市场调查机构Counterpoint Research预估2025年全球XR头显屏幕出货量同比增长6%，其中AR眼镜出货 量将大幅增长42%，远超 VR设备（2.5%），成为增长最快的细分领域。 ...

4月28日晚间，领益智造发布2025年一季度报告。公告显示，2025年一季度，公司实现营业收入114.94 亿元，同比增长17.11%；归属于上市公司股东的净利润5.65亿元，同比增长23.52%；扣除股权激励摊销 费用的归母净利润6.41亿元，同比增长37.59%；扣除股权激励摊销费用的扣非归母净利润4.33亿元，同 比增长20.33%。公司在核心主业上收入、利润增长的同时，全面发力机器人、AI眼镜、折叠屏、服务 器等第N增长曲线。 结合财报来看，公司在多领域的创新布局成效显著。领益智造已连续3个季度单季营收破百亿，连续5个 季度实现同比双位数增长。2025年被视作AI眼镜爆发元年，在这一高速增长的市场中，领益智造的AI 眼镜业务凭借前瞻布局与核心制造能力，展现出巨大的发展潜力。 作为全球XR头部企业XREAL的长期战略合作伙伴，领益智造深度参与XREAL AR眼镜生产制造。2022 年12月30 日，领益智造助力 XREAL（原 Nreal）AirAR 眼镜突破10万台量产；2023年5月，持续为其升 级产品提供关键零组件和组装服务。 2025年2月25日，领益智造曾作为重要战略合作伙伴代表出席XREAL ...

每经记者 谢陶 每经编辑 唐元 对这位扎根成都不久的"蓉漂"创业者而言，相较于沿海产业先发地区，成都拥有深厚的历史文化积淀以及众多处于不同发展阶段的数字文创玩家，这为其以 此为"据点"，开启新的创业赛道提供了"天然土壤"。 "扎根成都的这几年，我们感受到成都文创独特的创造力，不同的细分领域总能不定期出现令全国瞩目的'爆款'IP。这更加坚定了我们以此为'原点'，拓展新 业务与新模式的信心，"杨宏森向记者分享道。 在杨宏森看来，作为创业者，尤其是数字文创这一高度融合化的赛道，就是要不断打破边界，寻找新的可能性。"这一过程中，内容与技术的原创能力缺一 不可。" 从屡破票房纪录的动画电影到成功出海的本土游戏，从扎堆的顶级演艺活动到相继孵化的知名科幻IP，成都持续迸发属于自己的"文创力量"。 在数字文创的热潮之中，作为成都的代表企业之一，四川墨拓数字科技有限公司（以下称"墨拓科技"）基于内容创作与软硬件研发，不断探索数字文旅与数 字文博的边界，与此同时，创新转化多个知名科幻IP，成为了这一赛道少有的"多面手"。 如何理解当前数字文创产业的前沿趋势？未来，成都数字文创又潜藏着哪些市场机遇？本期《创史记》，每日经济新闻·天 ...

Group 1 - The "潮起英歌·AI数字空间体验馆" is the first AI digital experience center focused on the national intangible cultural heritage of Yingge dance, utilizing advanced technologies such as 5G, AI, VR, and XR to create an interactive cultural experience [1][2] - Visitors can immerse themselves in a 360-degree VR environment to experience live Yingge dance performances and engage with AR interactions that trigger holographic storylines [1] - The AI digital human generation system allows users to create personalized digital avatars in traditional Yingge attire within just 3 seconds, enhancing the interactive experience [1] Group 2 - The venue features an artistic installation made of 108 handcrafted hero masks, creating a visual corridor that embodies the heroic spirit of the "梁山好汉" in Yingge dance [2] - The project aims to drive cultural transmission through digital innovation, focusing on the preservation, innovative expression, and industrial development of Yingge dance culture [2]

Market Performance - The main board led the gains with notable increases in stocks such as Hengdian Film (+10.03%), Hainengda (+10.03%), and Lianang Micro (+10.02%) [1] - The ChiNext board saw significant rises, particularly in Hengfeng Information (+20.03%) and Beishidake (+19.98%) [1] - The Sci-Tech Innovation board was led by Shijia Photon (+20.00%) and Jinchengzi (+14.26%) [1] - Active sub-industries included SW Film and Animation Production (+5.09%) and SW Optical Components (+3.41%) [1] Domestic News - Yangwang Auto announced its cumulative sales surpassed 10,000 units, setting a new record for China's million-level vehicles [1] - Tencent Cloud signed a strategic cooperation agreement with Chongqing Storage Technology Innovation Center to promote green and intelligent transformation in the energy industry [1] - Following the ban on NVIDIA H20 in China, Huawei announced the next-generation Ascend 920 AI chip, expected to be mass-produced in the second half of 2025 [1] - Meta introduced a new XR visual data upsampling technology based on eye-tracking to optimize perspective display performance [1] Company Announcements - Shiyida reported a total operating income of 141 million yuan for Q1 2025, a year-on-year decrease of 10.51%, with a net profit of 13 million yuan, an increase of 19.21% [2] - GoerTek achieved an operating income of 16.305 billion yuan in Q1 2025, down 15.57%, but net profit rose by 23.53% to 469 million yuan [2] - Zhejiang Shuju Culture reported a total operating income of 706 million yuan, a year-on-year increase of 4.16%, with a net profit growth of 44.86% to 144 million yuan [2] - Bichu Electronics posted an operating income of 496 million yuan, up 30.12%, with a net profit increase of 31.99% to 255 million yuan [2] Overseas News - Canalys reported that India's smartphone shipments fell by 8% year-on-year in Q1 2025, totaling 32.4 million units due to weak demand and high inventory levels [2] - Western Digital announced a collaboration with Microsoft and others to initiate a rare earth recycling pilot program in the U.S. [2] - C&C released a report indicating that the optical communication industry is expected to see its highest growth in decades in 2024, driven by AI applications, with a projected 52% increase in optical transceiver module demand [2] - The EU announced new regulations requiring all smartphones and tablets sold in the EU to include energy efficiency labels starting June 20, 2025 [2]

目前，熙泰科技已拥有多款全彩Micro OLED显示屏幕，尺寸从0.23英寸到1.2英寸不等，分辨率从640x400到1920x1080，广泛应用于AR、VR、 MR等领域。 在项目方面，位于眉山天府新区视高街道联东U谷·成眉合作数字经济产业园的熙泰科技微显示模组项目计划在新区投入5条生产线，主要生产高分 辨率Micro OLED微型显示器件及模组，产品将供应全球XR终端品牌。生产线满产后，预计年产能可达300万块Micro OLED微显示模组，年产值 约20亿元。 产品方面，在今年1月的CES展上，熙泰科技展出了多款全彩Micro OLED显示屏幕，包括0.39英寸1024x768分辨率、0.49英寸1920x1080分辨率、 0.6英寸1280x1024分辨率、0.68英寸1920x1200分辨率、1.35英寸3552x3840分辨率等，展品涵盖了8英寸和12英寸产线产品。其中，1.35英寸产品 为首次展出，能够为高端MR产品打造沉浸式视觉体验。 此外，熙泰科技还与产业链合作伙伴展示了搭配0.49英寸和0.68英寸显示屏的光机模组方案。 RCE | | 光电研究中心 【LEDinside】 3 月6日上午 ...