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。 ...

Core Insights - The report highlights ten key brand development trends for 2026, emphasizing a shift towards innovative and flexible branding strategies that leverage technology and creativity to enhance consumer engagement [1] Group 1: AI and Creativity - AI will serve as a creative partner for brands, enhancing rather than replacing human creativity by generating inspiration, testing visual effects, and predicting audience reactions [1][3] - Successful brands will combine AI efficiency with human intuition and storytelling to elevate creativity [3] Group 2: Brand Flexibility - Static logos and rigid brand manuals are outdated; brands must adapt to various digital and immersive environments with flexible visual systems [5] - Elements of brand identity will be dynamic, adjusting in size and animation based on the context [5] Group 3: Minimalism and Purpose - Minimalism will focus on precision, emphasizing core messages and authentic emotions rather than merely reducing elements [6] - Brands will adopt meaningful, understated designs that resonate with consumers seeking authenticity [6] Group 4: Bold Color Usage - 2026 will see a resurgence of bold colors, moving away from soft tones to vibrant palettes that convey personality and optimism [9] - The use of color will be strategic, enhancing brand storytelling through dynamic effects and contrasts [9] Group 5: Immersive Experiences - Brands will shift from storytelling to creating participatory experiences using MR and AR technologies [10][12] - Consumers will become co-creators, influencing brand narratives through interactive experiences [12] Group 6: Sustainability - Sustainability will be a core value for brands, influencing all aspects of design and communication [14] - Brands will focus on responsible practices, moving beyond superficial green marketing to genuine engagement with environmental issues [14] Group 7: Nostalgic Futurism - The blend of retro aesthetics with modern technology will create emotional connections, reviving classic design elements while incorporating contemporary layouts [16] - This approach will resonate with consumers seeking familiarity in a fast-paced digital world [16] Group 8: Multi-Sensory Branding - Brands will enhance consumer experiences through multi-sensory engagement, incorporating sound, touch, and visual elements [18] - Audio branding will regain importance, creating unique auditory identities for brands [18] Group 9: Authentic Storytelling - Transparency and authenticity will be prioritized, with brands showcasing their real processes and values rather than striving for perfection [20] - Visual storytelling will focus on genuine representations, fostering trust and connection with consumers [20] Group 10: Dynamic Branding - Dynamic elements will become essential to brand identity, with motion conveying brand personality and emotion [21] - Brands will utilize responsive designs that maintain vibrancy across various platforms and contexts [21] Conclusion - The future of branding will hinge on adaptability, authenticity, and technological integration, with brands that embrace these principles likely to thrive [22]

格隆汇12月25日丨汇顶科技(603160.SH)在互动平台表示，公司的多功能交互传感器、音频产品及解决 方案已成功商用于品牌智能眼镜。同时，公司触控芯片、光线传感器等产品也可支持AI眼镜、VR、 AR、MR等设备应用。 ...

Core Viewpoint - The stock of Furong Technology experienced significant price fluctuations, with a cumulative increase of over 20% from December 1 to 2, 2025, and a closing price of 13.30 yuan on December 3, 2025, indicating abnormal volatility [1] Group 1 - The static price-to-earnings ratio of the company is 75.52, which is considerably higher than the industry average of 58.28 [1] - The stock price saw a cumulative increase of 30.03% from December 1 to 3, 2025 [1] Group 2 - The company has indicated that there are no significant changes in its production and operations, and there are no undisclosed matters that need to be revealed [1] - The revenue contribution from materials used in MR and VR glasses is very low, and the company's products do not incorporate AI functionalities [1]

格隆汇12月3日丨福蓉科技(603327.SH)公布，公司主要产品有消费电子产品铝制结构件材料、新能源和 汽车铝型材及其精深加工件。公司产品本身不具有AI功能，具体产品情况详见公司披露的定期报告。 公司生产的高强度铝制结构件材料已用于MR、VR眼镜，主要有三星、vivo等品牌,但占公司营业收入比 重极其有限。 ...

福蓉科技发布股票交易风险提示公告称，公司股票交易连续三个交易日以涨停价收盘。股票价格近期涨 幅较大，可能存在短期涨幅较大后的下跌风险。截至本公告日，公司主营业务、生产经营情况及经营环 境与前期披露的信息相比，未发生重大变化，公司不存在应披露而未披露的重大事项。公司主要产品有 消费电子产品铝制结构件材料、新能源和汽车铝型材及其精深加工件。公司产品本身不具有AI功能。 公司生产的高强度铝制结构件材料已用于MR、VR眼镜，主要有三星、vivo等品牌，但占公司营业收入 比重极其有限。 ...

智通财经APP讯，福蓉科技(603327.SH)发布股价异动公告称，公司主要产品有消费电子产品铝制结构 件材料、新能源和汽车铝型材及其精深加工件。公司产品本身不具有AI功能，具体产品情况详见公司 披露的定期报告。公司生产的高强度铝制结构件材料已用于MR、VR眼镜，主要有三星、vivo等品牌,但 占公司营业收入比重极其有限。 ...

Core Viewpoint - The company Siquan New Materials (301489.SZ) has indicated that its products are applicable in smart wearable devices such as VR, AR, and MR [1] Group 1 - The company is involved in the production of materials that support advanced technologies [1] - The application of the company's products in VR, AR, and MR suggests a focus on innovative and emerging markets [1]

Group 1 - The China Science and Technology Museum will host a series of themed science popularization activities during the National Day holiday, including "Double Festival Celebration, Science Fun" and special events at the Huaxia Science Classroom [1][2] - The "Double Festival Celebration, Science Fun" activities consist of four main sections: "Science Carnival," "Science N Times," "Dream Building Planet - Science Education +," and "Salute to Scientists," featuring interactive science shows and classic science performances [1] - The Huaxia Science Classroom will offer four ancient technology experience activities, allowing visitors to explore ancient inventions and craftsmanship, such as the structure of the Qin dynasty chariots and the assembly of Zhuge's crossbow [1] Group 2 - The special effects cinema at the China Science and Technology Museum will introduce innovative experience projects, including the MR immersive art experience "Da Vinci: Time and Space Wheel," which allows visitors to interact with Da Vinci's inventions [2] - Various cinema screenings will be available, including "The Big Bang of the Universe" in the dome theater, "The Secret Kingdom of Nature" in the giant screen theater, and animated shorts in the 4D cinema [2] - From October 1 to 7, the museum will also offer an AI smart glasses experience, enabling visitors to interact with historical and prehistoric elements [2]

Market Overview - The A-share market showed mixed performance, with the Shanghai Composite Index down 0.01%, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58% [1] - The total trading volume in A-shares reached 2.39 trillion yuan, compared to 2.35 trillion yuan the previous day [1] Game Sector Performance - The game sector has rebounded significantly since September 24 of last year, driven by valuation recovery and a new growth cycle [1] - The game ETF (159869) has seen a year-to-date increase of over 67% and a 108% increase over the past year [9][10] Growth Drivers in the Game Sector - The game sector is experiencing a threefold growth impetus, including new game approvals, advancements in AI, MR (Mixed Reality), cloud gaming, and international expansion [10][15] - From January to August this year, the number of game approvals increased by 21% year-on-year, with a total of 1,119 licenses issued [12] - AI applications in gaming are becoming widespread, enhancing user engagement and monetization potential [13] - The cloud gaming infrastructure is improving, making it more accessible and changing distribution channels [13] Financial Performance - In the first half of 2025, the game sector achieved revenue of 54.45 billion yuan, a year-on-year increase of 22.17%, with net profit rising by 74.95% to 8.05 billion yuan [18] - The leading companies in the A-share game sector have rolling P/E ratios mostly between 20-35 times, indicating a significant recovery from previous years [21] Investment Opportunities - The game ETF (159869) tracks the China Animation and Game Index, including major players like Giant Network, Keai Network, and others, and has seen significant capital inflow, reaching nearly 10.62 billion yuan in the last 10 days [23][26] - The ETF provides a convenient way for investors to participate in the game sector without needing extensive knowledge of individual companies [22][26] Conclusion - The game industry is evolving into a growth-oriented sector, driven by technological advancements and global market expansion, requiring investors to adopt a forward-looking perspective to identify quality companies [28]