Group 1 - The smart glasses market is experiencing significant growth due to the integration of AI models and augmented reality technology, with online and offline sales surging [1] - A specific e-commerce platform reported a year-on-year increase in transaction volume exceeding 800%, with features like smart teleprompters and real-time translation being popular among various user groups [1] - Global smart glasses shipments are projected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, while the Chinese market is expected to surpass 2.75 million units, growing by 107% and becoming the largest globally [1] Group 2 - The A-share market showed a positive trend on June 12, with AI glasses-related stocks performing actively, including notable gains from companies like Light Media and Aofei Entertainment [1] - Tianfeng Securities highlighted the significant investment value of the AI glasses sector, driven by accelerated technological iteration, expanded application scenarios, and collaborative development within the industry [2] - Recent developments from leading companies indicate that AI glasses are transitioning from concept to commercial viability, exemplified by Raybird Innovation's X3 Pro AR glasses, which feature advanced energy control and AI processing capabilities [2]

Group 1: AI Industry Insights - The AI Artificial Intelligence ETF (512930) has seen a recent increase of 0.61%, with a latest price of 1.33 yuan, and a weekly cumulative increase of 1.69% as of June 11, 2025 [1] - The liquidity of the AI Artificial Intelligence ETF showed a turnover rate of 1.03%, with a transaction volume of 21.5981 million yuan, and an average daily transaction of 109 million yuan over the past week [1] - The total scale of the AI Artificial Intelligence ETF reached 2.1 billion yuan, marking a new high in nearly a year, with a significant increase in shares by 116 million over the past week [1] Group 2: Smart Glasses Market - The smart glasses market is experiencing explosive growth, with sales volume increasing over 8 times year-on-year, driven by the integration of AI large models and augmented reality technology [2] - Global smart glasses shipment is expected to reach 12.8 million units by 2025, a year-on-year growth of 26%, with China's shipments projected to exceed 2.75 million units, a significant increase of 107% [2] - The combination of artificial intelligence and hardware is identified as a key trend, with current AI glasses offering basic functionalities like real-time translation and information display, indicating room for improvement in product experience [2] Group 3: Consumer Electronics Sector - The Consumer Electronics ETF (561600) has increased by 0.51%, with a latest price of 0.78 yuan, and a weekly cumulative increase of 1.17% as of June 11, 2025 [4] - The liquidity of the Consumer Electronics ETF showed a turnover rate of 0.78%, with a transaction volume of 1.3919 million yuan, and an average daily transaction of 15.0255 million yuan over the past year [4] - The scale of the Consumer Electronics ETF has grown by 24.4175 million yuan over the past six months, with a notable increase in shares by 27 million over the past three months [4] Group 4: Online Consumption Index - The online consumption theme index (931481) has seen a slight increase of 0.03%, with notable performances from stocks like Giant Network and NetEase Cloud Music, which rose by 9.98% and 5.90% respectively [5] - The index tracks 50 companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of the online consumption sector in mainland China and Hong Kong [7] - The top ten weighted stocks in the online consumption index account for 56.98% of the total index, including major players like Alibaba and Tencent [7] Group 5: Consumer Electronics Index Composition - The Consumer Electronics Index (931494) has a top ten weighted stock composition that includes companies like SMIC and Luxshare Precision, accounting for 53.04% of the index [8] - The index reflects the performance of companies involved in component production and consumer electronics brand design and manufacturing [8] - The AI Artificial Intelligence ETF closely tracks the AI theme index, which includes 50 companies providing foundational resources, technology, and application support for artificial intelligence [9]

电子行业深度 智能眼镜：AI 形态领航，探索 AR 新视界 2025 年 06 月 11 日 ➢ 智能眼镜：最具智能化改造潜力的 AI 大模型载体之一。AI 大模型能力的逐步提 升，推动人机交互方式变革，为新型 AI 终端载体的诞生创造了条件。由于 AI 大模型 的独特能力，新一代智能终端设备具备不同于以往互联网时代以网站和 APP 为载体 的颠覆性创新与生态重构。其中，智能眼镜的 AI 赋能潜力尤为突出。眼镜形态靠近 人的耳、眼、嘴这三个最重要的感官器官，且 AR 显示能力为 AI 提供文本和图像输 出能力，让用户能接收到更多的图文信息，为充分挖掘 AI 大模型的落地应用的潜能 提供了有效途径。 ➢ 智能眼镜：AI 先行，探索 AR。随着 2023 年 Ray Ban Meta 的横空出世，市 场也逐步对 AI 眼镜的产品形态达成共识，即眼镜硬件+AI 功能+拍摄+语音。同时， RayBan Meta 在 2024 年实现年销量超 140 万副，也有力地验证了简化后的 AI 眼 镜产品商业模式的可行性。随着用户对 AI 眼镜的接受度逐步提升，眼镜产品由于本 身贴近用户视觉的特性，其发展趋势是在形态上逐步叠加 ...

每经记者｜杨建 每经编辑｜彭水萍 ｜2025年6月12日 星期四｜ NO.1 外交部：中方将对53个非洲建交国实施100%税目产品零关税 外交部发言人林剑6月11日主持例行记者会表示，中非合作论坛成果落实协调人会议在湖南长沙举行。 中方宣布，将落实对53个非洲建交国实施100%税目产品零关税举措，为非洲最不发达国家对华出口提 供更多便利，愿同非方深入落实"十大伙伴行动"，为中非携手推进现代化、建设新时代全天候中非命运 共同体提供了重要指引。去年北京峰会以来，中方新增对非投资超133亿元人民币，对非资金支持总额 超1500亿元人民币。今年前5个月，中国对非进出口达9630亿元，同比增长12.4%，创历史同期新高。 NO.2 超10家车企纷纷宣布将供应商支付账期统一至60天内 近日，超10家汽车企业接连宣布将供应商支付账期统一至60天内，以切实行动提高产业链资金周转效 率，推动汽车产业健康、可持续发展。截至目前，比亚迪汽车、中国一汽、东风汽车、吉利汽车集团、 广汽集团、赛力斯集团、长安汽车、奇瑞集团、长城汽车、小鹏汽车、小米汽车等近日纷纷发声，宣布 将供应商支付账期统一至60天内。相关举措有利于保障产业链供应链稳 ...

受益于AI大模型与增强现实技术的深度融合，近期，智能眼镜市场不断升温，线上线下（300959）销 售火热。某电商平台数码业务部负责人介绍，智能眼镜市场呈现出了爆发式的增长，成交量同比增长超 过了8倍。数据显示，2025年全球智能眼镜出货量预计将达到1280万台，同比增长26%；其中，中国市 场将突破275万台，同比增长高达107%，跃居全球第一。随着智能眼镜软硬件的不断成熟，未来，终端 产品售价将持续下降。某消费电子品牌扩展现实业务线总经理介绍：像光波导的眼镜，由于它技术难度 稍微高，一般在2000到3000元这一区间；像观影类的眼镜现在已经掉到1000到2000元的区间了。(央视 财经) ...

Core Insights - Snap has established itself as a leader in the augmented reality (AR) space, with Snapchat reaching over 900 million users globally and its AR filters being used over 8 billion times daily, making it one of the largest AR platforms in the world [2] - The company has invested over $3 billion and 11 years into developing AR glasses, launching the fifth generation of its lightweight, immersive Spectacles that operate without the need for headsets, controllers, or smartphones [2][5] - Snap's ecosystem includes a comprehensive suite of AR products, including the Spectacles, Lens Studio for developers, and a mobile social platform, with over 400 million AR filters created by more than 400,000 developers [5][6] Product Development - The Spectacles feature advanced optical technology with a 46-degree field of view and dual chips, enabling 6DoF spatial tracking and gesture recognition [5] - The glasses are designed to capture hand movements effectively, allowing users to interact with menus and content through gestures, with features like electrochromic lenses for brightness adjustment [5] - Snap plans to release an updated version of the Spectacles aimed at the consumer market in 2026 [7] Developer Engagement - Snap has launched Lens Studio 5.0, which allows developers to create modular AR content that can be instantly displayed on the AR glasses, with upcoming support for web-based tools [6]

Core Insights - Qualcomm is increasing its focus on the smart glasses market by developing low-power components capable of running AI software [1] - The company showcased a new pair of smart glasses powered by the Snapdragon AR1+ Gen 1 processor, designed to operate independently without needing a smartphone or internet connection [1] - Qualcomm aims to position smart glasses as standalone devices, moving away from their current perception as smartphone accessories [1] Group 1 - Qualcomm's new smart glasses can run a fully functional AI assistant based on the Llama 1B model without relying on external devices [1] - The company has developed smaller and more energy-efficient components to overcome previous limitations related to high power consumption and battery life [1] - Qualcomm's chips are already powering devices from Meta Platforms, including Ray-Ban smart glasses and Quest headsets, as part of its strategy to mainstream smart glasses [1][2] Group 2 - Qualcomm plans to supply components for a range of head-mounted devices, including VR glasses and smart glasses that resemble regular eyewear [2] - The company collaborates with various manufacturers, including Lenovo, Sony, Microsoft, and HTC, to integrate its chips into their products [2] - Apple is also exploring the smart glasses market, having launched the Vision Pro headset, which has not yet achieved commercial success [2][3] Group 3 - Qualcomm seeks to support the development of the smart glasses category before Apple potentially disrupts the market [3]

智通财经6月11日电，Snap计划在2026年出售消费者AR眼镜。 ...

Core Viewpoint - Beijing aims to enhance its fashion industry through the "High-Quality Development Implementation Plan (2025-2027)", focusing on smart design applications, innovation, and green development [1][2]. Group 1: Industry Development Plans - The plan includes the establishment of future design laboratories to foster an ecosystem for intelligent design applications by 2027 [1]. - The fashion industry will expand to include smart electronic products, smart home items, and smart travel goods, integrating advanced technologies like AI and IoT [1]. - The initiative promotes the use of generative AI in design, virtual prototyping, and immersive user experiences to reduce R&D cycles and enhance product iteration [1]. Group 2: Key Focus Areas - In addition to tech products, the fashion industry will also prioritize clothing, beauty products, health foods, sports gear, and creative arts [2]. - The plan encourages collaboration across the supply chain, fostering shared resources in R&D, manufacturing, and market services [2]. - Beijing will develop fashion-themed industrial parks that combine design, manufacturing, and display functions, creating a diverse and open fashion ecosystem [2].

AR眼镜行业是我国战略新兴产业体系的重要分支，也是数字经济领域的重要组成部分。我国国民经济"十三五"规划便提出"大力推进虚拟现实等新兴前沿领域创新和产业化"，而到了"十四五"规 深入剖析中国AR眼镜产业链，上游(核心技术研发与零部件供应)、中游(设备制造与集成)、下游(应用场景与生态服务)三大环节：上游的核心技术研发包括交互技术(手势识别、语音控制)、计 目前，中国逐步突破光波导技术难题，光波导技术具有轻薄、高透光率等优势，能够显著提升AR眼镜的佩戴舒适度和显示效果。同时，通过与AI技术的深度融合，AR眼镜具备了更强大的智能交 而且完善的供应链体系使得企业能够快速响应市场需求，降低成本，提高产品竞争力。凭借这些优势，中国AR眼镜企业快速占领了消费级市场，赢得了消费者的认可和信赖。 从市场数据来看，中国AR眼镜市场呈现出强劲的增长态势。根据IDC中国数据，2023年中国AR市场出货量达到26.1万台，其中分体式AR出货23万台，一体式AR出货3.1万台。而到了2024年， 根据前瞻产业研究院发布的《2025-2030年中国增强现实（AR）行业发展前景预测与投资战略规划分析报告》，整理出我国AR眼镜行业十大代表性 ...