Event Overview - The 2025 Shenzhen International Consumer Electronics Show (SCE) will be held from June 25-27 at the Shenzhen International Convention and Exhibition Center, focusing on creating a comprehensive procurement and cooperation platform for various stakeholders in the consumer electronics industry [1][3] - The exhibition will showcase products and technologies in smart home appliances, AI, metaverse, smart robotics, and more [1] Historical Performance - INMO Technology is set to hold a new product launch on November 29, 2024, in Chengdu, potentially unveiling two new AR glasses [6] - The leading company, Hengxin Oriental, experienced a significant stock surge, indicating strong market interest [6] Related Concept Stocks - Listed companies participating in the Shenzhen International Consumer Electronics Show include Feitian Chengxin and Biyiwei [8] - AI smart glasses concept stocks include: - Allwinner Technology, which is integrating cloud-based large model SDKs for applications in smart education and AI glasses [10] - Suobede, which has begun bulk shipments of antenna products for AR/VR glasses to North American clients [10] - Rijiu Optoelectronics, whose optical film products can be applied in consumer electronics and AR/VR glasses [10]

Group 1 - The core viewpoint of the articles highlights the significant growth potential in the artificial intelligence (AI) terminal industry, driven by advancements in AI technology and increasing market demand for AI-integrated devices [1][2] - As of May 20, the semiconductor materials ETF (562590) has seen a 27.38% increase over the past year, indicating strong market performance in the semiconductor sector [1] - The National Development and Reform Commission anticipates a "tsunami-like" growth in the AI terminal industry, with products such as AI smart glasses expected to see substantial sales increases [1] Group 2 - The traditional consumer electronics sector, including smartphones and PCs, is expected to undergo significant transformation due to AI technology, leading to higher performance demands for hardware [2] - The semiconductor materials ETF and its associated funds closely track the semiconductor materials and equipment index, focusing on the semiconductor industry's development and addressing critical areas in chip manufacturing [2]

2025深圳国际眼镜业博览会将于6月25日至27日在深圳会展中心（福田）2号馆开幕。其中，智能眼镜＋ 穿戴展区、智能眼镜产业链图谱展示区作为本届核心亮点，将集中呈现AI、AR／VR等尖端技术与眼镜 产业的深度融合成果。 华福证券表示，根据维深信息，25Q1全球AI智能眼镜销量60万台，同比增长达216%，Q1销量大幅增长 主要来自于RayBanMeta智能眼镜的增长，销量52.5万台，去年同期为17万台。预计2025年全年AI智能 眼镜销量为550万台，后三个季度预计陆续会有新品上市，包括小米、阿里、三星等十几个品牌，以及 Meta在Q3预计会发布多款不同功能和形态的AI智能眼镜。中信期货表示，AI眼镜规模化爆发在即。 MetaRayBan系列率先开启规模量产，小米、华为等头部厂商规划2025年密集入局，行业即将进入爆量 阶段。叠加芯片、光学器件成本下探，以及硅碳负极电池技术即将商用突破，我们预计AI眼镜将复制 TWS耳机的增长曲线，2026年出货量突破千万级，2030年有望达亿级规模，对应五年复合增长率约 82%。 全志科技已打通端侧到云端大模型引擎的通路，同时跟下游客户开发大模型在智能教育、家庭陪伴、个 ...