具体而言，今年公司从8月开始有WiFi模组的量产出货；展望2026年，目前可以看到市场对客户眼镜产品的出货预期有较大上调，公司也将努力配合客户需 求积极配置产能以实现客户的出货需求。在出货节奏上也有所加快，有机会能够在1月份甚至今年12月就开始量产出货MLB模组。2026年眼镜SiP模组出货 上，会有一款主流机型搭载一颗MLB和一颗WiFi模组，另有一款机型会搭载WiFi模组。 展望未来，环旭电子认为，眼镜品类对"轻薄短小"的要求不同于其他消费类电子，这让公司看到在眼镜上更多SiP模组的应用机会，除了MLB和WiFi模组 外，更多的如电源管理、音频、显示（RGB、光波导）、眼球追踪等以及控制手环中生物感测等都是SiP模组的应用机会。 近日，环旭电子在接受机构调研时表示，公司目前智能眼镜新产品的开发需求旺盛，除了目前的眼镜客户外还有更多的头部客户的开发需求，使得公司能够 在未来几年持续为头部客户提供方案和制造端上更多的价值；有别于EMS的业务模式，设计/开发/方案上提供更多价值的JDM模式也会有机会让我们利润率 水平有所提升。此外，公司也将积极投入Capex来服务头部客户的眼镜业务，以持续获得主要的市场份额。 ...

Group 1 - Alibaba's first self-developed AI glasses, Quark AI glasses, are available for pre-sale at a price of 3,699 yuan for 88VIP members and 3,999 yuan for regular consumers [1] - The glasses are equipped with dual flagship chips, Qualcomm AR1 and Hengxuan BES2800, and feature various functions such as Gaode near-eye navigation, Alipay "Look and Pay" secure payment, Taobao price comparison, and Fliggy travel reminders [1] - According to Guotai Junan Securities, AI glasses are expected to reshape the smart glasses industry logic, pushing the industry into an explosive growth phase, with a projected 188% increase in sales in the Chinese market by 2025 [1] Group 2 - The success of Meta globally has validated the feasibility of lightweight design, scenario-based demand, and consumer-level pricing, driving the industry into a growth period [1] - Domestic manufacturers like Huawei, Rokid, and Xiaomi are reducing hardware costs through HarmonyOS integration, waveguide technology, and supply chain optimization while expanding B/C-end scenarios [1] - The future of AI glasses is anticipated to unlock a market space worth hundreds of billions, evolving from single-function devices to platform-type terminals [1] Group 3 - Hengxuan Technology specializes in the research, design, and sales of smart audio and video SoC chips, with Alibaba as one of its clients [1] - Huanxu Electronics produces products for smart glasses and other smart head-mounted devices, including WiFi modules and multifunctional or specific function SiP modules [1]

Group 1 - Alibaba's first self-developed AI glasses, Quark AI glasses, began pre-sale on the Tmall flagship store for Quark smart devices at midnight on the 24th, with a price of 3,699 yuan for 88VIP members and 3,999 yuan for regular consumers [1] - The glasses are equipped with dual flagship chips, Qualcomm AR1 and Hengxuan BES2800, and feature functions such as Gaode near-eye navigation system, Alipay "Look and Pay" secure payment, Taobao price comparison, and Fliggy travel reminders [1] - According to Guotai Junan Securities, AI glasses are expected to reshape the smart glasses industry logic, pushing the industry into an explosive growth phase, with a projected 188% increase in sales in the Chinese market by 2025 [1] Group 2 - Hengxuan Technology focuses on the research, design, and sales of smart audio and video SoC chips, with Alibaba as one of its clients [2] - Huanxu Electronics produces products for smart glasses and other smart head-mounted devices, including WiFi modules and multifunctional or specific function SiP modules [2]