Investment Rating - The report maintains a positive outlook on the smart glasses industry, indicating a robust growth trajectory and recommending attention to key players such as 康耐特光学, 明月镜片, 博士眼镜, and 英派斯 [5][31]. Core Insights - The smart glasses market is experiencing rapid growth, driven by the introduction of AI and AR glasses, with significant potential for long-term expansion [2][6]. - The industry is at a pivotal point where traditional eyewear is evolving, and midstream lens manufacturing and downstream eyewear channels remain crucial [3][7]. - The report highlights the increasing integration of advanced functionalities in smart glasses, which enhances user interaction and expands application scenarios [18][19]. Summary by Sections 1. Smart Glasses: AI and AR Glasses Flourishing - AI glasses, exemplified by Meta's RayBan Meta, have ignited market interest, with significant sales growth expected [24][29]. - AR glasses are evolving with continuous optical solution iterations, broadening their application scope [6][18]. - The market is witnessing a surge in domestic players, with companies like 雷鸟创新, Xreal, and Rokid rapidly developing their product lines [4][6]. 2. Transformation of Traditional Eyewear - The midstream lens manufacturing sector is seeing steady global demand growth, with a shift towards higher-value, functional products [4][7]. - Downstream channels, particularly offline retail, play a vital role in capturing consumer trends and facilitating product development [9][7]. - The report emphasizes the importance of collaboration between smart glasses manufacturers and established eyewear retailers to enhance market penetration [9][7]. 3. Key Companies to Watch - 康耐特光学 is positioned as a leading lens manufacturer, focusing on domestic market growth and XR business opportunities [5][31]. - 明月镜片 is enhancing its product structure and actively engaging in high-growth segments like AI glasses [5][31]. - 博士眼镜 is expanding its retail presence and integrating smart glasses into its service offerings [5][31]. - 英派斯 is diversifying into the AI glasses sector while maintaining steady growth in its core fitness equipment business [5][31].

| 铜产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2025年6月25日 星期三 | | | | 周敏波 | Z0015979 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日 涨跌 | 日涨跌幅 | 車位 | | SMM 1#电解铜 | 78415 | 78325 | +90.00 | 0.11% | 元/肥 | | SMM 1#电解铜升贴水 | 40 | 90 | -50.00 | - | 元/吨 | | SMM 广东1#电解铜 | 78395 | 78295 | +100.00 | 0.13% | 元/吨 | | SMM 广东1#电解铜升贴水 | 30 | 60 | -30.00 | - | 元/吨 | | SMM湿法铜 | 78335 | 78240 | +95.00 | 0.12% | 元/吨 | | SMM湿法铜升贴水 | -40 | 5 | -45.00 | - | 元/吨 | | 精废价差 | 1100 | 1020 | +80.00 | 7. ...

AI 为何迟迟没出现象级应用？save time 而非 kill time 的属性突出 20250624 摘要 全球 AI 月活跃用户接近 10 亿，中国市场超 4.6 亿，季度增速超 100%，预计 2025 年底全球用户有望突破 20 亿，通用型 AI 助手及教 育类应用表现突出，但国内软件付费习惯弱，出海成重要方向。 AI 商业化路径与互联网不同，更注重工具属性，适合内置于大型系统， 而非形成独立门户。国内软件付费习惯较弱，海外市场政策宽松、付费 意愿强、投融资环境优越，出海是重要发展路径。 教育和金融领域最有可能率先涌现现象级 AI 应用，小 B 大 C 模式亦值得 关注。互联网基础设施建设到门户网站成型需 5-7 年，而 ChatGPT 问 世仅两年半，AI 发展尚需时间。 AI 本身是节约时间的工具，更适配订阅和付费模式。嵌套在消费主义内 核中的商业模式也适用于 AI，如餐饮结构性重配和 AI 课程等培训。 AI 办公软件在企业中的应用仍需时日，主要提升效率，但可信任度有限， 更适合集成在大型系统中作为局部工具。结构化数据或成风口，但与互 联网惯性打法不适配。 Q&A 为什么 AI 领域迟迟没有出 ...

沪深 300 指数 6 月 23 日震荡趋强，收盘 3857.90，环比上涨 11.26。 客服产品系列•日评 国新国证期货早报 2025 年 6 月 24 日 星期二 品种观点： 【股指期货】 周一（6 月 23 日）A 股三大指数集体上涨，截止收盘，沪指涨 0.65%，收报 3381.58 点；深 证成指涨 0.43%，收报 10048.39 点；创业板指涨 0.39%，收报 2017.63 点。沪深两市成交额达到 11226 亿，较上 周五放量 549 亿。 【焦炭 焦煤】6 月 23 日焦炭加权指数窄幅整理，收盘价 1391.7 元，环比上涨 9.6。 6 月 23 日，焦煤加权指数震荡整理，收盘价 818.2 元，环比上涨 12.5。 影响焦炭期货、焦煤期货价格的有关信息： 焦炭：产地煤价涨跌互现，煤矿成交有所好转，但焦价存下行预期，预计本周落地第四轮提降，焦企出货压 力较大，终端需求谨慎。 焦煤：部分事故影响的煤矿仍未复工，叠加环保影响，供应量持续收缩。受悲观预期影响，钢焦企仍保持谨 慎采购，但本周部分下游焦企适度增加采购量，煤矿销售压力缓解，部分去库明显。焦煤竞拍成交涨跌互现，市 场流拍率有所下 ...

期现目报 投资咨询业务资格:证监许可 【2011】1292 2025年6月24日 星期二 价格及基美 | | 现值 | 前值 | 日涨跌 | 日涨跌幅 | 車位 | | --- | --- | --- | --- | --- | --- | | SMM 1#电解铜 | 78325 | 78400 | -75.00 | -0.10% | 元/吨 | | SMM 1#电解铜升贴水 | 90 | 120 | -30.00 | - | 元/吨 | | SMM 广东1#电解铜 | 78295 | 78455 | -160.00 | -0.20% | 元/吨 | | SMM 广东1#电解铜升贴水 | 60 | 90 | -30.00 | - | 元/吨 | | SMM湿法铜 | 78240 | 78300 | -60.00 | -0.08% | 元/吨 | | SMM湿法铜升贴水 | 5 | 20 | -15.00 | - | 元/吨 | | 精废价差 | 1020 | 920 | +100.00 | 10.87% | 元/吨 | | LME 0-3 | 274.99 | 133.36 | +141.63 | - | 美 ...

点击蓝字，关注我们 一、公司简介 江苏泽景汽车电子股份有限公司成立于2015年，是一家专注于 智能座舱视觉与交互解决方案 的高科 技企业。 公司主要产品包括基于 挡风玻璃的HUD（W-HUD） 解决方案CyberLens和 增强现实HUD（AR- HUD） 解决方案CyberVision，将关键驾驶信息（如车速、导航和ADAS预警等）投射到驾驶员前方 视野中的显示解决方案，以减少驾驶员低头查看仪表盘的频率，提高驾驶安全性和行车便利性，广泛 应用于智能汽车领域。 泽景电子的终端市场覆盖国内主流车企，包括 蔚来、理想、小米、比亚迪、吉利等22家主机厂，累 计获得超过90款车型定点 。 二、财务状况 | 年度 | 收入(人民币亿元) | 收入变动 | 毛利率 | 浄利润(人民币亿元) | 净利率 | | --- | --- | --- | --- | --- | --- | | 2022 | 2. 14 | | 22. 6% | -2.56(亏损) | -119.7% | | 2023 | 5. 49 | 156. 5% | 25. 6% | -1.75(亏损) | -31.8% | | 2024 | 5. 78 ...

去年（2024 年），全球范围内的 AR 智能眼镜出货量显著增加，其中 Meta 与 力鹏合作推出的一款产品销量达到 80 万到 90 万台。然而，在国内市场，出货 AI 眼镜专家行业交流 20250622 摘要 2024 年全球 AR 智能眼镜出货量显著增加，Meta 与力鹏合作产品销量 达 80-90 万台，国内市场相对较少，但雷鸟第二代产品因改进摄像头和 接入大模型成为爆款，标志着行业迎来拐点。 AI 智能眼镜主要痛点包括显示技术优化、电池续航提升、成本控制以及 市场接受度提高。技术创新和市场策略调整是推动行业发展的关键。 AI 眼镜核心部件包括高通 XR2 芯片（亿道信息提供方案）、亿纬锂能/ 比亚迪电池、水晶光电/索尼摄像头，以及上海显耀科技等提供的光机和 光显示系统，并逐步接入大模型。 智能眼镜技术突破点集中在碳化硅光波导和 Micro LED。联影采用无机 材料刻蚀工艺提高光波导可靠性并降低成本，Micro LED 因高亮度在室 外更具竞争力。 碳化硅光波导技术重量轻、色彩还原度高，但成本高限制普及。Meta 产品售价 2-3 万元人民币，国内雷鸟产品 8-9 千元，随着应用增加，成 本有望下降 ...

Core Viewpoint - Xiaomi's first AI glasses are set to be officially released next week, featuring a dual-chip solution that includes a system-level SoC and a co-processor, distinguishing it from competitors like RayBan-Meta [1][6][20]. Group 1: Product Features - The AI glasses will likely utilize an "optical frame + electrochromic glass" design to cater to various usage scenarios, differing from the mainstream "sunglasses" and "optical frame" styles [1][9]. - The glasses are expected to weigh similarly to RayBan-Meta, with a potential additional co-processor for handling low-power tasks, which may enhance battery life significantly [15][16]. - Industry sources suggest that the glasses may include electrochromic lenses, previously used in AR glasses, to adapt to changing light conditions [17][18]. Group 2: Market Positioning - Xiaomi enters the AI glasses market with a strong advantage due to its extensive hardware development experience and established supply chain management, which allows it to avoid common technical pitfalls [6][8]. - The pricing for Xiaomi's AI glasses is anticipated to be competitive, likely not exceeding 2499 yuan, aligning with similar products in the market priced between 1600 and 2100 yuan [19][20]. Group 3: Industry Dynamics - The AI glasses industry is currently fragmented, lacking a cohesive ecosystem, but Xiaomi's entry could catalyze integration and development within the sector [21][26]. - The market for AI glasses is projected to grow significantly, with a forecasted CAGR of 97.4% over the next six years, indicating substantial opportunities for both established companies and startups [26][27].

以下文章来源于锌刻度 ，作者孟会缘 锌刻度 . 专注科技互联网原创报道 在618前夕，AI眼镜赛道迎来了一波密集的产品上新，"百镜大战"的硝烟已然弥漫于整个科技行业 。 618过后，一众消费者的使用反馈如潮水般涌来，让外界开始深度审视这个火热市场背后的真实面 貌。 "续航是个大问题，即使什么都不干，电量最多只能维持6~7小时，如果播放声音不能到2小时，甚至 拍摄的话会更短""还是有点大，眼镜腿太粗了，戴久了耳朵痛""有漏音问题，如果你开得很大声， 80%音量往上，可能就站你旁边的距离就可以听到一些，虽然APP可以开隐私模式，但这样你自己就 不好听音了"……显然，在不少尝鲜者看来，部分AI眼镜"华而不实"的情况也很明显。 在AI眼镜高科技产品的光鲜外表下，隐藏着诸多亟待解决的痛点：一些AI眼镜虽然在宣传上标榜拥有 诸多创新功能，但在实际使用中却因续航不足、操作复杂、佩戴不适等问题而饱受诟病。部分产品的 智能化体验并未达到预期，反而因为频繁需要充电、调整设置等而成为了日常生活的负担。 随着消费者声音的汇聚，这一新赛道的泡沫开始显现。 续航不足、功能缺失，半成品也能火？ AI眼镜市场迎来爆发了吗？ 从618最新相关 ...

Group 1 - The core idea of the news is the development of an augmented reality (AR) application named "Immersion" by Oulu University in collaboration with Mid Sweden University, which assists users in completing tasks like computer repairs independently without the need for on-site guidance [1][2] - The application utilizes 3D scanning technology to create a digital twin model of the target device, providing detailed operational instructions through visual aids such as arrows and text boxes projected onto the real device [1] - Device manufacturers can create a library of instructions for specific devices, allowing users to download relevant instructions and complete maintenance tasks in an augmented reality environment [1] Group 2 - The application currently focuses on simpler tasks and has shown promising results in initial technical demonstrations, with ongoing development planned [2] - The research team aims to release a comprehensive open-source system in the future, which will include all core technological tools to promote widespread application and sharing of the results [2]