Market Overview - The main board saw significant gains with Tianyu Digital Science rising by 10.04%, Aerospace Changfeng by 10.03%, and Huasheng Tiancai by 10.00% [1] - The ChiNext board led with Dineike increasing by 20.02% and AVIC Chengfei by 17.05% [1] - The Sci-Tech Innovation board also performed well, with Weide Information and New Light Optoelectronics both increasing by over 20% [1] - Active sub-industries included SW Military Electronics III with a rise of 3.59% and SW Other Communication Equipment up by 1.94% [1] Domestic News - Beijing Zhijing Unknown Technology Co., Ltd. signed a strategic cooperation agreement with Xingchuang Shijie, launching a dual-brand product aimed at outdoor sports enthusiasts [1] - United Microelectronics Corporation reported progress on its N12 FinFET process technology platform in collaboration with Intel, expected to be completed by 2026 [1] - Hongshi Intelligent announced the successful production of a 120Wnits full-color MicroLED chip sample, with plans for mass production of 200Wnits chips by the second half of 2026 [1] - Hongmeng Zhixing reported a significant increase in pre-orders during the May Day holiday, achieving over 22,000 units compared to 11,000 units last year [1] Company Announcements - Megmeet Smart announced the repurchase of 568,500 shares, accounting for 0.22% of its total share capital [2] - Meixinsheng reported a total repurchase of 1,188,036 shares, representing 1.0652% of its total share capital [2] - Yuanjie Technology signed a significant sales order for high-power laser chips, valued at 61.8716 million RMB [2] - Longqi Technology has repurchased 5,607,208 shares, which is 1.21% of its total share capital [2] Semiconductor Industry Updates - A U.S. legislator plans to propose legislation to monitor the sale of AI chips by companies like NVIDIA, supported by bipartisan backing [3] - The Semiconductor Industry Association announced global semiconductor sales of $167.7 billion in Q1 2025, an 18.8% increase year-over-year [3] - Tata Electronics is negotiating with NXP Semiconductors to become a foundry supplier, with chip manufacturing expected to start in 2026 [3] - Japan's RIKEN announced plans to significantly enhance production capacity for phase difference film used in large LCD TVs [3]

Core Insights - The rise of AI glasses is being driven by major brands and startups, with Chinese manufacturers leading the charge in the emerging market [1][3] - A strategic partnership has been formed between "致敬未知" and Star Vision to launch a new AI sports shooting glasses product, set to be mass-produced in June [1][3] - The global outdoor sports market is projected to reach $129.1 billion by 2032, indicating significant growth potential for AI sports glasses [4] Company Developments - "致敬未知" was founded in 2022 by Wu Dezhou, a former partner at Smartisan Technology and a key figure in the success of Huawei's Honor brand [3][4] - The new AI sports shooting glasses will feature functionalities such as first-person perspective recording, Bluetooth audio, and real-time communication, targeting outdoor sports enthusiasts [3][5] - The collaboration aims to integrate traditional eyewear with cutting-edge technology, enhancing user experience and reducing operational burdens [5][6] Market Trends - The global smart glasses market is expected to see a 210% year-on-year increase in shipments in 2024, with sustained growth projected through 2029 [6] - The outdoor sports participant base is anticipated to reach 1.5 billion by 2025, highlighting a growing consumer base for related products [4][6] - The competition in the AI glasses market is intensifying, with major players like Xiaomi and Huawei entering the fray alongside startups [6]