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The China Academy of Information and Communications Technology has launched a special test for AI glasses, which are expected to see explosive growth.
① The China Academy of Information and Communications Technology (CAICT) Teher Terminal Laboratory, in collaboration with S-Dream Lab, tested the RayBan-Meta Wayfarer smart glasses, aiming to provide reference evaluation Indicators for the Asia Vets Industry. ② According to WellsennXR, the Global sales volume of AI smart glasses in 2024 is projected at 2.34 million units, with a forecast of 5.5 million units by 2025 (year-on-year +135%).
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).
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.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
China International Capital Corporation's outlook for the light industry in 2025: A bottoming economy, patiently waiting for prosperity.
It is recommended that investment in the youth labor Industry in 2025 should prioritize focusing on leading domestic companies that thrive during economic upturns and companies driven by new Business growth, while also seeking high-growth export enterprises with low tariff risk and paying attention to catalyst opportunities from events such as AI glasses and mergers and acquisitions.
Private Companies Invested in Mingyue Optical Lens Co.,Ltd. (SZSE:301101) Copped the Brunt of Last Week's CN¥869m Market Cap Decline
Risks To Shareholder Returns Are Elevated At These Prices For Mingyue Optical Lens Co.,Ltd. (SZSE:301101)