在AI+AR的推动下，今年国内多家AR企业均获得了一轮或多轮融资，金额在上亿元。据悉，雷鸟创新 近期完成由中信金石领投、中信证券国际资本及中信证券投资共同参与的C轮融资，资金将用于加速在 AI+AR眼镜的技术研发及生态建设，进一步巩固和扩大雷鸟创新在全球消费级AI+AR眼镜市场的领先 地位。官方称本轮融资创下2025年国内AR领域单笔融资金额的最高纪录，但具体金额并未透露。 同时，作者还从接近雷鸟的人士处独家获悉，目前旗下产品国内海外销量占比为6:4，后续海外的占比 还会进一步上升。此轮融资后，雷鸟也会加速迈向IPO，可能会在未来2-3年内上市。 公开资料显示，雷鸟创新成立于2021年10月，在近眼显示光学设计、自研AI算法模型，以及多模态人 机交互等领域持续布局。在产品层面，雷鸟拥有涵盖AI+AR眼镜X系列、观影眼镜Air系列，以及AI拍 摄眼镜V系列，也是全球唯一实现量产全彩Micro LED AR眼镜的企业。 值得一提的是，AI+AR在迈向大众市场的过程中，也迎来了更多的玩家。除了垂直AR创业公司，包括 小米、阿里等巨头也都纷纷入局。通常情况下，像小米这样的生态大厂入局，必然是对垂直创业公司的 重击，但 ...

Core Insights - RayNeo, a consumer AR brand, launched its fourth-generation pocket TV, the RayNeo Air 4 series AR glasses, during its autumn product launch event [1] - According to Counterpoint Research, RayNeo is projected to hold a 39% market share in the global AR glasses market by Q2 2025, surpassing Apple and ranking third in the global XR market [1] - The RayNeo Air 4 series features the Vision 4000 AR image quality chip, supporting HDR10 quality with double dynamic brightness, 1200 nits brightness output, and 1.07 billion color outputs [1] - The audio experience of the RayNeo Air 4 series includes support for B&O tuning, featuring four speakers and a large-area high-molecular diaphragm unit, driven by an independent DAC chip [1] Product Features - The RayNeo Air 4 series introduces AI 3D functionality, allowing users to convert 2D videos to 3D format with a single click, and supports AI conversion of SDR videos to HDR [2] - The pricing for the RayNeo Air 4 is set at 1599 yuan, while the Air 4 Pro is priced at 1699 yuan; the RayNeo Air 3s fourth-anniversary edition is available for 1299 yuan [2] - Additional products launched include the RayNeo V3 series AI shooting glasses, which received Apple MFi certification and support for Apple Watch gesture control, and the RayNeo X3 Pro AR glasses, which now support 3K video recording and feature AR mini-games [2]