10月13日，据智通财经援引科技记者马克·古尔曼消息，苹果智能眼镜可能会搭载与Vision Pro相同的 visionOS操作系统，并且可兼容iPhone和Mac双系统。 马克·古尔曼称，未来苹果智能眼镜与Mac配对时，能够运行完整的visionOS操作系统。而当与iPhone连 接时，会切换到更轻量、更适合移动设备的界面。 报道指出，苹果正在研发至少两种类型的智能眼镜。第一种代号为N50，它将与iPhone搭配使用，但自 身没有显示屏。 苹果还在研发一款带有显示屏的版本，这可能会对刚刚发布的Meta Ray-Ban Display智能眼镜构成挑 战。据知情人士透露，这款苹果产品原本计划在2028年推出，但公司现在正寻求加快开发进度。 公司方面，据上市公司互动平台表示， 荣旗科技：2025年供应苹果的产品有VC散热片、无线充电、VCM、智能眼镜和MIM件等的检测装备。 歌尔股份：公司是智能眼镜领域布局最深度的公司之一，与小米合作智能眼镜，针对AI眼镜的布局包 括声学零部件、组装、光机模组、行射光波导等环节，并与苹果保持长期合作关系。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需 ...

Group 1: Performance Overview - The company experienced a decline in net profit due to macroeconomic factors and increased industry competition, with a significant impact from a government compensation of approximately CNY 108 million related to property demolition in 2023 [3] - Revenue remained stable compared to the previous period, but net profit decreased due to a drop in gross margin [3] Group 2: Future Growth and Strategic Planning - The company is focusing on new growth points, including the ongoing construction of a precision metal etching project, which is expected to add 220,000 square meters/year of copper etching capacity, 70,000 square meters/year of stainless steel etching capacity, and 70,000 square meters/year of titanium alloy etching capacity [2] - The strategic plan emphasizes continuous development in the communication sector, enhancing product diversity and performance [4] Group 3: Revenue Structure - The revenue structure indicates that communication materials account for 68.11% of total revenue, with high-frequency copper-clad laminates contributing 44.14% and VC heat sinks 23.79% [6] - Other revenue sources make up 13.4% of total revenue [6] Group 4: Research and Development - The company prioritizes R&D across various business areas and aims to enhance the conversion of R&D results into profitable products [7] - There is a commitment to maintaining R&D investments to support ongoing innovation and product development [7] Group 5: Shareholder Returns - The company plans to distribute a cash dividend of CNY 7.52 million (CNY 1 per 10 shares) to shareholders, with no stock dividends or capital increases planned [7] - Future profit distribution will be aligned with cash flow and operational needs, ensuring shareholder returns are prioritized [7]