长江商报消息 ●长江商报记者 潘瑞冬 声学龙头歌尔股份（002241.SZ）业绩持续回暖。 最新披露的半年报显示，2025年上半年，歌尔股份实现营业收入375.49亿元，同比减少7.02%；归母净 利润为14.17亿元，同比增长15.65%。 从单季度来看，歌尔股份归母净利润从2023年四季度开始回升，至今已经连续7个季度实现增长。 自2025年4月以来，歌尔股份的股价也进入了上涨通道，尤其是近期，公司的股价猛涨。K线图显示， 歌尔股份的股价从8月8日收盘的22.86元/股涨至8月25日收盘的30.96元/股，11个交易日涨幅达35%。公 司市值重回千亿元。 非经常损益助净利增长 在半年报发布的次日，歌尔股份发布子公司歌尔光学筹划股权交易的公告，歌尔光学拟以向交易对方增 发股份的方式收购上海奥来100%股权。具体增发股份数量将根据标的公司审计评估结果确定，预计交 易完成后，上海奥来原股东（宁波舜宇奥来技术有限公司）将持有歌尔光学约1/3的股权；歌尔光学原 股东（包括歌尔股份）将持有剩余约2/3的股权，其中歌尔股份仍为第一大股东，但持股比例可能降至 50%以下。 长江商报记者注意到，从营收区域来看，境外营收拖累 ...

Core Insights - Huaqiangbei is evolving from a traditional electronics market to a new source of productivity, showcasing high-quality development and innovation in the digital economy era [2][3][25] Group 1: Transformation and Innovation - The "one-meter counter" model has transitioned from a simple sales approach to a comprehensive service model, enhancing customer engagement and market competitiveness [7][8] - Huaqiangbei has seen a significant upgrade in its market space, shifting from crowded counters to immersive, experiential digital supermarkets, resulting in an 80% increase in foot traffic [7][9] - The area has implemented a transformation and high-quality development initiative, adding 100,000 square meters of industrial space, with over 80% occupancy in newly renovated electronic markets [9][25] Group 2: Supply Chain and Ecosystem - Huaqiangbei boasts a "one-kilometer full industrial chain innovation ecosystem," allowing rapid response to market changes and fostering collaboration among various stakeholders [20][21] - The logistics network in Huaqiangbei is highly developed, with over 7,000 logistics workers and daily shipments exceeding 150 million packages, contributing to an annual cargo value of over 100 billion yuan [14][16] - The area has established a comprehensive cross-border logistics system, significantly reducing logistics costs for businesses [25][26] Group 3: Global Trade and Market Reach - Huaqiangbei's electronic products are exported to over 190 countries, with an annual transaction volume exceeding 400 billion yuan, reflecting its global market presence [22][23] - The introduction of a second-hand electronic trading center aims to standardize transactions and enhance the credibility of the industry, facilitating international trade [26][28] Group 4: Integrated Service and Support - The area is focusing on building an integrated support system for innovation, combining data, talent, finance, design, and incubation to foster a collaborative entrepreneurial environment [32][34] - Government initiatives are in place to support startups, including financial services and the establishment of multiple incubators to promote technological innovation [31][34]

Core Insights - The International Data Corporation (IDC) report indicates a significant growth in the Chinese smart eyewear market, with a projected shipment of 494,000 units in Q1 2025, representing a year-on-year increase of 116.1% [1] - The audio and audio-capturing glasses segment is expected to see even more substantial growth, with shipments reaching 359,000 units in Q1 2025, marking a year-on-year increase of 197.4% [1] - Overall, the Chinese smart eyewear market is forecasted to reach 2.907 million units in 2025, reflecting a year-on-year growth of 121.1%, with audio and audio-capturing glasses expected to account for 2.165 million units, a growth of 178.4% [1] - The AR/VR device segment is also anticipated to grow, with expected shipments of 742,000 units in 2025, showing a year-on-year increase of 38.1% [1]

Core Viewpoint - Shenzhen aims to become the "global AI glasses capital" with the establishment of the AI Glasses Industry Alliance, marking a new phase of collaborative innovation and ecosystem development in the industry [1][2]. Group 1: Industry Development - The AI Glasses Industry Alliance consists of 8 founding members, including major companies like Honor and Lixun Precision, and over 60 member organizations from the supply chain [1]. - Shenzhen has been recognized as a global hub for AI glasses innovation, with a goal to reach an industry scale of over 800 billion yuan by 2026, striving for a trillion-yuan market [1]. - The action plan released by the Shenzhen Municipal Bureau of Industry and Information Technology focuses on nine product categories, including AI glasses, smart watches, and AR/VR devices, aiming to launch benchmark AI wearable products [1]. Group 2: Competitive Landscape - Shenzhen's Longgang district hosts over 1,500 eyewear companies, accounting for 80% of the city's eyewear industry, with an annual production of 125 million pairs of glasses, capturing over 50% of the global high-end market [2]. - The city has developed a complete ecosystem covering chip research, optical design, assembly, and application scenarios, enhancing its competitive edge in the AI glasses sector [2]. - The Guangdong-Hong Kong-Macao Greater Bay Area is working on establishing industry standards and promoting the development of an open-source AI glasses operating system to strengthen international competitiveness [2]. Group 3: Industry Insights - Industry experts suggest that the AI glasses sector should move beyond traditional manufacturing to enhance value across the supply chain, thereby increasing growth potential [3]. - Recommendations include fostering collaboration across the industry chain to avoid homogenization and enhance market presence both domestically and internationally [3]. - The establishment of special funds and promotional events is encouraged to attract capital and support the growth of the AI glasses industry in Shenzhen [2][3].