feat: 10.10线上最新代码提交
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public/htmls/AR眼镜.html
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public/htmls/AR眼镜.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AR眼镜行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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}
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.glass-card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(100, 116, 139, 0.3);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.2);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background: #3b82f6;
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top: 50%;
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left: -8px;
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transform: translateY(-50%);
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z-index: 2;
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}
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.timeline-line {
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position: absolute;
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width: 2px;
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background: #334155;
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top: 0;
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bottom: 0;
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left: 0;
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z-index: 1;
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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}
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.highlight-box {
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.1), rgba(139, 92, 246, 0.1));
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border-left: 4px solid #3b82f6;
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}
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.stock-table {
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overflow-x: auto;
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}
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.stock-table::-webkit-scrollbar {
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height: 8px;
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}
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.stock-table::-webkit-scrollbar-track {
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background: #1e293b;
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}
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.stock-table::-webkit-scrollbar-thumb {
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background: #475569;
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border-radius: 4px;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 40px 0 rgba(31, 38, 135, 0.3);
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}
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.tech-badge {
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background: rgba(59, 130, 246, 0.2);
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color: #93c5fd;
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border: 1px solid rgba(59, 130, 246, 0.3);
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}
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@keyframes pulse {
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0% { box-shadow: 0 0 0 0 rgba(59, 130, 246, 0.4); }
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70% { box-shadow: 0 0 0 10px rgba(59, 130, 246, 0); }
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100% { box-shadow: 0 0 0 0 rgba(59, 130, 246, 0); }
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}
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.pulse {
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animation: pulse 2s infinite;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">AR眼镜行业洞察报告</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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深度解析AR眼镜产业发展趋势、技术突破与投资机会
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</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="tech-badge px-4 py-2 rounded-full text-sm font-medium">消费级AR元年</span>
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<span class="tech-badge px-4 py-2 rounded-full text-sm font-medium">光波导+Micro LED</span>
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<span class="tech-badge px-4 py-2 rounded-full text-sm font-medium">AI端侧化</span>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-6 timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2023Q4</h3>
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<span class="text-sm text-green-400 font-medium">首次验证PMF，引爆行业</span>
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</div>
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<p class="text-slate-300">Meta Ray-Ban Meta销量破<span class="text-blue-300 font-bold">100万台</span>（Wellsenn口径）</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2024-05</h3>
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<span class="text-sm text-green-400 font-medium">价格带下探</span>
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</div>
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<p class="text-slate-300">小米发布AI眼镜（1999元，支持明月镜片），国内大厂正式下场，价格带下探至<span class="text-blue-300 font-bold">2000元级</span></p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2024-08</h3>
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<span class="text-sm text-green-400 font-medium">供应链国产化</span>
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</div>
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<p class="text-slate-300">科森科技确认供货XREAL AR眼镜后壳</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2024-12</h3>
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<span class="text-sm text-green-400 font-medium">销量突破</span>
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</div>
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<p class="text-slate-300">雷鸟/ROKID/星纪魅族密集发布新品，<span class="text-blue-300 font-bold">Q4国内销量达28.6万台</span>（艾瑞数据）</p>
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</div>
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</div>
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<div class="mb-6 timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2025-01</h3>
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<span class="text-sm text-green-400 font-medium">轻量化突破</span>
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</div>
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<p class="text-slate-300">CES2025：35g Halliday眼镜亮相，轻量化技术突破（视网膜投影）</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-slate-800 rounded-xl p-4 ml-4 pulse">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2025-06</h3>
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<span class="text-sm text-yellow-400 font-medium">供应链备货周期</span>
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</div>
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<p class="text-slate-300">产业链调研：上游光学备货量<span class="text-blue-300 font-bold">1000万+</span>（+10% YoY）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="highlight-box rounded-xl p-5">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">阶段判断</h3>
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<p class="text-slate-300">
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AR眼镜正处于<span class="text-blue-300 font-bold">"AI眼镜放量→真AR渗透"</span>的过渡期，2025年是<span class="text-blue-300 font-bold">消费级AR元年</span>，技术路径收敛至<span class="text-blue-300 font-bold">光波导+Micro LED</span>，但需突破<span class="text-blue-300 font-bold">50g重量+4小时续航</span>的临界点。
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</p>
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</div>
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<div class="highlight-box rounded-xl p-5">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<ul class="text-slate-300 space-y-2">
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<li><i class="fas fa-check-circle text-green-400 mr-2"></i><span class="text-blue-300 font-bold">AI大模型端侧化</span>（如Llama3/通义千问）解决交互痛点</li>
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<li><i class="fas fa-check-circle text-green-400 mr-2"></i><span class="text-blue-300 font-bold">碳化硅光波导</span>降本推动光学方案成熟</li>
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<li><i class="fas fa-check-circle text-green-400 mr-2"></i><span class="text-blue-300 font-bold">Meta/小米/华为</span>等巨头生态卡位</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-purple-400"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">根本逻辑：三重拐点叠加</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 rounded-xl p-5">
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<h4 class="text-lg font-semibold mb-3 text-purple-300">技术拐点</h4>
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<ul class="text-slate-300 space-y-2 text-sm">
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<li><span class="text-blue-300 font-medium">光波导良率突破</span>：晶盛机电12寸SiC衬底量产（2025Q3），单片成本从1500元→1000元</li>
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<li><span class="text-blue-300 font-medium">Micro LED全彩化</span>：雷鸟X3 Pro实现2500nits入眼亮度（无彩虹纹）</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-xl p-5">
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<h4 class="text-lg font-semibold mb-3 text-purple-300">需求拐点</h4>
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<ul class="text-slate-300 space-y-2 text-sm">
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<li><span class="text-blue-300 font-medium">AI刚需场景</span>：实时翻译、第一视角拍摄（Meta Ray-Ban 142万销量验证）</li>
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<li><span class="text-blue-300 font-medium">近视刚需</span>：中国70%目标用户需配镜，传统眼镜渠道成为"最后一公里"</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-xl p-5">
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<h4 class="text-lg font-semibold mb-3 text-purple-300">成本拐点</h4>
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<ul class="text-slate-300 space-y-2 text-sm">
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<li><span class="text-blue-300 font-medium">BOM拆解</span>：光学模组占43%成本（光波导30%+Micro LED13%）</li>
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<li><span class="text-blue-300 font-medium">碳化硅方案</span>：降本33%后整机可降至2000元级</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场情绪与预期差</h3>
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<div class="bg-slate-800 rounded-xl p-5">
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<p class="text-slate-300 mb-4">
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<span class="text-yellow-400 font-medium">热度指标</span>：2024年Q4至今15篇深度研报（vs 2023全年仅3篇），但路演显示：
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</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-slate-700 rounded-lg p-4">
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<h4 class="text-lg font-semibold mb-2 text-red-300">预期差1</h4>
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<p class="text-slate-300 text-sm">
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市场认为"AR=显示"，但<span class="text-blue-300 font-bold">无显示AI眼镜</span>（如Meta Ray-Ban）才是当前出货主力（<span class="text-blue-300 font-bold">93%占比</span>）。
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</p>
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</div>
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<div class="bg-slate-700 rounded-lg p-4">
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<h4 class="text-lg font-semibold mb-2 text-red-300">预期差2</h4>
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<p class="text-slate-300 text-sm">
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碳化硅衬底进度被低估——<span class="text-blue-300 font-bold">天岳先进</span>12寸半绝缘型已通过<span class="text-blue-300 font-bold">META认证</span>（2025年小批量），而市场预期2026年后。
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</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-green-400"></i>
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催化剂与发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-slate-300">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="py-3 px-4 text-left">事件</th>
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<th class="py-3 px-4 text-left">时间</th>
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<th class="py-3 px-4 text-left">影响</th>
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</tr>
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</thead>
|
||||
<tbody>
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||||
<tr class="border-b border-slate-700">
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||||
<td class="py-3 px-4 font-medium">Meta Hypernova发布</td>
|
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<td class="py-3 px-4">2025-10</td>
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<td class="py-3 px-4">双目全彩AR眼镜，定价<span class="text-blue-300 font-bold">1万元+</span>，验证高端需求</td>
|
||||
</tr>
|
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<tr class="border-b border-slate-700">
|
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<td class="py-3 px-4 font-medium">小米AR眼镜量产</td>
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<td class="py-3 px-4">2025Q3</td>
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<td class="py-3 px-4">预计售价<span class="text-blue-300 font-bold">1999元</span>，引爆性价比市场</td>
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</tr>
|
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<tr>
|
||||
<td class="py-3 px-4 font-medium">碳化硅衬底出货</td>
|
||||
<td class="py-3 px-4">2025Q3</td>
|
||||
<td class="py-3 px-4">晶盛机电/天岳先进12寸产能释放，光学成本下降<span class="text-blue-300 font-bold">30%</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径（2025-2028）</h3>
|
||||
<div class="bg-slate-800 rounded-xl p-6">
|
||||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||||
<div class="text-center">
|
||||
<div class="w-16 h-16 rounded-full bg-blue-500 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="text-white font-bold">2025</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-300">AI眼镜放量</p>
|
||||
</div>
|
||||
<div class="text-blue-400 text-2xl">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="w-16 h-16 rounded-full bg-purple-500 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="text-white font-bold">2026</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-300">单色AR渗透</p>
|
||||
</div>
|
||||
<div class="text-blue-400 text-2xl">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="w-16 h-16 rounded-full bg-green-500 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="text-white font-bold">2027</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-300">全彩AR爆发</p>
|
||||
</div>
|
||||
<div class="text-blue-400 text-2xl">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="w-16 h-16 rounded-full bg-yellow-500 flex items-center justify-center mx-auto mb-2">
|
||||
<span class="text-white font-bold">2028</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-300">千万级出货</p>
|
||||
</div>
|
||||
<div class="text-blue-400 text-2xl">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="w-16 h-16 rounded-full bg-red-500 flex items-center justify-center mx-auto mb-2">
|
||||
<i class="fas fa-mobile-alt"></i>
|
||||
</div>
|
||||
<p class="text-sm text-slate-300">替代手机场景</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司 -->
|
||||
<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap mr-3 text-cyan-400"></i>
|
||||
产业链与核心公司
|
||||
</h2>
|
||||
|
||||
<div class="mb-8">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
|
||||
<div class="bg-slate-800 rounded-xl p-5 overflow-x-auto">
|
||||
<pre class="text-slate-300 text-sm whitespace-pre-wrap">上游（材料/器件）
|
||||
├── 碳化硅衬底：天岳先进（12寸认证）、晶盛机电（产线建成）
|
||||
├── 光波导：水晶光电（衍射）、舜宇光学（阵列）
|
||||
├── Micro LED：JBD（单色量产）、华灿光电（全彩研发）
|
||||
中游（代工/品牌）
|
||||
├── 代工：歌尔股份（Meta独家）、立讯精密（苹果Vision Pro）
|
||||
├── 品牌：雷鸟（TCL背书）、Rokid（阿里合作）、星纪魅族（生态协同）
|
||||
下游（渠道/应用）
|
||||
├── 渠道：博士眼镜（验配刚需）、小米之家（流量入口）
|
||||
├── 应用：钉钉（远程协作）、爱奇艺（3D观影）</pre>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-slate-300">
|
||||
<thead>
|
||||
<tr class="border-b border-slate-700">
|
||||
<th class="py-3 px-4 text-left">公司</th>
|
||||
<th class="py-3 px-4 text-left">角色</th>
|
||||
<th class="py-3 px-4 text-left">进展</th>
|
||||
<th class="py-3 px-4 text-left">风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">歌尔股份</td>
|
||||
<td class="py-3 px-4">代工龙头</td>
|
||||
<td class="py-3 px-4">Meta Ray-Ban<span class="text-blue-300 font-bold">独家供应商</span>（2024年200万副）</td>
|
||||
<td class="py-3 px-4">客户集中度高（Meta占比>60%）</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">天岳先进</td>
|
||||
<td class="py-3 px-4">碳化硅衬底</td>
|
||||
<td class="py-3 px-4">12寸半绝缘型<span class="text-blue-300 font-bold">通过META认证</span>（2025年小批量）</td>
|
||||
<td class="py-3 px-4">良率爬坡不及预期（当前60%）</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">雷鸟创新</td>
|
||||
<td class="py-3 px-4">品牌先锋</td>
|
||||
<td class="py-3 px-4">X3 Pro<span class="text-blue-300 font-bold">全彩Micro LED+光波导</span>（2025Q2发布）</td>
|
||||
<td class="py-3 px-4">定价过高（8999元）或抑制需求</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-blue-300">博士眼镜</td>
|
||||
<td class="py-3 px-4">渠道卡位</td>
|
||||
<td class="py-3 px-4">与雷鸟成立合资公司，<span class="text-blue-300 font-bold">线下验配网络</span>覆盖</td>
|
||||
<td class="py-3 px-4">依赖国产品牌销量（非苹果/华为）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||||
潜在风险与挑战
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h3 class="text-xl font-semibold mb-4 text-red-300">技术风险</h3>
|
||||
<ul class="text-slate-300 space-y-3 text-sm">
|
||||
<li>
|
||||
<span class="text-blue-300 font-medium">Micro LED全彩化</span>：红光芯片EQE仅20%（vs 绿光60%），全彩方案良率<30%
|
||||
</li>
|
||||
<li>
|
||||
<span class="text-blue-300 font-medium">光波导彩虹纹</span>：SiC方案虽降低60%但仍存在，影响户外使用体验
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h3 class="text-xl font-semibold mb-4 text-red-300">商业化风险</h3>
|
||||
<ul class="text-slate-300 space-y-3 text-sm">
|
||||
<li>
|
||||
<span class="text-blue-300 font-medium">场景局限</span>：当前80%销量来自观影/翻译，缺乏杀手级应用
|
||||
</li>
|
||||
<li>
|
||||
<span class="text-blue-300 font-medium">重量瓶颈</span>：50g以下续航仅2小时，全天候佩戴需突破电池密度
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h3 class="text-xl font-semibold mb-4 text-red-300">信息矛盾点</h3>
|
||||
<ul class="text-slate-300 space-y-3 text-sm">
|
||||
<li>
|
||||
<span class="text-blue-300 font-medium">出货量口径差异</span>：
|
||||
<ul class="mt-2 ml-4 space-y-1">
|
||||
<li>• 新闻：2024年全球AR眼镜55.3万副（含B端）</li>
|
||||
<li>• 路演：消费级AI眼镜152万副（Meta占142万）</li>
|
||||
<li>• → 统计范围不同（AI眼镜≠AR眼镜）</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="glass-card rounded-2xl p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-chart-line mr-3 text-green-400"></i>
|
||||
综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">阶段判断</h3>
|
||||
<div class="highlight-box rounded-xl p-5">
|
||||
<p class="text-slate-300">
|
||||
<span class="text-yellow-400 font-medium">主题炒作→基本面驱动过渡期</span>：2025年Q2前由<span class="text-blue-300 font-bold">新品发布+碳化硅降本</span>催化，Q3后需验证<span class="text-blue-300 font-bold">出货量</span>（如小米1999元款首月销能否破10万）。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">高价值细分方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h4 class="text-lg font-semibold mb-3 text-purple-300">碳化硅衬底</h4>
|
||||
<p class="text-slate-300 text-sm mb-3">
|
||||
<span class="text-blue-300 font-bold">天岳先进</span>（技术领先）+<span class="text-blue-300 font-bold">晶盛机电</span>（产能最快），2025年弹性最大
|
||||
</p>
|
||||
<p class="text-slate-400 text-xs">
|
||||
AR需求仅占SiC总需求5%，但单价高
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h4 class="text-lg font-semibold mb-3 text-purple-300">光波导代工</h4>
|
||||
<p class="text-slate-300 text-sm mb-3">
|
||||
<span class="text-blue-300 font-bold">水晶光电</span>（衍射方案绑定Meta）+<span class="text-blue-300 font-bold">舜宇光学</span>（阵列方案绑定华为）
|
||||
</p>
|
||||
<p class="text-slate-400 text-xs">
|
||||
享受技术溢价
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<h4 class="text-lg font-semibold mb-3 text-purple-300">渠道整合</h4>
|
||||
<p class="text-slate-300 text-sm mb-3">
|
||||
<span class="text-blue-300 font-bold">博士眼镜</span>（线下验配70%毛利率），AR眼镜放量将重塑单店模型
|
||||
</p>
|
||||
<p class="text-slate-400 text-xs">
|
||||
客单价从500元→2500元
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">关键跟踪指标</h3>
|
||||
<div class="bg-slate-800 rounded-xl p-5">
|
||||
<ul class="text-slate-300 space-y-3">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<span class="text-blue-300 font-medium">2025Q3小米AR眼镜首销数据</span>
|
||||
<p class="text-slate-400 text-sm">目标50万台全年</p>
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<span class="text-blue-300 font-medium">碳化硅12寸衬底良率</span>
|
||||
<p class="text-slate-400 text-sm">天岳先进Q3指引70%</p>
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<span class="text-blue-300 font-medium">Meta Hypernova预售量</span>
|
||||
<p class="text-slate-400 text-sm">高端需求验证</p>
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-gradient-to-r from-blue-900 to-purple-900 rounded-xl p-6">
|
||||
<h3 class="text-xl font-semibold mb-3 text-white">结论</h3>
|
||||
<p class="text-slate-200">
|
||||
AR眼镜正处于"技术验证→商业验证"临界点，<span class="text-blue-300 font-bold">碳化硅光波导</span>和<span class="text-blue-300 font-bold">AI刚需场景</span>是胜负手，2025年<span class="text-blue-300 font-bold">Q3-Q4</span>将决定能否从<span class="text-blue-300 font-bold">百万级</span>跃迁至<span class="text-blue-300 font-bold">千万级</span>市场。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票表格 -->
|
||||
<div class="glass-card rounded-2xl p-6 card-hover">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-table mr-3 text-blue-400"></i>
|
||||
关联股票
|
||||
</h2>
|
||||
<div class="stock-table">
|
||||
<table class="w-full text-slate-300">
|
||||
<thead>
|
||||
<tr class="border-b border-slate-700">
|
||||
<th class="py-3 px-4 text-left">股票名称</th>
|
||||
<th class="py-3 px-4 text-left">项目</th>
|
||||
<th class="py-3 px-4 text-left">分类</th>
|
||||
<th class="py-3 px-4 text-left">原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">国光电器</td>
|
||||
<td class="py-3 px-4">Meta合作</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，国光电器为其合作方之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">歌尔股份</td>
|
||||
<td class="py-3 px-4">Meta合作</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，歌尔股份为其合作方之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">韦尔股份</td>
|
||||
<td class="py-3 px-4">Meta合作</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，韦尔股份为其合作方之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">水晶光电</td>
|
||||
<td class="py-3 px-4">Meta合作</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，水晶光电为其合作方之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">飞荣达</td>
|
||||
<td class="py-3 px-4">Meta厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，飞荣达为其供应链厂商之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">茂莱光学</td>
|
||||
<td class="py-3 px-4">Meta厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，茂莱光学为其供应链厂商之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">隆利科技</td>
|
||||
<td class="py-3 px-4">Meta厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜</td>
|
||||
<td class="py-3 px-4">Meta将在2024年发布AR眼镜，隆利科技为其供应链厂商之一</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">TCL科技</td>
|
||||
<td class="py-3 px-4">AR眼镜厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">TCL科技属于AR眼镜产业链核心厂商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">中科创达</td>
|
||||
<td class="py-3 px-4">AR眼镜厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">中科创达属于AR眼镜产业链核心厂商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">天健股份</td>
|
||||
<td class="py-3 px-4">AR眼镜厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">天健股份属于AR眼镜产业链核心厂商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">创维数字</td>
|
||||
<td class="py-3 px-4">AR眼镜厂商</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">创维数字属于AR眼镜产业链核心厂商</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">欧菲光</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">光学模组</td>
|
||||
<td class="py-3 px-4">欧菲光在AR眼镜产业链中提供光学模组等核心部件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">佳禾智能</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">智能硬件</td>
|
||||
<td class="py-3 px-4">佳禾智能在AR眼镜产业链中提供智能硬件解决方案</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">智立方</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">光学检测</td>
|
||||
<td class="py-3 px-4">智立方在AR眼镜产业链中提供光学检测设备和技术</td>
|
||||
</tr>
|
||||
<tr class="border-b border-slate-700 hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">亿道信息</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">显示技术</td>
|
||||
<td class="py-3 px-4">亿道信息在AR眼镜产业链中提供显示技术相关产品</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-slate-800">
|
||||
<td class="py-3 px-4 font-medium text-blue-300">英唐智控</td>
|
||||
<td class="py-3 px-4">AR眼镜产业链</td>
|
||||
<td class="py-3 px-4">芯片控制</td>
|
||||
<td class="py-3 px-4">英唐智控在AR眼镜产业链中提供芯片控制解决方案</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 添加滚动动画效果
|
||||
const observerOptions = {
|
||||
root: null,
|
||||
rootMargin: '0px',
|
||||
threshold: 0.1
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
// 初始化卡片动画
|
||||
document.addEventListener('DOMContentLoaded', () => {
|
||||
const cards = document.querySelectorAll('.card-hover');
|
||||
cards.forEach(card => {
|
||||
card.style.opacity = '0';
|
||||
card.style.transform = 'translateY(20px)';
|
||||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||||
observer.observe(card);
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user