最终协议主要条款: 重组完成后 ， 宁波奥来以其持有的上海奥来的全部股权作价出资认购歌尔光学的股权 ； 认购事项完成后 ， 宁波奥 来将持有认购事项完成后的歌尔光学股权约33.33% 。 认购事项的理由及裨益: 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 舜宇光学科技(集团)有限公司 根据上市规则第13.09条及香港法例第571章证券及期货条例第XIVA部项下内幕消息条 文作出 。 董事会宣布 ， 于二零二五年八月二十一日 （ 交易时段后 ） ， 本集团若干成员公司与歌尔股份及歌尔光 学订立谅解备忘录 。 谅解备忘录订约方包括: | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 人工智能( " AI " )正在全球迅速发展 ， 部分新AI产品 ， 例如AI智能眼镜和增强现实( " AR " )硬件受到广泛关注 ， 因此普遍预期该等AI及AR产品将在未来数年迅速发展 。 认 ...

南非斯坦陵布什中学学生阿德里安·鲁(Adriaan Roux)说："用剪刀需要小心翼翼，剪错了很难补救；用 APP，觉得不好看还能撤回修改，而且还可以通过AR张贴在任何位置并且保存图片，很有意思。" 中新网约翰内斯堡8月22日电 开普敦消息：南非斯坦陵布什大学孔子学院近日在斯坦陵布什中学"艺术 周"期间推出"剪纸生花·数字非遗"体验活动，课上40名南非学生通过体验中国剪纸技艺。 左刘岗说，传统剪纸讲究仪式感，AR技术恰好保留了"贴窗花"这一动作，把虚拟与现实融为一体，让 年轻人愿意学、愿意晒。斯大孔院通过数字化工具打破时空界限，借助创新科技赋能文化体验，丰富海 外学子中文学习体验。(完) 南非斯坦陵布什大学孔子学院近日在斯坦陵布什中学"艺术周"期间推出"剪纸生花·数字非遗"体验活 动，课上40名南非学生通过体验中国剪纸技艺。(斯大孔院供图) 本次课程结合传统剪纸与数字技术，学生用剪刀完成剪纸；也通过手机和平板的应用程序(APP)，将一 张张虚拟窗花"贴"到墙壁上。在虚拟的红纸上，他们指尖轻滑"剪"出图案，再一键启动增强现实(AR)功 能，可将自己的剪纸作品"贴"到适合张贴的位置。 孔子学院公派教师左刘岗为学生 ...

智通财经APP讯，舜宇光学科技(02382)发布公告，于2025年8月21日，本集团若干成员公司与歌尔股份 (002241.SZ)及歌尔光学订立谅解备忘录。 歌尔光学多年来专注于高精度光学相关领域，并建立一支经验丰富的技术团队，尤其在光波导组件方 面，并具有广泛的客户群。 根据谅解备忘录，订约方同意进一步磋商，以就认购事项订立最终协议，其主要条款如下： 人工智能(AI)正在全球迅速发展，而部分新AI产品，例如AI智能眼镜和增强现实(AR)硬件，受到广泛关 注，因此普遍预期该等AI及AR产品将在未来数年迅速发展。 上海奥来多年来深耕晶圆级微纳光学领域，并已建立坚实而具竞争力的基础，拥有一支经验丰富的技术 人员团队，配备先进的工具、设备及机械。 (i)当重组完成后，宁波奥来以其持有的上海奥来的全部股权作价出资认购歌尔光学的股权;及 (ii)于认购事项完成后，宁波奥来将持有认购事项完成后的歌尔光学股权约33.33%。 董事会认为，认购事项(倘落实)将促进上海奥来与歌尔光学的优势互补，显著增强在认购事项完成后歌 尔光学在光波导及其他晶圆级微纳光学器件(特别是用于AI及AR产品上)等领域内的核心竞争力。 ...

Group 1: Company Performance Highlights - Modern Dental (03600) shares rose over 14% after announcing a projected 30.1% to 37.6% increase in net profit for the first half of the year [1] - JD Health (06618) saw a share increase of over 13% following a report of a 24.5% year-on-year revenue growth for the six months ending June 30, 2025, driven by increased online penetration of pharmaceuticals and health products [1] - Weilian Delicious (09985) shares increased over 10% after reporting an 18% rise in net profit for the first half of 2025, with vegetable products showing a strong growth momentum, leading to a 44.3% revenue increase to 2.109 billion yuan [1] - New Qi'an (02573) shares rose nearly 5% after announcing an expected revenue growth of 50% to 60% and profit growth of 500% to 600% for the first half of 2025, attributed to increased sales of its main products [3] - NetEase Cloud Music (09899) shares increased over 5% as adjusted net profit for the first half of the year rose 120% year-on-year, achieving a record high gross margin [3] Group 2: Market Reactions and Trends - The stablecoin concept saw a broad decline, with Yao Cai Securities (01428) dropping over 15% following a joint statement from the Hong Kong Monetary Authority and the Securities and Futures Commission regarding market volatility related to stablecoins [2] - Alibaba (09988) shares fell over 3% after a well-known hedge fund, Appaloosa LP, reduced its holdings by 23.43% in the second quarter [3] - The agricultural equipment manufacturer Deere & Company (DE.US) experienced a 6.76% drop in shares as third-quarter revenue fell 8.6% year-on-year, marking the eighth consecutive quarter of decline due to weak demand and U.S. tariffs [7] Group 3: Industry Developments - The medical imaging sector is seeing differentiation with companies like Yimai Sunshine (02522) rising over 7% due to a unique approach combining traditional service sharing and AI data ecosystems [2] - The cryptocurrency sector remains volatile, with Bit Origin (BTOG.US) shares falling 6.93% despite Bitcoin reaching a new all-time high of $124,474, driven by expectations of a more accommodative monetary policy from the Federal Reserve [5] - The copper industry is facing challenges, as major companies like Rio Tinto (RIO.US) and BHP (BHP.US) saw declines in shares due to a significant downward revision of Chile's copper production growth forecast for 2025 [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]

Group 1 - The company, China Merchants China Fund, has signed an investment agreement to inject 30 million RMB into Shanghai JBD Display Technology Co., Ltd. as part of its Series B financing round [1] - JBD, established in October 2015, specializes in the research and manufacturing of MicroLED technology, with R&D departments and factories located in Hefei and Shanghai, China [1][2] - JBD is recognized as a leader in the mass production and application of MicroLED micro-display chips for augmented reality (AR) glasses, boasting industry-leading features such as high brightness, low power consumption, and compact size [2] Group 2 - The company anticipates strong demand for consumer-grade AR products in the future, positioning MicroLED as a promising display solution for lightweight AR glasses [2] - JBD's founding team has extensive experience in optoelectronic materials and devices, providing the company with a significant technological advantage in the MicroLED micro-display sector [2] - With ongoing product iterations and the commercialization of downstream AR terminals, JBD is expected to have a favorable development outlook as a leading player in the MicroLED micro-display field [2]

Group 1 - The 618 shopping festival has become a critical battleground for e-commerce platforms and brands, showcasing new characteristics such as simplified discount methods and increased consumer engagement [1][2] - Platforms have eliminated complex discount strategies in favor of straightforward "instant discounts," enhancing user experience and aligning with a more rational consumer mindset focused on product quality and value [1][2] - The integration of live streaming and short video content has led to a noticeable trend of online and offline retail convergence, promoting consumption through various channels [1] Group 2 - The extended promotional period of over a month allows for multi-scenario consumption and helps alleviate pressure on platforms and merchants, optimizing inventory and logistics [2] - Merchants are encouraged to innovate marketing strategies beyond traditional discounts, incorporating cashback, gifts, and exclusive member benefits to enhance consumer engagement [2] - The emphasis on creating unique shopping experiences, such as themed shopping festivals and the use of VR/AR technologies, aims to improve overall consumer satisfaction [2][3] Group 3 - A multi-channel collaboration approach is recommended to combine online, offline, and community group buying, catering to diverse consumer needs [3] - The focus on rational, quality, and green consumption trends encourages brands to innovate and upgrade their products, offering healthier and more environmentally friendly options [3] - Efficient financial, logistics, and after-sales services are essential to enhance the overall shopping experience and build long-term brand competitiveness [3]

Core Viewpoint - Apple is planning to release smart glasses by the end of next year as a key move into the AI-enhanced device market, while shelving plans for a camera-equipped smartwatch [1][2]. Group 1: Product Development - The smart glasses, initially codenamed N50 and now part of the N401 project, are being developed to compete with Meta's popular Ray-Bans smart glasses [2][3]. - Apple is accelerating the development of the smart glasses, with large-scale production of prototypes expected to begin by the end of this year [1]. - The glasses will feature a camera, microphone, and speakers, enabling environmental analysis and integration with Siri for tasks like calls, music playback, real-time translation, and navigation [1]. Group 2: Competitive Landscape - The smart glasses market is becoming increasingly competitive, with OpenAI collaborating with former Apple design chief Jony Ive to launch AI hardware products starting next year [1]. - Meta is also enhancing its smart glasses, planning to release a higher-end version later this year that includes a display for notifications and images, with a true AR version expected by 2027 [3][4]. Group 3: Strategic Goals - Apple's ultimate goal is to introduce augmented reality (AR) glasses that overlay digital content onto the real world, although this may take several years to achieve [2]. - The company is also working on dedicated chips for the smart glasses, with mass production expected to start as early as next year [3]. - Apple aims to improve its AI capabilities, including plans to open its large language models to external developers, potentially enhancing its app ecosystem [4].

Core Insights - Apple is actively developing smart glasses, aiming to compete with Google's XR glasses and Meta's Ray-Ban smart glasses, with a target for mass production by 2026 or 2027 [1][6] - The smart glasses will integrate AI features, microphones, and cameras, enabling functionalities like photo and video capture, real-time translation, and environmental scanning [1][6] - Despite setbacks in developing true AR glasses, Apple remains committed to launching a product before Meta, with CEO Tim Cook prioritizing this initiative [4][6] Development Progress - Apple is creating a custom chip for the smart glasses based on the Apple Watch's system chip, which has lower power consumption compared to iPhone chips [2] - The chip has been optimized for energy efficiency to ensure adequate battery life while maintaining a compact design [2] Challenges Faced - The project has faced difficulties, including the cancellation of plans for true AR glasses that would connect to Mac computers for power [3] - Initial designs aimed for AR capabilities similar to iPhones but encountered issues with power consumption and heat generation [3] Leadership and Research - Tim Cook is personally involved in the development of the smart glasses, emphasizing their importance to the company [4][5] - Apple is conducting user research under the project codename "Atlas" to evaluate various features and interfaces [5] Market Outlook - If Apple can leverage its design strengths and integrate the glasses with iPhones effectively, the product could become a significant success [6] - The smart glasses are expected to be released to consumers as early as 2026 or 2027, while true AR glasses will take several more years to develop [6]

Key Events Overview - The National People's Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC) will hold their annual sessions in Beijing on March 4 and 5, respectively, focusing on government work reports and economic development plans [3][4]. - U.S. President Trump will deliver a speech at a joint session of Congress and host a cryptocurrency summit, with significant policy implications expected [8][6]. - The U.S. will implement tariffs on imports from Mexico and Canada, with a 25% tariff on most products and a 10% tariff on Canadian energy products, which may provoke strong responses from Canada [6][7]. Economic Data Releases - The U.S. non-farm payroll report for February is anticipated to show an increase of 160,000 jobs, with the unemployment rate expected to remain at 4% [9]. - China's February CPI and PPI data will be released, with expectations of a CPI decline to around -0.6% due to falling agricultural prices and international oil prices [11]. - China's January-February trade data will be published, with a focus on export performance amid tariff uncertainties [12]. Market Sentiment and Predictions - Bloomberg economists have expressed concerns about softening sentiment and reduced spending, which may challenge the narrative of U.S. economic exceptionalism [10]. - The European Central Bank (ECB) is expected to announce a 25 basis point rate cut, marking the sixth cut since June, amid mixed inflation signals from Germany and France [14]. New Listings and Fund Issuance - Two new stocks, Yutian Guanjia and Mixue Group, will be listed, with Mixue Group being the largest fresh beverage company in China, holding a market share of 11.3% domestically [21]. - A total of 44 new funds were issued during the week, indicating active market participation [24].