Hong Kong Stock Concept Tracking | Xiaomi's first AI glasses released today? Organization: AI smart glasses have entered an intensive product launch period (with concept stocks)

The Zhitong Finance App learned that on March 23, Xiaomi Smart Ecosystem announced that new eyewear products will be announced today. Earlier, it was revealed that Xiaomi will make AI glasses, which are expected to be released from March to April. According to reports, the Xiaomi AI glasses will fully target the Meta Ray-Ban, be built in cooperation with Goertek, equipped with AI functions, an audio headphone module, and a camera module, and will be released under Xiaomi's own brand. The new Xiaomi AI glasses are expected to be supported by larger models, and will also support video and photo shooting, and even intelligent recognition of display scenes. According to estimates from Weishen Information, the comprehensive cost of Xiaomi's AI glasses after tax is about 1281 yuan.

Currently, the price of AI glasses ranges from a few thousand yuan to tens of thousands of yuan. Among them, the price of mainstream models is around 3,000 yuan. 2025 is regarded by the industry as the “first year” of the explosion of AI glasses. The “running” entry of many companies may be expected to drive up the size of the AI glasses market and lower sales prices. According to Weishen Information's forecast, in 2025, global sales of AI glasses will increase to 5.5 million units, an increase of 135% over the previous year. IDC predicts that the global AI glasses market will reach 534 billion yuan in 2030.

In the current field of smart technology, AI glasses have become the focus. Earlier, Zhu Mingming, founder and CEO of Hangzhou Rokid Technology (Rokid), appeared at the Yuhang District Economic Development Conference in Yuhang District, Hangzhou, Zhejiang, wearing smart glasses developed independently by the company, and achieved an “unwritten speech” with the glasses. The core highlight of Rokid Glasses is the combination of AR technology and AI, and it is also a typical example of applying AI+AR to actual scenarios. This innovative application quickly attracted the attention of the audience, created a fresh trend at the conference site, and sparked a buzz among netizens.

In the first quarter of 2025, the company plans to create and launch three high-end models of AI glasses with deep customization.” On February 14, Zhou Wu, deputy general manager of China Mobile's marketing department, said that in the future, China Mobile plans to join forces with a number of industry-leading technology companies to launch more than ten AI eyewear products covering the four major series of shooting display, video, display, and audio versions throughout 2025. AI glasses products developed by China Telecom are also expected to be officially launched in the first half of this year.

In 2025, industry giants such as Samsung and ByteDance may be expected to launch their own AI glasses, and the entire industry may enter the “100 Mirrors” war. With their original hardware strength, long-established brands, strong channels and customer stickiness, these manufacturers are expected to push AI glasses to continue to enter the market and become a more mainstream digital category. Analysts believe that at present, various brands are deploying AI glasses one after another, and the industry has entered a phase of full bloom. Continued product innovation or rapid growth in terminal shipments is expected to fully benefit.

Zhongtai Securities believes that the addition of more AI smart glasses brand manufacturers will drive the continuous expansion of the AI smart glasses market. AI smart glasses have entered a period of intensive product release. The penetration rate is expected to increase rapidly, and the potential for the racetrack can be expected. Recommended attention: Conet optics, Moon lenses, Doctor glasses, etc.

Related concept stocks:

TCL Electronics (01070): TCL Electronics' Thunderbird brand previously released Thunderbird V3, a new AI shooting glasses. The company plans to launch the new smart glasses X3Pro in the second quarter of 2025. Guotai Junan pointed out earlier that Thunderbird Innovation was incubated by TCL Electronics, and the company's core team came from TCL, DJI, Meta, and ByteDance, and the innovation advantages are obvious.

Shunyu Optical Technology (02382): Shunyu Intelligent Optics has technical layout and product solutions for AI glasses vision solutions, particularly in the three major fields of scene interaction, information interaction, and imaging. The company achieved full-stack xR vision solution coverage based on monocular, binocular, and dToF technologies, and continuously promoted R&D progress in high resolution, miniaturization, and variable aperture to meet the industry's demand for AI glasses such as SLAM, ultra-wide angle, ultra-telephoto, and eye tracking.

Connett Optics (02276): Conet Optics announced that it has signed a product supply framework agreement with a multinational consumer electronics company to develop long-term cooperation. According to the relevant supply agreement, the other party has placed an official order with the company, and the company will provide them with customized lenses with personalized parameters to be applied to the product. At the same time, the company has set up an XR R&D and service center to provide support and services for potential precision optics businesses from the technical side and the market side, respectively, and strengthen the company's research and development on the technical application of products in XR optics.

Baidu Group-SW (09888): Li Ying, vice president of Baidu Group and CEO of Xiaodu Technology, revealed that Xiaodu AI glasses will be officially launched in the first half of 2025.