北京商报讯（记者 魏蔚）1月5日，有报道称，由字节跳动与龙旗科技联合研发的"豆包"AI眼镜即将进 入出货阶段，该产品需配合豆包App使用，起步价预计控制在2000元以内。对此，豆包相关负责人向北 京商报记者回应，传闻不实，目前没有明确销售计划。 ...

Group 1 - ByteDance's "Doubao" AI glasses are reportedly about to enter the shipping phase, according to media reports [1] - A representative from Doubao stated that the rumors are untrue and there is currently no clear sales plan [1]

（文章来源：第一财经） 1月5日，有消息称字节跳动旗下"豆包AI眼镜"即将进入出货阶段。对该消息，豆包相关负责人向第一财 经回应称：传闻不实，目前没有明确的销售计划。 ...

Group 1 - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, with a starting price expected to be under 2000 yuan and weighing less than 50 grams [1] - The no-screen version of the AI glasses is planned for release in Q1 2024, while the version with a display is expected in Q4 2024 [1] - The product is a collaboration between ByteDance and Longqi Technology, with clear division of responsibilities for UI and app development [1] Group 2 - The AI glasses are considered the next key terminal after smartphones, with major internet companies like Alibaba, ByteDance, and Baidu also developing similar products [5] - The global smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, with AI glasses accounting for 78% of total shipments [6] - The AI glasses market is projected to reach a scale of hundreds of billions, indicating significant growth potential [6]

异动分析 来源：新浪证券-红岸工作室 1月5日，星宸科技涨3.05%，成交额4.24亿元，换手率3.70%，总市值260.37亿元。 AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 区间今日近3日近5日近10日近20日主力净流入-2766.44万-6820.46万-1.08亿-6572.73万-8322.48万 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 5、2024年3月15日互动易：公司通过新一代AI处理器IP研发项 ...

以下文章来源于蓝鲸科技 ，作者蓝鲸科技 翟智超 蓝鲸科技 . 上海报业集团主管主办。蓝鲸新闻科技频道官方账号。 关注互联网行业报道，以及科技热点新闻事件。 蓝鲸科技记者还独家获悉， 这款AI眼镜搭载自研空间算法芯片，重量不足50克，并计划推出多款不同配置产品，包括是否带拍照功能、是 否带显示等不同选项，起步价预计控制在2000元以内。 " 按字节跳动规划，无屏版AI眼镜将于今年第一季度率先发布； 带显示功能的版本预计在今年第四季度推出。"有供应链人士向蓝鲸科技记 者称。 在产品策略上，蓝鲸科技了解到， 字节跳动选择先推出单款产品，主要基于当前市场对该品类接受度较高的判断。 关于采用联合研发模式的原因，有供应链人士向蓝鲸科技记者解释称，目前OEM（制造商仅负责生产不参与研发或设计）、ODM（制造商 自主完成产品研发、设计及生产，品牌方直接采购成型产品并贴牌销售）业务多以混合模式开展，纯自研存在一定风险。"如果设计阶段不 与后端ODM厂充分沟通，很多工艺问题可能无法提前预见。" 前述人士进一步指出， " 当前眼镜的难点不在技术，而在制造——例如镜腿等部件细小，内部空间极其有限。若前期设计过于理想化，后续 制造会很 ...

记者最新从多位供应链人士处独家获悉，字节跳动旗下"豆包"AI眼镜即将进入出货阶段。与Ola Friend 耳机类似，该产品需配合豆包App使用。蓝鲸科技记者独家了解到，上述产品立项不足一年，由字节跳 动与龙旗科技联合研发。研发落地于龙旗惠州工厂，量产则由龙旗南昌工厂承接。双方分工明确：龙旗 负责底层UI开发，字节则主攻上层App研发，以更好地实现产品与手机的互联。蓝鲸科技记者还独家获 悉，这款AI眼镜搭载自研空间算法芯片，重量不足50克，并计划推出多款不同配置产品，包括是否带 拍照功能、是否带显示等不同选项，起步价预计控制在2000元以内。"按字节跳动规划，无屏版AI眼镜 将于今年第一季度率先发布；带显示功能的版本预计在今年第四季度推出。"有供应链人士向蓝鲸科技 记者称。（蓝鲸科技） ...

马年生肖产品掀起"胖马"热潮，打破传统"龙马精神"的凌厉风格，今年很多生肖新品以唐马为灵感，圆 润卡通的造型赢得年轻人的喜爱。周大福的唐马生肖系列、"马上有钱""拍马屁"不仅形态可爱寓意也接 地气；周大生的千锦马、福韵马，个个憨态可掬。故宫博物院的跃马送福铃铛冰箱贴、小马驹斜挎包， Jellycat小马毛绒娃娃，地毯、抱枕等家居单品的马形象也纷纷采用圆润设计，精准传递"马上快乐"的治 愈理念。 今年天猫年货节优惠更简单，官方立减商品8.8折起，叠加消费券7.7折起。其中，美妆、服饰、3C数 码、运动户外等行业至高可领3421元品类券，消费者搜"领券中心"即可立刻领取。第一波88VIP消费券 分为三档，满200减25，满480减60，满2000减200，满足囤年货的不同需求。 00后们正式上桌，年夜饭餐桌讲究"土洋结合"，要排面更要性价比。从智利5J级车厘子、澳大利亚阿尔 比恩BMS12顶级雪花和牛，到俄罗斯整只帝王蟹、南极深海捕捞银鳕鱼，高端食材跨越山海而来。从 辽宁丹东的草莓到广东顺德的盆菜，从黑龙江的九品十八珍到查干湖的胖头鱼、雪域高原的牦牛肉， 越"土"越有家乡味道。 财经频道更多独家策划、专家专栏，免 ...

Group 1 - The National Development and Reform Commission and the Ministry of Finance have included smart glasses in the subsidy program for 2026, with a subsidy rate of 15% and a maximum subsidy of 500 yuan per unit, applicable to products priced below 6000 yuan [1] - The introduction of subsidies is expected to lower the purchase threshold and accelerate market penetration, as over half of the top-selling XR devices on Tmall during the Double Eleven sales were priced below 4000 yuan, aligning with the subsidy criteria [1] - The upcoming CES from January 6-9, 2026, is anticipated to showcase over 50 exhibitors of AI glasses, indicating a rapid acceleration in product education and market presence [1] Group 2 - Kangnait is the exclusive lens supplier for Quark AI glasses, with higher prices for lenses with different refractive indices compared to standard lenses, indicating a strong competitive advantage in the XR business [2] - The company is expected to strengthen its competitive position in the smart glasses supply chain, with a projected net profit of 5.6 billion, 7.0 billion, and 8.7 billion yuan for 2025-2027, corresponding to PE ratios of 41, 34, and 27 [2] - Kangnait has established partnerships with several leading 3C companies to expand its smart glasses offerings, with a target price of 63.63 HKD based on a 40X valuation for 2026, maintaining a "strong buy" rating [2]

Core Insights - The article discusses the rising trend of AI glasses, which are expected to become a significant consumer product by 2026, transitioning from concept to practical demand in 2025 [2][3] - The competition in the AI glasses market, referred to as the "Hundred Glasses War," involves major tech companies and startups, indicating a robust ecosystem development [2][9] Industry Overview - The AI glasses market is experiencing rapid growth, with a 110% year-on-year increase in global shipments in the first half of 2025 [5] - Major players include tech giants like Meta, Samsung, Xiaomi, and Alibaba, as well as specialized XR companies, all launching various AI glasses products [3][4] Technological Advancements - Significant improvements in display technology are noted, with many AI glasses featuring high-resolution and high-refresh-rate displays to enhance user experience [6] - Innovations in interaction methods, such as Meta's "Neural Band" for gesture control and various voice and touch interfaces, are transforming user engagement [7] Market Dynamics - The demand for AI glasses is driven by advancements in AI capabilities and consumer needs for hands-free information access, including real-time translation and health monitoring [4][10] - The competitive landscape is not only about hardware but also about creating a cohesive ecosystem that integrates AI glasses with other devices and services [9][10] User Experience - Comfort and weight are critical factors for user acceptance, with many companies striving to make their products lightweight and comfortable to wear [7][8] - The core positioning of AI glasses is as a "wearable service entry point," which directly influences user adoption [8] Ecosystem Development - The integration of AI glasses with various services, such as navigation and payment systems, is essential for creating a seamless user experience [10][11] - Establishing standardized communication protocols and security measures is crucial for ensuring interoperability and data safety within the AI glasses ecosystem [9]