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Research Reports Gold Digger | Huafu Securities: Initiates a "Buy" rating for Mingyue Lens, actively布局近视防控 Business to build a second growth curve.
Huafu Securities' Research Reports point out that Mingyue Lens (301101.SZ) is a leading enterprise in the domestic optical lens industry, with a complete Industry Chain and a one-stop service system. The Business covers the research and design, production, and sales of lens, raw materials, finished lenses, frames, and other products. The core products are mid-to-high-end optical Resin lenses, with the lens products mainly under the well-known brand 'Mingyue.' In the first three quarters of 2024, revenue reached 0.583 billion yuan, a year-on-year increase of 3.6%; net profit attributable to the parent was 0.137 billion yuan, a year-on-year increase of 11.9%. As a leading domestic lens brand, conventional lens Business benefits from the product structure and the increase in Ls.
There's Reason For Concern Over Mingyue Optical Lens Co.,Ltd.'s (SZSE:301101) Massive 40% Price Jump
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.
Risks To Shareholder Returns Are Elevated At These Prices For Mingyue Optical Lens Co.,Ltd. (SZSE:301101)