来源：环球网 CINNO Research方面指出，这一增长背后，本土品牌正通过跨设备协同、跨领域应用、跨产业合作三 大维度构建内容生态壁垒，技术突破与生态完善成为决定胜负的关键变量。（旺旺） 【环球网科技综合报道】9月5日消息，CINNO Research最新报告指出，2025年上半年，中国消费级 AI/AR眼镜市场销量达26.2万台，同比增长73%，创历史新高。该机构预测，2025年中国AI/AR眼镜出 货量将达90万台，同比暴涨133%，行业三年内有望突破千亿规模。 ...

Market Overview - The market experienced a decline on September 4, with the Shanghai Composite Index falling by 1.25% to close at 3765.88 points, particularly impacting technology stocks [1] - The AI ETF, Huaxia (589010), dropped by 6.99%, with a total decline of 14.37% over the past five trading days, indicating a correction after the significant gains in July and August [1] - Major holdings in the AI ETF saw substantial declines, with Lingyun Optics leading at a drop of 14.61%, followed by Cambricon at 14.45%, and other companies like Lanke Technology and Aerospace Hongtu also experiencing declines exceeding 8% [1] - The Robot ETF (562500) fell by 3.80%, with notable declines in holdings such as Yuntian Lifei at 8.13% and Qinchuan Machine Tool at 7.99% [1] - Total trading volume reached 21.33 billion yuan, indicating active market participation, with the Robot ETF seeing a net inflow of 8.56 billion yuan over the past five trading days [1] Industry Highlights - Marc Benioff, founder of Salesforce, shared a video showcasing a prototype of Tesla's Optimus humanoid robot, which can respond to voice commands and is expected to replace human labor with salaries ranging from $200,000 to $500,000 [2] - CINNO Research reported that the sales of consumer-grade AI/AR glasses in China are projected to reach 262,000 units in the first half of 2025, marking a 73% year-on-year increase, with no-screen AI glasses being the main growth driver at a 463% increase [2] - The forecast for AI/AR glasses shipments in China by 2025 is 900,000 units, representing a 133% year-on-year growth, with the industry expected to surpass 100 billion yuan in three years [2] Institutional Insights - According to Cinda Securities, humanoid robot technology is rapidly evolving, moving from diverse solutions to more centralized approaches, with significant advancements expected in the capabilities of the third-generation robot, Optimus 3 [4] - The anticipated capabilities of Optimus 3 include performing complex household tasks, which could set a global benchmark for humanoid robots [4] ETF Information - The Robot ETF (562500) is noted for being the only ETF in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia AI ETF (589010) is characterized by its 20% price fluctuation limit and flexibility in small and mid-cap stocks, aiming to capture pivotal moments in the AI industry [5]

人民财讯9月5日电，CINNO Research统计数据显示，2025年上半年，中国消费级AI/AR眼镜市场销量达 26.2万台，同比增长73%，创历史新高。无屏AI眼镜以463%的同比增速成为核心增长点，雷鸟、小米等 头部品牌通过技术迭代与生态布局，推动行业进入规模化普及新阶段。尽管挑战犹存，政策扶持与市场 潜力仍支撑乐观预期。CINNO Research预测，2025年中国AI/AR眼镜出货量将达90万台，同比涨 133%，行业三年内有望突破千亿规模。这一增长背后，本土品牌正通过跨设备协同、跨领域应用、跨 产业合作三大维度构建内容生态壁垒，技术突破与生态完善成为决定胜负的关键变量。 ...

Core Insights - The domestic consumer-grade AI/AR glasses market is projected to reach sales of 96,000 units in Q1 2025, representing a year-on-year growth of 45% [1] - Screen-equipped AR glasses, including both integrated and separate types, account for 80% of the market share, while non-screen AI glasses make up 20%, indicating a significant structural differentiation in the market [1]