Tracking the concept of Hong Kong stocks | The rise of artificial intelligence big models AI audio glasses new products receive attention (with concept stocks)

On November 16th, Looktech held a new product launch event, officially unveiling its AI smart glasses. Through innovative designs such as knob interaction and intelligent body mini-program, the event showcased the new possibilities of integrating smart glasses with AI. Baidu: The first native AI glasses with a built-in Chinese large model officially made their debut, with AI functionality being the main selling point of the glasses. The glasses weigh 45g, have a battery life of 56 hours, can continuously listen to music for over 5 hours, and are equipped with physical buttons for customizable functions. In order to ensure the user's voice interaction experience, the glasses also come with four-array microphones and customized open-leakage speaker units. With a 16 million pixel camera, the glasses serve as an important bridge connecting user needs and AI functionality, allowing users to take photos and record videos anytime, anywhere through voice interaction. Rokid Glasses: Collaborating with Alibaba (Tongyi Qianwen) and Bao Long Glasses to shape stylish AI audio glasses. Huajin Securities research believes that the growth in demand for smart wearable devices, coupled with the rise of generative artificial intelligence large models, is pushing AI audio glasses into a broader market. In the short term, with a relatively unclear user profile for AR glasses, smart audio glasses serve as an entry point to replace headphone functions, using glasses (for vision correction/decoration) as carriers, combined with AI to enhance the user experience and selling points, potentially opening up new audio tracks. AI glasses related Hong Kong stocks: SUNNY OPTICAL (02382): In the first half of 2024, 630 million mobile phone lenses were shipped, an increase of 23.7% year-on-year, maintaining the global market share as the number one, with 160 million high-end lenses (6P and above) shipped, an increase of 23.2% year-on-year, during which the company achieved mass production of multiple 1-inch fused silica mixed main cameras and large-size periscope lenses and completed the development of multiple periscope lenses; 290 million mobile module shipments, an increase of 13.5% year-on-year, maintaining the global market share as the number one, during which the company continued to make technological breakthroughs in core moving parts of main and periscope cameras. With a good performance in the first half of the year and a good expectation for new machine launches for domestic Android customers and overseas large customers in the second half of the year, the company raised the guidance for mobile phone lens and module shipments, with a expected increase in mobile phone lens shipments by 5-10% year-on-year, and a gross profit margin expected to reach 20-25%; mobile module shipments are expected to be flat compared to last year, with an ASP expected to increase by 10-15% year-on-year, and a full-year gross profit margin expected to be 6-10%. CONANT OPTICAL (02276): Recently announced that it has signed a product supply framework agreement with a multinational consumer electronics company for long-term cooperation. According to the supply agreement, the other party has issued formal orders to the company, and the company will provide customized lenses with personalized parameters for application in their products. Meanwhile, the company has established an XR research and service center to provide support and services for potential precision optical businesses from both the technical and market ends, strengthening the research and development of the company's products in XR optical applications.