以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 两大王牌：生态+AI。 文 ｜ 苏伟鸿 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ 视频截图 2012年，Google推出了「Project Glass」智能眼镜原型机，可以录像，支持语音交互，镜片上一寸不到的LED屏幕还能显示一些应用的界面，完全如同科 幻电影走进现实。 最终，这款超前的设备由于隐私争议和技术限制等原因，只度过了短暂的一生，但也让世人瞥见了一种全新的智能设备形态。 13年后的2025年，智能眼镜成为新兴的硬件浪潮，Google作为这个品类曾经的先行者，带着Android XR和Gemini又杀了回来。 刚刚的Android Show活动只有半个小时，内容却干货满满，Google正式披露了他们眼中四种XR设备路线： XR头显设备 有线XR眼镜 无线XR眼镜 AI眼镜 Android XR：把蛋糕做大 Android XR这个系统于去年年底首次正式公布，顾名思义就是一个为XR设备开发的Android系统。 Google强调， 为Android开发，就是在为Android XR开发 ，后者可以直接兼容使用Goog ...

2012 年，Google 推出了「Project Glass」智能眼镜原型机，可以录像，支持语音交互，镜片上一寸不到的 LED 屏幕还能显示一些应用的界面，完 全如同科幻电影走进现实。 最终，这款超前的设备由于隐私争议和技术限制等原因，只度过了短暂的一生，但也让世人瞥见了一种全新的智能设备形态。 13 年后的 2025 年，智能眼镜成为新兴的硬件浪潮，Google 作为这个品类曾经的先行者，带着 Android XR 和 Gemini 又杀了回来。 刚刚的 Android Show 活动只有半个小时，内容却干货满满，Google 正式披露了他们眼中四种 XR 设备路线： XR 头显设备 有线 XR 眼镜 无线 XR 眼镜 AI 眼镜 Android XR：把蛋糕做大 Android XR 这个系统于去年年底首次正式公布，顾名思义就是一个为 XR 设备开发的 Android 系统。 Google 强调，为 Android 开发，就是在为 Android XR 开发，后者可以直接兼容使用 Google PlayStore 上的大部分手机和平板应用。 跟手机上的 Android 一致，Android XR 为行业 ...

AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 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研发项目的建设，公司将大幅提升新一代AI处理 器IP的处理能力，对当前AI处理器进行全方位升级，优化更多算法算子效率，进一步减小内存带宽使 用，并高效支持公司最新AIISP算法，迅速精确兼容适配客户在不同定制场景下的算法选择，大幅提升 图像处理效果。 (免责声明：分析内容 ...

Group 1 - The company has received inquiries from investors regarding the development status of its AI glasses and AI lenses [2] - The company stated that its affiliated smart glasses enterprise plans to launch audio glasses for daily wear in the near future [2]

Core Viewpoint - Li Auto urgently needs a new narrative as it enters the smart glasses market with its AI glasses, Livis, amid declining sales and performance in its core electric vehicle business [1][3][5]. Group 1: Market Context - The smart glasses market is heating up, with numerous products launched recently, indicating a growing interest and competition in this sector [6]. - Li Auto's entry into the smart glasses market may be a strategic move to diversify its offerings as its electric vehicle sales have seen a significant decline, particularly in Q3 2023 [3][4]. Group 2: Performance Metrics - In 2023, Li Auto delivered 376,000 vehicles, a year-on-year increase of 182.2%, but faced a sharp decline in Q3 with deliveries of 93,000 vehicles, down 39.0% from the previous year [3]. - The company's Q3 vehicle sales revenue was 25.9 billion yuan, a decrease of 37.4% from 41.3 billion yuan in the same period last year, with an overall revenue drop of 36.1% to approximately 27.4 billion yuan [3][4]. - Li Auto reported a net loss of 624 million yuan in Q3, contrasting with a profit of 8 billion yuan for the entire previous year [4]. Group 3: Stock Market Performance - Li Auto's stock has been on a downward trend, closing at 69.75 HKD on December 3, down over 33% from its peak of 105.3 HKD in late September, resulting in a market capitalization of 149.3 billion HKD [4][5]. Group 4: Product Details - The Livis AI glasses feature a 12-megapixel camera, 105° ultra-wide angle, and support for 4K photo and 1K video recording, with a weight of 36 grams and a typical battery life of 18 hours [20][23]. - Livis is priced starting at 1,999 yuan, with a promotional price of 1,699 yuan available until December 31, including Zeiss lenses [25]. - The glasses utilize a non-Type-C charging method and are designed to connect seamlessly with Li Auto vehicles, allowing for features like trunk opening via voice commands [19][23]. Group 5: Industry Challenges - There are concerns regarding the choice of the main control chip for Livis, as it deviates from the industry standard of Qualcomm chips, which may impact performance [27]. - The industry consensus suggests that smart glasses could become independent consumer products, but Li Auto's approach may mislead market perceptions and consumer confidence in the smart glasses sector [27][28].

11月27日，阿里巴巴发布夸克AI眼镜S1。6000台预售量乍看不大，在手机界甚至连水花都算不上。但 在AI硬件这个如今仍处"草莽时代"的领域里，这数字不只是一笔订单，更像是一发响亮的信号弹。 AI的下一阶段，不是在口袋里冷冰冰的屏幕里，而是在你脸上最自然的第一视角里展开。智能眼镜比 赛，正式跑枪。 对于大模型，前者是知识，后者是智慧。 夸克S1的意义，并不在于它完成了多少功能，而在于它为AI开了一扇理解现实世界的窗户。阿里清 楚：谁掌握了这类实时多模态数据，谁就更有可能训练出下一代的"超级智能"。 S1就是阿里在这条道路上放出的"第一张明牌"。 01 从"看手机"到"看世界"：阿里放出的那张大牌 过去十多年，我们被困在手机的那块小屏幕里：查餐厅要低头、打车要点app、导航要来回切界面、购 物要挨个搜索比价。手机很强，但它需要你"配合它"。 阿里显然不满意这种关系。 它想让AI不再是一个工具，而是一个随时跟着你、理解你情境、替你行动的助理。而要做到这一点， AI必须"看到"你看到的世界。 第一视角数据，就是AI演化的燃料。 手机只能获取"摆拍数据"：你举起手机那一瞬间发生的事情。 眼镜却能获取"生活数据"：你 ...

Core Viewpoint - 康耐特光学's stock has seen an increase of nearly 3%, currently trading at 50.5 HKD, driven by the recent launch of 阿里夸克 AI glasses, which utilize 康耐特光学's advanced optical integration technology [1] Group 1: Company Performance - 康耐特光学's optical integration technology allows for the combination of vision correction and display functions in lenses, achieving optical precision at the nanometer level with a light transmittance exceeding 98% [1] - The company is recognized as a leading domestic resin lens manufacturer, with a competitive edge in high refractive index 1.74 lenses and an innovative C2M service model [1] Group 2: Market Insights - 东方证券 indicates that the retail price of the glasses includes a 13% tax and profit margin, suggesting that 阿里 may not have a high markup on the lens business, which could enhance the profitability of lens manufacturers [1] - 中泰证券 emphasizes that the weight of smart glasses is a crucial factor influencing consumer decisions, highlighting the importance of companies capable of producing ultra-thin lenses and mastering integration technology within the industry [1]

Core Insights - Alibaba's Quark AI glasses were officially launched on November 27, featuring a unique design with ultra-thin temples and frames, with the temples measuring only 7.5mm, the narrowest in the global market for similar products [1][2] - The Quark glasses come in two series: S1 (with display) starting at 3799 yuan and G1 (without display) starting at 1899 yuan, showcasing advanced technology including dual flagship chips and adjustable focal distance [2][3] - The smart glasses market is expected to accelerate, with major brands like Meta and Xiaomi releasing their products, indicating a growing trend towards smart eyewear by 2026 [3][4] Product Features - The Quark AI glasses have four main features: ultra-thin design, a dual battery replacement system, an integrated fitting solution with Conant Optical, and deep integration with Alibaba's ecosystem through the Qianwen AI assistant [2][4] - The S1 model weighs approximately 51 grams and can capture images in 0.6 seconds, while the G1 model weighs around 40 grams, maintaining similar hardware specifications [2] Market Dynamics - The pricing strategy for Quark lenses includes a 13% tax and profit margin, suggesting that Alibaba may not be overpricing its lenses, which could enhance the profitability of fitting companies [4] - The smart glasses market is characterized by the need for customization due to varying consumer prescriptions, making partnerships with eyewear companies essential for reaching end consumers [4] Related Companies - Key players in the eyewear sector include Conant Optical (02276), Doctor Glasses (300622.SZ), and Mingyue Lenses (301101.SZ), among others [5]

Core Viewpoint - The stock of Zhaosheng Microelectronics has shown fluctuations, with a recent increase of 2.02% and a total market capitalization of 37.772 billion yuan, despite a year-to-date decline of 21.19% [1] Financial Performance - For the period from January to September 2025, Zhaosheng Microelectronics reported a revenue of 2.769 billion yuan, representing a year-on-year decrease of 17.77%. The net profit attributable to shareholders was -171 million yuan, a significant decline of 140.13% year-on-year [2] Shareholder Information - As of November 20, 2025, the number of shareholders for Zhaosheng Microelectronics was 75,600, a slight decrease of 0.19% from the previous period. The average number of circulating shares per person increased by 0.19% to 5,928 shares [2] Dividend Distribution - Since its A-share listing, Zhaosheng Microelectronics has distributed a total of 884 million yuan in dividends, with 265 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder was Hong Kong Central Clearing Limited, holding 10.0688 million shares, an increase of 958,600 shares from the previous period. The ninth largest shareholder, E Fund's ChiNext ETF, held 7.3024 million shares, a decrease of 1.2461 million shares [3]

Core Viewpoint - Crystal Optoelectronics has shown a positive stock performance with a year-to-date increase of 12.76% and a recent rise of 9.67% over the last five trading days, indicating strong market interest and potential growth opportunities [1]. Company Overview - Zhejiang Crystal Optoelectronics Technology Co., Ltd. was established on August 2, 2002, and listed on September 19, 2008. The company specializes in the research, production, and sales of optical imaging, film optical panels, automotive electronics (AR+), reflective materials, and related products [2]. - The main revenue composition includes consumer electronics (84.20%), automotive electronics (AR+) (8.00%), reflective materials (6.21%), and other (1.60%) [2]. - As of September 30, 2025, the company reported a revenue of 5.123 billion yuan, representing a year-on-year growth of 8.78%, and a net profit attributable to shareholders of 983 million yuan, reflecting a 14.13% increase compared to the previous year [2]. Stock Performance and Market Activity - As of December 1, the stock price of Crystal Optoelectronics was 24.72 yuan per share, with a trading volume of 293 million yuan and a turnover rate of 0.88%, leading to a total market capitalization of 34.376 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on April 3, where it recorded a net buy of -21.11 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders was 124,700, a decrease of 4.10% from the previous period, while the average circulating shares per person increased by 4.54% to 10,926 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 119 million shares, an increase of 6.128 million shares from the previous period [3].