Hong Kong Stock Concept Tracking | 2025 is expected to be the year of AI Agents. Glasses + multimodal AI is one of the best forms of personal AI Agents (with related concept stocks)

2025 is expected to be the inaugural year for AI Agents, anticipated to give rise to more AI applications.

The business model for AI applications has been validated, and covering the token cost is a prerequisite for the industry to be willing to invest, as well as a condition for the prosperity of AI applications.

AI empowers various industries, from manufacturing to services, with increasingly rich application scenarios that drive the intelligent upgrade of the real economy, bringing new development opportunities to numerous sectors.

AI glasses have significant advantages in the immediacy of information input and output.

Based on their hardware design, they can support users wearing them for extended periods, thereby providing continuous service capabilities. Compared to other smart terminals, AI glasses are closer to the user's face, making it easier to gather information that is close to human sensory units, achieving the functions of "seeing what people see" and "hearing what people hear," and collecting more user behavior data for learning.

Additionally, the interactivity of AI glasses requires them to perceive the external world through cameras, communicate with users via voice, and display information directly on the glasses. Only multimodal large models with interactivity can meet the application needs of AI glasses.

According to VR Gyro, a large number of AI glasses products are expected to be launched from Q4 2024 to Q2 2025. Currently, there are as many as 36 companies (including overseas manufacturers) that have publicly disclosed their entry into the AI glasses field, with the number of products expected to exceed 50.

Zhipu also announced a collaboration between AutoGLM and glasses manufacturers at the press conference.

Companies related to AI glasses:

CONANT OPTICAL (02276): CONANT OPTICAL is a leading company in lens exports, with overseas business accounting for over 70% (downstream clients include brand owners, distributors, and retailers). The efficient C2M model and leading technological research and development advantages drive the continuous increase in the proportion of customized lenses; plans to invest in a factory in Thailand to further strengthen global competitiveness. Recently, CONANT OPTICAL announced that it has signed a product supply framework agreement with a multinational consumer electronics company for long-term cooperation. According to the relevant 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 research and development and service center to support and service potential precision optical businesses from both the technical and market sides, and to enhance the company's research and development of product applications in XR optics.

Sunny Optical Technology (02382): Sunny Optical Technology has a technological layout and product solutions for AI glasses visual solutions, particularly in the three major fields of scene interaction, information interaction, and imaging. The company has achieved full-stack XR visual solution coverage based on monocular, binocular, and dTOF technologies, and is continuously promoting 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, and eye-tracking functions