Hong Kong stock concept tracking | AI glasses industry seminar to be held, 2025 expected to become the year of AI glasses volume (with concept stocks)

On March 3, the Augmented Reality Industry and Standards Promotion Committee officially announced on their WeChat account that the China Academy of Information and Communications Technology plans to hold a "AI Glasses Industry Promotion Symposium" on March 12 at the Computer Innovation Technology Research Institute of Zhejiang University. The symposium is aimed at promoting the healthy development of the AI glasses industry and strengthening communication and cooperation among companies throughout the industry chain. Some AI glasses related Hong Kong stocks are TCL ELECTRONICS (01070), SUNNY OPTICAL (02382), CONANT OPTICAL (02276), and BIDU-SW (09888). Industry experts generally believe that 2025 is expected to be the year when AI glasses will see significant growth. Recently, there have been frequent updates on AI glasses: On February 14, China Mobile Limited announced its plan to launch over ten AI glasses products by the end of 2025. Additionally, AI glasses products developed by China Telecom Corporation are expected to be introduced to the market in the first half of this year. Meta's CEO, Mark Zuckerberg, mentioned in a conference call that 2025 will be a crucial year for determining the mass adoption of AI glasses. He believes that 2025 will be a decisive year in this regard. According to Wellsenn XR data and predictions, starting in 2025, AI glasses will rapidly penetrate the traditional glasses market while maintaining a steady increase in sales. By 2035, sales of AI glasses are expected to reach 1.4 billion pairs. Furthermore, IDC's data predicts that the global penetration rate of AI glasses will reach 20% by 2030. Cinda believes that the development direction of smart glasses in the current stage depends on the iteration of AI models. It is expected that sales of AI glasses will more than double by 2025. A Northeast research report pointed out that currently, there are over 40 domestic and foreign manufacturers entering the AI glasses market, with over 50 products expected to be available. The substantial increase in supply is likely to lower the average price of AI glasses, laying the foundation for future mass adoption. AI glasses are expected to replicate the rapid growth of TWS earphones and achieve significant sales in 2025. It is predicted that the global shipments of AI glasses will surpass one billion by 2029. Galaxy Securities mentioned that the recent advances in edge model development by DeepSeek have further fueled the development of smart glasses. Wellsenn XR predicts that by 2025, shipments of AI glasses will reach 3.5 million pairs, a 130% increase from the previous year. By 2030, sales of AI glasses are expected to rapidly grow to 90 million pairs, ushering in the "iPhone moment" for AI glasses. Compared to devices like phones, computers, and VR headsets, AR glasses are the most suitable smart device for all-day wear that does not disrupt normal activities, effectively achieving "invisible computing." AR glasses are the closest to three major human senses (eyes, mouth, and ears) and are considered the ideal carrier for large models. AR can expand human visual boundaries, AI can enhance cognitive efficiency, and the combination of the two can change human-machine interaction and reshape productivity relationships. The integration of AR glasses and AI represents an extension revolution of the human perceptual system and is an inevitable trend. Investment recommendation: optimistic about the rapid penetration of AI glasses and the integration of AR+AI glasses, it is recommended to focus on companies in the AR glasses and AI glasses industry chain. The following are AI glasses related Hong Kong stocks: TCL ELECTRONICS (01070): On January 7, 2025, TCL ELECTRONICS under the Thunderbird brand released the new AI shooting glasses Thunderbird V3, priced at 1799 yuan, and is expected to be officially available on January 10. The company also plans to launch the smart glasses X3Pro in 2025Q2, which is expected to be equipped with a 0.36cc light engine, low rainbow stripe waveguide, mass-produced electromyographic wristband, peak brightness of 5000nits, and is highly competitive. Guotai Junan released a research report stating that Thunderbird showcased its latest advancements in AR optics, including the self-developed light engine "Firefly Engine" and the "RayNeo waveguide" developed in collaboration with the American company Applied Materials, which are expected to be integrated into the Thunderbird X3 Pro AR glasses to be released in 2025Q2. SUNNY OPTICAL (02382): Sunny Optical has a technological layout and product solutions in the field of AI glasses vision, especially in scene interaction, information interaction, and image quality. The company has achieved full-stack XR visual solutions covering technologies based on single-eye, dual-eye, dTOF, etc., and continues to push forward research and development progress in high resolution, miniaturization, variable aperture, etc., to meet the industry's demand for AI glasses features such as SLAM, ultra-wide-angle, super telephoto, eye tracking, etc. CONANT OPTICAL (02276): CONANT OPTICAL 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 an official order to the company, and the company will provide customized lenses with personalized parameters for application in their products. Additionally, the company has established an XR research and service center to provide technical support and services for potential precision optical business from both the technical and market end, and to strengthen research and development of the company's products in XR optics. BIDU-SW (09888): At the 2024 Baidu World Conference, Baidu officially launched the Xiaodu AI Glasses, calling it the "world's first AI glasses equipped with Chinese large models." Li Ying, Baidu Group's vice president and CEO of Xiaodu Technology, revealed that the Xiaodu AI Glasses will be officially launched in the first half of 2025.