Core Insights - The company is actively expanding its partnerships with leading AR glasses brands both domestically and internationally, having completed optical and mechanical integration with mainstream AR glasses C-end brand clients [1] - Strategic collaborations have been established with Hengxuan Technology, Hainan Tianzhifeng, and Zhihui Technology to build an intelligent AR glasses ecosystem, aiming for the development and mass production of high-performance, cost-effective AR glasses by the end of the year [1] - The company has also completed AR glasses solution integration with professional AR glasses brand clients and is fully committed to advancing its AR glasses business [1] Industry Overview - Meta is currently the largest player in the AI glasses market, with a significant increase in sales driven by the RayBan Meta smart glasses, which sold 720,000 units in Q2 2025, up from 250,000 units in the same period last year, representing a growth of 188% [1] - Analysts predict that the release of new AI glasses by Meta will likely lead to a substantial increase in AI glasses shipments in Q4 of this year [1]

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]

Group 1 - The 2025 Shenzhen International Optical Expo will take place from June 25 to 27, showcasing the integration of AI, AR/VR technologies with the eyewear industry [1] - Global AI smart glasses sales reached 600,000 units in Q1 2025, marking a 216% year-on-year increase, primarily driven by the sales of RayBanMeta smart glasses [1] - The expected total sales of AI smart glasses for 2025 is projected to be 5.5 million units, with new products from brands like Xiaomi, Alibaba, and Samsung anticipated to launch in the latter three quarters of the year [1] Group 2 - Allwinner Technology has developed a pathway from edge to cloud for large model engines, with applications in smart education, home companionship, personal assistants, and AI glasses expected to be launched in 2025 [2] - SuoBeide's products, including antennas, harnesses, and thermal management solutions, are applicable in robotics and AI glasses, with bulk shipments of antenna products to North American customers for AR/VR glasses already underway [2]