今年以来，浙江坚定扛起经济大省挑大梁的责任担当，牢牢把握政策机遇，主动出击，持续打好"稳拓调优"组合 拳，推动经济高质量发展。 从不同领域的三张订单，看浙江制造的高质量发展之路。首先来看一副浙产AI眼镜，如何打破全球纪录。 总部位于杭州城西科创大走廊的灵伴科技，最近向全球发布了一张新款AI眼镜的众筹订单，得到了100多个国家 消费者的青睐，产品还未问世，订单总金额已突破400万美元，刷新了全球扩展现实行业的众筹纪录。 灵伴科技海外业务负责人 邵华强：大概将近6000名支持者，这个比行业以前的记录提高了大概30至40%，海外的 订单至少翻了四五倍。 今年，"AI眼镜"是全球科技市场的新宠儿，苹果、谷歌、Meta等纷纷入局。面对全球科技巨头的竞争，作为初创 企业，灵伴科技的这张创纪录的订单来之不易。今年初，浙江发布27条新政支持人工智能创新发展，鼓励地方大 力引育拥有自主核心技术的高成长性企业。拥有AI眼镜多项专利技术的灵伴科技，就是余杭区的重点扶持企业。 中国国际商会杭州余杭商会副秘书长 翟鑫超：我们上门走访调研，站在企业实际需求的角度来看。原本他们可能 是没有这些"出海"业务的，让他们"出海"更加有底气、有信 ...

明日主题前瞻 1、光伏 | 据证券时报12月9日报道，有消息称，"多晶硅产能整合收购平台"正式成立，公司名称为北京光和谦成科技有限责任公司，注册资本30亿元，成立 日期为2025年12月9日，住所在北京市朝阳区。据了解，光和谦成的主要业务是为行业内主要企业探索潜在战略合作机会，如技术升级，市场拓展，产能与 成本优化等。就该公司是否为"多晶硅产能整合收购平台"主体，多晶硅业内人士并未直接回应。 点评：中泰证券认为，自2025年中以来，反内卷进展迅速，产业链价格已取得显著回暖，从上市公司报表层面已取得显著减亏后续随着行业自律行为稳步推 进，预计光伏行业整个产业链产出有望得到控制，产品价格和利润情况有望扭亏为盈。 2、大消费 | 全国零售业创新发展大会9日至10日在北京举行，据新华网报道，商务部副部长盛秋平表示，"十五五"时期，要把零售业作为培育完整内需体 系，做强国内大循环的关键着力点，推动行业转向品质驱动，服务驱动，实现高质量发展。当前零售业在网点布局，供需适配，线上线下平衡等方面还需进 一步加强。要更加注重下沉市场，发展新业态新模式新场景，激发消费潜力。 点评：东方财富证券认为，未来10年，随着我国经济的快速 ...

Core Insights - Google unveiled Project Aura and Android XR system at The Android Show, positioning it as the most complete hardware sample to date for Android XR, marking the first time Gemini AI can "see the world" [1][3][5] Group 1: Project Aura Overview - Project Aura is recognized as a system-level reference hardware by Google, integrating XREAL's optical, chip, and spatial algorithm capabilities with Android XR and Gemini AI [3][5] - The core capabilities of Project Aura include a 70° optical field of view, the X1S spatial computing chip, and deep integration with Gemini AI, forming the infrastructure for this generation of AI terminals [3][5] Group 2: Android XR Objectives - The primary goal of Android XR is to create an open and unified extended reality platform, allowing AI to interact with real-world light, space, and behavior rather than being confined to flat screens [3][5] - Android XR aims to address the long-standing fragmentation issues in the XR industry by providing foundational support for spatial computing, enabling developers and content ecosystems to enter a unified track [3][5] Group 3: Market Launch - Project Aura is set to officially launch in the market in 2026, according to official disclosures [3][5]

Group 1 - The core viewpoint of the report is that the rapid evolution of technology, particularly AI, XR, and air traffic innovations, is reshaping industries and daily life in China, driving strong growth in the tech sector [1][10] - AI is entering a critical phase of "accelerated evolution," becoming a core engine across various fields such as consumer electronics, enterprise services, and healthcare, with global AI smartphone penetration expected to reach 51.9% by 2025, up from 13.2% in 2023 [1][2] - Major smartphone manufacturers are actively integrating AI capabilities, with OPPO and VIVO leading the way in deploying advanced AI chips and enhancing user experiences through AI-driven features [1][2] Group 2 - In the healthcare sector, AI applications are becoming more specialized, with devices like Oura Ring monitoring health metrics and providing risk alerts, while AR/VR devices enhance user experiences through improved interaction [2][3] - XR technology is transitioning from niche to mainstream, driven by hardware advancements and a rich content ecosystem, with devices achieving resolutions of 4.3K and refresh rates of 90FPS [3][4] - The integration of XR in various industries, such as education and tourism, is demonstrating its value, enabling immersive training and historical reconstructions for enhanced user engagement [4][5] Group 3 - The air traffic sector is undergoing transformation with the emergence of eVTOL (electric vertical takeoff and landing) aircraft, which are becoming viable options for urban commuting and emergency services, with models achieving ranges of 200-300 kilometers [5][6] - High-speed maglev technology is pushing the boundaries of travel speeds, with commercial tests achieving 600 km/h and future projects targeting speeds of up to 1000 km/h, facilitating regional economic integration [5][6] - The report emphasizes a trend of "multi-domain breakthroughs and full-chain integration" in China's tech industry, with AI supporting XR and air traffic innovations, leading to a shift from "point innovation" to "system innovation" [5][10]