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Impulse(Qingdao)Health Tech (002899.SZ): Fitness Medical Device has achieved identity verification through image recognition, and the next step will be to integrate with AI large models.
On February 26, Gelonghui reported that Impulse(Qingdao)Health Tech (002899.SZ) stated on the investor interaction platform that there are currently two Sectors integrating AI: 1. The AI technology within the Medical Device products, where fitness equipment achieves identity authentication through image recognition, and the next step will be to integrate with large AI models; 2. The digital gym system is also merging with large models, primarily focusing on scientific fitness, and is currently in the internal testing phase. Additionally, the company is orderly promoting the due diligence and preliminary investment decision processes for the AI glasses project, and will promptly announce based on project progress.
Cinda Securities: Model iteration boosts product strength, expects AI glasses to continue to double growth in 2025.
WellsennXR predicts that in 2025, Global AI smart glasses sales will reach 5.5 million units (up 135% year-on-year).
Tianfeng: The AI sports glasses market may see development opportunities in 2025. It is recommended to pay attention to Impulse(Qingdao)Health Tech (002899.SZ) and others.
Since the launch of the domestic large model Deepseek-R1, market feedback has been positive. Its strong capabilities combined with low costs suggest that domestic AI applications are likely to accelerate in popularity. AI glasses are expected to experience significant growth in shipment volume by 2025.
GTJA: Deepseek catalyzing the integration of AI and light industry is worth looking forward to.
The rise of the Deepseek model is expected to accelerate the penetration of end-side products and enhance product capabilities, opening up sales opportunities.
Slowing Rates Of Return At Impulse (Qingdao) Health TechLtd (SZSE:002899) Leave Little Room For Excitement
Zhongtai: All-weather application of AI smart glasses is expected to scale from 1 to 10.
The current development stage of the AI Asia Vets glasses sector can be compared to that of smartwatches in 2014, and significant growth is expected in the future. A neutral estimate suggests that the Global/China smart glasses market size could reach 435/77.5 billion yuan, indicating substantial growth potential.