雷神科技为北交所"电竞装备第一股"，连续5年入选《中国500最具价值品牌》榜单，品牌价值218.39 亿。作为全场景电竞装备品牌，雷神致力于为用户提供高性能、高品质、高颜值的高端电竞装备解决方 案，让每一位用户都能拥有极致的使用体验。6月17日，雷神AI魔镜(雷神Aura AI智能拍摄眼镜)正式开 售，设备搭载1200W像素摄像头、索尼IMX681传感器、高通骁龙AR1芯片，重量仅为39g，结合开放式 音频和智能助手，成为旅行、娱乐和游戏的理想选择。 汇鼎光学为全国镜片销量前三的光学品牌，作为"眼健康终端成长服务商"，汇鼎光学秉持"成为具有全 球影响力的国际化视光企业"的愿景，服务网络覆盖全国2100余家客户，并荣获"中国自由环曲面眼镜片 开创者"的称号。欧普康视是国内首家上市的眼视光高科技企业，多年位于中国医疗器械生产上市企业 前列，合作超1500家知名医疗机构，布局2000+眼视光专业渠道合作商、500+眼视光终端服务机构，累 计用户超200万。 近日，雷神科技发布对外投资公告，为满足用户对智能眼镜服务需求以及拓展智能眼镜销售渠道，公司 拟与江苏汇鼎光学眼镜有限公司、欧普康视投资有限公司共同投资设立江苏雷 ...

Core Insights - Thunderobot has been recognized as the only brand in the "eSports all-scenario equipment" category in the 2025 "China's 500 Most Valuable Brands" report, with a brand value of 21.839 billion yuan, marking a 111.60% increase over five years, setting a new record [1] - The company has achieved five consecutive increases in brand value during a period of global economic adjustment, successfully transitioning from a brand value of 10 billion to over 20 billion yuan, solidifying its image as a new domestic brand in eSports equipment [1] Group 1: Innovation and AI Integration - Thunderobot has outlined a growth path focused on the integration of AI technology and high-performance hardware, creating an ecosystem that includes "AIPC + AI smart glasses + Thunderobot AI smart body" [2] - The development of the Thunderobot AI smart body reflects the company's AI strategy, with collaborations with Alibaba Cloud and DeepSeek to enhance AI capabilities and provide personalized services [2][4] - The AI-driven products, such as the Thunderobot ZERO 18 Pro and Aura AI smart glasses, have become market hits, showcasing the company's competitive edge in the eSports equipment sector [4] Group 2: Market Expansion and Revenue Growth - The growth in brand value is attributed not only to AI but also to Thunderobot's unique position as a leading brand in the eSports equipment industry and its successful penetration into overseas markets [5] - The company has shifted from merely selling devices to offering comprehensive eSports experiences, resulting in a compound annual growth rate of 47.32% for peripheral products from 2019 to 2023 [5][6] - Thunderobot's overseas business has become a significant growth engine, with revenue from international operations increasing from 107 million yuan in 2021 to 1.15 billion yuan in 2024, reflecting a compound annual growth rate of 120.7% [8]

北交所行业主题报告 2025 年 04 月 28 日 电竞装备国产化突围，雷神科技 AIPC 生态与信创蓝海协同增长路径 ——北交所行业主题报告 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 行业概况：电竞产业链趋于成熟，5G、AIGC 等技术突破 我国电竞行业大致经历了四个阶段。2023 年国内游戏市场实际销售收入 3029.64 亿元，同比增长 13.95%，首次突破 3000 亿元关口。中商产业研究院预测，2024 年中国游戏市场实际销售收入达到 3246.44 亿元。整体来看，中国电竞市场规模 的增长得益于电竞游戏的稳健增长、职业电竞赛事和大众电竞赛事的发展以及电 竞生态市场的蓬勃。随着电竞赛事市场的继续拓展、电竞商业化能力的提升和电 竞衍生内容的发展，电竞生态市场有望实现进一步的增长。整体来看，中国网络 游戏行业依然蕴藏着较大的发展潜力，5G、AIGC、云游戏、VR/AR 等技术的快 速突破，将继续推动行业向着更为繁荣和稳健的方向发展。 产业链：形成覆盖硬件、内容、赛事及商业化的完整生态 随着智能手机、平板电脑、个人电脑和游戏机越来越 ...