418 lines
33 KiB
HTML
418 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>AI眼镜 深度行业研究报告</title>
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</head>
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<body class="p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="mb-8 p-6 glass-card rounded-3xl glow-border flex flex-col md:flex-row justify-between items-center">
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<div>
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<h1 class="text-3xl md:text-4xl font-bold text-white tracking-wider">AI眼镜 深度行业研究报告</h1>
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<p class="mt-2 text-slate-400">Concept Insight & Data Synthesis</p>
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</div>
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<div class="text-right mt-4 md:mt-0">
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<p class="font-semibold text-cyan-400">北京价值前沿科技有限公司</p>
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<p class="text-sm text-slate-500">AI投研agent：“价小前投研”</p>
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</div>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Core View -->
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<div class="bento-item col-span-12 lg:col-span-8 col-span-l-12 col-span-m-12 glass-card p-6 glow-border">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 13.5l10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75z" /></svg>
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核心观点摘要
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</h2>
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<p class="text-slate-300 leading-relaxed">
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AI眼镜正处在从“小众极客玩具”向“大众消费电子”跃迁的<strong class="text-cyan-400">行业拐点</strong>。其核心驱动力在于<strong class="text-cyan-400">AI大模型为眼镜形态找到了“所见即所得”的最佳硬件载体</strong>，解决了过去智能硬件缺乏杀手级应用的痛点。未来，AI眼镜有望复刻TWS耳机的成长路径，成为继智能手机后的下一代个人计算中心与人机交互入口，但短期内仍面临<strong class="text-amber-400">续航、成本和应用生态</strong>三大挑战。
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</p>
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</div>
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<!-- Market Growth Chart -->
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<div class="bento-item col-span-12 lg:col-span-4 col-span-l-12 col-span-m-12 glass-card p-6">
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<h3 class="font-semibold text-lg text-slate-200 mb-2">全球市场出货量预测 (万台)</h3>
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<div id="marketGrowthChart" style="width: 100%; height: 200px;"></div>
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</div>
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<!-- Core Logic -->
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<div class="bento-item col-span-12 glass-card p-6">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M8.25 3v1.5M4.5 8.25H21M18 18h.008M18 12h.008M18 6h.008M21 12c0 4.418-4.03 8-9 8s-9-3.582-9-8 4.03-8 9-8c.348 0 .69.02.98.058-2.844.758-5.013 3.32-5.013 6.442 0 3.122 2.17 5.684 5.013 6.442.29-.038.532-.058.82-.058z" /></svg>
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概念核心逻辑与市场认知
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<div class="space-y-4">
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<h4 class="font-semibold text-indigo-300 text-base">技术驱动 - AI大模型赋能</h4>
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<p class="text-slate-400">这是本轮行情的根本逻辑。视觉是人类获取信息的主要方式(>90%)，多模态大模型需要一个与人类视角同步的硬件入口。AI眼镜通过第一视角摄像头，实现了“所见即所得”，成为 <strong class="text-white">AI Agent的最佳物理形态</strong>。</p>
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</div>
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<div class="space-y-4">
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<h4 class="font-semibold text-indigo-300 text-base">产品驱动 - 爆款验证路径</h4>
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<p class="text-slate-400"><strong class="text-white">Ray-Ban Meta</strong> 销量破百万，成功验证了“音频+AI+摄像头”的轻量化产品已具备 <strong class="text-white">产品市场契合度(PMF)</strong>。这为后续厂商提供了明确的模仿和超越范本，极大降低了市场教育成本。</p>
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</div>
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<div class="space-y-4">
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<h4 class="font-semibold text-indigo-300 text-base">商业驱动 - 抢占生态入口</h4>
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<p class="text-slate-400">巨头布局的战略意图远超硬件销售，旨在抢占<strong class="text-white">下一代人机交互入口</strong>。眼镜是连接物理世界和数字世界的终极桥梁，掌控眼镜就可能掌控未来的应用分发和数据入口，战略价值堪比智能手机。</p>
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</div>
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</div>
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<div class="mt-6 p-4 rounded-2xl border border-amber-500/30 bg-amber-500/10">
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<h4 class="font-semibold text-amber-300">预期差分析：机遇与风险并存</h4>
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<ul class="list-disc list-inside mt-2 text-slate-300 space-y-2 text-sm">
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<li><strong class="text-white">“杀手级应用”预期差:</strong> 当前高频场景仍局限于拍照、旅游等非刚需场景，每日联网使用时长仅4-6分钟，杀手级应用尚未成熟。</li>
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<li><strong class="text-white">“中国特色”预期差:</strong> 市场可能低估了中国超50%的高近视率带来的“验光配镜”刚需。线下渠道商(如博士眼镜)不仅是销售渠道，更是连接产品与用户的“最后一公里”服务商，价值独特。</li>
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<li><strong class="text-white">AI能力与产品形态预期差:</strong> 当前AI模型仍有延迟，且爆款为无显示屏形态。带显示功能的光波导方案在成本、良率上仍有巨大挑战，短期难以成为主流。</li>
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</ul>
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</div>
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</div>
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<!-- Key Catalysts & Future Path -->
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<div class="bento-item col-span-12 lg:col-span-7 col-span-l-12 col-span-m-12 glass-card p-6 row-span-2">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.59 14.37a6 6 0 01-5.84 7.38v-4.82m5.84-2.56a12.022 12.022 0 01-1.13 5.84m-1.346-5.84a12.036 12.036 0 00-3.32 5.84m-1.146-5.84a12.05 12.05 0 00-2.182 5.84m5.652-5.84a6.002 6.002 0 00-5.652 0m5.652 0a11.955 11.955 0 012.352 2.012m-6.69 1.788a11.975 11.975 0 01-2.352-2.012m10.197 0A12.028 12.028 0 009 2.022m11.144 11.144c.26-.55.47-1.12.63-1.71m-1.345 5.84c.55-.26 1.12-.47 1.71-.63m0 0A12.023 12.023 0 0021.978 9m-11.145 11.144a12.023 12.023 0 01-9-9m0 0c-.55.26-1.12.47-1.71.63m1.345-5.84c-.55.26-1.12.47-1.71.63m0 0A12.028 12.028 0 019 2.022m-1.144 11.144a12.023 12.023 0 009 9" /></svg>
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关键催化剂与发展路径
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</h2>
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<h4 class="font-semibold text-indigo-300 text-base mt-4 mb-2">近期关键事件轴</h4>
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<div id="timeline-container" class="pr-4 overflow-y-auto" style="max-height: 250px;">
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box">2025.06</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">小米AI眼镜发布，定位“下一代个人智能设备”，京东销量暴涨7倍。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">2025.09</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">Meta Connect大会，预计发布Orion等新品，引领行业技术风向。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">2025.11</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">阿里夸克AI眼镜发布，传闻苹果AI眼镜进入NPI阶段。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">2025.Q4</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">华为、三星、雷鸟等新品密集发布，开启“百镜大战”。</div>
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</li>
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</ul>
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</div>
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<h4 class="font-semibold text-indigo-300 text-base mt-6 mb-2">长期发展路径</h4>
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<div class="space-y-4 text-sm">
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<p><strong class="text-white">阶段一 (当前-2026): 手机伴侣 & 功能渗透期。</strong> 以无显示/单色提示为主，核心功能是拍摄、音频交互。目标是复刻TWS耳机，实现千万级出货。</p>
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<p><strong class="text-white">阶段二 (2026-2028): 独立终端 & 场景深耕期。</strong> 部分产品具备独立联网能力，带显示功能普及，在文旅、教育、直播等垂直场景出现杀手级应用。</p>
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<p><strong class="text-white">阶段三 (2028+): 下一代计算平台 & 生态成熟期。</strong> 攻克“不可能三角”，全彩AR显示成标配，拥有独立操作系统和应用生态，部分场景下替代手机。</p>
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</div>
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</div>
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<!-- Risks -->
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<div class="bento-item col-span-12 lg:col-span-5 col-span-l-12 col-span-m-12 glass-card p-6">
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<h2 class="section-title text-red-400">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v3.75m-9.303 3.376c-.866 1.5.217 3.374 1.948 3.374h14.71c1.73 0 2.813-1.874 1.948-3.374L13.949 3.378c-.866-1.5-3.032-1.5-3.898 0L2.697 16.126zM12 15.75h.007v.008H12v-.008z" /></svg>
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潜在风险与挑战
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</h2>
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<ul class="space-y-3 text-slate-300 text-sm">
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<li><strong class="text-red-300">技术风险:</strong> “不可能三角”（轻量化、高性能、长续航）仍未解决，电池是最大瓶颈。理想的显示方案（Micro-LED+光波导）良率低、成本高。</li>
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<li><strong class="text-red-300">商业化风险:</strong> 成本高昂抑制大众普及（普遍>2000元）。用户隐私顾虑和使用习惯挑战巨大。缺乏杀手级应用可能导致“尝鲜即弃”。</li>
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<li><strong class="text-red-300">政策与竞争风险:</strong> 隐私安全法规可能限制功能。“百镜大战”加剧，价格战或导致产业链毛利率下滑。</li>
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<li><strong class="text-red-300">数据矛盾风险:</strong> “销量暴涨”与“低使用时长”并存，可能处于“高购买、低留存”早期阶段，需警惕后续用户流失。</li>
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</ul>
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</div>
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<!-- Company Analysis -->
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<div class="bento-item col-span-12 glass-card p-6">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 21h16.5M4.5 3h15M5.25 3v18m13.5-18v18M9 6.75h1.5m-1.5 3h1.5m-1.5 3h1.5m3-6.75h1.5m-1.5 3h1.5m-1.5 3h1.5M9 21v-3.375c0-.621.504-1.125 1.125-1.125h3.75c.621 0 1.125.504 1.125 1.125V21" /></svg>
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核心玩家分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="p-4 rounded-xl bg-slate-900/50 border border-slate-700">
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<h4 class="font-bold text-cyan-300 text-base">Meta</h4>
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<p class="text-slate-400 mt-1">行业定义者与领导者。Ray-Ban Meta已成爆款，验证PMF。Orion等后续产品将引领技术方向。深度绑定社交生态，内容创作是其核心优势。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-slate-700">
|
||
<h4 class="font-bold text-cyan-300 text-base">小米</h4>
|
||
<p class="text-slate-400 mt-1">生态型追赶者。优势在于强大的供应链、米家生态联动和极致性价比打法。定位“下一代计算设备”，有望在国内市场快速起量。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-slate-700">
|
||
<h4 class="font-bold text-cyan-300 text-base">苹果/谷歌</h4>
|
||
<p class="text-slate-400 mt-1">潜在的颠覆者。苹果凭借其强大的软硬件生态整合能力和品牌号召力，一旦入局可能重新定义市场。谷歌则从操作系统层面布局，欲打造“眼镜版安卓”。</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-slate-700">
|
||
<h4 class="font-bold text-cyan-300 text-base">华为/阿里/字节</h4>
|
||
<p class="text-slate-400 mt-1">国内巨头。华为凭借其硬件技术积累和鸿蒙生态，阿里依托千问大模型和电商场景，字节则结合内容生态和豆包大模型，各具特色，将是市场重要参与者。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Detailed Data Tabs -->
|
||
<div x-data="{ tab: 'news' }" class="bento-item col-span-12 glass-card p-6">
|
||
<div class="flex border-b border-slate-700">
|
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<button @click="tab = 'news'" :class="{ 'border-b-2 border-cyan-400 text-white': tab === 'news', 'text-slate-400': tab !== 'news' }" class="px-4 py-2 transition">新闻数据</button>
|
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<button @click="tab = 'roadshow'" :class="{ 'border-b-2 border-cyan-400 text-white': tab === 'roadshow', 'text-slate-400': tab !== 'roadshow' }" class="px-4 py-2 transition">路演纪要</button>
|
||
<button @click="tab = 'research'" :class="{ 'border-b-2 border-cyan-400 text-white': tab === 'research', 'text-slate-400': tab !== 'research' }" class="px-4 py-2 transition">研报精粹</button>
|
||
</div>
|
||
|
||
<div class="pt-6 text-sm leading-relaxed text-slate-300 space-y-4 max-h-[400px] overflow-y-auto pr-4">
|
||
<div x-show="tab === 'news'">
|
||
<h3 class="font-bold text-lg text-white mb-2">市场宏观</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>市场增长:</strong> 2025年H1全球出货量406.5万台, 同比+64.2%。预计2029年突破4000万台。2025年618京东成交量暴涨7倍。</li>
|
||
<li><strong>战略定位:</strong> 下一代人机交互入口，有望复刻TWS耳机成长路径，成为AI视觉第一入口。</li>
|
||
<li><strong>行业挑战:</strong> “不可能三角”难题：轻量化、高性能、长续航难以兼得。</li>
|
||
</ul>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">公司动态</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>Meta:</strong> Ray-Ban Meta销量超100万台。用户反馈积极，月活环比增长25.2%。下一代产品Orion预计由歌尔股份代工。</li>
|
||
<li><strong>小米:</strong> 6月25日发布AI眼镜，对标Meta雷朋，预期销量50万，优势在于供应链和自有AI模型。</li>
|
||
<li><strong>阿里:</strong> 11月27日发布夸克AI眼镜S1（带显示）和G1（无显示）系列，搭载高通AR1芯片和千问大模型。</li>
|
||
<li><strong>字节/闪极:</strong> 闪极999元AI眼镜5万台首发售罄，成全球第二爆款，预计25年出货50万台。</li>
|
||
<li><strong>行业标准:</strong> 中国信通院启动AI眼镜专项测试，发布全球首个系统性评测体系，为工信部制定入网标准提供支撑。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<h3 class="font-bold text-lg text-white mb-2">核心定义与价值</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>核心四要素:</strong> 音频、AI能力、摄像头、显示。目前“音频+AI+摄像头”组合已验证PMF。</li>
|
||
<li><strong>核心价值:</strong> AI的最佳硬件载体，实现“所见即所得”，是AI Agent的终极形态。</li>
|
||
<li><strong>中国特色:</strong> 超50%高近视率，使“验光配镜”成为刚需，传统眼镜渠道成为关键入口。</li>
|
||
</ul>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">技术与成本</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>芯片方案:</strong> 高通AR One(AR2 Gen 1)是当前最优方案，但成本高昂(70-80美元)。国产方案(恒玄等)可降低BOM成本至600-700元。</li>
|
||
<li><strong>显示技术:</strong> Micro-LED是长期方向，光波导是关键，碳化硅材料是未来高端方向，成本有望大幅下降。</li>
|
||
<li><strong>核心痛点:</strong> 重量(>40g)、续航、应用场景局限、隐私问题。</li>
|
||
</ul>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">产业链与商业模式</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>关键环节:</strong> 镜框(联名模式)、镜片(高毛利)、电子模块(科技品牌主导)。</li>
|
||
<li><strong>销售模式:</strong> “眼镜门店一站式”（镜框+验光+配镜）模式最具优势，是“最后一公里”。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'">
|
||
<h3 class="font-bold text-lg text-white mb-2">市场趋势与驱动</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>渗透加速:</strong> 2025年开始AI智能眼镜将在传统眼镜市场快速渗透。</li>
|
||
<li><strong>驱动因素:</strong> AI技术迅猛发展、眼镜形态的独特载体优势、国外爆款单品(Ray-Ban Meta)的推动作用。</li>
|
||
<li><strong>技术升级:</strong> 镜片技术创新是关键驱动力，推动镜片向高折射率、功能化、智能化方向发展。</li>
|
||
</ul>
|
||
<h3 class="font-bold text-lg text-white mt-4 mb-2">厂商布局与合作</h3>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>小米:</strong> 定位“面向下个时代的个人智能设备”，集成超级小爱AI助手，深度适配米家生态，产品有爆款潜质。</li>
|
||
<li><strong>博士眼镜:</strong> 作为智能眼镜配镜服务提供方，与华为、雷鸟、魅族、小米等多家品牌合作。通过成立合资公司、铺设专柜等方式，深度参与产业链，有望获益渠道价值分配。</li>
|
||
<li><strong>明月镜片:</strong> 在高折射率镜片领域布局领先，有望享受AI眼镜带来的广阔蓝海赛道增长。</li>
|
||
<li><strong>未来展望:</strong> 下半年AI眼镜赛道将步入产品发布与量产密集期，产业链已开始备货，Q4将迎新品发布高峰。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Supply Chain & Stock List -->
|
||
<div class="bento-item col-span-12 glass-card p-6">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 6A2.25 2.25 0 016 3.75h2.25A2.25 2.25 0 0110.5 6v2.25a2.25 2.25 0 01-2.25 2.25H6a2.25 2.25 0 01-2.25-2.25V6zM3.75 15.75A2.25 2.25 0 016 13.5h2.25a2.25 2.25 0 012.25 2.25V18a2.25 2.25 0 01-2.25 2.25H6A2.25 2.25 0 013.75 18v-2.25zM13.5 6a2.25 2.25 0 012.25-2.25H18A2.25 2.25 0 0120.25 6v2.25A2.25 2.25 0 0118 10.5h-2.25a2.25 2.25 0 01-2.25-2.25V6zM13.5 15.75a2.25 2.25 0 012.25-2.25H18a2.25 2.25 0 012.25 2.25V18A2.25 2.25 0 0118 20.25h-2.25A2.25 2.25 0 0113.5 18v-2.25z" /></svg>
|
||
核心产业链与相关标的
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra-zebra bg-transparent">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>代码</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>备注</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-300">
|
||
<!-- Data from Stock list -->
|
||
<tr><td>博士眼镜</td><td><a href="https://valuefrontier.cn/company?scode=300622" target="_blank" class="link link-hover">300622</a></td><td>投资合作/渠道</td><td>独特的“卖水者”，提供线下体验、验光配镜等“最后一公里”服务，深度绑定多家品牌。</td><td class="text-accent">3连板龙头</td></tr>
|
||
<tr><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank" class="link link-hover">688608</a></td><td>芯片</td><td>国产智能眼镜主控芯片核心标的，小米等国内品牌采用，受益于国产替代+端侧AI放量。</td><td></td></tr>
|
||
<tr><td>水晶光电</td><td><a href="https://valuefrontier.cn/company?scode=002273" target="_blank" class="link link-hover">002273</a></td><td>光学显示</td><td>光波导模组核心供应商，技术壁垒高，是未来AR眼镜形态的核心。</td><td></td></tr>
|
||
<tr><td>龙旗科技</td><td><a href="https://valuefrontier.cn/company?scode=603341" target="_blank" class="link link-hover">603341</a></td><td>投资合作/代工</td><td>Meta供应商，受益于全球龙头放量。</td><td class="text-accent">涨幅>10%</td></tr>
|
||
<tr><td>明月镜片</td><td><a href="https://valuefrontier.cn/company?scode=301101" target="_blank" class="link link-hover">301101</a></td><td>生产代工/镜片</td><td>高折射率镜片技术领先，获北美大厂订单，AI眼镜对镜片品质提出更高要求。</td><td></td></tr>
|
||
<tr><td>佰维存储</td><td><a href="https://valuefrontier.cn/company?scode=688525" target="_blank" class="link link-hover">688525</a></td><td>芯片/存储</td><td>为AI终端设备提供存储解决方案。</td><td></td></tr>
|
||
<tr><td>天键股份</td><td><a href="https://valuefrontier.cn/company?scode=301383" target="_blank" class="link link-hover">301383</a></td><td>生产代工</td><td>有望成为小米AI眼镜二供，深度绑定国内爆款潜力产品。</td><td class="text-accent">涨幅>10%</td></tr>
|
||
<tr><td>紫建电子</td><td><a href="https://valuefrontier.cn/company?scode=301121" target="_blank" class="link link-hover">301121</a></td><td>零部件/电池</td><td>专注消费电子微型电池，为AI眼镜提供高密度电池配套。</td><td></td></tr>
|
||
<tr><td>亿道信息</td><td><a href="https://valuefrontier.cn/company?scode=001314" target="_blank" class="link link-hover">001314</a></td><td>生产代工</td><td>Rokid代工厂商之一。</td><td></td></tr>
|
||
<tr><td>卓翼科技</td><td><a href="https://valuefrontier.cn/company?scode=002369" target="_blank" class="link link-hover">002369</a></td><td>生产代工</td><td>ODM/OEM厂商，承接消费电子产品代工。</td><td class="text-accent">涨幅>10%</td></tr>
|
||
<tr><td>硕贝德</td><td><a href="https://valuefrontier.cn/company?scode=300322" target="_blank" class="link link-hover">300322</a></td><td>零部件/天线</td><td>为智能终端提供天线解决方案。</td><td class="text-accent">涨幅>10%</td></tr>
|
||
<tr><td>虹软科技</td><td><a href="https://valuefrontier.cn/company?scode=688088" target="_blank" class="link link-hover">688088</a></td><td>应用内容/算法</td><td>视觉AI算法提供商，与雷鸟、小米、Rokid等厂商合作。</td><td class="text-info">涨幅6.02%</td></tr>
|
||
<tr><td>日久光电</td><td><a href="https://valuefrontier.cn/company?scode=003015" target="_blank" class="link link-hover">003015</a></td><td>光学显示/材料</td><td>ITO导电膜核心供应商，全球市占率第二，应用于显示领域。</td><td class="text-info">涨幅5.80%</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
|
||
<footer class="mt-8 text-center text-xs text-slate-600 py-4">
|
||
<p>本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成呈现。</p>
|
||
<p>数据来源：公开新闻、路演纪要、研究报告及Insight数据。本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
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|
||
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