在当前的智能科技领域，AI眼镜已成为焦点。此前，杭州灵伴科技(Rokid)创始人兼CEO祝铭明，戴着公司自主研发的智能眼镜Rokid Glasses亮相浙江杭州余杭区经济高质量发展大会，并借助该眼镜实现了“脱稿演讲”。Rokid Glasses核心亮点在于将AR技术与AI相结合，也是将AI+AR应用到实际场景中的典型案例。这一创新应用迅速吸引了全场目光，在大会现场刮起一阵潮流新风，引发网友热议。On March 23, Xiaomi's Asia Vets official WeChat account announced that new glasses will be unveiled today.
Zhitong Finance APP learned that on March 23, $XIAOMI-W (01810.HK)$ the Asia Vets official WeChat account announced that new glasses will be revealed today. Previously, there were rumors that XIAOMI would create AI glasses, expected to be released between March and April. It is reported that the XIAOMI AI glasses will fully compete with Meta Ray-ban and will be developed in collaboration with Goer, featuring AI functions, audio headset modules, camera modules, and will be released under the XIAOMI brand. The new XIAOMI AI glasses are expected to integrate large model capabilities and will support video and photo capturing, and even smart recognition to display scenes. According to estimates from Weishen Information, the after-tax comprehensive cost of the XIAOMI AI glasses is approximately 1,281 yuan.
Currently, the price of AI glasses ranges from several thousand yuan to tens of thousands of yuan. Among them, mainstream models are priced around three thousand yuan. The year 2025 is seen by the industry as the 'explosive year' for AI glasses, with many companies 'racing' to enter the market, which is expected to drive up the market size for AI glasses and lower the prices. According to Weishen Information's forecast, by 2025, global AI glasses sales will increase to 5.5 million units, a year-on-year growth of 135%. IDC predicts that by 2030, the global AI glasses market size will reach 534 billion yuan.
In the current field of smart Technology, AI glasses have become the focal point. Previously, Zhu Mingming, founder and CEO of Hangzhou Lingban Technology (Rokid), appeared at the Zhejiang Hangzhou Yuhang District Economic High-Quality Development Conference wearing the company's self-developed smart glasses, Rokid Glasses, and utilized these glasses to achieve a 'speech without notes'. The core highlight of Rokid Glasses lies in combining AR technology with AI, serving as a typical example of applying AI+AR to real-world scenarios. This innovative application quickly captured everyone’s attention, creating a new trend at the conference and sparking extensive online discussions.
In the first quarter of 2025, the company plans to create and launch three high-end models of AI glasses in a deeply customized way. On February 14, Zhou Wu, deputy general manager of China Mobile's marketing operation department, stated that in the future, China Mobile plans to collaborate with several leading Technology enterprises in the industry to launch over ten AI glasses products covering four major series: shooting display version, shooting version, display version, and audio version throughout 2025. The AI glasses product developed by CHINA TELECOM is also expected to officially hit the market in the first half of this year.
In 2025, industry giants like Samsung and ByteDance are expected to introduce their own AI glasses, potentially leading the industry into a 'hundred glasses' battle. These manufacturers are anticipated to leverage their existing Hardware strength, long-established brands, strong channels, and customer loyalty to further promote AI glasses, making them a more mainstream digital product category. Analysts believe that currently, various brands are laying out their strategies for AI glasses, indicating that the Industry has entered a stage of bloom, with continuous product innovations likely driving rapid growth in terminal shipments, and relevant symbols in the Industry Chain expected to benefit significantly.
Zhongtai believes that the entry of more AI smart glasses brand manufacturers is driving the continuous expansion of the AI smart glasses market. AI smart glasses have entered a period of intensive product releases, and the penetration rate is expected to increase rapidly, with promising potential in this sector. Recommended to pay attention to: $CONANT OPTICAL (02276.HK)$ 、 $Mingyue Optical Lens (301101.SZ)$ 、 $Doctorglasses Chain (300622.SZ)$ etc.
Related Concepts Hong Kong Stock Market:
$TCL ELECTRONICS (01070.HK)$ : TCL ELECTRONICS's Thunderbird brand previously released the AI camera glasses product Thunderbird V3, and the company plans to launch new smart glasses X3Pro in the second quarter of 2025. GTJA previously pointed out that Thunderbird innovation is incubated by TCL ELECTRONICS, and the core team comes from TCL, DJI, Meta, and ByteDance, showing significant innovation advantages.
$SUNNY OPTICAL (02382.HK)$ : SUNNY OPTICAL has a technical layout and product solutions in AI glasses visual schemes, especially in the three major areas of scene interaction, information interaction, and imaging. The company has achieved a full-stack XR visual solution coverage based on monocular, binocular, and dTOF technologies, and continuously promotes research and development progress in high resolution, miniaturization, and variable aperture, meeting the industry's demand for AI glasses SLAM, ultra-wide angle, super telephoto, eye movement tracking, and other functions.
$CONANT OPTICAL (02276.HK)$ : Kangnait Optical announced that it has signed a product supply framework agreement with a multinational Consumer Electronics company for long-term cooperation. According to the supply agreement, the other party has placed a formal Order with the company, which will provide customized lenses with personalized parameters for application in their products. At the same time, the company has established an XR R&D and service center to support and serve potential precision optics business from both technical and market sides, and enhance the company's research and development of product application in XR optics.
$BIDU-SW (09888.HK)$ : Li Ying, Vice President of Baidu Group and CEO of Baidu Technology, revealed that Baidu AI glasses will officially launch in the first half of 2025.
Editor/jayden
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
Comment(3)
Reason For Report