宇瞳光学：2021年第三季度报告

道明光学：2021年第三季度报告

宁波永新光学股份有限公司2021年第三季度报告

【预售】2025-2027年中国智能眼镜市场发展趋势研究报告

iiMedia Research（艾媒咨询）监测数据显示，2024年全球智能眼镜销售量为298.3万副，预计2029年全球销量有望达13396.7万副，将成为AI赋能移动终端产品的新一轮科技创新潮。AI大模型技术的突破加速端侧部署，推动产品向轻量化、多模态交互演进，华为、小米、Meta等科技巨头与Rokid、雷鸟等创新企业竞逐赛道，产业链各环节（芯片、光学、ODM）持续受益，A股相关概念股近期集体走强，资本关注度显著提升。
《2025-2027年中国智能眼镜市场发展趋势研究报告》旨在推动AI技术终端落地与人机交互革新，探索硬件创新，拓展医疗、工业、教育等场景应用，构建场景与生态的协同路径。促进产业链的协同发展，培育经济增长新引擎，同时也将为经济社会的发展带来新的机遇和变革。
iiMedia Research monitoring data show that the global sales of smart glasses in 2024 is 2.983 million pairs, and global sales are expected to reach 133.967 million pairs in 2029, which will become a new wave of technological innovation in AI-enabled mobile terminal products. The breakthrough of AI large model technology accelerates the end-side deployment, promotes the evolution of products to lightweight and multi-mode interaction, Huawei, Xiaomi, Meta and other technology giants compete with innovative enterprises such as Rokid and Thunderbird, all links of the industrial chain (chip, optical, ODM) continue to benefit, A-share related concept stocks have recently been collectively strong, and capital attention has increased significantly.
"Research report on the development trend of China's smart glasses market from 2025 to 2027" (tentative name) aims to promote the application of AI technology in terminals and the innovation of human-computer interaction, explore hardware innovation, expand application scenarios in healthcare, industry, education, etc., and build a collaborative path between scenarios and ecosystems. It will also facilitate the coordinated development of the industrial chain, cultivate new engines for economic growth, and bring new opportunities and changes to the development of society and the economy.

中航光电：2021年第三季度报告

联赢激光2021年第三季度报告

航天晨光股份有限公司第三季度报告

联创光电2021年第三季度报告

艾媒咨询 | 2025年中国人工智能产业市场状况及标杆企业经营数据分析报告

2025年中国人工智能产业整体景气度持续走高，板块指数涨幅显著，产业总市值稳步扩张，截至年末已突破20万亿元大关，资本市场分化格局日益鲜明。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布《2025年中国人工智能产业市场状况及标杆企业经营数据分析报告》数据显示，资本市场呈现出鲜明的分层分化格局。市值、营收、利润、资金流入等核心指标表现差异显著，头部企业与中小尾部企业的差距持续拉大。2025年前三季度，研发投入占比TOP10企业平均达到78.23%，显示出人工智能行业的高成长性和创新驱动特点；毛利率方面，技术领先企业稳定在80%-92%之间。艾媒咨询分析师认为，人工智能产业已进入“硬科技+重投入”驱动的新阶段，高研发投入的行业特征背后，是全产业对核心技术突破、自主可控能力提升的共识，也是行业持续保持高成长性的核心支撑。未来，行业资源将加速向具备真实技术落地能力、可持续商业模式和全球化竞争力的头部企业集中，高质量发展成为主旋律。
In 2025, the overall prosperity of China’s artificial intelligence (AI) industry continued to rise, with significant gains in the sector index and steady expansion of the total industrial market value, which exceeded the 20 trillion yuan mark by the end of the year. The stratified and differentiated pattern of the capital market became increasingly distinct. Data from the latest report , titled "2025 China Artificial Intelligence Industry Market Status and Benchmark Enterprise Operating Data Analysis Report", released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that the capital market presented a distinct stratified and differentiated pattern. There were significant differences in the performance of core indicators such as market value, operating revenue, profit, and capital inflow, and the gap between leading enterprises and small, medium, and tail-end enterprises continued to widen. In the first three quarters of 2025, the average R&D investment ratio of the top 10 enterprises in terms of R&D investment accounted for 78.23%, reflecting the high growth and innovation-driven characteristics of the AI industry; in terms of gross profit margin, technologically leading enterprises maintained a stable range of 80% to 92%. In the view of iiMedia Research analysts, the artificial intelligence industry has entered a new stage driven by "hard technology + heavy investment". Behind the industry characteristic of high R&D investment is the consensus of the entire industry on breakthroughs in core technologies and improvement in independent controllability, which is also the core support for the industry to maintain sustained high growth. In the future, industry resources will accelerate their concentration on leading enterprises with real technological implementation capabilities, sustainable business models, and global competitiveness, and high-quality development will become the main theme.

艾媒咨询|2020年全球留学市场变化与中国留学生选择意愿行为分析报告

随着留学群体的不断增加，教学实力是意向留学人群选择留学国家的首要考虑因素。但是随着近些年来留学生在国外遇害事件频发，安全问题也成为留学生重点考虑的因素。疫情期间，留学生群体面临较大问题，iiMedia Research（艾媒咨询）数据显示，40%的留学生认为疫情会导致毕业延期、增加留学成本；而有32.9%的人表示需要自己解决住宿问题。

With the increasing number of students studying abroad, teaching strength is the primary consideration for those who intend to study abroad to choose a country to study abroad. However, with the frequent occurrence of international students being killed abroad in recent years, safety issues have also become a key consideration for international students. During the epidemic, the group of international students faced major problems. According to iiMedia Research data, 40% of international students believed that the epidemic would delay graduation and increase the cost of studying abroad; while 32.9% said they needed to solve the accommodation problem by themselves.