According to the Guojin Securities Research Report, the Shenzhen Smart Glasses Industry Development Forum was held, Rokid Color was released, and Thunderbird iO+ was officially announced, and the focus of industry competition shifted to a comprehensive experience competition of full-color display+agent capability+content ecology. AI glasses are evolving into next-generation near-eye terminals that can carry social content, task flow interaction, etc. Guojin Securities believes that improving content carrying capacity will increase the importance of supporting myopia equipment, functional lenses, offline experience, delivery and after-sales systems, and that the industrial value of lenses and channels will increase markedly.

According to the Guojin Securities Research Report, the Shenzhen Smart Glasses Industry Development Forum was held, Rokid Color was released, and Thunderbird iO+ was officially announced, and the focus of industry competition shifted to a comprehensive experience competition of full-color display+agent capability+content ecology. AI glasses are evolving into next-generation near-eye terminals that can carry social content, task flow interaction, etc. Guojin Securities believes that improving content carrying capacity will increase the importance of supporting myopia equipment, functional lenses, offline experience, delivery and after-sales systems, and that the industrial value of lenses and channels will increase markedly.