit after deducting non-recurring gains and losses was 178 million yuan, up 31.75% year-on-year [5][6] - The company emphasized the integration of AI technology and innovative product design, which significantly enhanced product capabilities and addressed user needs, contributing to the strong sales performance [6] Group 2 - The company plans to use up to 500 million yuan of idle raised funds to temporarily supplement working capital, with a usage period not exceeding 12 months from the board's approval date [9][14] - This decision aims to improve the efficiency of fund utilization and reduce financial costs, potentially saving approximately 15.5 million yuan in financial expenses over one year based on the current loan market rate [15][64] - The board and supervisory committee approved the use of idle funds, confirming that it does not alter the intended use of the raised funds or harm the interests of shareholders, particularly minority shareholders [18][67]

展望2025年，光学创新有望提升提振消费电子业务业绩，AR类业务具备长线空间。 公司指引 2025年营收增长0%-30%，展望未来几年仍有诸多看点：1）未来几年A客户仍有潜望新方案、可 变光圈等光学创新，公司作为核心光学零部件供应商大概率将受益；同时A客户滤光片、薄膜光学 面板业务份额仍有成长空间。2）吸收反射复合型滤光片等高端产品在安卓客户的渗透率不断提 升，单价及毛利率明显高于传统产品；3）车载光学份额及盈利能力有望提升，公司ARHUD业务居 于全球领先地位，当前国内客户的盈利能力较低，未来几年将大力拓展毛利率较高的海外客户； 5）前瞻布局AR技术及产品，通过投资Lumus及德国肖特、与Digilens合作等方式深化AR光学技术 积累。公司大力投入资源来突破核心技术难点，反射光波导作为公司一号工程，建设初步的NPI产 线，有望长线受益于AR浪潮。 风险提示： 宏观经济风险，新车推出不及预期，技术进展不及预期，市场竞争加剧风险 点击招商研究小程序查看PDF报告原文 事件 ： 公司发布2024年及25Q1业绩，24全年营收62.78亿元，同比+23.67%；归母净利润 10.30亿元，同比+71.57%。25 ...

三菱电机、Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、 长飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料等将出席本次会议，点击文章底 部 "阅读原文" 即可报名参会。 今日，广纳四维在官微宣布，他们已与 烁科晶体 、国家纳米智造产业创新中心 正式签署战略合作协议， 共同推动碳化硅刻蚀衍射光波导产品的研发与量产 。 此次合作，三方将 围绕碳化硅基底刻蚀制备衍射光波导镜片的核心技术攻关与量产落地展开深度协同 ， 共同推动 AR 眼镜产业链关键环节的国产化进程，加速消费级 AR 产品普及。 插播： 5月15日，"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办， 具体来看，碳化硅的价值链贯穿此次战略合作的全流程，三方的紧密合作分工明确、优势互补： 未来，烁科晶体、广纳四维和国纳智造产业链之间的深度合作与协同，将加速技术转化，有望令碳化硅AR 眼镜在轻量化、高清显示与成本控制等多方面实现质的飞跃，加速开启消费级AR的"千元时代"。 加入碳化硅大佬群，请加微信：hangjiashuo999 烁科晶体：作为高品质碳化硅基底等原材料的供应商， 在国内率先实现碳化硅材料 ...