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38 KiB
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700 lines
38 KiB
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<title>雷鸟创新光波导概念分析</title>
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</head>
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<body class="bg-gray-50">
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<div class="particle-bg" id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">雷鸟创新光波导概念分析</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">从实验室验证到商业化落地的AR技术革命</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-white rounded-xl shadow-lg mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-calendar-alt text-purple-600 mr-3"></i>
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概念事件
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</h2>
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<div class="space-y-4">
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<div class="timeline-dot pl-6">
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<h3 class="font-semibold text-lg text-gray-800">2024年8月</h3>
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<p class="text-gray-600">雷鸟创新与博士眼镜成立合资公司，共同研发AI+AR眼镜，首款产品（拍照AI眼镜）预计<strong>2024年底发布</strong></p>
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</div>
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<div class="timeline-dot pl-6">
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<h3 class="font-semibold text-lg text-gray-800">2025年1月</h3>
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<p class="text-gray-600">雷鸟V3 AI拍摄眼镜发布，搭载<strong>通义千问定制大模型</strong>（阿里云战略合作），重量仅<strong>39g</strong>，定价<strong>1799元起</strong></p>
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</div>
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<div class="timeline-dot pl-6">
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<h3 class="font-semibold text-lg text-gray-800">2025年5月</h3>
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<p class="text-gray-600">雷鸟X3 Pro AR眼镜发布，采用<strong>全球最小可量产全彩Micro-LED光引擎</strong>（0.36cc）+ <strong>RayNeo光波导</strong>（纳米刻蚀工艺），实现<strong>43英寸全彩3D透明屏</strong>，重量<strong>76g</strong></p>
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</div>
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<div class="mt-6 bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 mb-2">技术里程碑</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>光波导工艺突破</strong>：纳米刻蚀光波导减少<strong>95%彩虹纹</strong>，镜片厚度减<strong>0.6mm</strong>，重量降<strong>25%</strong></li>
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<li><strong>量产能力</strong>：昆山工厂年产能<strong>10万套</strong>，新厂扩建后可达<strong>百万级</strong></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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<!-- 核心观点摘要部分 -->
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<div class="card bg-white rounded-xl shadow-lg mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></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-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">雷鸟创新光波导技术已从<strong>实验室验证</strong>进入<strong>商业化落地初期</strong>，X3 Pro的发布标志着<strong>全彩Micro-LED+光波导</strong>方案首次实现<strong>可量产</strong></p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700">技术突破（纳米刻蚀工艺+Micro-LED微型化）+ 生态合作（阿里云+博士眼镜渠道）+ 场景刚需（AI拍摄/AR导航）</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">若成本下降至<strong>千元级</strong>（当前X3 Pro售价<strong>8999元</strong>），有望复制Meta Ray-Ban Stories的<strong>百万级销量</strong>路径</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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<!-- 核心逻辑与市场认知分析部分 -->
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<div class="card bg-white rounded-xl shadow-lg mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-green-600 mr-3"></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="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">核心驱动力</h3>
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<div class="space-y-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 mb-2">技术突破</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>光效对比</strong>：几何波导光效<strong>15%</strong> vs 衍射波导<strong>0.3‰</strong></li>
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<li><strong>重量革命</strong>：X3 Pro重量<strong>76g</strong>（较X2的119g下降<strong>36%</strong>），接近普通眼镜（50g）的可穿戴阈值</li>
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</ul>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 mb-2">商业化加速</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>成本路径</strong>：当前光波导模组成本<strong>约千元</strong>，规模化后有望降至<strong>500元以下</strong></li>
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<li><strong>渠道赋能</strong>：博士眼镜<strong>500+门店</strong>提供线下体验，解决AR眼镜<strong>试戴难</strong>痛点</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 text-gray-800 mb-3">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 mb-2">市场热度与情绪</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>新闻热度</strong>：2025年5月X3 Pro发布后，<strong>36氪、财联社</strong>等主流媒体密集报道</li>
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<li><strong>研报密度</strong>：2025年6月<strong>申万宏源、国金证券</strong>等5家券商发布深度报告</li>
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</ul>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800 mb-2">预期差分析</h4>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>市场认知</strong>：普遍关注<strong>显示效果</strong>，但忽略<strong>量产良率</strong>（当前二维波导良率<strong>70%</strong>，目标<strong>80%+</strong>）</li>
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<li><strong>忽略点</strong>：雷鸟与<strong>应用材料公司</strong>（AMAT）联合研发的光波导工艺，可能<strong>降低对进口高折射率玻璃的依赖</strong></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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</div>
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</div>
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<!-- 关键催化剂与未来发展路径部分 -->
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<div class="card bg-white rounded-xl shadow-lg mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>
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关键催化剂与未来发展路径
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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>
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<h3 class="text-xl font-semibold text-gray-800 mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-red-100 rounded-full p-2 mr-3">
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<i class="fas fa-calendar-check text-red-600"></i>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025年Q2</h4>
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<p class="text-gray-600">X3 Pro全贴合近视版上市（售价<strong>9349元</strong>），验证<strong>一体化镜片方案</strong>需求</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-red-100 rounded-full p-2 mr-3">
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<i class="fas fa-calendar-check text-red-600"></i>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025年Q3</h4>
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<p class="text-gray-600">博士眼镜<strong>100家旗舰店</strong>完成AR眼镜专区改造，推动<strong>线下渗透率</strong></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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<h3 class="text-xl font-semibold text-gray-800 mb-3">长期发展路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-road text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025-2026年</h4>
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<p class="text-gray-600">技术降本+渠道下沉，目标推出<strong>2000元档</strong>光波导AR眼镜（对标Meta Ray-Ban Stories）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-100 rounded-full p-2 mr-3">
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<i class="fas fa-road text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2027年后</h4>
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<p class="text-gray-600">若苹果AR眼镜发布，雷鸟或凭借<strong>供应链本土化</strong>（康耐特光学、明月镜片）抢占<strong>中端市场</strong></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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</div>
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</div>
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<!-- 产业链与核心公司深度剖析部分 -->
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<div class="card bg-white rounded-xl shadow-lg mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-sitemap text-indigo-600 mr-3"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-800 mb-2">上游</h3>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>光学材料</strong>：肖特玻璃（高折射率）、<strong>蓝特光学</strong>（玻璃晶圆）</li>
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<li><strong>设备</strong>：<strong>联得装备</strong>（光波导贴合设备）、<strong>精测电子</strong>（检测设备）</li>
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</ul>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-800 mb-2">中游</h3>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>光波导模组</strong>：<strong>比依股份</strong>（参股上海理湃，几何波导龙头）</li>
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</ul>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-800 mb-2">下游</h3>
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<ul class="list-disc pl-5 text-gray-600 space-y-1">
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<li><strong>品牌</strong>：雷鸟创新（TCL系）、<strong>博士眼镜</strong>（渠道）</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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<h3 class="text-xl font-semibold text-gray-800 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">公司</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">角色</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">进展</th>
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<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">风险</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="py-3 px-4 border-b border-gray-200 font-medium">雷鸟创新</td>
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<td class="py-3 px-4 border-b border-gray-200">终端品牌</td>
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<td class="py-3 px-4 border-b border-gray-200">X3 Pro量产，Micro-LED+光波导</td>
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<td class="py-3 px-4 border-b border-gray-200">成本过高（8999元）</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-3 px-4 border-b border-gray-200 font-medium">博士眼镜</td>
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<td class="py-3 px-4 border-b border-gray-200">渠道</td>
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<td class="py-3 px-4 border-b border-gray-200">合资公司持股5.76%，500+门店</td>
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<td class="py-3 px-4 border-b border-gray-200">AR眼镜销售占比低</td>
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</tr>
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<tr>
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<td class="py-3 px-4 border-b border-gray-200 font-medium">康耐特光学</td>
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<td class="py-3 px-4 border-b border-gray-200">镜片代工</td>
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<td class="py-3 px-4 border-b border-gray-200">全贴合镜片量产，绑定雷鸟/苹果</td>
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<td class="py-3 px-4 border-b border-gray-200">技术路线被颠覆</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="py-3 px-4 border-b border-gray-200 font-medium">比依股份</td>
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<td class="py-3 px-4 border-b border-gray-200">光波导模组</td>
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<td class="py-3 px-4 border-b border-gray-200">参股理湃（几何波导良率80%+）</td>
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<td class="py-3 px-4 border-b border-gray-200">衍射波导替代风险</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
|
||
<div class="mt-6 bg-yellow-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-gray-800 mb-2">验证与证伪</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>印证</strong>：X3 Pro的<strong>43英寸显示效果</strong>与路演中<strong>光效15%</strong>数据一致</li>
|
||
<li><strong>矛盾</strong>：研报称光波导成本可降至<strong>500元</strong>，但当前模组仍<strong>千元级</strong>，需跟踪<strong>良率提升进度</strong></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-800 mb-2">技术风险</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>彩虹纹问题</strong>：X3 Pro虽减少95%，但极端角度仍可能存在</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-800 mb-2">商业化风险</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>价格敏感</strong>：X3 Pro售价<strong>8999元</strong>，远超Meta Ray-Ban（<strong>299美元</strong>），需验证<strong>高端需求持续性</strong></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-800 mb-2">竞争风险</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>苹果入局</strong>：2026年若推出光波导AR眼镜，可能<strong>挤压国产供应链</strong>利润</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-800 mb-2">信息矛盾</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>良率数据</strong>：路演称二维波导良率<strong>70%</strong>，但理湃（比依股份参股）宣称<strong>80%+</strong>，需核实工艺差异</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-400 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<p class="text-gray-700">处于<strong>主题炒作向基本面过渡</strong>阶段，X3 Pro的<strong>量产交付</strong>是关键验证点</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-800 mb-1">最纯标的</h4>
|
||
<p class="text-gray-700"><strong>比依股份</strong>（参股理湃，几何波导技术卡位）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-800 mb-1">弹性标的</h4>
|
||
<p class="text-gray-700"><strong>博士眼镜</strong>（渠道稀缺性，AR眼镜销售占比提升）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-gray-800 mb-2">跟踪指标</h3>
|
||
<ul class="list-disc pl-5 text-gray-600 space-y-1">
|
||
<li><strong>X3 Pro首月销量</strong>（目标<strong>1万台</strong>以上）</li>
|
||
<li><strong>光波导模组成本</strong>（2025年底能否降至<strong>500元</strong>）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="mt-6 bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<h3 class="font-semibold text-gray-800 mb-2">风险提示</h3>
|
||
<p class="text-gray-700">若苹果2026年发布AR眼镜且定价低于<strong>500美元</strong>，可能引发<strong>价格战</strong>，压缩国产供应链利润</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据部分 -->
|
||
<div class="card bg-white rounded-xl shadow-lg mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-bar text-blue-600 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">分类</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">项目</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">消息来源</th>
|
||
<th class="py-3 px-4 border-b border-gray-200 text-left text-gray-800 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">博士眼镜</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">渠道</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">设立合资公司，共同研发智能眼镜产品</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">设立合资公司，共同研发智能眼镜产品</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">华厦眼科</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">渠道</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">交流合作</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">交流合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">瑞声科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AAC AI眼镜扬声器</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公开资料</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AAC AI眼镜扬声器</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">宝泰隆</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">石墨烯导热膜</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司互动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">石墨烯导热膜</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">晶晨股份</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">边缘AI芯片</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司互动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">边缘AI芯片</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">佰维存储</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">存储产品</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">存储产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">龙迅股份</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">桥接芯片</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">桥接芯片</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">显盈科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">零部件供应</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">信号转换拓展产品及电源适配器</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">信号转换拓展产品及电源适配器</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">虹软科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">设备方案</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">助力雷鸟V3完成国内首款AI眼镜发售</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">助力雷鸟V3完成国内首款AI眼镜发售</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">艾为电子</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">设备方案</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">VR/AR/AI眼镜设备专门的应用方案</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司互动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">VR/AR/AI眼镜设备专门的应用方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">TCL科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与雷鸟创新为关联公司，惠州TCL持有雷鸟7.8%</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与雷鸟创新为关联公司，惠州TCL持有雷鸟7.8%</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">三七互娱</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资雷鸟创新，2024年期末价值1500万元</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资雷鸟创新，2024年期末价值1500万元</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">乐鑫科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">投资</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">间接小比例持股雷鸟创新</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司互动</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">间接小比例持股雷鸟创新</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">比依股份</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">参股且战略合作上海理湃，后者为AR眼镜光波导模组生产规模最大的供应商</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">参股且战略合作上海理湃，后者为AR眼镜光波导模组生产规模最大的供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">蓝特光学</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司玻璃晶圆主要应用于AR光波导。公司在反射光波导、衍射光波导均有技术储备</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司玻璃晶圆主要应用于AR光波导。公司在反射光波导、衍射光波导均有技术储备</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">中光学</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">56度衍射光波导镜片具备量产能力;加快向智能眼镜等领域拓展</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">56度衍射光波导镜片具备量产能力;加快向智能眼镜等领域拓展</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">腾景科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司在AR领域的产品包括了光波导组件</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司在AR领域的产品包括了光波导组件</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">水晶光电</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">反射光波导是公司的一号工程，在通用工艺上已经打通</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">反射光波导是公司的一号工程，在通用工艺上已经打通</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">欧菲光</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司布局LCOS光波导模组、LED光波导模组</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司布局LCOS光波导模组、LED光波导模组</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">隆利科技</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AR眼镜光学系统 Micro-LED+光波导技术研发</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AR眼镜光学系统 Micro-LED+光波导技术研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">苏大维格</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">积极拓展光波导等衍射光学材料在AR眼镜的应用</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">积极拓展光波导等衍射光学材料在AR眼镜的应用</td>
|
||
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|
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|
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<td class="py-3 px-4 border-b border-gray-200 font-medium">联得装备</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">在VR/AR/MR显示设备领域，光波导贴合工艺段</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">在VR/AR/MR显示设备领域，光波导贴合工艺段</td>
|
||
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|
||
<tr>
|
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|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与客户在智能眼镜光波导相关制程设备进行合作</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与客户在智能眼镜光波导相关制程设备进行合作</td>
|
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</tr>
|
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<tr class="bg-gray-50">
|
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|
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<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
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|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司针对大面积、高效率衍射光波导进行了多轮架构迭代及样品制备</td>
|
||
</tr>
|
||
<tr>
|
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<td class="py-3 px-4 border-b border-gray-200 font-medium">茂莱光学</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一种用于光波导AR镜片检测的广角投影镜头及检测装置</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">一种用于光波导AR镜片检测的广角投影镜头及检测装置</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
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<td class="py-3 px-4 border-b border-gray-200 font-medium">精测电子</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与海外头部客户基于Waveguide光波导检测需求的项目合作</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">与海外头部客户基于Waveguide光波导检测需求的项目合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b border-gray-200 font-medium">精智达</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AR衍射光波导引擎检测</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司公告</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">AR衍射光波导引擎检测</td>
|
||
</tr>
|
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<tr class="bg-gray-50">
|
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<td class="py-3 px-4 border-b border-gray-200 font-medium">科瑞技术</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导相关</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导模组</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">公司调研</td>
|
||
<td class="py-3 px-4 border-b border-gray-200">光波导模组</td>
|
||
</tr>
|
||
</tbody>
|
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</table>
|
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</div>
|
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