据证券时报报道，三星在发布首款XR头显的同时，正式宣布进军AI眼镜领域。公司正与谷歌及Gentle Monster、Warby Parker等知名眼镜品牌合作，致力于融合AI技术与时尚设计，推出兼具风格与科技感的 智能眼镜。新产品将基于Android XR系统，深度集成谷歌的Gemini多模态AI模型，实现无缝连接体 验。尽管尚未公布具体发布时间，但据此前消息，首款无显示功能的AI眼镜或于2026年亮相，后续还 将推出支持AR显示的版本，直接对标Meta的Ray-Ban系列智能眼镜。 信维通信：公司与多家AI眼镜厂商合作，提供天线、精密结构件等产品。 *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，入市需谨慎 市场研究机构普遍看好AI眼镜赛道，预计未来5-6年将实现数十倍增长。2026年预计市场规模达到3-5亿 美元，将是关键爆发年。中国市场占比预计从2024年的20%提升到2030年的40%，成为全球增长的核心 驱动力。 公司方面，据证券时报表示， 歌尔股份：公司可为全球行业领先客户提供AI智能眼镜等智能硬件设备的垂直整合的产品解决方案和 一站式的研发制造服务，目前公司在上述领域内的业 ...

Group 1: Company Performance and Financials - The company achieved a revenue of 69.897 billion yuan in 2024, representing a year-on-year growth of 28.27%, and a net profit of 3.624 billion yuan, up 19.94% year-on-year [9] - The company plans to distribute a cash dividend of 4.00 yuan per 10 shares for the 2024 fiscal year [7] - The company’s assembly business revenue increased by 97.42% in 2024, with a net profit margin of 1.61%, indicating strong growth in this segment [11] Group 2: Growth Drivers and Strategic Initiatives - Future growth drivers include deepening customer and business expansion in consumer electronics and new energy vehicles, as well as new projects in folding screens, smart automotive glass, humanoid robots, and AI glasses [10][12] - The company is focusing on vertical integration of the supply chain, providing comprehensive precision manufacturing services from product design to large-scale assembly, enhancing overall revenue and profit scale [10][13] - Continuous improvement in lean management and R&D collaboration in glass, metal materials, and functional modules to seize opportunities in emerging fields like AI terminals and smart vehicles [10][5] Group 3: Impact of Trade Policies and Market Conditions - The company has established a robust global supply chain, with 58% of its overseas business in 2024, primarily consisting of components and functional modules, which helps mitigate tariff risks [6][8] - The company’s proactive global layout and diversified development strategy have strengthened its resilience against external market fluctuations, with limited expected impact from changes in tariff policies [6][8] - The company is prepared to utilize 500 million to 1 billion yuan for share repurchase to stabilize stock prices amid market volatility [7] Group 4: Future Plans and Market Positioning - The company is planning to list in Hong Kong to expand its global business footprint and enhance delivery capabilities, with funds raised aimed at developing folding screens, smart automotive components, and AI glasses production [8][14] - The company does not plan to create a direct-to-consumer brand, focusing instead on being a leading provider of precision manufacturing solutions for brand clients [3]