Core Viewpoint - The company is expected to achieve a significant increase in net profit for the first half of 2025, driven by strong sales growth in high refractive index and functional products, leading to an improved product mix and higher average selling prices [1] Group 1: Financial Performance - The company forecasts a net profit growth of no less than 30% year-on-year for the first half of 2025 [1] - The revenue from the company's self-owned brand business is projected to reach 1.15 billion yuan in 2024, representing a year-on-year growth of 24.5% and accounting for 55.8% of total revenue, an increase of 3.3 percentage points [2] Group 2: Product and Market Development - The company has a strong manufacturing capability and is focusing on developing its own brand and domestic market, which is driving steady revenue growth and improved profitability [2] - The company has over 7 million SKUs, allowing it to meet diverse customer needs, and maintains close cooperation with upstream raw material suppliers [2] - The XR business is positioned advantageously, with the company collaborating with leading global technology and consumer electronics firms [3] Group 3: Industry Trends - The smart glasses market is experiencing rapid growth, with the second-generation Ray-Ban Meta expected to sell 1.42 million units in 2024, a year-on-year increase of 209% [3] - Smart glasses are anticipated to replace various traditional devices, with significant market potential as they offer dual attributes of smart wearables and traditional eyewear [4] - The global demand for traditional eyewear products is robust, with significant sales volumes projected for reading glasses and sunglasses in 2024 [4] Group 4: Strategic Initiatives - The company has adjusted its stock incentive plan to reflect confidence in long-term growth, extending the assessment period from three to four years [5] - The company is a leading player in lens manufacturing, with a solid product SKU matrix and strong supply chain advantages [6] - The company has raised its net profit forecasts for 2025-2027 to 550 million, 682 million, and 840 million yuan, respectively, reflecting expected growth rates of 28.5%, 24.0%, and 23.1% [6]

Group 1 - The company plans to launch smart glasses in 2026 [1] - The company has decided to suspend the sale of camera-equipped watches [1]

最近，演艺界被悲伤的阴云笼罩。 41岁的音乐才子与48岁"偶像剧女王"的猝然离世，给所有正在"透支健康"的现代人敲响了警钟。 996高压、 熬夜、饮食失控 ……这些生活常态正在悄然侵蚀身体的健康防线。 我们总以为疾病和意外是「别人的故事」，却忘了身体从不会说谎， 心跳的异常波动 、 飙升的血压曲线 …早就发出过警告！ 与其在危险来临时惶恐，不如防患于未然 —— 「塞尔 兰斯Watch 7 Pro」智能健康监测手表 ， 就 可以做 到！ 这不是一块普通的手表，而是戴在腕上的 24小时"健康护卫 "。 它能 精准 捕捉心跳异常 、 持续追踪血压的微妙变化 ； 甚至不需要采血，自研的无创 血糖流变技 术，通过算法就可以 检测血糖波动风险！ 有了它， 体温计、血压仪、血氧仪......基本都省了 ， 能随时了解自己和家人的身体情况， 真的 安心很多！ 它虽不是医用器械，不能作为严谨的医学依据，但用于 日常监测，提供重要的健康参考和提醒完全足够！ 我们找来人实验， 左手同时戴上Apple watch S8、华为Gt4、塞尔兰斯watch 7pro 测量心率，可以看到 手表的监测情况相差不 多 。 但如果你了解他们仨的价 ...