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测量仪器龙头切入AI+赛道
Core Viewpoint - The rise of AI smart glasses has attracted attention from both tech giants and traditional eyewear companies, with Huashengchang also entering this emerging market by developing its own AI products and models [1][6][9]. Company Developments - Huashengchang announced the development of its "DeepSense" model, which has passed generative AI service registration and will soon be available for internal testing [1]. - The company launched four AI medical devices at the 2025 China International Medical Equipment Expo, showcasing its commitment to integrating AI into healthcare solutions [6]. - Huashengchang has established a subsidiary focused on AI glasses, particularly for industrial applications, aiming to enhance measurement and detection efficiency [9]. Market Trends - The AI glasses market is rapidly growing, with a reported 145.5% year-on-year increase in shipments in Q2 2025, reaching 664,000 units in China [10]. - The Chinese AI glasses market is projected to have a compound annual growth rate of 56% over the next five years, supported by a robust supply chain for smart eyewear components [10][11]. - The overall market for smart glasses is expected to reach 4.153 million units sold by 2029, with a potential market size exceeding 100 billion yuan [12].
切入“AI+”赛道 华盛昌抢滩垂直领域大模型布局
Core Viewpoint - The rapid development of AI glasses has attracted attention from both tech giants and traditional eyewear companies, with Huashengchang also entering this emerging market by leveraging its AI capabilities and existing expertise in measurement and medical devices [2][5]. Group 1: Company Developments - Huashengchang has announced the development of its "DeepSense" AI model, which has passed the generative AI service filing and will soon be available for internal testing [2]. - At the 2025 China International Medical Device Expo, Huashengchang showcased four AI medical devices powered by the DeepSense model, including a smart blood pressure monitor with an AI voice assistant [3]. - The company has a strategic focus on integrating AI into its measurement instruments and medical devices to enhance their core competitiveness [3][4]. Group 2: AI Glasses Market - Huashengchang established a subsidiary, Deep Mirror Technology, to focus on the development of AI glasses, particularly for industrial measurement applications [5]. - The AI glasses market is highly competitive, with many strong internet companies involved, but Huashengchang aims to differentiate itself by focusing on vertical applications rather than consumer products [5][6]. - The AI glasses market in China is projected to grow significantly, with a forecasted compound annual growth rate of 56% over the next five years, and a potential market size exceeding 100 billion yuan by 2029 [6][7].