消息称，闪极科技AI合伙人、CTO、品牌总监、人力总监、销售总监、设计部负责人、CMO吴浩然等一众中高层骨干相继离职。另外，在AI眼镜业务方 面，闪极科技国内产品闪极AI拍拍镜和海外产品loomosAI眼镜面临量产和交付难题，目前闪极AI眼镜在天猫、京东旗舰店已下架。 针对多位高管离职一事，9月22日，闪极科技CEO张波向蓝鲸新闻表示，这些说法中有太多不实之处。 近日，传出闪极科技多位高管离职，并且其AI眼镜产品在电商平台下架，引发了外界广泛关注。 "公司历史上并未设置过CMO、销售总监、品牌总监等职位。"张波解释道，吴浩然的实际职务为海外营销总监，部分报道相关信息未经该公司确认。针 对"既然没有CMO一职，为何相关对外资料中显示吴浩然为CMO"的问题时，张波亦予以否认，并称相关资料并非官方对外发布的内容。 关于AI眼镜产品下架的消息，张波透露，"目前我们AI眼镜的海内外的订单超过10万台，会在2025年底国内海外同步交付。闪极第二代AI眼镜也已经进入开 发阶段，软硬件技术水平都超越目前市面的竞品"。 ...

中经记者 陈佳岚 广州报道 在2024年年末的"百镜大战"中，闪极科技售价999元的首款AI眼镜闪极AI拍拍镜（以下简称"闪极拍拍镜"），首批5万台24小时预约售罄，引发行业关注。 然而，不到半年时间，这家AI眼镜"明星公司"却陷入交付危机、用户投诉、高管离职的连环争议中。 近日，有媒体发文，闪极AI合伙人潘欣、CTO周万程、CMO吴浩然等多位高层骨干纷纷离职。其中潘欣是被闪极寄予厚望的技术领军人物，如今离开， 也给闪极的AI眼镜项目蒙上了一层阴影。 9月19日，闪极科技CEO张波向《中国经营报》记者确认了潘欣、吴浩然离职的相关事实。张波称，潘欣已经完成所负责AI眼镜相关工作并将剩余工作也 交接给了相关团队，不会影响项目推进；公司融资后资源升级，对人员结构进行优化属正常调整。 据记者了解，这款号称仅在24小时的预售期内5万台便全面售罄的产品，至今实际总交付量或仅几千台。 多位高管连续出走 闪极科技成立于2019年，注册地为深圳市，是一家充电与储能公司。在充储能领域增长逐渐面临瓶颈，市场竞争日益激烈的背景下，闪极科技开始将目光 投向新兴的AI眼镜领域。 2024年年末，闪极科技宣布完成数千万元A轮融资，并于当年 ...

在2024年年末的"百镜大战"中，闪极科技售价999元的首款AI眼镜闪极AI拍拍镜（以下简称"闪极拍拍 镜"），首批5万台24小时预约售罄，引发行业关注。然而，不到半年时间，这家AI眼镜"明星公司"却陷 入交付危机、用户投诉、高管离职的连环争议中。 近日，有媒体发文，闪极AI合伙人潘欣、CTO周万程、CMO吴浩然等多位高层骨干纷纷离职。其中潘 欣是被闪极寄予厚望的技术领军人物，如今离开，也给闪极的AI眼镜项目蒙上了一层阴影。 9月19日，闪极科技CEO张波向《中国经营报》记者确认了潘欣、吴浩然离职的相关事实。张波称，潘 欣已经完成所负责AI眼镜相关工作并将剩余工作也交接给了相关团队，不会影响项目推进；公司融资 后资源升级，对人员结构进行优化属正常调整。 据记者了解，这款号称仅在24小时的预售期内5万台便全面售罄的产品，至今实际总交付量或仅几千 台。 多位高管连续出走 闪极科技成立于2019年，注册地为深圳市，是一家充电与储能公司。在充储能领域增长逐渐面临瓶颈， 市场竞争日益激烈的背景下，闪极科技开始将目光投向新兴的AI眼镜领域。 2024年年末，闪极科技宣布完成数千万元A轮融资，并于当年12月19日高调发布了 ...

Core Viewpoint - The rapid rise and subsequent decline of AI glasses in the market highlight the gap between consumer expectations and actual product performance, leading to significant return rates and negative feedback from users [5][12][28]. Group 1: Market Performance - Xiaomi AI glasses sold nearly 50,000 units within three days of launch, indicating strong initial demand [14]. - The overall market for smart glasses in China is projected to reach 2.907 million units in 2023, with multiple brands entering the competition [14]. - Despite the initial sales success, a wave of returns has emerged due to poor user experiences, with some estimates suggesting return rates could be as high as 40% to 50% [28][30]. Group 2: User Experience Issues - Users reported significant issues with the AI glasses, including connectivity problems, subpar audio and video quality, and heavy weight, leading to discomfort [8][14][15]. - Specific complaints included delayed translation features, poor photo quality, and awkward design that caused discomfort during extended use [10][11][15]. - The AI glasses' functionality, such as smart recognition and translation, often failed to meet user expectations, resulting in frustration and dissatisfaction [11][15]. Group 3: Competitive Landscape - Major tech companies like Huawei, Alibaba, and Baidu are entering the AI glasses market, intensifying competition [12][22]. - The market has seen a surge in new products, with over ten new models launched in the first half of the year, but many have faced similar criticism regarding performance [12][14]. - The entry of companies like Flash Technology, which offered a lower-priced model, did not prevent negative feedback regarding product quality and functionality [22][23]. Group 4: Historical Context - The history of smart glasses dates back to Google's launch of Google Glass in 2012, which ultimately failed due to high costs and privacy concerns [18][20]. - The market saw a resurgence in 2023 with Meta's collaboration with Ray-Ban, which successfully integrated AI features while focusing on style and comfort [21][22]. - The current landscape is characterized by a rush of companies attempting to capitalize on the AI glasses trend, but many are struggling with product quality and consumer acceptance [28].

Core Viewpoint - The article discusses the rapid rise and subsequent decline of AI glasses in the market, highlighting consumer disappointment with product performance and functionality [6][15][34]. Group 1: Market Performance - Xiaomi AI glasses sold nearly 50,000 units within three days of launch, indicating a strong initial demand [15]. - The overall market for smart glasses in China is projected to reach 2.907 million units in 2023, with multiple brands entering the competition [15]. - Despite initial sales success, a significant return wave has emerged as users report unsatisfactory experiences [7][8]. Group 2: Consumer Experience - Users have reported various issues, including connectivity problems, poor audio-visual synchronization, and inadequate translation capabilities [10][11][12]. - The weight and design of the glasses have also been criticized, with some users feeling discomfort after short periods of use [15][16]. - A notable user experience highlighted that the glasses failed to recognize simple objects, leading to frustration and eventual returns [12][16]. Group 3: Industry Trends - The AI glasses market has seen a surge in new products, with over ten new models launched in the first half of the year, including offerings from major tech companies like Huawei and Alibaba [14][15]. - The article notes a historical context, referencing the failure of Google Glass and other smart glasses due to similar issues of functionality and consumer acceptance [19][21][22]. - The current market is characterized by a high return rate of 40-50%, significantly exceeding traditional consumer electronics [33]. Group 4: Competitive Landscape - The competitive landscape is intensifying, with numerous companies, including startups and established tech giants, vying for market share in the AI glasses segment [23][33]. - Companies like Flash Technology have attempted to undercut competitors with lower pricing, but have also faced backlash over product quality [23][28]. - The article suggests that despite the influx of new entrants, the market's growth potential is hindered by technological limitations and a lack of compelling use cases for consumers [33].

Core Viewpoint - The rapid rise and fall of AI glasses in the market highlights significant consumer dissatisfaction with product performance and functionality, leading to a high return rate and questioning the viability of the product category [2][7][17]. Group 1: Market Dynamics - Xiaomi's AI glasses sold nearly 50,000 units within three days of launch, indicating a strong initial demand [2][7]. - The Chinese smart glasses market is projected to reach 2.907 million units in 2023, driven by multiple new entrants including major tech companies like Huawei and Alibaba [7][12]. - Despite the initial sales success, the market is experiencing a wave of returns due to poor user experiences, with return rates estimated between 40% to 50% [17]. Group 2: Consumer Experience - Users reported significant issues with the AI glasses, including connectivity problems, subpar audio and video quality, and uncomfortable weight, leading to a quick decision to return the products [4][8][19]. - Specific complaints included delayed translation features, poor image quality, and awkward design, which did not meet consumer expectations [5][8][9]. - The experience of users like Li Cheng, who faced multiple functional shortcomings, reflects a broader trend of consumer disappointment with AI glasses [4][19]. Group 3: Historical Context - The history of smart glasses dates back to Google's Glass in 2012, which ultimately failed due to high costs and privacy concerns, setting a precedent for future products in the category [11][12]. - The recent resurgence in interest, particularly with Meta's collaboration with Ray-Ban, has reignited competition among tech companies, but many products still struggle with fundamental issues [12][13]. Group 4: Competitive Landscape - The entry of various companies into the AI glasses market has led to a competitive environment, with brands like Rokid and Flash Technology launching their products at lower price points [13][14]. - Despite aggressive pricing strategies, many new entrants face similar pitfalls as established brands, leading to negative consumer feedback and product returns [13][14][16]. - The market is characterized by a rush of innovation but also a lack of maturity in product development, resulting in a disconnect between consumer expectations and actual product performance [17].

Core Viewpoint - Yuntian Lifei plans a secondary listing in Hong Kong after raising 3.9 billion yuan on the STAR Market, despite ongoing losses and declining gross margins, raising questions about its core competitiveness and business sustainability [1][2][3] Group 1: Financial Performance - The company has been experiencing continuous losses, with a reported loss of 572 million yuan in 2024, which is an increase compared to the previous year [5][12] - Gross margin has significantly declined from over 30% before listing to 23.38% in 2023 and 20.94% in 2024 [7][9] - The gross margin for the digital city operation management AI products dropped from 26.87% in 2022 to 17.38% in 2023, indicating a substantial decrease in profitability [9][10] Group 2: Business Strategy and Projects - The company raised 3.9 billion yuan to fund projects including AI computing centers and next-generation AI technology, with a total investment of 3 billion yuan planned for these initiatives [3][4] - As of the end of 2024, the progress of the funded projects is as follows: AI computing center at 49.73%, visual computing AI chip project at 37.8%, and next-generation AI technology project at 56.34% [4][5] Group 3: Market Position and Competitiveness - Yuntian Lifei's core business, particularly in digital city solutions, is facing intense competition, leading to a need for aggressive pricing strategies that may not be sustainable [9][10] - The company has high accounts receivable, with a ratio of accounts receivable to revenue at 79.22% in 2024, indicating potential cash flow issues [10] Group 4: Mergers and Acquisitions - In 2024, the company acquired Qiancheng Technology for 180 million yuan, which added consumer-grade business lines and contributed to an over 80% revenue increase [15] - The acquisition is part of a strategy to enhance its product offerings in the consumer electronics space, particularly in wearable devices [15] Group 5: AI Glasses Business - Yuntian Lifei's collaboration with Shanjiji Technology on AI glasses has faced challenges, including delivery delays and negative consumer feedback, which have impacted the brand's reputation [16][19] - Despite initial market excitement, the AI glasses project has not met expectations, leading to questions about its viability and market readiness [19][20]

Core Insights - The 21st Cultural Expo showcased various AI applications, including AI volunteers, piano-playing robots, and AI-powered toys, highlighting the integration of culture and technology [1][2] - The event featured an AI exhibition area for the first time, with over 60 leading AI companies participating, indicating a significant shift towards digitalization in cultural heritage [1][4] Group 1: AI Applications in Cultural Heritage - Tencent's "Remarkable Oracle Bone Script" project utilizes AI and gamification to lower the barriers for public understanding of ancient scripts, promoting cultural heritage transmission [2] - The AI translation robot and interactive AI exhibits allowed real-time cross-language communication and engaging educational experiences for visitors [2][3] Group 2: New Business Models and Opportunities - The integration of AI in cultural industries is creating new business models, such as AI-driven cultural experiences and smart devices that enhance cultural consumption [4] - Traditional culture is transitioning towards digitalization and IP development, driven by advancements in AI and new technologies [4] Group 3: Policy Support for AI in Cultural Industries - Recent policies in Guangdong province emphasize the application of AI in cultural industries, offering financial incentives for high-quality productions utilizing advanced technologies [5][6]

Core Viewpoint - The domestic smart glasses, positioned as a budget version of Ray-Ban Meta, have failed to meet expectations in terms of performance and user satisfaction, leading to significant customer disappointment and operational challenges for the company [2][3][8]. Product Launch and Market Context - The launch of the smart glasses by the company was highly anticipated, especially after the success of Ray-Ban Meta, which sold over one million units within a year [2]. - The domestic market for smart glasses is becoming increasingly competitive, with various tech giants and startups entering the space, leading to a "battle of the glasses" in 2024 [2][18]. User Experience and Product Issues - Users have reported multiple issues with the smart glasses, including problems with powering on, hardware defects, and subpar camera quality, which have hindered the overall user experience [5][10][11]. - Many users experienced delays in receiving their products, with some waiting over seven months, leading to frustration and negative perceptions of the brand [11][13]. Technical Challenges - The company underestimated the engineering and supply chain complexities involved in producing smart glasses, resulting in delays and quality control issues [13][14]. - The choice of hardware, specifically the chip used in the glasses, has been criticized for its performance, impacting connectivity and battery life [14]. Competitive Landscape - The competitive landscape is intensifying, with new entrants like Thunderbird and Rokid launching their own smart glasses with advanced features, further challenging the company's market position [16][17]. - The company faces increasing pressure to improve product quality and meet sales targets, with ambitious goals of selling 500,000 units and achieving over 600 million yuan in revenue within the first year [18][19].