证券日报网讯1月8日，领益智造（002600）在互动平台回答投资者提问时表示，公司深耕AR、VR、 MR、AI眼镜等智能穿戴设备的核心组件和整机组装，为国内外头部客户提供软质功能件、注塑件、散 热解决方案、充电器、无线充等核心零部件和组装服务。公司因与客户签署了商业保密协议，具体合作 信息受到商业保密协议的约束不便披露，敬请谅解。 ...

金元证券指出，消费电子板块周涨幅达0.93%，其中消费电子零部件及组装子板块上涨1.04%，显示出 产业链部分环节景气度回升。随着AI硬件、智能穿戴设备和折叠屏手机等新品持续推出，整机厂及其 核心供应商有望迎来结构性增长机遇。 消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 截至2026年1月8日 09:39，中证消费电子主题指数(931494)下跌0.22%。成分股方面涨跌互现，芯原股份 (688521)领涨3.34%，沪硅产业(688126)上涨3.20%，生益科技(600183)上涨2.36%；立讯精密(002475)领 跌3.81%，蓝思科技(300433)下跌2.82%，澜起科技(688008)下跌2.56%。消费电子ETF(561600)下跌 0.16%，最新报价1.26元。 消息面上，1月7日，吉利汽车集团在美国拉斯维加斯举行的2026年消费电子展（CES）上发布全域AI 2.0技术体系，并宣布基于自研WAM世界行为模型完成整车跨域融合，同步推 ...

格隆汇12月16日丨紫建电子(301121.SZ)在互动平台表示，公司目前专注于新兴消费类锂离子电池的生 产、研发和销售，智能戒指等智能穿戴设备是新兴消费电子行业重要发展方向之一，公司已与国际知名 的智能戒指品牌企业建立了长期稳定的战略合作关系，并在研发、技术和生产等方面给予强力支持，在 不断满足客户需求的同时，积极捕捉市场发展机会。 ...

根据谷歌周一发布的官方信息，该公司将分阶段推出两类AI眼镜产品：初期版本将聚焦音频交互功 能，内置其自研的Gemini人工智能助手，支持用户通过语音进行实时对话；后续还将推出配备镜片内显 示屏的进阶型号，用于显示导航路线、实时语言翻译等视觉信息。两款产品均基于谷歌专为头戴设备开 发的Android XR操作系统打造。 值得注意的是，谷歌并非独自推进该项目。该公司已与全球知名眼镜品牌Warby Parker达成合作，后者 在周一提交的文件中确认，双方联合开发的首款AI眼镜预计将于2026年上市。此外，谷歌还与三星在 硬件设计方面展开协作，并于今年5月向时尚眼镜品牌Gentle Monster投资1.5亿美元，进一步强化其在智 能穿戴领域的生态布局。 来源：环球网 【环球网科技综合报道】12月9日消息，据CNBC报道称，谷歌计划于2026年正式推出其首款人工智能 眼镜，这家科技巨头正加紧努力，在日益火热的人工智能可穿戴设备赛道上与Meta展开正面竞争。 这一战略举措被视为对Meta在AI眼镜领域快速扩张的直接回应。Meta与雷朋（Ray-Ban）及眼镜行业巨 头依视路陆逊梯卡集团（EssilorLuxottica ...

Core Viewpoint - The article emphasizes the growing importance of smartwatches in promoting a disciplined and healthy lifestyle, highlighting the affordability and functionality of the Skyworth Watch4PRO compared to other brands [1][3][9]. Group 1: Company Background - Skyworth, a 36-year-old domestic brand, has successfully transitioned from traditional television manufacturing to the wearable device market, establishing itself as a significant player in the industry [11][29]. - The company has positioned itself as a cost-effective alternative to high-priced brands, focusing on product quality and performance rather than brand premium [21][98]. Group 2: Product Features - The Skyworth Watch4PRO offers a range of health monitoring features, including heart rate, blood pressure, and sleep quality tracking, functioning as a personal health assistant [5][55][58]. - The smartwatch includes over 100 sports modes, allowing users to track various physical activities and providing detailed performance analytics [64]. - It boasts a 300mAh battery with a quick charging capability, lasting up to 15 days on a single charge, making it suitable for frequent travelers [39][95]. Group 3: Market Positioning and Pricing - The Watch4PRO is marketed at a promotional price of 199, significantly lower than its market price of 1299, making it an attractive option for consumers [23][95]. - The product is designed to appeal to a wide audience, with features suitable for both casual users and fitness enthusiasts, enhancing its market reach [49][81]. Group 4: User Experience - The smartwatch is praised for its user-friendly interface and seamless integration with smartphones, allowing for easy access to notifications and music playback [15][69]. - It includes additional features such as NFC for contactless payments and customizable watch faces, enhancing the overall user experience [71][87].

Core Insights - The article discusses the growing popularity and innovation in smart wearable devices, particularly smartwatches and AR glasses, driven by new consumer demands and technological advancements. Group 1: Smartwatches - Smartwatches have become essential tools for health management, capable of continuously monitoring heart rate and blood flow, thus shifting health checks from occasional to ongoing tracking [2][3] - Advanced sensors and AI algorithms work together to accurately capture subtle signals from the body, allowing for features like outdoor sudden cardiac arrest screening [3] - Smartwatches are not intended to replace professional medical devices but to act as health "gatekeepers," helping to identify and intervene in potential health issues [4] Group 2: AR Glasses - AR glasses are being developed with features like real-time translation and virtual screens, enhancing user experience in various scenarios [5][6] - The global market for smart glasses is expected to exceed 12 million units this year, indicating a strong demand despite skepticism about market needs [7] - Companies are focusing on expanding the functionality of AR glasses, aiming to integrate more features traditionally found in smartphones and TVs [7][8]

Core Insights - The article discusses the growing popularity and innovation in smart wearable devices, particularly smartwatches and AR glasses, driven by consumer demand for enhanced health management and functionality. Group 1: Smartwatches - Smartwatches have become essential tools for health management, capable of monitoring heart rate and blood flow continuously, thus shifting health checks from occasional to long-term tracking [2][3] - Advanced sensors and AI algorithms work together to accurately capture subtle physiological signals, allowing for features like outdoor sudden cardiac arrest screening [3] - Smartwatches are not intended to replace professional medical devices but serve as health "gatekeepers" to help identify and intervene in potential health issues [4] Group 2: AR Glasses - AR glasses are being developed with features like real-time translation and navigation, with the global market expected to exceed 12 million units this year [7] - The technology includes micro-projectors that create a virtual screen, enhancing user experience by providing information in real-time [5][6] - Despite challenges in market demand and supply chain adaptation, companies are focusing on innovative applications and scaling production to reduce costs and expand the consumer market [8]

Event Overview - The 27th China International High-Tech Achievements Fair (referred to as "High-Tech Fair") is scheduled to take place from November 14 to 16, 2025, at the Shenzhen International Convention and Exhibition Center, with the 3E Asia Consumer Electronics Exhibition occurring concurrently [1] - This event, recognized as "China's No. 1 Technology Exhibition," is approved by the State Council and is the largest and most influential in the country, covering a total area of 400,000 square meters and expected to attract over 400,000 professional visitors [1] Industry Significance - Shenzhen, as a core city of the Guangdong-Hong Kong-Macao Greater Bay Area, plays a pivotal role in the technology consumption sector, serving as a benchmark for innovation and integration within the consumer electronics industry [1] - The 3E Asia Consumer Electronics Exhibition focuses on the innovation and integration of the consumer electronics industry chain, highlighting the deep integration of artificial intelligence with daily consumer electronics [1] Company Spotlight: Li Bai Glasses - Li Bai Glasses, a leading company in optical technology, will unveil an ultra-light smart glasses model weighing only 15 grams, designed for personalized wearing experiences through advanced materials and structural design [2] - The founder of Li Bai Glasses emphasizes that comfort is essential for eyewear, and the company opts for a "no camera design" to prioritize user privacy while focusing on voice interaction and contextual AI services [6] Product Features - The smart glasses incorporate a self-developed AI emotional model system that can provide various services, such as weather updates, meeting minutes, and real-time translation, acting as a "life secretary" and "work assistant" for users [6][8] - The glasses feature a fully integrated digital process from research and development to production, including biometric sensors to monitor user emotions and provide proactive services [8][9] Participation and Engagement - The 27th High-Tech Fair has attracted numerous well-known companies, including Tencent, Lenovo, Skyworth, Gree, Haier, Honor, and others, with approximately 50,000 overseas professional visitors registered from key global markets [9]

Core Viewpoint - The company, Dingjia Precision, has demonstrated robust growth in revenue and net profit, reflecting its strong financial health and commitment to shareholder returns through a significant dividend distribution plan [1][2][6]. Financial Performance - For the first three quarters of 2025, Dingjia Precision reported a revenue of 334 million yuan, representing a year-on-year increase of 12.26% [1]. - The net profit attributable to shareholders reached 54.31 million yuan, marking a 30.53% year-on-year growth [1]. - The net profit, excluding non-recurring gains and losses, was 53.71 million yuan, up 23.56% year-on-year, indicating a solid contribution from core business operations [2]. - The company announced a cash dividend of 6.00 yuan per 10 shares, totaling approximately 49.80 million yuan, reflecting confidence in future growth and a commitment to shareholder returns [2]. Business Model and Operations - Dingjia Precision specializes in functional and protective products for consumer electronics, serving major clients like Compal, Jabil, and Luxshare [3]. - The company employs a "sales-driven production" model, focusing on continuous product iteration and process upgrades to meet the demand for lightweight and high-reliability products [3]. - It has established a regional synergy and cost advantage through subsidiaries in Kunshan, Chongqing, and Vietnam, enhancing its delivery capabilities [3]. Research and Development - The company invested 16.77 million yuan in R&D during the first three quarters, maintaining a steady investment level compared to the previous year [4]. - Dingjia Precision holds 212 patents, including 23 invention patents, showcasing its commitment to innovation [4]. - The recent patent for a new MIM (Metal Injection Molding) technology positions the company to capitalize on emerging markets in robotics and high-precision manufacturing [4]. Financial Health - As of September 30, 2025, the total assets of Dingjia Precision reached 880 million yuan, a 51.68% increase from the end of 2024 [5]. - The net assets attributable to shareholders were 690 million yuan, reflecting a 69.61% growth [5]. - The company's debt-to-asset ratio improved to 21.55%, a decrease of 8.29 percentage points from the previous year, indicating a strengthening financial structure [5]. Market Position - Dingjia Precision is recognized as a noteworthy "small but beautiful" enterprise on the Beijing Stock Exchange, benefiting from its deep expertise in the consumer electronics sector and strong client relationships [6]. - The company is expected to continue benefiting from domestic substitution trends and innovations in consumer electronics as it executes its investment projects and expands production capacity [6].

Group 1 - New Strong Link has been the most researched company with 189 institutions participating, including 55 fund companies and 30 securities firms [1] - The company reported a revenue of 3.618 billion yuan for the first three quarters, a year-on-year increase of 84.1%, and a net profit of 582 million yuan, up 846.59% [1] - The company is focusing on optimizing existing capacity through equipment adjustments and production line upgrades, while also developing its gearbox bearing project [1] Group 2 - Multi-Fluor achieved a revenue of 2.4 billion yuan in the third quarter, a year-on-year increase of 5.18%, and a net profit of 26.72 million yuan, with a cumulative net profit of 78.05 million yuan for the first three quarters, up 407.74% [2] - The company indicated that the recent surge in lithium hexafluorophosphate prices is driven by strong demand from the new energy and storage sectors, with a tight supply expected to persist until 2026 [2] - Jinli Permanent Magnet reported a revenue of 5.373 billion yuan for the first three quarters, a year-on-year increase of 7.16%, and a net profit of 515 million yuan, up 161.81% [2] Group 3 - The average stock price of companies researched by institutions rose by 4% in the past week, with several stocks, including New Strong Link and Shijia Photon, increasing by over 20% [3] - Shijia Photon explained that the decline in net profit and gross margin in the third quarter was due to market fluctuations affecting order schedules, but the core product's competitive advantage remains intact [3] - Zhuhai Guanyu is expanding its market in smart wearable devices, responding to consumer demand for portability and multifunctionality [3] Group 4 - Sifangda stated that the recent export controls on superhard materials, including diamond micropowder, will positively impact domestic diamond composite sheet manufacturers due to changes in procurement cycles and prices [4]