中新网上海1月23日电 题："85后"建筑师的科创转型："AI+AR"让建筑设计的心血不淹没于施工误差 作者 范宇斌 从通宵达旦打磨图纸的建筑师，到用AR技术"透视"工地的科技创业者，"85后"青年罗锋的转型始于一 个执念，"不让设计心血淹没于施工误差"。 毕业于浙江大学建筑系的他，曾亲历设计图纸与现场成果的割裂——精心绘制的细节被忽视，复杂的空 间构想被简化，甚至验收时才发现隐蔽工程的错误。这种无力感在2014年埋下种子，两年后他创立"以 见科技"，寓意"以科技见未来"，决心用技术打通设计到施工的"最后一公里"。 在他看来，设计与施工之间的信息壁垒，是行业长期存在的痛点。彼时，建筑设计师凭借多年专业训练 能轻松将二维CAD图纸转化为三维空间构想，但一线施工人员却往往因专业能力的差异难以精准理 解，即便后续引入BIM(建筑信息模型)，也因现场需降维为二维图纸使用而未能解决根本问题。 真正让这颗创业的种子破土而出的，是一次难忘的工程验收经历。罗锋负责设计的项目在验收时，他才 发现诸多与设计不符的问题，这不仅让他深感工作失误的愧疚，更让他意识到设计信息的精准传递，是 保障工程质量的关键。 "为什么设计信息在线上很 ...

Core Viewpoint - The company focuses on "core modules," emphasizing core competencies and upward industry development, while deepening its display technology expertise and accelerating the implementation of automotive display business [1] Group 1: Strategic Focus - The company has identified AI+AR as a seed business, integrating core display technology with optical components [1] - The strategy includes collaboration with academic institutions such as the University of Science and Technology of China and Hefei University of Technology to advance MicroLED micro-display technology for AR-AI applications [1] Group 2: Technological Development - The company leverages its long-term R&D and engineering experience in the Mini/Micro-LED field to enhance its technological capabilities [1] - Ongoing validation work for related prototypes is being conducted in an orderly manner [1]

Group 1: Business Strategy and Focus - The company focuses on core display technology and aims to enhance its core display module business while accelerating the implementation of automotive display solutions and exploring AI+AR fields [2] - AI+AR glasses core display technology and optical components are positioned as seed businesses, with ongoing collaboration with universities for MicroLED micro-display technology [2] Group 2: Market Outlook - The global television market has shown stable shipment volumes, with an expected increase due to the FIFA World Cup and accelerated penetration of Mini technology [3] - The RGB-Mini LED backlight technology is anticipated to see significant growth, with a forecast of 500,000 units shipped in 2026, representing a 25-fold year-on-year increase [4] Group 3: Investment Projects - The company is involved in the Anhui Guohai Ruicheng Xinche Linked Venture Capital Fund, focusing on the new energy vehicle and intelligent connected vehicle sectors [5] - Notable projects include the Guoyi Quantum project, which is in the inquiry stage for the Sci-Tech Innovation Board, and the Kunlun Core project, which has submitted a listing application to the Hong Kong Stock Exchange [5] Group 4: Dividend and Buyback Plans - The company has consistently paid dividends since its listing, with total dividends nearing the amount raised during the IPO; the 2025 mid-year dividend distribution was completed on January 16, 2026 [6] - The company plans to repurchase shares worth between RMB 10 million and RMB 20 million, having already repurchased 391,500 shares, accounting for 0.1750% of the total share capital [8]

INMO以消费级AR眼镜这一产品终端为业务核心，是国内最早实现量产的无线消费级AR眼镜的厂商， 是无线AR眼镜品类的开创者和引领者。INMO自主研发的AR眼镜拥有轻便的日常眼镜外观及无线一体 式设计，致力于打造元宇宙时代"手机之后下一代移动终端"。INMO打造的AR眼镜在国内最先接入AI大 语言模型，创造了AI+AR的全新场景，深入人们日常生活；同时INMO也是全球首个实现SLAM+6Dof 的轻量级无线AR眼镜，打造了人们可以进入并体验元宇宙的入口与载体。 证券之星消息，根据天眼查APP于1月14日公布的信息整理，四川影目科技有限公司C轮融资，融资额数 亿人民币，参与投资的机构包括成都科创投，南山战新投，普丰资本，投后估值20亿人民币。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Insights - INMO has completed its C1 round of financing, with participation from Chengdu Kechuang Investment, Nanshan Zhanxin Investment, and Pufeng Capital, indicating strong investor interest in the company [1] - The company has been actively raising funds, having completed B2 and B3 rounds of financing within 2025, positioning itself as one of the most closely watched firms in the AI+AR smart glasses sector [1] - INMO is building a more certain development path for AI+AR smart glasses through product implementation, technological depth, brand momentum, and global synchronization [1] Company Developments - INMO launched China's first wireless all-in-one AR glasses, INMO AIR, in 2022, and has since scaled production of binocular full-color all-in-one AR glasses [1] - In 2023, the company released its first AI glasses, INMO GO, which became a market hit due to its precise application in translation scenarios, igniting enthusiasm in the capital market [1] - The recent financing round is seen not only as financial support but also as market recognition of INMO's product direction and technological pathway [1] Future Outlook - The company plans to continue enhancing product experience and promote the application of AI+AR technology in more real-world scenarios, aiming to transition smart glasses from cutting-edge technology to broader daily use [1]

Core Viewpoint - The article highlights the rapid globalization strategy of INMO, a leading player in the AI+AR smart glasses sector, which has successfully completed multiple funding rounds totaling nearly 500 million yuan within a year, indicating strong capital interest in the company [2][3]. Group 1: Financing and Market Position - INMO has completed three rounds of financing (B2, B3, and C1) within a year, with a total amount close to 500 million yuan, making it one of the most capital-attractive companies in the AI+AR smart glasses market [2]. - As a pioneer in the smart glasses industry, INMO launched the first wireless all-in-one AR smart glasses, INMO AIR, in 2022, leading the industry into a "full-color lightweight" phase [3]. - The introduction of INMO GO, the world's first AI glasses, in 2023 marked the entry of the industry into the "AI era," transforming futuristic concepts into reality [3]. Group 2: Product Innovation and Market Response - INMO GO2 has become a breakout product, validating the company's product strategy and attracting significant consumer interest [4]. - The upcoming flagship models, INMO AIR3 and INMO GO3, are set to launch in 2025, with INMO AIR3 being the world's first mass-produced 1080P all-in-one AI+AR glasses, which sold out immediately upon release [4]. - INMO GO3 has achieved over 20,000 orders within three days of its launch, showcasing its strong market performance across various metrics [7]. Group 3: Technological Advancements - INMO is the only smart glasses company committed to the "next-generation phone" mission, leveraging self-developed core technologies and partnerships to create AI glasses with proactive service capabilities [6]. - The INMO GO3 features advancements such as context understanding and real-time user assistance, enhancing user interaction and experience [6]. - INMO AIR3 utilizes AutoGLM technology to optimize on-device inference efficiency, enabling practical functionalities like voice-controlled operations and automated task execution [6]. Group 4: Brand Influence and Global Expansion - INMO has increased its brand visibility through offline advertising in key urban areas and endorsements from celebrities, transitioning smart glasses from a tech product to a lifestyle symbol [8]. - The INMO GO series has gained popularity on social media and entertainment platforms, further solidifying its market presence [8]. - Following a successful showcase at CES, INMO plans to expand its global footprint with new product versions and a comprehensive online and offline distribution network [10][11].

Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific product analyzed. Core Insights - The Meta Display AR glasses represent a significant advancement in the AI+AR eyewear market, featuring a dual-chip architecture with Qualcomm AR1 Gen1 and NXP RT700 series MCU, and a monocular display solution. This product serves as a benchmark for the consumer market and offers practical and forward-looking solutions for the evolving AI+AR eyewear industry [5][6]. Summary by Sections 1. Product Configuration - The Meta Display AR glasses are equipped with Qualcomm AR1 Gen1 SOC, 2+32 GB storage, WiFi 6, Bluetooth 5.3, and various sensors including a six-axis IMU and capacitive proximity sensor. The optical components include a 2D expansion array waveguide and photochromic lenses, supporting custom prescription lenses [12][13]. 2. Hardware Analysis - The report provides a detailed disassembly of the core components, including the mainboard, sensors, optical modules, and power systems. It highlights the technical characteristics and assembly logic of each part, emphasizing the innovative design choices made in the hardware architecture [5][6]. 3. Supply Chain Overview - The report outlines the key suppliers for the Meta Display AR glasses, including Schott, Lumus, Goer, OmniVision, Qualcomm, and NXP. It analyzes the global collaboration and domestic supplier penetration within the AI eyewear industry ecosystem [6]. 4. Cost Structure - The Bill of Materials (BOM) cost for the Meta Display AR glasses is approximately $553.79, with a comprehensive hardware cost of $480.79. After accounting for the exchange rate of 7.1 and a VAT of 13%, the after-tax cost is approximately 4443.06 CNY, excluding additional costs such as MR1 fees and mold fees [6]. 5. Testing and Performance Data - The report includes extensive testing data on the optical performance of the waveguide lenses, including stress tests and reflectivity tests, providing insights into the optical quality and durability of the components used in the Meta Display AR glasses [6][8]. 6. Membership and Access - The complete report consists of 91 pages and is available for purchase or through membership, providing in-depth analysis and data for industry professionals and enthusiasts [6][8].

Core Viewpoint - The article highlights the rapid growth and significant investment in RayNeo, a Shenzhen-based AR company, which is positioning itself as a leader in the AR market with innovative products and substantial backing from major investors [4][9]. Group 1: Company Overview - RayNeo was founded in 2021 by Li Hongwei, who recognized the potential of AR glasses as the next universal computing platform [5]. - The company has developed a complete product lineup, including the RayNeo X series and RayNeo Air series, focusing on both advanced technology and current market needs [7]. - By 2025, RayNeo sold hundreds of thousands of AR glasses, achieving significant market traction and user adoption [7][8]. Group 2: Investment and Financing - RayNeo completed its C round of financing, raising over 1 billion yuan, with investments from major players like China Mobile and China Unicom, marking a significant milestone for AR technology in China's communication infrastructure [4][11]. - The company has raised several rounds of funding, accumulating tens of billions in total, which has been crucial for its growth and technological advancements [9][10]. - The strategic partnerships with industry giants such as Qualcomm and Google have helped RayNeo build a comprehensive AI+AR ecosystem [10]. Group 3: Market Position and Future Outlook - RayNeo achieved a 24% market share in the global AR smart glasses market in Q3 2025, indicating its leading position [8]. - The AR industry is expected to reach a pivotal moment akin to the iPhone era between 2027 and 2028, with RayNeo aiming to leverage its technological advancements to gain a competitive edge [8]. - The company is focused on continuous innovation and product development, with plans to showcase its first eSIM AR glasses at CES 2026 [4][11].

Core Insights - The article highlights the innovative advancements of Yingmu Technology, showcasing their AI+AR smart glasses, which are set to revolutionize digital cultural experiences and communication [3][4]. Company Developments - Yingmu Technology launched two new products at the China International Import Expo: the INMO AIR3, the world's first mass-produced 1080P wireless AI+AR glasses, and the INMO GO3, which supports real-time translation in over 260 languages [3][4]. - The company anticipates a revenue growth of nearly three times from 2024 to 2025, indicating a robust market potential in the digital cultural equipment sector [3]. Product Features - The INMO GO3 has expanded its language coverage from over 40 to 260 languages, achieving a translation accuracy of 98%, with offline translation capabilities for 9 languages [4]. - The glasses are being integrated into cultural tourism experiences, such as at the Chengdu Panda Base, where users can learn about the daily lives of pandas [4]. Strategic Location - Yingmu Technology relocated its headquarters from Shenzhen to Chengdu, citing the city's strong electronic information industry, talent pool, and cultural heritage as key factors for this decision [4][5]. - Chengdu is positioned as a prime testing ground for digital cultural scenarios, with plans to collaborate with local cultural IPs to create unique AI+AR interactive experiences [5]. Industry Context - Chengdu ranks fourth in the "2025 China Digital Cultural City Index," reflecting its strong talent reserves, stable industrial ecosystem, and urban vitality [6]. - The city has implemented a comprehensive "1+4" policy package to support the digital cultural industry, covering key sectors such as film and gaming [6].

Financing Overview - A total of 16 financing events occurred in Shanghai from December 22 to December 28, with 9 disclosing amounts totaling approximately 976 million yuan [5][10] - The number of financing events decreased by 3 compared to the previous period, which had 19 events [5] - The majority of financing events were concentrated in the Pudong New Area, with 5 occurrences, followed by Songjiang District with 3 [5] Financing Dynamics - Notable financing events include: - Yingjie Medical received the "Most Investable Company" award at the 2025 Pudong Innovation and Entrepreneurship Conference on December 19 [3] - Geppai Nickel Cobalt signed a cooperation memorandum with Minexx Ltd. on December 26 [3] Industry Focus - The artificial intelligence sector saw 4 financing events, covering areas such as intelligent robotics, voice recognition, natural language processing, and AIGC [21] - Key developments include: - A visit by district leaders to the Zhangjiang Science City to investigate OPC companies and projects on December 20 [21] - A partnership announcement between XREAL and Google on December 22, focusing on Project Aura, which integrates XREAL's optical systems with Google's Android XR platform and Gemini AI [21] - The National Robot Rental Ecosystem Summit and the Qingtian Rental Platform launch held in Shanghai on December 22 [21] Notable Financing Events - Huihe Medical completed a D-round financing of several hundred million yuan on December 27, led by Taiping Medical Health Fund [13][14] - Sazhi Intelligent secured several hundred million yuan in A++ and A+++ rounds on December 21, with investments from Haitong Kaiyuan and Guoyuan Equity [15][16] - Runping Electronics obtained 160 million yuan in strategic financing on December 23, with multiple investors including Guoxin Fund and Hillhouse Capital [17][18] - Lingtai Tianrun completed nearly 100 million yuan in Pre-A round financing on December 25, led by Panlin Capital and Xingze Capital [19][20]