537 lines
38 KiB
HTML
537 lines
38 KiB
HTML
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>小米眼镜 - 深度概念投研报告 | 价小前投研</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020418;
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background-image:
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radial-gradient(at 20% 20%, hsla(212, 80%, 30%, 0.2) 0px, transparent 50%),
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radial-gradient(at 80% 20%, hsla(280, 70%, 40%, 0.2) 0px, transparent 50%),
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grid-template-columns: repeat(3, 1fr);
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-12 animate-fade-in-down">
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<h1 class="font-space text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-white to-indigo-300 mb-2">
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小米眼镜
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</h1>
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<p class="text-lg text-indigo-200">深度概念投研报告</p>
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<div class="mt-4 text-xs text-gray-500 font-mono">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Insight Section -->
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<main>
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<section class="mb-16">
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<div class="glass glow-border p-6 md:p-8 space-y-8">
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<h2 class="font-space text-2xl md:text-3xl font-bold border-b border-indigo-500/20 pb-4 text-indigo-100">核心观点摘要</h2>
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<p class="text-base md:text-lg leading-relaxed text-gray-300">
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小米眼镜概念标志着AI眼镜已从极客玩具向主流消费电子产品演进的关键节点，其核心驱动力并非单纯的硬件堆砌，而是深度融入“人车家全生态”所带来的场景化赋能。当前概念处于<strong class="text-indigo-300">从主题炒作向早期基本面验证过渡的阶段</strong>，虽然初步销量和市场反馈积极，但其能否成为引爆市场的“iPhone时刻”，长期潜力完全取决于软件迭代、AI能力优化及生态协同的深度。
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</p>
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</div>
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</section>
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<!-- Bento Grid Highlights -->
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<section class="mb-16 bento-grid">
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<div class="glass p-6 grid-col-span-2">
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<h3 class="font-space text-xl font-bold mb-4 text-indigo-200">关键事件时间轴</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-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 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:timeline-start mb-10">
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<time class="font-mono italic">2024年底 - 2025年初</time>
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<div class="text-lg font-black">酝酿期</div>
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市场预期主流3C厂商入局，供应链消息（明月镜片）流出，官方微博上线，引发市场高度关注。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-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 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025-06-26</time>
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<div class="text-lg font-black">正式发布</div>
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小米在人车家全生态发布会正式推出AI眼镜，公布1999元起售价与详细参数，概念彻底引爆。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-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 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:timeline-start mb-10">
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<time class="font-mono italic">2025-07-01</time>
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<div class="text-lg font-black">市场验证</div>
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初步销售数据披露，线上销量达3.1万副，市场反响热烈，概念进入基本面验证阶段。
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</div>
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</li>
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</ul>
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</div>
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<div class="glass p-6">
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<h3 class="font-space text-xl font-bold mb-4 text-indigo-200">产品核心参数</h3>
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<ul class="space-y-3 text-gray-300">
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<li class="flex items-start"><span class="text-indigo-400 mr-2">芯片:</span> <span class="flex-1">高通AR1 + 恒玄2700 双SoC</span></li>
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<li class="flex items-start"><span class="text-indigo-400 mr-2">重量:</span> <span class="flex-1">镜架轻至40g</span></li>
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<li class="flex items-start"><span class="text-indigo-400 mr-2">影像:</span> <span class="flex-1">12MP索尼IMX681, 支持2K 30fps录制</span></li>
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<li class="flex items-start"><span class="text-indigo-400 mr-2">续航:</span> <span class="flex-1">8.6h典型续航, 支持Type-C边充边用</span></li>
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<li class="flex items-start"><span class="text-indigo-400 mr-2">存储:</span> <span class="flex-1">佰维存储 ePoP (2G+32G)</span></li>
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<li class="flex items-start"><span class="text-indigo-400 mr-2">特色:</span> <span class="flex-1">电致变色镜片、五麦克风阵列、超级小爱AI助手</span></li>
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</ul>
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</div>
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<div class="glass p-6 grid-col-span-2">
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<h3 class="font-space text-xl font-bold mb-4 text-indigo-200">售价与版本 (元)</h3>
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<div id="priceChart" class="chart-container"></div>
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</div>
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<div class="glass p-6">
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<h3 class="font-space text-xl font-bold mb-4 text-indigo-200">年出货量预测 (万台)</h3>
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<div id="salesChart" class="chart-container"></div>
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</div>
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<div class="glass p-6 grid-col-span-3">
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<h3 class="font-space text-xl font-bold mb-4 text-indigo-200">BOM成本结构分析 (Wellsenn预测)</h3>
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<div id="costChart" class="chart-container"></div>
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</div>
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</section>
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<!-- In-depth Analysis Section -->
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<section class="mb-16 space-y-12">
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<div class="glass p-6 md:p-8">
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<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">核心逻辑与市场认知</h2>
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<div class="space-y-4 text-gray-300 leading-relaxed">
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<p><strong class="text-indigo-300">核心驱动力：生态赋能下的场景革命。</strong> 支撑小米眼镜概念的根本逻辑，是“生态协同”而非孤立的技术突破。其核心价值主张是成为一个无缝连接其庞大IoT设备（米家）、智能手机、乃至小米汽车的“随身AI入口”和“无感化交互终端”。这种跨终端的联动构成了其独有的护城河。</p>
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<p><strong class="text-indigo-300">市场热度与情绪：普遍乐观，但关注点分化。</strong> 市场对小米眼镜概念抱有极高的关注度和普遍乐观的情绪。乐观派认为其具备“爆款潜质”，能催化整个赛道渗透率提升。务实派则更关注其作为完善“人车家全生态”战略拼图的关键一步。</p>
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<p><strong class="text-indigo-300">预期差分析：成本、性能与战略重心的三重错位。</strong> 市场早期对价格（预期<1500元）、性能（曾传言骁龙8 Gen3）和战略重心（简单对标Meta社交功能）存在预期差。最终1999元起的售价、专用的低功耗AR1芯片以及“智能控制终端”的定位，表明小米在首代产品上更侧重于性能体验、长续航和生态深度整合，而非极致的低价或性能竞赛。</p>
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</div>
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</div>
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<div class="glass p-6 md:p-8">
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<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="font-space text-lg font-semibold mb-3 text-indigo-200">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong>首个季度销量数据公布：</strong> 验证市场接受度的直接指标，能否达到30万台年化预期是关键。</li>
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<li><strong>重大OTA软件升级：</strong> 改善AI识别精度、同声传译延迟等体验短板，提升口碑。</li>
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<li><strong>支付宝“看一下支付”功能上线：</strong> 从信息工具向交易工具演进，验证商业闭环能力。</li>
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<li><strong>国内竞争对手（如华为）发布竞品：</strong> 进一步催化板块热度，凸显小米策略优劣。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-space text-lg font-semibold mb-3 text-indigo-200">长期发展路径</h3>
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<ul class="space-y-2 text-gray-300">
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<li><strong class="text-indigo-300">第一阶段 (2025-2026):</strong> 市场教育与生态渗透，完成30-50万台年销量目标。</li>
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<li><strong class="text-indigo-300">第二阶段 (2026-2027):</strong> 技术迭代与成本下探，或推出集成微显示的AR-Lite版本。</li>
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<li><strong class="text-indigo-300">第三阶段 (2028-以后):</strong> 平台化与生态开放，用户基数达百万级后，演化为新一代个人智能设备平台。</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 class="glass p-6 md:p-8">
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<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">产业链深度剖析</h2>
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<p class="mb-6 text-gray-300">小米AI眼镜的发布带动了整个产业链的活跃，从上游核心元器件到中游组装，再到下游品牌渠道，形成了一个紧密的生态系统。</p>
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<div class="overflow-x-auto">
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<table class="table table-zebra bg-transparent">
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<thead class="text-indigo-200">
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<tr>
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<th>环节</th>
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<th>领域</th>
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<th>核心公司</th>
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<th>逻辑</th>
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</tr>
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</thead>
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<tbody>
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<tr><th rowspan="6">上游<br>(核心元器件)</th><td>芯片 (SoC)</td><td>高通、<strong class="text-white">恒玄科技</strong></td><td>提供主/副处理器，决定性能与功耗</td></tr>
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<tr><td>存储</td><td><strong class="text-white">佰维存储</strong></td><td>ePoP存储芯片，AI端侧刚需</td></tr>
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<tr><td>光学</td><td><strong class="text-white">明月镜片</strong>、舜宇光学、欧菲光</td><td>镜片独家供应、镜头与模组</td></tr>
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<tr><td>声学</td><td>瑞声科技、楼氏</td><td>扬声器与麦克风阵列</td></tr>
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<tr><td>电池</td><td><strong class="text-white">德赛电池</strong>、欣旺达</td><td>电源管理与电芯Pack</td></tr>
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<tr><td>特种材料</td><td>唯酷光电、日久光电</td><td>电致变色方案核心技术</td></tr>
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<tr><th rowspan="2">中游<br>(模组与组装)</th><td>整机代工 (ODM)</td><td><strong class="text-white">歌尔股份</strong></td><td>全球顶级ODM，负责整机组装</td></tr>
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<tr><td>PCBA</td><td><strong class="text-white">中科创达</strong></td><td>提供核心电路板及软件方案</td></tr>
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<tr><th>下游<br>(品牌与渠道)</th><td>销售渠道</td><td><strong class="text-white">博士眼镜</strong></td><td>线下专业配镜服务合作方</td></tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="glass p-6 md:p-8">
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<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="border-l-4 border-amber-500 pl-4">
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<h4 class="font-bold text-amber-300">技术风险</h4>
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<p class="text-sm text-gray-300">AI能力仍存短板（如延迟），电池技术瓶颈，跨平台（iOS）兼容性不佳。</p>
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</div>
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<div class="border-l-4 border-rose-500 pl-4">
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<h4 class="font-bold text-rose-300">商业化风险</h4>
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<p class="text-sm text-gray-300">1999元起售价对大众仍有门槛，配镜流程复杂且成本高，可能劝退用户。</p>
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</div>
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<div class="border-l-4 border-cyan-500 pl-4">
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<h4 class="font-bold text-cyan-300">竞争与政策风险</h4>
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<p class="text-sm text-gray-300">华为等巨头即将入局，竞争加剧。穿戴式摄像设备面临隐私与数据安全监管风险。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Detailed Data Sources Section -->
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<section class="mb-16" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered tabs-lg mb-8">
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<a role="tab" class="tab" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': tab === 'research'}" @click.prevent="tab = 'research'">研报精粹</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'news'" class="space-y-2">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">产品发布、定位与售价</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>产品名称与定位:</strong> “小米AI眼镜”，定位“下一代个人智能设备”，对标Rayban-Meta，不含AR光学。</li>
|
||
<li><strong>发布时间:</strong> 2025年6月26日晚7点。</li>
|
||
<li><strong>官方售价:</strong> 标准版1999元，单色电致变色版2699元，彩色电致变色版2999元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium">产品核心参数与功能</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>外观设计:</strong> 镜架40g，经典D型方框，为亚洲脸型优化。</li>
|
||
<li><strong>镜片技术:</strong> 高阶版支持电致变色，可切换4档透明度及4种颜色。</li>
|
||
<li><strong>影像系统:</strong> 12MP索尼IMX681超广角摄像头，支持2K 30fps录制，兼容抖音、小红书等14个主流APP直播。</li>
|
||
<li><strong>AI与交互:</strong> 集成超级小爱AI助手，支持AI识物、会议纪要、10种语言同传，并联合支付宝上线“看一下支付”。</li>
|
||
<li><strong>硬件配置:</strong> 高通AR1 + 恒玄2700双芯，佰维存储2G+32G，263mAh金沙江电池，支持Type-C边充边用。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium">供应链、成本与产业链</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>核心供应商:</strong> 歌尔(代工), 高通/恒玄(芯片), 索尼/舜宇/欧菲光(影像), 佰维(存储), 明月/唯酷(镜片), 瑞声/楼氏(声学)。</li>
|
||
<li><strong>成本预测(Wellsenn):</strong> 普通版1260元，电致变色墨镜版1438元，电致变色彩色版1651元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="space-y-2">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">产品定位与市场策略</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>产品定位:</strong> “无感化交互终端”、“智能控制终端”，短期非走量产品，侧重生态协同（人车家交互）。</li>
|
||
<li><strong>销量目标:</strong> 首代目标30-50万台，管理层认为可达成。2026年保守预测100万台以上。</li>
|
||
<li><strong>市场表现:</strong> 上线首月销量破10万副（2025-02-10数据，指探索版），AI眼镜单日销量破万台（2025-06-29数据），线上截至7月1日销量3.1万副。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium">硬件对比与核心优势</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>对标Meta:</strong> 小米更轻(40g vs 49g)，录制更长(10min vs 1min)，续航更久(8.6h vs 4h)，支持Type-C边充边用。</li>
|
||
<li><strong>核心优势:</strong> 双芯片架构（性能与功耗平衡）、充电灵活性、更适合亚洲人脸型的设计、深度整合小米生态。</li>
|
||
<li><strong>待优化点:</strong> AI识别精度、多设备联动逻辑、iOS兼容性、弱光拍摄、材质塑料感。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium">配镜服务与售后</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>独家供应:</strong> 线上镜片由明月镜片独家供应。</li>
|
||
<li><strong>线下合作:</strong> 支持博士、宝岛等400家门店，推荐明月和蔡司。</li>
|
||
<li><strong>售后痛点:</strong> 非官方镜片将丧失一年质保；因含电子元件需返厂处理，配镜周期约1周，可能影响用户体验。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" class="space-y-2">
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="research-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium">战略意义与生态布局</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>生态协同:</strong> “人车家全生态”的重要组成部分，与手机、平板、家电形成联动，强化小米生态壁垒。</li>
|
||
<li><strong>AI战略支点:</strong> AI落地战略的核心硬件入口之一，拓展AI硬件领域布局。</li>
|
||
<li><strong>市场影响:</strong> 小米入局将推动市场对智能眼镜行业发展的信心，有望开启“百镜大战”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title text-xl font-medium">市场前景与竞争优势</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-400">
|
||
<li><strong>市场规模:</strong> WellsennXR预测2025年全球AI眼镜销量将达550万台，2029年达6000万副，为“新蓝海市场”。</li>
|
||
<li><strong>竞争优势 vs Meta:</strong> 在重量、续航、AI功能（本地化）、生态整合、应用支持和支付功能方面具有优势。</li>
|
||
<li><strong>投资评级:</strong> 分析师看好小米AI眼镜有望再造爆款，维持“优于大市”或“买入”评级。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<section>
|
||
<div class="glass p-6 md:p-8 mb-8">
|
||
<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">“小米眼镜”概念核心关联公司</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-indigo-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="w-1/2">核心关联逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>商络电子</td><td><a href="https://valuefrontier.cn/company?scode=300975" target="_blank" class="link link-hover text-indigo-400">300975</a></td><td>公司为小米智能眼镜间接供应被动器件和射频器件等产品</td><td><div class="badge badge-primary">明确相关</div></td></tr>
|
||
<tr><td>博士眼镜</td><td><a href="https://valuefrontier.cn/company?scode=300622" target="_blank" class="link link-hover text-indigo-400">300622</a></td><td>2025年合作智能眼镜品牌小米mijia（销售渠道）</td><td><div class="badge badge-primary">明确相关</div></td></tr>
|
||
<tr><td>明月镜片</td><td><a href="https://valuefrontier.cn/company?scode=301101" target="_blank" class="link link-hover text-indigo-400">301101</a></td><td>公司在智能眼镜方面充分布局，和小米在进行初步接触沟通</td><td><div class="badge badge-primary">明确相关</div></td></tr>
|
||
<tr><td>歌尔股份</td><td><a href="https://valuefrontier.cn/company?scode=002241" target="_blank" class="link link-hover text-indigo-400">002241</a></td><td>网传公司代工小米眼镜，公司互动表示基于保密原则不便评论</td><td><div class="badge badge-secondary">潜在代工</div></td></tr>
|
||
<tr><td>佰维存储</td><td><a href="https://valuefrontier.cn/company?scode=688525" target="_blank" class="link link-hover text-indigo-400">688525</a></td><td>ePOP等代表性存储产品进入小米供应链体系</td><td><div class="badge badge-accent">潜在供应</div> <div class="badge badge-ghost">存储</div></td></tr>
|
||
<tr><td>德赛电池</td><td><a href="https://valuefrontier.cn/company?scode=000049" target="_blank" class="link link-hover text-indigo-400">000049</a></td><td>为小米提供电源管理系统相关产品</td><td><div class="badge badge-accent">潜在供应</div> <div class="badge badge-ghost">电池</div></td></tr>
|
||
<tr><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank" class="link link-hover text-indigo-400">688608</a></td><td>客户小米，公司主营低功耗无线计算SoC芯片</td><td><div class="badge badge-accent">潜在供应</div> <div class="badge badge-ghost">芯片</div></td></tr>
|
||
<tr><td>中科创达</td><td><a href="https://valuefrontier.cn/company?scode=300496" target="_blank" class="link link-hover text-indigo-400">300496</a></td><td>公司具备AI Glasses解决方案；小米与公司在软件开发领域广泛合作</td><td><div class="badge badge-accent">潜在供应</div> <div class="badge badge-ghost">软件</div></td></tr>
|
||
<tr><td>日久光电</td><td><a href="https://valuefrontier.cn/company?scode=003015" target="_blank" class="link link-hover text-indigo-400">003015</a></td><td>客户小米；技术上公司调光导电膜、光学膜等可以匹配AI眼镜产品（尚未应用）。</td><td><div class="badge badge-accent">潜在供应</div></td></tr>
|
||
<tr><td>沃格光电</td><td><a href="https://valuefrontier.cn/company?scode=603773" target="_blank" class="link link-hover text-indigo-400">603773</a></td><td>客户小米；电致变色技术具备量产能力</td><td><div class="badge badge-accent">潜在供应</div> <div class="badge badge-ghost">电致变色</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass p-6 md:p-8">
|
||
<h2 class="font-space text-2xl font-bold mb-6 border-b border-indigo-500/20 pb-4 text-indigo-100">概念发酵期市场异动个股分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-indigo-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th class="w-1/2">核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>虹软科技</td><td><a href="https://valuefrontier.cn/company?scode=688088" target="_blank" class="link link-hover text-indigo-400">688088</a></td><td>2025-06-24</td><td><span class="text-error">+6.02%</span></td><td>与小米等AI眼镜厂商确定合作，提供视觉AI算法支持。</td></tr>
|
||
<tr><td>智立方</td><td><a href="https://valuefrontier.cn/company?scode=301312" target="_blank" class="link link-hover text-indigo-400">301312</a></td><td>2025-06-25</td><td><span class="text-error">+20.01%</span></td><td>市场预期其为小米AI眼镜光学模组潜在供应商，具备VCM马达技术优势。</td></tr>
|
||
<tr><td>宇瞳光学</td><td><a href="https://valuefrontier.cn/company?scode=300790" target="_blank" class="link link-hover text-indigo-400">300790</a></td><td>2025-06-24</td><td><span class="text-error">+7.56%</span></td><td>小米发布AI眼镜搭载1200万高清镜头，作为光学镜头制造商，被市场认为可能提供光学组件。</td></tr>
|
||
<tr><td>中京电子</td><td><a href="https://valuefrontier.cn/company?scode=002579" target="_blank" class="link link-hover text-indigo-400">002579</a></td><td>2025-06-30</td><td><span class="text-error">+10.02%</span></td><td>AI眼镜销量预期上修，公司FPC已通过荣耀AI眼镜认证，市场延伸至小米概念。</td></tr>
|
||
<tr><td>比依股份</td><td><a href="https://valuefrontier.cn/company?scode=603215" target="_blank" class="link link-hover text-indigo-400">603215</a></td><td>2025-06-18</td><td><span class="text-error">+9.99%</span></td><td>市场传闻其为小米AI眼镜光波导技术潜在供应商。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
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|
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|
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||
window.addEventListener('resize', function() {
|
||
priceChart.resize();
|
||
salesChart.resize();
|
||
costChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |