来源：环球网 【环球网科技综合报道】科技界的目光正聚焦于Meta即将举行的年度Connect大会，据悉，此次大会 Meta将带来一系列令人瞩目的新动作，尤其是在智能眼镜领域，一场变革或许正在悄然酝酿。 8月23日，据外媒CNBC报道，此次Connect大会上，Meta计划推出两款新设备，其中一款是内部代号为 Hypernova的智能眼镜。这款眼镜可不简单，它是Meta首款面向消费者的带显示屏智能眼镜，右镜片配 备小型数字显示屏，预计售价约800美元。 除了智能眼镜，CNBC方面表示Meta或还将推出首款腕带，用户可通过手势操控眼镜。这款腕带采用 Meta旗下CTRL Labs开发的技术，该团队专注于神经技术研究，可使腕带读取并解释手部动作产生的电 信号，从而实现手势控制。（旺旺） ...

Core Viewpoint - The company reported its 2025H1 performance, which met expectations, with significant growth in revenue and net profit driven by high-value products and automation upgrades [1][2]. Financial Performance - 2025H1 revenue reached 1.084 billion yuan, a year-on-year increase of 11.0% - The number of units sold was 93.1 million, up 7.5% year-on-year - Gross profit was 444 million yuan, reflecting a 16.2% increase year-on-year, with a gross margin of 41.0%, up 1.8 percentage points - Net profit attributable to shareholders was 273 million yuan, a 30.7% year-on-year increase, with a net profit margin of 25.2%, up 3.8 percentage points - The company declared an interim dividend of 0.15 yuan per share, corresponding to a payout ratio of 26.4% [1][2]. Product Structure and Market Focus - The product revenue breakdown for 2025H1 showed standard lenses at 513 million yuan (+20.0%), functional lenses at 382 million yuan (+8.8%), and customized lenses at 185 million yuan (-4.9%) - The gross margins for standard, functional, and customized lenses were 33.6%, 40.6%, and 61.9%, respectively, with improvements of 2.8, 2.8, and 2.4 percentage points year-on-year [2]. - Revenue by region for 2025H1 was as follows: Mainland China 359 million yuan (+19.0%), Asia (excluding Mainland China) 295 million yuan (+22.5%), Americas 220 million yuan (-1.8%), Europe 171 million yuan (+6.0%), Oceania 26 million yuan (-30.5%), and Africa 13 million yuan (+22.1%) [2]. Manufacturing and Supply Chain - The company has strong manufacturing capabilities and is focusing on enhancing its own brand and domestic market presence - It has over 700,000 SKUs and emphasizes product research and development, with a significant client base including high-end brands [3]. - The company is expanding its global production capacity, with new production lines set to launch in Japan and Thailand, enhancing its supply chain advantages [3]. XR Business Development - The XR business, including AR and AI glasses, is expanding both domestically and internationally, with increasing collaboration with technology and consumer electronics companies - The partnership with GoerTek, which has increased its stake to 20%, is expected to enhance strategic cooperation and business opportunities [4]. - The market for smart glasses is growing rapidly, with significant sales increases noted for products like the Ray-Ban Meta [4]. Long-term Growth Potential - Smart glasses are positioned to replace various traditional devices, with significant market potential - The demand for traditional eyewear is also expected to grow, with a shift towards higher-value, functional products [5]. - The company is well-positioned to benefit from the increasing demand for smart eyewear, which is expected to drive both volume and price growth in the industry [5]. Equity Incentive Plan - The company has adjusted its equity incentive plan, extending the assessment period and maintaining the grant price and number of shares - This move reflects the company's confidence in long-term growth and aims to align the interests of management and employees [6][7].

Group 1 - As of August 6, 2025, the stock price of GoerTek is reported at 23.03 yuan, with a decrease of 0.04 yuan, representing a decline of 0.17% from the previous trading day [1] - The trading volume on that day was 557,783 hands, with a total transaction amount of 1.278 billion yuan [1] - GoerTek's main business includes the research, development, manufacturing, and sales of precision components in acoustics, optics, microelectronics, and smart hardware [1] Group 2 - GoerTek's products are widely used in smart phones, smart wearable devices, and virtual/augmented reality applications [1] - On the evening of August 6, GoerTek announced that the total guarantee amount for the company and its subsidiaries is 744,616.98 million yuan, all of which are guarantees for subsidiaries within the consolidated financial statements [1] - The current guarantee balance is 78,839.36 million yuan, accounting for 0.95% of the company's audited total assets as of the end of 2024, and 2.38% of its net assets [1] - The company stated that there are no overdue external guarantee situations [1]

Summary of Jinghua New Materials Conference Call Company Overview - Jinghua New Materials operates in the adhesive materials industry, covering industrial-grade (54% share), electronic-grade (26% share), and optical-grade adhesives, as well as specialty paper, with applications in construction, automotive, and consumer electronics [2][5][6] Core Business Insights - The company established Beijing Jingzhigan New Materials Co., Ltd. in June 2025, focusing on electronic skin sensors for humanoid robots and medical applications [2] - The revenue targets set in the 2024-2026 equity incentive plan are at least 1.6 billion, 1.9 billion, and 2.3 billion yuan, with net profit growth targets of at least 25%, 65%, and 100% respectively [2][6] - The company has accumulated expertise in material processes and precision coating technology, supporting tactile substrates for low-cost mass production [2][7] Market Dynamics - The global adhesive materials market has seen a compound annual growth rate (CAGR) of approximately 7% over the past five years, with significant growth potential [2][8] - The Chinese market is projected to reach a sales volume of 43.9 billion square meters by 2025, with an annual CAGR of 8% from 2021 to 2025 [2][9] Competitive Advantages - Jinghua New Materials has a competitive edge due to its wide application range, high-margin product mix, and technological synergies [7] - The company is actively transitioning towards high-value products in electronic and optical grades, aiming to replace imports in the new energy sector [3][11] Financial Performance and Projections - The industrial-grade adhesive segment is expected to generate 1 billion yuan in revenue in 2024, accounting for 54% of total revenue, with a gross margin of 15% [3][13] - The electronic-grade adhesive segment is projected to achieve approximately 500 million yuan in revenue in 2024, representing 26% of total revenue, with a gross margin of 27.5% [3][15] - Future revenue projections for 2025 to 2027 are 2.23 billion, 2.64 billion, and 3.16 billion yuan, with corresponding net profits of 80 million, 120 million, and 160 million yuan [18] Production Capacity and Expansion - The company has production bases in Jiangsu, Anhui, Zhejiang, Sichuan, and Guangdong, with new projects entering the performance release phase [16] - New production lines are expected to be launched in 2025, adding 150 million square meters of capacity in electronic and optical grades [16] Emerging Trends - The trend of domestic substitution in the consumer electronics sector is becoming more pronounced, particularly in new display materials [12] - Jinghua New Materials has made breakthroughs in OCA (Optically Clear Adhesive) products, which are critical for mobile touch screens [12] Role in Robotics - Jingzhigan focuses on full-palm tactile solutions for humanoid robots, providing high sensitivity and low-temperature drift advantages [17] Conclusion - Jinghua New Materials is well-positioned to capitalize on the growing adhesive materials market, with a strong focus on high-value products and innovative applications in robotics and medical fields, supported by ambitious growth targets and a solid production capacity expansion plan [2][8][18]

Core Viewpoint - The company is expected to achieve a significant increase in net profit for the first half of 2025, driven by strong sales growth in high refractive index and functional products, leading to an improved product mix and higher average selling prices [1] Group 1: Financial Performance - The company forecasts a net profit growth of no less than 30% year-on-year for the first half of 2025 [1] - The revenue from the company's self-owned brand business is projected to reach 1.15 billion yuan in 2024, representing a year-on-year growth of 24.5% and accounting for 55.8% of total revenue, an increase of 3.3 percentage points [2] Group 2: Product and Market Development - The company has a strong manufacturing capability and is focusing on developing its own brand and domestic market, which is driving steady revenue growth and improved profitability [2] - The company has over 7 million SKUs, allowing it to meet diverse customer needs, and maintains close cooperation with upstream raw material suppliers [2] - The XR business is positioned advantageously, with the company collaborating with leading global technology and consumer electronics firms [3] Group 3: Industry Trends - The smart glasses market is experiencing rapid growth, with the second-generation Ray-Ban Meta expected to sell 1.42 million units in 2024, a year-on-year increase of 209% [3] - Smart glasses are anticipated to replace various traditional devices, with significant market potential as they offer dual attributes of smart wearables and traditional eyewear [4] - The global demand for traditional eyewear products is robust, with significant sales volumes projected for reading glasses and sunglasses in 2024 [4] Group 4: Strategic Initiatives - The company has adjusted its stock incentive plan to reflect confidence in long-term growth, extending the assessment period from three to four years [5] - The company is a leading player in lens manufacturing, with a solid product SKU matrix and strong supply chain advantages [6] - The company has raised its net profit forecasts for 2025-2027 to 550 million, 682 million, and 840 million yuan, respectively, reflecting expected growth rates of 28.5%, 24.0%, and 23.1% [6]

Group 1 - The company plans to launch smart glasses in 2026 [1] - The company has decided to suspend the sale of camera-equipped watches [1]

最近，演艺界被悲伤的阴云笼罩。 41岁的音乐才子与48岁"偶像剧女王"的猝然离世，给所有正在"透支健康"的现代人敲响了警钟。 996高压、 熬夜、饮食失控 ……这些生活常态正在悄然侵蚀身体的健康防线。 我们总以为疾病和意外是「别人的故事」，却忘了身体从不会说谎， 心跳的异常波动 、 飙升的血压曲线 …早就发出过警告！ 与其在危险来临时惶恐，不如防患于未然 —— 「塞尔 兰斯Watch 7 Pro」智能健康监测手表 ， 就 可以做 到！ 这不是一块普通的手表，而是戴在腕上的 24小时"健康护卫 "。 它能 精准 捕捉心跳异常 、 持续追踪血压的微妙变化 ； 甚至不需要采血，自研的无创 血糖流变技 术，通过算法就可以 检测血糖波动风险！ 有了它， 体温计、血压仪、血氧仪......基本都省了 ， 能随时了解自己和家人的身体情况， 真的 安心很多！ 它虽不是医用器械，不能作为严谨的医学依据，但用于 日常监测，提供重要的健康参考和提醒完全足够！ 我们找来人实验， 左手同时戴上Apple watch S8、华为Gt4、塞尔兰斯watch 7pro 测量心率，可以看到 手表的监测情况相差不 多 。 但如果你了解他们仨的价 ...