Hong Kong Stock Concept Tracking | Quark AI Glasses Wuxi Online Offline Communication Information Technology Co., Ltd. "Hard to Find" Production capacity may be released in January next year (with concept stocks)

Recently, the demand for Quark AI glasses has exceeded expectations, and Wuxi Online Offline Communication Information Technology Co., Ltd. has been in a "sold out" situation. Quark AI glasses S1 are temporarily out of stock on mainstream e-commerce platforms such as Tmall, Douyin, and JD.com, with a delivery period extended to 45 days. In response, the official customer service of Quark AI Glasses Tmall flagship store stated that due to limited production capacity, a limited batch of products will be available for sale every morning at 10 am, and urgent production is currently underway. It is understood that the current order volume of Quark AI glasses has already exceeded the production capacity for the next 45 days. According to core suppliers and insiders of Quark AI glasses, a new production line has been added, and the production capacity will be gradually released from next week. Meng Xiangfeng, founder of Zhi Technology, said, "We are stepping up production of a large order of light waveguide slices from Quark AI glasses, and the newly purchased equipment has been put into use." An insider from Quark AI glasses also revealed that the team's biggest goal is to fully release production capacity in January next year to catch up with the Chinese New Year consumption trend. In November this year, Quark AI Glasses officially released two series of S1 and G1 with a total of six products. The lowest price of the S1 series is 3799 yuan, and the lowest price of the G1 series starts at 1899 yuan, making it the first hardware device to carry Qianwen. An insider from Luxshare revealed that Quark staff have intensified their focus on shipments in the past month, "They have added an assembly line in our factory." Meng Xiangfeng, founder of Zhi Technology, said, "We are stepping up production of a large order of light waveguide slices from Quark AI glasses, and the newly purchased equipment has been put into use." An insider from Quark AI glasses also revealed that the team's current biggest goal is to fully release production capacity in January next year to catch up with the Chinese New Year consumption trend. Quark AI Glasses Industry Chain Hong Kong Stocks: AAC TECH(02018): According to industry sources, AAC TECH has deep cooperation with overseas large models and intelligent terminal enterprises to explore innovative landing paths for "AI + terminals." In addition to traditional acoustic and tactile devices, the company also exports perception solutions and core products such as light waveguides, high-end cooling systems to AI phones, XR wearable devices, and new form smart hardware, continuously expanding its business boundaries. China Post Securities released a research report stating that AAC TECH (02018.HK) has acquired Finnish light waveguide company Dispelix to accelerate the commercialization of AR technology. At the same time, the company empowers its core hardware with the "Bean Bag AI Phone" and Quark AI glasses, providing key support in the areas of linear motors, acoustic systems, and innovative sound picking solutions, promoting the evolution of AI interaction towards a integrated hardware and software approach, strengthening the "AI + perception" layout. CONANT OPTICAL(02276): According to the official work account of CONANT OPTICAL, the company is the exclusive lens supplier of Quark AI glasses, marking another milestone for the customer's expansion in the domestic market. Orient stated that the retail price of Quark lenses includes a 13% tax increase and their own profits. Alibaba may not have a high premium in the lens business, especially on 1.74 refractive index, so optical companies have good profitability.