Hong Kong Stock Concept Tracking | Xiaomi's first AI glasses to be released today? Institutions: AI smart glasses enter a period of intensive product releases (with related stocks)

According to the Zhitong Finance APP, on March 23, Xiaomi's smart ecological official WeChat account announced that new glasses products will be unveiled today. Previously, there were reports that Xiaomi would create AI glasses, expected to be released between March and April. It is reported that Xiaomi's AI glasses will fully compete with Meta Ray-Ban, developed in collaboration with Goertek, featuring AI functions, audio headphone modules, camera modules, and will be released under Xiaomi's own brand. The new Xiaomi AI glasses are expected to incorporate large models and will support video and photo shooting, as well as intelligent scene recognition display. According to Weishen Information's estimates, the after-tax comprehensive cost of Xiaomi's AI glasses is about 1,281 yuan.

Currently, the prices of AI glasses range from several thousand to tens of thousands of yuan. Among them, mainstream models are priced around 3,000 yuan. The year 2025 has been regarded by the industry as the "explosion year" for AI glasses, with many companies "rushing" into the market, which is expected to drive up the market scale of AI glasses and lower prices. Weishen Information predicts that by 2025, global sales of AI glasses will increase to 5.5 million units, a year-on-year growth of 135%. IDC expects that by 2030, the global market size for AI glasses will reach 534 billion yuan.

In the current smart technology field, AI glasses have become a focal point. Previously, Zhu Mingming, founder and CEO of Hangzhou Lingban Technology (Rokid), appeared at the Economic High-Quality Development Conference in Yuhang District, Hangzhou, Zhejiang, wearing the company's self-developed smart glasses, Rokid Glasses, and achieved "off-the-cuff speeches" with the help of these glasses. The core highlight of Rokid Glasses is the combination of AR technology and AI, making it a typical case of applying AI + AR in practical scenarios. This innovative application quickly attracted attention at the conference, creating a new trend and sparking heated discussions among netizens.

In the first quarter of 2025, the company plans to create and launch three high-end models of AI glasses in a deeply customized manner. On February 14, Zhou Wu, deputy general manager of the market operation department of China Mobile, stated that in the future, China Mobile plans to collaborate with several leading technology companies to launch more than ten AI glasses products covering four major series: shooting display version, shooting version, display version, and audio version throughout 2025. The AI glasses products developed by China Telecom are also expected to officially hit the market in the first half of this year.

In 2025, industry giants such as Samsung and ByteDance are expected to release their own AI glasses, potentially leading the entire industry into a "hundred glasses" battle. These manufacturers, leveraging their existing hardware strength, long-established brands, and strong channel and customer loyalty, are expected to drive AI glasses to become a more mainstream digital category. Analysts believe that with various brands actively entering the AI glasses market, the industry has entered a stage of flourishing development, and continuous product innovation may drive rapid growth in terminal shipments, benefiting related entities in the industrial chain.

Zhongtai Securities believes that the entry of more AI smart glasses brands will continue to expand the market scale of AI smart glasses. AI smart glasses have entered a period of intensive product releases, and penetration rates are expected to rise rapidly, with promising potential in the sector. Recommended attention: Kangnait Optical, Mingyue Lens, Doctor Glasses, etc. Related Concept Stocks:

TCL Electronics (01070): TCL Electronics' Thunderbird brand previously launched the AI shooting glasses product Thunderbird V3. The company plans to release the new smart glasses X3Pro in the second quarter of 2025. Guotai Junan pointed out that Thunderbird innovation is incubated by TCL Electronics, with the core team coming from TCL, DJI, Meta, and ByteDance, showing significant innovation advantages.

Sunny Optical Technology (02382): Sunny Intelligent Optical has a technological layout and product solutions for AI glasses visual solutions, particularly in the three major areas 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 R&D progress in high resolution, miniaturization, and variable aperture to meet industry demands for AI glasses SLAM, ultra-wide angle, ultra-telephoto, and eye-tracking functions.

Conant Optical (02276): 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 supply agreement, the other party has placed formal orders 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 R&D and service center to provide support and services for potential precision optical business from both technical and market perspectives, and to strengthen the company's R&D on the technical applications 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 officially launch in the first half of 2025