转自：贵州日报 作为国内火法锌冶炼行业的标杆企业，西能锌业市场版图还在扩大。 1月5日，新年首个工作日刚过，西能锌业董事长赵继松便率队南下佛山，与高端锌基材料制造商广东燊耀新 材料有限公司签署战略合作协议。 根据协议，西能锌业将为广东燊耀提供定制化锌锭产品，其中包括低铁、低铅的"超高纯锌锭"（纯度 99.998%），以及符合欧盟RoHS标准的环保型锌锭，双方还将共同开发面向新能源领域的新型锌基复合材 料。 "华南市场是我们'十五五'的战略重点。"赵继松介绍，此次合作直指新能源汽车、智能穿戴设备等新兴领 域，标志着西能锌业向产业链高附加值环节迈进。 西能锌业公司内，机械臂正在码放刚下线的锌锭。 本报讯（记者 管云）1月9日，贵州西南能矿锌业有限公司内，省内首个5万吨产能火法电炉炼锌生产线银光 流转，机械臂精准抓取着闪亮的锌锭，叉车在立体仓区间往来穿梭，这批刚下线的锌锭，准备发往上海。 "开年至今，为如期完成订单，我们开足马力，1月锌锭产量预计同比增长10%以上，各项经营指标有望创同 期新高。"西能锌业总经理胡富彬说。 就在2025年12月18日，西能锌业与上海铭多加金属材料有限公司正式签署2026年度锌锭销售长 ...

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 ...

Core Viewpoint - The company is focusing on the production, research and development, and sales of emerging consumer lithium-ion batteries, particularly in the smart wearable device sector, which includes smart rings [1] Group 1: Company Strategy - The company has established long-term and stable strategic partnerships with internationally renowned smart ring brands [1] - The company provides strong support in research, technology, and production to meet customer demands [1] Group 2: Market Opportunities - The company is actively capturing market development opportunities in the emerging consumer electronics industry [1]

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].