眼镜或其他东西是理想探索物理AI终端的头几个包子，在这个过程中试错是必要且不可避免的，降 低预期可能是上策。 2025年4月李想表示人工智能时代终端四个特点：1.360度对物理世界的感知能力 2.认知决策的能力 3.Action的能力 4.可以自我反思反馈。理想之后做任何一个终端都必须符合以上四个能力。 Rokid创始人祝铭明在2025年10月公布的《一问》访谈中表示，现阶段眼镜在展现力/穿戴性/续航是一 个不可能三角，满分10分，Vision Pro展现力做到9分，续航6-7分，穿戴性几乎是0分。Rokid眼镜穿 戴性7-8分，续航7-8分，展现力3分。如果这三点同时做到7-8分，那么将迎来奇点，这时涉及的技术 将非常广，涉及电池、材料、半导体、光学、通信的技术，且大量的算力不可能全在眼镜上，不然没 法做得轻巧。 理想今年多个部门表现的都一般，包括但不限于销售管理/供应链/i86产能/智驾部门面向高频智驾用 户的运营等。 小同桌/卡片大师/理想同学生活助手Agent，TOP2认为理念层面非常好，但实用层面现阶段不太好， 广州车展给了生活助手会OTA的饼，没给小同桌/卡片大师会更新的饼，更新速度偏慢。 即基于 ...

Core Insights - Rokid and BOLON have launched the new BOLON AI smart glasses, achieving sales of 40,000 units within the first five days across all channels, topping sales charts on platforms like Tmall, JD, and Douyin [1] - Blue Glass Technology, as the exclusive supplier for Rokid, provides comprehensive production services from precision components to complete assembly, leveraging its expertise in lightweight composite materials [1][2] - The Rokid glasses weigh only 49 grams, overcoming traditional AR glasses' challenges of being heavy, having short battery life, and unclear displays, thanks to Blue Glass Technology's advancements in precision manufacturing [1] Company and Industry Summary - Rokid is focused on human-computer interaction technology and aims to develop AR glasses and related software and hardware products, utilizing the YodaOS operating system for ecosystem development [1] - Blue Glass Technology has established vertical integration capabilities covering "materials—process—manufacturing," enabling efficient and stable production while promoting significant breakthroughs in domestic supply chains [1][2] - The integration capabilities of Blue Glass Technology translate into competitive advantages for products, facilitating the transition of AI hardware from "lab samples" to "mass production," with a target of 1 million units for Rokid in the coming year [2] - The demand for AI edge hardware is expected to continue growing, with Blue Glass Technology positioned as a crucial player in the AI hardware industry chain due to its technological accumulation and production capabilities [2]

利亚德（300296.SZ）11月14日在投资者互动平台表示，与Rokid眼镜的合作主要在于文旅场景创新体验 方式的探索。作为AI/AR眼镜领域的先行者，Rokid已具备成熟的AR产品并在文旅场景有应用案例，而 利亚德多年来在文旅、展陈等市场深耕，已积累诸多优质客户资源，为满足客户对沉浸感交互式体验的 旺盛需求，双方将发挥各自优势，加速推进AR眼镜在文旅展陈等场景的应用。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：Rokid眼镜有用到公司的技术或者产品吗？ ...

Core Viewpoint - Rokid and BOLON jointly launched new smart glasses, integrating traditional craftsmanship with modern technology, targeting both consumer and business markets [1] Group 1: Product Launch - Rokid introduced a national trend series of smart glasses themed "Wind, Forest, Fire, Mountain," priced between 4599 yuan and 9688 yuan, incorporating traditional crafts like Hangzhou embroidery and wood carving [1] - BOLON launched AI smart glasses featuring Qualcomm AR1 processor and a 12-megapixel Sony camera, priced at 2199 yuan, emphasizing stylish design and advanced functionalities such as AI object recognition, navigation, and translation [1] Group 2: Ecosystem and Partnerships - Rokid is expanding its ecosystem by collaborating with platforms like Amap, Alipay, QQ Music, JD Technology, and Flight Manager, covering various life scenarios including navigation, payment, music, shopping, and travel [1] Group 3: Business Applications - Rokid's smart glasses have been applied in sectors such as transportation, real estate, vehicle control, and healthcare, enhancing industry efficiency [1] - To boost user confidence, Rokid introduced the "Rokid Care" service, offering screen breakage and water damage coverage starting at an annual fee of 199 yuan [1]

Core Insights - The emergence of a "Technology Life Experience Hall" in Hangzhou showcases various innovative products, reflecting a growing consumer interest in smart and high-quality living solutions [1][2] - The sales of technology products have surged in the Wulin business district and Wen San Digital Life Street, indicating a strong demand for health and fitness-related technology as the holiday season approaches [1][3] Group 1: Technology Products - The "Technology Life Experience Hall" features over 30 local tech companies, highlighting products aimed at diverse scenarios such as sports, health, and elderly care [1] - Notable products include the AI health assessment device by Qiaolangzhong, which provides personalized health recommendations in 30 seconds, and the TOVIGOR AI fitness device that creates a compact home gym [2] - The smart exoskeleton developed by Cheng Tian Technology and Zhiyuan Research Institute is designed to assist users in walking and outdoor activities, showcasing advancements in wearable technology [2] Group 2: Market Trends - The demand for tech products is evident, with items like the AI smart glasses selling out quickly, indicating a trend towards integrating technology into daily life [2][3] - The Wen San Digital Life Street has also seen significant sales, with the Rokid flagship store reporting sold-out status for its new eyewear, reflecting the popularity of innovative tech solutions [3] - The "Technology New Specialty" initiative in Hangzhou aims to merge technology with cultural consumption, contributing to the city's goal of becoming an international consumption center [1]

Group 1: Conference Overview - The 2025 Inclusion Bund Conference was held in Shanghai from September 10 to 13, focusing on the theme "Reshaping Innovation Growth" [1] - The conference featured a main forum, over 40 open insight forums, global theme days, innovation stages, a technology exhibition, and a technology talent recruitment fair, providing a platform for exchange and collaboration [1] - Notable speakers included Yuval Noah Harari, Wang Jian from Alibaba Cloud, and Wang Xingxing from Yushutech, highlighting the event's significance in the tech industry [1] Group 2: AI Applications - Ant Group showcased its AI health application AQ, which allows users to diagnose health issues through skin analysis and provides health management features [2][4] - The AQ app has expanded its health record functionality to cover hospitals across Zhejiang Province and is negotiating partnerships with hospitals nationwide [2] - Ant Group's CEO emphasized the importance of combining AI with human expertise in healthcare, aiming to enhance the capabilities of specialists and support grassroots doctors [4] Group 3: Innovative Products - The Leion Hey2 smart glasses by Liangliang Vision can perform real-time translation in over 100 languages and will be launched in mainland China and Korea in October [5] - Alipay's "Tap to Pay" feature has expanded to over 1,000 scenarios, with a user base exceeding 200 million, allowing for seamless transactions and new marketing opportunities [8] Group 4: Robotics and AI Integration - The conference featured 40 renowned embodied intelligence companies, showcasing robots that engage with attendees and demonstrate advanced capabilities [10] - The GR-3 robot by Fourier is designed for interactive companionship and is currently in the pre-sale stage, targeting applications in guided interaction and academic research [12] - Assistive robots like ArmMotus™ EMU and ExoMotus™ M4 are being utilized in community health centers to aid patients with functional disabilities [14][16]

Core Insights - The AR glasses industry in China is experiencing rapid growth, with a complete ecosystem formed, including upstream technology development, midstream manufacturing, and downstream applications across various sectors [1][4][9] - The global AR glasses shipment is projected to reach 1.8 million units by 2027, with China's market expected to see significant growth, potentially reaching 5 million units by 2030 [3][24] - Major tech companies are increasingly investing in AR technology, positioning AR glasses as the next generation of personal computing devices following smartphones [4][16] Industry Overview - The AR glasses industry began with the launch of Google Glass in 2012, which opened the public's awareness of augmented reality technology despite initial market challenges [1] - China's AR glasses market is characterized by a dominance of startup companies, with the top four firms (XREAL, Thunderbird Innovation, Rokid, and INMO) holding over 80% of the market share [9][21] - The industry is supported by local government initiatives to attract businesses and create a competitive ecosystem, as seen in regions like Shanghai and Pudong New District [4][8] Company Highlights - Thunderbird Innovation, established in December 2021, is a leading player in the AR glasses market, known for its self-developed optical solutions and the launch of the world's first dual-eye full-color MicroLED waveguide AR glasses [11][14] - Rokid, another significant player, has demonstrated the potential of AR devices in government settings, showcasing its Rokid glasses during a government conference [1][9] - The competitive advantage of Chinese companies lies in their ability to meet local demand, with products tailored for specific industries such as manufacturing and tourism [8][9] Market Dynamics - The consumer segment for AR glasses is primarily driven by entertainment, with 43.4% of users purchasing for gaming and immersive experiences [19] - The overall AR market is still predominantly B2B, with enterprise solutions accounting for 80% of the market, while consumer applications are expected to grow significantly in the coming years [21][24] - The AR glasses market is projected to see a compound annual growth rate (CAGR) of 37.7% from 2023 to 2027, indicating strong future growth potential [24]