长沙晚报掌上长沙7月3日讯（全媒体记者 曹开阳）7月2日，《财富》发布了2025年中国最具影响力的商界女性榜 单，长沙企业蓝思科技创始人/董事长周群飞名列前三。另两位分别是立讯精密董事长/总经理王来春、小红书联 合创始人瞿芳。 《财富》中国最具影响力的商界女性榜单发布始于2010年，旨在呈现中国商界女性领导者的智慧、勇气、坚持与 信心。在过去的14年中，中国商界几乎所有处于风口行业的重要企业女性领导者都曾荣登该榜。在2025年榜单 中，包括小鹏汽车总裁王凤英、华为副董事长孟晚舟、携程首席执行官孙洁等多位高知名度女性均上榜。 | 2025 年 《财富》中国最具影响力的 | | | --- | --- | | 商界女性 | | | 姓名 | 公司及职位 | | 王来春 | 立讯精密工业股份有限公司 董事长、总经理 | | 糧 芳 | 小红书 联合创始人 | | 周群 3 | 蓝思科技股份有限公司 创始人、董事长 | | 王凤英 | 小鹏汽车 总裁 | | 高 准 | 字节跳动 首席财务官 | | 孟晚舟 | 华为 副董事长、轮值董事长、首席财务官 | | --- | --- | | 顾聘聘 | 拼多多 首席运营官 ...

如今，能在小米发布会上"请动"雷军本人的东西已经不多了。 6月26日晚的小米人车家全生态发布会上，在讲汽车之前，雷军先拿出的小米首款AI眼镜就成了颇为特殊的那一个。 发布会次日，有意思报告致电北京西城、海淀、朝阳等区多家小米之家，多数门店表示该产品热度颇高，店内仅有少量现货。 朝阳区某门店内有样机展示，不时有好奇的消费者试用产品。销售人员在被问及部分卖点时还不甚熟练，但据其透露，眼镜比小米新款小折叠手机 MIX Flip 2 "火多了"，发布会后24小时该门店已售出6台。 图/电商页面截图 这款售价1999元的小米AI眼镜真的有这么大吸引力吗？当多数消费者还对智能眼镜颇为陌生的时候，小米能凭一己之力打开市场吗？ 年轻人的第一款AI眼镜？ "要是我们店里有货，一上午我至少卖出去两台了。"北京西城区某小米之家门店销售人员不无遗憾地说。 该产品定位为"面向下一个时代的个人智能设备"，不仅可以当作耳机使用，能够拍摄照片、视频，也号称"随身的AI入口"，接入小爱同学，支持连续对 话。 发布会当晚，不少"米粉"就冲进小米之家提走了为数不多的现货。京东开售12小时销量即突破万台，登上"智能眼镜热卖榜"首位，其中电致变色款更 ...

2025 年 06 月 29 日 行业研究 评级：推荐(维持) 研究所： | 证券分析师： | 李永磊 S0350521080004 | | --- | --- | | | liyl03@ghzq.com.cn | | 证券分析师： | 董伯骏 S0350521080009 | | | dongbj@ghzq.com.cn | | 证券分析师： | 陈云 S0350524070001 | | | cheny17@ghzq.com.cn | [Table_Title] 全球 7nm 及以下产能 2024-2028 CAGR 料达 14%， 我国光伏累计装机破 10 亿千瓦 ——化工新材料产业周报 最近一年走势 核心逻辑 新材料是化工行业未来发展的一个重要方向，正处于下游需求迅速 爆发阶段，随着政策支持与技术突破，国内新材料有望迎来加速成 长期。所谓"一代材料，一代产业"，新材料产业属于基石性产业， 是其他产业的物质基础。我们筛选了支撑人类社会发展的重要领域， 包括电子信息、新能源、生物技术、节能环保等，持续挖掘并追踪 处于上游核心供应链、研发能力较强、管理优异的新材料公司。 1）电子信息板块：重点关注半导体材料 ...

Investment Rating - The report maintains a "Market Perform" rating for the consumer electronics industry [3]. Core Insights - The demand for smart wearable devices is increasing, driven by the rise of generative AI models, which is pushing AI audio glasses into a broader market. In the short term, smart interactive glasses are expected to replace headphone functions, leveraging glasses as a medium to enhance user experience and selling points [5][9]. - The report highlights the price positioning of various smart glasses, including Meta Ray-Ban, Rokid Glasses, and Xiaomi AI glasses, emphasizing their unique features and competitive pricing strategies [9][30]. Summary by Sections 1. Price Anchors for Smart Glasses - Meta Ray-Ban offers a base price of $230 for the New Wayfarer, with an additional $69 for features like headphones, camera, and AI capabilities, totaling $299 for the Meta Ray-Ban model [9]. - Rokid Glasses utilize a single-color waveguide imaging technology and are designed in collaboration with BOLON, featuring a compact design and advanced specifications [15][17]. - Xiaomi AI glasses differentiate themselves with electrochromic lenses, supporting rapid switching between transparent and sunglass modes, and are positioned as a "portable AI entry" [30][32]. 2. Market Review - The electronic industry saw a weekly increase of 4.61%, with the computer sector leading at 7.70% growth, while the oil and petrochemical sector experienced the largest decline at 2.07% [41][42]. 3. Industry High-Frequency Data Tracking - Monitor panel prices have stabilized, with no significant changes expected in mainstream specifications for June [53][54]. - The report indicates a potential decline in TV panel prices due to cooling demand, with expectations of price adjustments across various sizes [56].

今天上午，A股市场表现分化，上证指数微跌，而深证成指、创业板指涨势显著。 从盘面看，银行板块冲高回落，造成指数分化，工商银行、农业银行、中国银行等均跌超2%。 指数分化，难掩市场结构行情火热。算力产业链全面走强，铜缆高速连接、光模块等板块大涨；有色金 属板块反弹，掀起涨停潮；半导体、消费电子等板块上涨。 今天上午，消费电子概念表现活跃，AI手机、AI眼镜、AI PC等板块上涨，新亚电子、胜蓝股份等个股 大涨。 | | V | 消费电子 9108.68 1.52% | △ | C | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分析 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 新亚电子 605277 | | 17.68 | 10.02% | 55.5亿 | | 首板涨停 最终涨停 10:44 | | | | | | 雅葆轩 融 870357 | | 28.88 | 8.86% | 12.9亿 | | 胜蓝股份 @ 300843 | | 31.40 | 5.33% | 49.3 乙 | | 泓禧科技 | | 2 ...

AI眼镜赛道吸引了科技巨头和初创企业入局，"百镜大战"战火正燃。近期，多家企业的新款AI眼镜争相 亮相。6月26日晚，小米集团CEO雷军在小米人车家全生态发布会上发布了小米AI眼镜。此前，杭州灵 伴科技有限公司（以下简称"灵伴科技"）展示全球第一个可支付的智能眼镜。 中国电子商务专家服务中心副主任郭涛在接受《证券日报》记者采访时表示："当前AI眼镜产业正处于 爆发阶段，产业呈现三大趋势：一是产品迭代加速，二是技术融合加深，三是市场格局分化。AI眼镜 新产品、新功能涌现，其底座是AI大模型、光学显示、存储器等技术创新。在产业链各环节布局的上 市公司，共同推动产业快速发展。" 众和昆仑（北京）资产管理有限公司董事长柏文喜向《证券日报》记者表示："AI眼镜被视为下一个超 级终端，正成为厂商之间争夺的又一产业高地，从科技巨头到行业新秀，从国内企业到海外公司，掀起 了'百镜争鸣'。对于AI眼镜而言，功能也并非一味求多，精准契合场景往往比盲目堆砌更能直击用户的 真实需求痛点，进而赢得用户的高度认可与青睐。" 携手共建产业生态 AI眼镜的功能创新和新品问世，得益于产业链各环节的强力支撑。A股上市公司分别在AI大模型、存储 ...

Group 1 - Xiaomi announced the launch of its AI glasses, aimed at the next generation of personal smart devices, set for release on June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, achieved 250,000 global pre-orders and marked a breakthrough in domestic production across the entire supply chain [1] - The AI glasses are expected to quickly reach a level of widespread adoption due to their lightweight design, affordable pricing, and the maturity of required technologies [1] Group 2 - The demand for AI glasses is driven by their integration with high-penetration products like all-in-one devices and Bluetooth headsets, catering to frequent work and entertainment scenarios [1] - Existing dense networks of optical shops provide a solid offline channel foundation, enabling low-cost offline experiences and marketing [1] - AI glasses are anticipated to become a new generation of computing terminals with significant growth potential [1] Group 3 - The AI glasses market is in a rapid growth phase, with multiple manufacturers entering the space, leading to a rich product matrix and diverse price ranges [1] - The progress of model integration and AI function upgrades is expected to accelerate the multi-modal demand for AI glasses, evolving them into versatile AI assistants for various scenarios [1] - Companies like GoerTek and Rockchip are establishing technological barriers in the AI glasses sector, with GoerTek focusing on a full-chain technology approach and Rockchip leveraging AI computing chips [1]

AI Glasses - The AI glasses concept continues to gain traction, with companies like Zhili Fang and Haoshanghao hitting the daily limit up, while Xiechuang Data, Zhongke Lanyun, and Ruixinwei saw daily increases of 5.30%, 5.93%, and 4.97% respectively [1] - Xiaomi announced the launch of its AI glasses on June 26, which follows the mass production of the world's first consumer-grade AI+AR glasses, Rokid Glasses, that received 250,000 global pre-orders [1] - The market is expected to see rapid adoption of AI glasses due to their lightweight design, affordable pricing, and the maturity of required technologies [2] Stablecoins - Stablecoin-related stocks in both AH markets showed strong performance, with OSL Group rising over 16.07% in the H-share market and several A-share companies like Hengsheng Electronics and Xinguodu seeing increases of 7.34% and 14.42% respectively [3] - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its license to provide virtual asset trading services, allowing direct trading of cryptocurrencies and stablecoins [3] - The introduction of stablecoins is seen as a bridge between traditional finance and the crypto asset system, enhancing transaction stability and cross-border payment capabilities [4] Brain-Computer Interfaces - A new national standard for non-invasive medical devices using brain-computer interface technology is being proposed, focusing on performance indicators and testing methods [5] - The technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation and later expanding into education, entertainment, and military applications [5] Drones - Following the implementation of stricter export controls in 2024, prices for drone components exported from China to the U.S. have reportedly tripled in some cases [6] - China's drone industry is recognized for its mature supply chain and competitive advantages, with expectations to transition from a "component supplier" to a "technology standard setter" within 3-5 years [6] Solid-State Batteries - Vivo launched the X Fold5 smartphone featuring the industry's first fourth-generation silicon anode technology, achieving an energy density of 866Wh/L, a 13% increase compared to the previous generation [7] - The new battery technology is expected to penetrate various markets, including consumer electronics and high-end vehicles, as it matures and costs decrease [7]

Investment Rating - The report maintains a positive outlook on the smart glasses industry, indicating a robust growth trajectory and recommending attention to key players such as 康耐特光学, 明月镜片, 博士眼镜, and 英派斯 [5][31]. Core Insights - The smart glasses market is experiencing rapid growth, driven by the introduction of AI and AR glasses, with significant potential for long-term expansion [2][6]. - The industry is at a pivotal point where traditional eyewear is evolving, and midstream lens manufacturing and downstream eyewear channels remain crucial [3][7]. - The report highlights the increasing integration of advanced functionalities in smart glasses, which enhances user interaction and expands application scenarios [18][19]. Summary by Sections 1. Smart Glasses: AI and AR Glasses Flourishing - AI glasses, exemplified by Meta's RayBan Meta, have ignited market interest, with significant sales growth expected [24][29]. - AR glasses are evolving with continuous optical solution iterations, broadening their application scope [6][18]. - The market is witnessing a surge in domestic players, with companies like 雷鸟创新, Xreal, and Rokid rapidly developing their product lines [4][6]. 2. Transformation of Traditional Eyewear - The midstream lens manufacturing sector is seeing steady global demand growth, with a shift towards higher-value, functional products [4][7]. - Downstream channels, particularly offline retail, play a vital role in capturing consumer trends and facilitating product development [9][7]. - The report emphasizes the importance of collaboration between smart glasses manufacturers and established eyewear retailers to enhance market penetration [9][7]. 3. Key Companies to Watch - 康耐特光学 is positioned as a leading lens manufacturer, focusing on domestic market growth and XR business opportunities [5][31]. - 明月镜片 is enhancing its product structure and actively engaging in high-growth segments like AI glasses [5][31]. - 博士眼镜 is expanding its retail presence and integrating smart glasses into its service offerings [5][31]. - 英派斯 is diversifying into the AI glasses sector while maintaining steady growth in its core fitness equipment business [5][31].

6月25日，小米官方微博宣布，全新小米AI眼镜将于6月26日晚7点小米人车家全生态发布会上正式登 场，官方海报称这是一款"面向下一代的个人智能设备"。 小米加入AI眼镜队伍 从小米最新发布的视频来看，这款AI眼镜最大的卖点之一即为拍摄功能，用户可呼唤小爱同学，开启 第一人称视角拍摄录像。 消费级AR眼镜研发、设计和制造公司XREAL表示，由于需求旺盛，该公司的新品XREAL One在2024年 12月发售后，日本、美国等国家的经销商渠道出现了近两个月的断货情况。据了解，去年XREAL的AR 眼镜全球销售额约6亿元人民币，海外业务占比接近70%，海外业务销售额同比增长30%。 各大厂商智能眼镜也频频"上新"。Meta与法国EssilorLuxottica旗下的全球知名运动品牌Oakley于6月20日 正式宣布联合推出全新系列AR眼镜（不带显示）Oakley Meta HSTN。据Meta官网，该款产品将于7月11 日开放限量预购，标准版起售价为399美元，限量纪念版为499美元。后续，Meta或于2025年下半年推 出单目显示的AR眼镜。 Rokid Glasses也即将发售。6月24日，Rokid（灵伴科技） ...