无影灯下的手术室里，一台脊柱外科手术正在进行。主刀医生头戴轻便的AR眼镜，术野中人体内部结 构的三维影像与实际组织精准重合，器械插入深度、邻近神经位置、骨骼结构等细节通过动态全息形式 直观呈现。医生不必扭头查看屏幕，仅靠余光便可掌握关键信息，手中器械的每一次移动，都能在数字 世界留下精准轨迹。 "这不是科幻电影里的场景，而是正在发生的现实。"上海霖晏医疗科技有限公司（简称"霖晏医疗"）董 事长刘洋指着视频中的手术画面说，他们正致力于让手术室里的每一件器械、每一个动作都"会说话"， 进而构建一个虚实融合的"手术镜像世界"。 从八年前"构建数字孪生手术室的镜像世界"的想法，到如今自主研发的AR手术导航产品获批国家药品 监督管理局（NMPA）三类证，并收录于2025世界人工智能大会（WAIC）上发布的《2025人工智能+卫 生健康上海实践》，刘洋带领霖晏医疗走过了从"不被相信"到"行业首创"的突围之路。 近日，上海证券报记者专访刘洋，探寻这家企业如何运用AI、AR等技术为手术赋能，从脊柱外科领域 着手，逐步搭建覆盖全外科领域的手术室数字生态，用科技力量推动"医疗平权"从理念落地现实。 2024年，霖晏医疗自主研发的 ...

Core Viewpoint - 雷鸟创新 has achieved a market share of 52% in the XR industry during the 2025 618 sales period, with a year-on-year sales growth of 3.36 times, making it the sales champion on both JD and Tmall platforms in China [2][4]. Group 1: Sales Performance - 雷鸟创新's products, including 雷鸟 Air 3s Pro, 雷鸟X3 Pro, and 雷鸟V3 series, have ranked top in their respective categories across both platforms [2][4]. - The overall sales of smart glasses in China are expected to exceed 2.75 million units in 2025, reflecting a year-on-year growth of 107% [6]. Group 2: Product Development and Innovation - 雷鸟创新 has launched several new products in May, including the revolutionary AR glasses 雷鸟X3 Pro and the next-generation pocket TV 雷鸟Air 3s series [6]. - The company is focusing on technology innovation as a core driver, showcasing new possibilities for AI+AR glasses at AWE 2025, marking a significant step towards independent smart devices [9]. Group 3: Strategic Partnerships - 雷鸟创新 has formed partnerships with major companies like Alibaba Cloud, Gaode Map, and Ant Group to explore new applications of AI and AR technologies in smart travel and urban living [6][7].

Group 1 - The smart glasses market is experiencing explosive growth, with transaction volume increasing over 8 times year-on-year, and global shipments expected to reach 12.8 million units by 2025, a 26% increase year-on-year [1][3] - Smart glasses are identified as one of the most promising carriers for AI large models, facilitating a transformation in human-computer interaction and creating conditions for new AI terminal devices [3] - The introduction of Ray-Ban Meta has led to a consensus on the product form of AI glasses, combining hardware, AI functionality, photography, and voice capabilities, with projected annual sales exceeding 1.4 million units in 2024 [3] Group 2 - AI glasses focus on capturing voice and image information, providing intelligent processing and human-computer interaction, while AR glasses emphasize immersive augmented reality experiences [4] - Technological advancements are driving market demand, with AR glasses transitioning from niche products to mainstream smart terminals, despite challenges in cost, battery life, and user habits [4] - The maturation of AI and AR technologies is expected to position smart glasses as the next mainstream computing terminal following smartphones, stimulating rapid growth across the entire industry chain, including chips, optics, sensors, and manufacturing [4]

Core Viewpoint - RayNeo has launched several innovative products including the RayNeo X3 Pro AR glasses, RayNeo Air 3s series pocket TV, and AI shooting glasses RayNeo V3 Slim, showcasing advancements in AR technology and AI integration [2][9]. Product Features - The RayNeo X3 Pro AR glasses feature the world's smallest mass-produced full-color Micro-LED light engine and a 43-inch full-color 3D transparent display achieved through collaboration with Applied Materials [2]. - It incorporates the Falcon Imaging Plus system, achieving spatial positioning accuracy within 0.5%, enhancing spatial recognition capabilities [4]. - The glasses utilize the first-generation Snapdragon AR1 platform, significantly reducing power consumption while providing next-gen AI capabilities and multimedia processing [6]. - Weighing only 76g, the RayNeo X3 Pro is one of the lightest color AR glasses globally, made with aerospace-grade magnesium-aluminum alloy and titanium alloy for durability [6]. AI and Application Integration - The RayNeo X3 Pro includes a custom first-person multimodal large model, making it one of the first AR glasses to support visual Live AI interaction [6]. - An AR application virtual machine is introduced, allowing deep integration with Android and supporting over 30 mainstream apps like Douyin and Bilibili [7]. - Collaborations with Alibaba Cloud, Amap, and Ant Group aim to explore new applications of spatial computing technology in smart travel and urban living [9]. Market Performance - The RayNeo Air series has seen a significant year-on-year sales increase of 160%, maintaining a leading position in e-commerce sales [12]. - The RayNeo V3 has captured over 95% of the AI shooting glasses market, highlighting its strong performance in the niche [12]. - According to Runto, RayNeo holds a 50% market share in the online AR/AI shooting glasses market in China as of Q1 2025 [11]. - CINNO Research reports that RayNeo also leads the domestic consumer-grade AI/AR glasses market with a 45% market share in Q1 2025 [12]. Pricing and Availability - The RayNeo X3 Pro is priced starting at 8,999 yuan, with a subsidized price of 7,649 yuan, available for pre-sale on major platforms [11]. - The RayNeo Air 3s starts at 1,499 yuan, with a subsidized price of 1,274 yuan, and the V3 Slim starts at 1,799 yuan, with a subsidized price of 1,529 yuan [11].