在杭州，链主之力与城市创新基因相遇，共同书写了一段双向赋能、生态共长的产业新叙 事。 2025年12月10日，联想「新商业创新 生态路演季」第三季杭州站于中国元谷·杭港科技大厦圆满落幕。 在杭州这片创业热土，政府与链主企业正携手探索一条"产业引领、生态共建"的可持续发展路径。本次 路演不仅是一场技术展示，更是政企协同推动创新要素集聚、构建区域AI产业生态的一次重要实践。 同时，这也标志着联想与地方政府在共建产业生态、培育创新土壤上迈出了扎实一步，这将为AI产业 化开辟一条务实可循的发展路径。 钉钉副总裁易统结合与联想的合作实践，指出AI正推动工作方式从"面向工具"转向 "为结果付费"。他 现场演示了双方联合打造的"AI听记卡片"，展现了生态合力在推动硬件创新与场景落地中的关键作 用。 作为对杭州创新活力的呼应，联想在本季路演继续依托其全球产业生态与全栈AI能力，通过「联想创 新加速器」为中小企业提供从技术验证到商业落地的全链路赋能，携手各方共同开拓AI产业化新路 径。 活动现场，杭州市上城区、联想、钉钉的领导与嘉宾分享了前沿的政策及行业认知，10个高潜项目同台 竞技，集中展现"可验证的技术与产品"及"可落地的 ...

文 | 纵向青年，作者｜乔隐，编辑｜之上 一如十年前智能手机的"狂飙"，如今的AI眼镜市场，也跟手机一样，走到了属于自己的十字路口。 智能手机和AI眼镜，它们之于承载的软件，可以说定位十分接近：智能手机，让互联网的普及，不再 是"飞入百姓家"，而是"润物细无声"；AI眼镜，则是让AI通过人眼，这一最接近人脑的感官，真切让我 们的智能生活，从量变引发质变。 阿里巴巴智能信息事业群总裁吴嘉，曾在夸克AI眼镜发布会上表示，"AI助手的核心竞争力是智力水平 和办事能力……用户需要一个随时随地开口即用的AI。" 小米、Rokid、夸克、界环、雷鸟等AI眼镜厂商，可能因为不同的动机而入局AI眼镜，但不管包的"饺 子"如何，AI功能一定是最重要的一瓶醋，甚至可能不是之一。 但就目前AI眼镜的现实来看，给AI眼镜"堆料"，上技术，固然有大量公版硬件可用，AI这类软件甚至 也能吃"百家饭"。但由于现有技术硬件的物理限制，要把一副AI眼镜做得外观好看、功能强大、续航够 用，乃至重量轻巧，仍然考验厂商整体的产品设计能力。 也因此，大量AI眼镜厂商的技术路径，也因此产生了不小的分野。一部分是原有的智能眼镜厂商，他 们或在音频/视频眼 ...

联想生态路演季12月10日登陆杭州，携手上城区政府为硬科技开启直达产业中心的"绿 色通道"。 这是一个创新奔涌的时代。技术正以前所未有的速度，从实验室涌向产线，从代码走向场景，每一粒创 新的种子都在寻找能让它破土而出的生态土壤。 所谓"生态"，并不是一个无形的概念。在过往的实践中，联想发现生态是一套能让创新技术真正产生价 值的支持系统，它意味着对产业链上中小企业提供从技术验证到规模量产的全链路支持，开放联想AI PC、智能设备、智能制造等全球业务场景与供应链，与联想30+产研部门直接对话…… 而这些，也正是"联想创新加速器"的核心使命——将联想产业生态中的所有资源转化为更强大的助推 力，推动更多创业者带着他们的创新想法，完成从概念验证到爆发式增长的关键一跃。 过去，作为链主，联想构建起的产业生态已经助力众多创新技术完成产业跃迁：将钛方科技的航空级弹 性波技术转化为引领行业的笔记本触控精度，让Syrius的机器人技术在联想的"灯塔工厂"里跑通并复制 到全球。 这些成功案例，正是联想生态价值的最佳印证。 如今，这场关乎"成长"的生态实验，即将在杭州迎来又一次里程碑式的升级。 作为数字经济与AI创新的标杆城市，杭州 ...

Group 1: Robotics and AI Technology - The HICOOL 2025 Global Entrepreneur Summit showcased advanced robotics, including piano-playing robots and precision surgical navigation systems [1][2] - Lingxin Qiaoshou Technology Company presented a piano robot capable of performing complex musical pieces with high accuracy and emotional expression, highlighting its development of the Linker Hand series [3][4] - He Shan Technology demonstrated a robot with tactile sensing capabilities that can perform delicate tasks, such as delivering water, by adjusting grip strength based on real-time feedback [4] Group 2: Augmented Reality and Translation Technology - Liangliang Vision introduced the second-generation AR translation glasses, Leion Hey2, which can display real-time subtitles for over 100 languages with a translation delay of less than 0.5 seconds [5][6] - The Leion Hey2 glasses weigh only 49 grams and offer an 8-hour battery life, extendable to 96 hours with a charging case, making them suitable for various scenarios [6] - Hive Technology's "Jiehuan AI Audio Glasses" combine glasses, Bluetooth headphones, and AI technology, providing a personalized AI assistant experience [7] Group 3: Health and Medical Innovations - The Capital Medical University showcased a respiratory device designed to assist patients in clearing phlegm, demonstrating advancements in medical technology [8] - The My Nutrition AI model, developed by the Chinese Academy of Medical Sciences, offers personalized dietary recommendations and nutrition prescriptions based on health data [9] - Peking Union Medical College introduced a monitoring system for patients undergoing oral sedation, utilizing AI and computer vision to enhance safety during procedures [10]

Core Insights - The HICOOL 2025 Global Entrepreneur Summit showcased a variety of cutting-edge technologies, including robotics, AR translation glasses, and AI-driven health solutions [5][10][12]. Robotics and AI Technology - Lingxin Qiaoshou Technology Company presented piano-playing robots that demonstrated high dexterity and emotional expression, highlighting advancements in robotic hand technology [6][9]. - HeShan Technology showcased a robot with tactile sensing capabilities, able to perform delicate tasks such as delivering water and handling fragile items, emphasizing the importance of tactile feedback in robotics [7][9]. - The company has developed an AI chip and innovative structures to enhance tactile sensing, creating a comprehensive system for robotic applications [9]. Augmented Reality and Translation Solutions - Liangliang Vision introduced the second-generation AR translation glasses, Leion Hey2, which provide real-time translation for over 100 languages with a low latency of under 0.5 seconds and a high accuracy rate of 98% [10][11]. - The glasses weigh only 49 grams and offer an 8-hour battery life, extendable to 96 hours with a portable charging case, making them suitable for various scenarios like international travel and business meetings [10][11]. Health and Nutrition Innovations - The summit featured a medical-grade AI nutritionist, My Nutrition, developed to provide personalized dietary recommendations and nutritional prescriptions, addressing the shortage of clinical nutritionists [13]. - The Capital Medical University showcased a novel respiratory device designed to assist patients in clearing phlegm, demonstrating advancements in medical technology for patient care [12][14]. - Beijing Union Medical College presented an AI and computer vision-based monitoring system for oral sedation, aimed at enhancing patient safety during dental procedures [14].

Investment Rating - The report maintains an investment rating of "Outperform" for the industry [2]. Core Insights - The evolution of eyewear terminals presents significant investment opportunities, particularly in smart interactive glasses, projection glasses, and AR glasses, each with distinct features and market potential [10][5]. - Smart interactive glasses are positioned as AI life assistants, integrating multiple functionalities such as cameras, sunglasses, and Bluetooth headsets, focusing on providing superior audio experiences [10][5]. - The report highlights the importance of ecosystem and model differentiation in smart interactive glasses, as hardware configurations become increasingly standardized [13][5]. - The rise of AI audio glasses is driven by the growing demand for wearable devices and the emergence of generative AI models, suggesting a new market segment for audio experiences [5]. Summary by Sections 1. Investment Opportunities in Eyewear Evolution - Smart interactive glasses are categorized into audio glasses and camera glasses, with the latter being the most mainstream and highest-selling category [10]. - Projection glasses focus on portable screen experiences and entertainment, with advancements in display technology and cost reduction paving the way for future growth [10][5]. - AR glasses, which combine audio and camera functionalities with augmented reality experiences, face challenges in hardware integration and power consumption [10]. 2. Key Features and Upgrades - Smart interactive glasses emphasize social capabilities, allowing users to capture and share content on social media platforms, enhancing their appeal among heavy social media users [17][5]. - The report discusses the fashion aspect of eyewear, noting a shift in consumer behavior towards purchasing frames separately, driven by factors such as self-confidence and personal style [19][5]. - The introduction of limited edition collaborations, such as Ray-Ban Meta x Coperni, aims to position smart glasses in the luxury market, validating the feasibility of high-end smart eyewear [24][5]. 3. Technological Trends - The report identifies silicon carbide and etching technology as key trends in optical development, suggesting a new ecosystem of consumer electronics comprising smartphones, smartwatches, and glasses [4][5]. - The advancements in optical solutions, such as the use of micro LED and waveguide technologies, are expected to enhance the performance and user experience of AR glasses [48][5]. - The report emphasizes the need for high brightness and low weight in AR glasses, highlighting the challenges in achieving these specifications while maintaining a compact form factor [48][5].