HK Stock Market Move | CONANT OPTICAL(02276) rose more than 5%, DeepSeek accelerates AI model application penetration, institutions optimistic about the future AI glasses market.

Conant Optical (02276) rose more than 5%, reaching a 5.03% increase by the time of publication, at HK$28.2, with a turnover of HK$149.36 million. Guotai Junan released a research report stating that, according to Wise Information, the global sales of AI smart glasses are expected to reach 1.52 million units in 2024 (24,000 units in 2023), with Ray-Ban Meta smart glasses accounting for 1.45 million units. It is predicted that global sales of AI smart glasses in 2025 will reach 3.5 million units, a 230% increase from 2024, driven by the continuous growth of Ray-Ban Meta sales, the launch of multiple new AI smart glasses products, and the entry of major companies like Xiaomi and Samsung into the market. With the emergence of DeepSeek, the application and penetration of AI models are accelerating. The rise of Deepseek models is expected to accelerate the penetration and product performance improvement in the end-side products, opening up sales opportunities. The performance of products under the integration of AI and light industry is promising. Huaxi pointed out that AI glasses are flourishing, and the future market space has huge potential. The broad AI smart glasses market (AI audio/video glasses + AR glasses) is expected to compete with smartphone shipments in the long term. Looking ahead, with the enrichment of product forms, continuous cost reduction, iterative upgrades of optical display solutions, and the improvement of AI end-side computing power, AI glasses are expected to become the next consumer electronics terminal with shipments exceeding one billion units, with a huge potential market size. It is recommended to focus on core areas with high value-added proportions.