Hong Kong Stock Concept Tracking | Quark AI Glasses Online and Offline “Hard to Find” Production Capacity May Be Released in January Next Year (with concept stocks)

Recently, demand in the Quark AI glasses market has exceeded expectations, and “one machine is hard to find” online and offline.

The Quark AI Glasses S1 is temporarily out of stock on mainstream e-commerce platforms such as Tmall, Douyin, and JD, and the delivery cycle has been extended to 45 days. In response, the official customer service of the Quark AI Glasses flagship store said that due to current limited production capacity, a limited number of items will be sold every day at 10 a.m., and production is currently being urgently increased and stocked. According to information, the current order volume for Quark AI glasses has already overdrawn production capacity for the next 45 days.

According to the core supplier of Quark AI glasses and insiders, Quark AI glasses have now added a new production line, and production capacity will be released one after another next week.

Meng Xiangfeng, founder of Zhige Technology, said, “Production of large orders for optical wave guides from Quark AI glasses is being stepped up, and all newly purchased equipment has already been put into use.” Quark AI Glasses insiders also revealed that the team's biggest goal is to be able to fully release production capacity in January next year to catch up with the Spring Festival consumption boom.

In November of this year, Quark AI glasses officially released a total of six single products in the S1 and G1 series. The S1 series has a minimum starting price of 3,799 yuan, and the G1 has a minimum starting price of 1,899 yuan. This is also the first hardware equipped with a thousand questions.

An insider from Lixun revealed that Quark staff have been intensively focusing on shipments last month. “They have added an assembly line to our factory.” Meng Xiangfeng, founder of Zhige Technology, said, “We are stepping up production of large orders for optical waveguides from Quark AI glasses, and the newly purchased equipment has already been put into use.” An insider at Quark AI Glasses also revealed that the team's biggest goal is to be able to fully release production capacity in January next year to catch up with the Spring Festival consumption boom.

Hong Kong stocks in the Quark AI glasses industry chain:

Ruisheng Technology (02018): According to industry sources, Ruisheng Technology has previously collaborated deeply with many large overseas model and smart terminal companies to jointly explore the innovative implementation path of “AI+ terminals”. In addition to traditional advantages of acoustic and tactile devices, the company also continues to broaden its business boundaries with sensing solutions and core products such as AI mobile phones, XR wearables, and new forms of intelligent hardware, output optical waveguides, and high-end cooling systems. China Post Securities released a research report stating that Ruisheng Technology (02018.HK) wholly acquired the Finnish optical waveguide company Dispelix to accelerate the commercialization of AR technology. At the same time, the company empowers the “Douban AI phone” and Quark AI glasses with its core hardware to provide key support in the fields of X-axis linear motors, acoustic systems, and innovative sound pickup solutions, promoting the evolution of AI interaction towards software and hardware integration, and strengthening the “AI+ perception” layout.

Connett Optics (02276): According to the official working number of Connett Optics, the company is the exclusive lens supplier for Quark AI glasses, marking the next step for customers to expand in the domestic market. Orient Securities said that the retail price of Quark lenses includes a 13% tax increase and its own profit. Ali may not have a high premium on the lens business, especially on the refractive index of 1.74, so mirror companies have good profitability.