Institutions intensively research companies in the AI glasses industry chain.

date
19/12/2025
Data shows that since the fourth quarter of this year, more than 60 A-share AI glasses companies including Jiahe Intelligent, Longqi Technology, Lansitech, Zhongke Chuanda, and Yutong Optics have been intensively researched by institutions. Since the fourth quarter, more than 300 institutions such as Boshi Fund, Huatai Fund, and Jiashi Fund have conducted research on Lansitech. Lansitech stated that in the consumer electronics field, the company maintains a leading position in the global market for precision structural parts and module comprehensive solutions for consumer electronics; it has taken the lead in various forms of AI end-side hardware such as smart watches, AI glasses, smart rings, and smart wearables, becoming a core supplier for top clients at home and abroad. Since the fourth quarter, more than 130 institutions such as Fuguo Fund, Jianxin Fund, and Schroder Fund have conducted research on Longqi Technology. Longqi Technology stated that the global AI glasses market is highly active, the company has an earlier layout, and has established long-term strategic cooperation relationships with top global clients. Huachuang Securities research report stated that the global AI glasses industry market space will reach 25 billion yuan by 2024, and is expected to reach nearly 100 billion yuan by 2030, indicating broad development prospects.