以下文章来源于盛景嘉成创投 ，作者王晓辉 盛景嘉成创投 . 2025 年一季度，全球 AI 智能眼镜销量 60 万台，同比增长达 216% ，销量的大幅增长主要来自于 Ray-Ban Meta 智能眼镜的增长，销量 52.5 万台，去年同期为 17 万台。此外，雷鸟 V3 、 Solos AIRGO Vision 的产品发售上市，以及逸文 G1 、魅族 StarV Air 2 、影目 GO2 等 AR+AI 眼镜也贡 献了一定的增量。 Meta 的 Ray-Ban 一骑绝尘，掀起如 iPhone 4 重塑手机、特斯拉颠覆汽车般的 产业浪潮。 而就在前段时间小米的发布会中， 2 小时售罄万台智能眼镜更是标志着该领域逐渐逼近成熟。在创新 扩散理论中，市场渗透度达 20% 即标志着行业走出小众，开始走向主流市场。 "十年前，人们还在质疑'蔚小理'的前途，而如今新能源车的增长和燃油车的拉胯销售已然泾渭分明。 作为早期投资人，我们要站在未来看现在，如今多家智能眼镜公司持续爆单的当下，我们也越来越坚 信 3 年前的判断。 "盛景嘉成主管合伙人王晓辉说。 在全球显示技术从 CRT 向 Micro-LED 跃迁、 AR/VR ...

人民网7月18日电 7月18日，由人民网主办、上海国际信托支持的2025智能互联网蓝皮书发布分享活动在上海华侨 大楼举行。 上海国际信托党委书记、总经理陈兵作题为《需求拉动 生态合作 长期主义——数智信托为智能互联网提供场景和 服务》的演讲，分享了公司在智能互联网领域的创新实践。陈兵强调技术与需求的双向驱动，并指出在生态合作 层面，公司用专业能力汇聚"科创伙伴"。在长期主义层面，公司可以利用信托的架构安排，既为成熟企业提供员 工持股、家族传承服务，也为创业者提供财产隔离保障。陈兵坚信，只要秉持需求拉动、生态合作、长期主义的 理念，持续地为未来能力投资，就一定能将"智能互联"转化为金融机构经营管理的实效。 当日，上海国际信托精心打造的"科创股权投资成果展"成为焦点。该展区紧扣"彰显创新力量、搭建合作桥梁、引 领未来趋势"的核心方向，从三大维度展开呈现：其一，全面展示所投企业在医药、AI+、智能制造等领域的创新 成果，以科技之力描绘未来产业发展蓝图，彰显科创新质生产力；其二，打造被投企业、投资机构及生态合作伙 伴高效对接的平台，促进技术、资本、市场等资源要素的深度融合，构建开放协同、共生共荣的产业生态圈；其 三， ...

Core Viewpoint - The report titled "China Intelligent Internet Development Report (2025)" emphasizes the theme of "Artificial Intelligence + Leading Integrated Innovation" and outlines the rapid advancements and future trends in China's intelligent internet sector [4]. Group 1: Overview of Intelligent Internet Development in 2024 - The foundational infrastructure has been significantly strengthened, with the national computing power reaching 280 EFlops, and the share of intelligent computing power rising to 32% [5]. - By the end of 2024, over 302 generative AI services were registered, with a user base of 249 million, representing 17.7% of the population [5]. - The data production volume reached 41.06 ZB, a 25% increase year-on-year, with the data market transaction scale exceeding 160 billion yuan, up 30% [5]. - The integrated circuit production reached 451.4 billion units, with an export value of 159.5 billion USD, marking a 22.2% increase [6]. - The number of 5G base stations reached 4.25 million, with a net increase of 815,000, establishing the largest 5G network globally [6]. Group 2: Characteristics of Intelligent Internet Development in 2024 - The capabilities of domestic large models are continuously evolving, leading to the emergence of vertical large models and small language models, facilitating the marketization of AI applications [10]. - AI technology is increasingly integrated into various vertical industries, including agriculture, media, healthcare, and education, creating new development opportunities [12]. - The government is accelerating the digital transformation, with AI being integrated into administrative systems to enhance efficiency and service quality [13]. - The green development of data centers and communication infrastructure is progressing, with 246 green data centers established [14]. Group 3: Future Trends in Intelligent Internet Development - The technological foundation is expected to accelerate upgrades, with advancements in multimodal large models enhancing capabilities for general artificial intelligence [17]. - The integration of AI applications will deepen, with a focus on complex scenarios in manufacturing and production processes [18]. - Governance of artificial intelligence will advance, with a focus on risk prevention and the establishment of legal frameworks to mitigate potential issues [19].

Core Viewpoint - The report titled "2025-2031 China Smart Internet TV Industry Market Demand Analysis and Investment Development Research Report" provides a comprehensive analysis of the smart internet TV industry in China, highlighting its development trajectory, current market conditions, competitive landscape, and future investment opportunities [1]. Industry Overview - The smart internet TV industry in China has entered a mature development stage, with a revenue scale of 53.78 billion yuan in 2024, reflecting a year-on-year growth of 10.11% [4]. - Innovations in display technology and smart features, such as OLED, Mini LED, and voice assistants, have significantly enhanced product value [4]. - The increasing consumer demand for high-quality and diverse entertainment content has driven the adoption of smart internet TVs [4]. Market Dynamics - The report outlines the upstream components of the industry chain, including raw materials (panels, chips, sensors), parts (displays, PCBs), and technologies (operating systems, voice control) [7]. - The industry is concentrated in economically developed coastal regions of China, particularly in Guangdong, Sichuan, Shandong, and Beijing, benefiting from a robust manufacturing base and complete supply chain [10]. Competitive Landscape - The report analyzes the operational status of key enterprises within the smart internet TV sector, providing insights into their business structures and strategies [1]. - It emphasizes the importance of policy support from government agencies, which has encouraged the development of smart TV products and contributed to the industry's high-quality growth [4]. Future Trends and Investment Opportunities - The report forecasts the development trends of the smart internet TV industry from 2025 to 2031, identifying potential investment opportunities, particularly in the semiconductor and equipment manufacturing sectors [27]. - It highlights the need for continuous innovation and adaptation to consumer preferences to maintain competitive advantages in the evolving market landscape [1][27].