Hong Kong Stock Concept Tracking | Meta Connect Conference will release new AI glasses, institutions generally optimistic about the growth space of the industry chain (with concept stocks)

According to the Zhitong Finance APP, this year's Meta Connect conference will kick off on September 17-18. According to Meta's CTO, Meta is expected to release the display smart glasses Celeste, the third-generation Ray-Ban-Meta glasses, and the sports version Oakley glasses at the conference, and may showcase a new "metaverse software" that redefines AI glasses from hardware, interaction, and software perspectives. According to analyst Ming-Chi Kuo's latest forecast, Meta's upcoming AI glasses Hypernova are expected to begin mass production in the third quarter of 2025, with a product lifecycle of two years and an estimated shipment volume of about 150,000 to 200,000 units over the next two years. Kuo stated that AI will be the most important selling point of Hypernova. Currently, the integration of AI and AR applications is still in the early stages, and with a price tag of about $800, this may be the main reason for Meta's conservative outlook on Hypernova's shipment volume. Huatai Securities pointed out that, in addition to Meta, domestic companies such as Xiaomi, Rokid, Thunder, and Xreal have successively launched AI/AR glasses since the beginning of the year, while leading foreign companies like Google, Samsung, Apple, and Amazon are gradually clarifying their hardware and software plans for AI/AR glasses. We remain optimistic about the long-term potential of glasses as an Always-on interaction entry point in the context of improving AI model capabilities; at the same time, we suggest paying attention to the short-term catalysts brought by the recent product launches of leading companies to the supply chain. CMB International released a research report stating that it continues to be optimistic about the vigorous development of the AI glasses industry, believing that the strong growth of Ray-Ban Meta glasses in the first half of the year, Xiaomi's target of 500,000 units for AI glasses, the rich product pipeline of various brands, and the continuously expanding ecosystem with artificial intelligence functions and application scenarios will pave the way for growth in the related supply chain in the second half of this year. Hong Kong stocks related to AI glasses: Kangnai Optical (02276): Guotou Securities released a research report stating that the company is expected to fully benefit from the upgrading trend of the AI glasses industry, opening up growth space. The AR myopia solution is upgrading towards a lightweight, high-performance integrated fit, which requires a high level of manufacturing. Since 2021, the company has positioned itself in XR integrated technology and has introduced strategic cooperation with shareholder Goertek, which is expected to form customer synergy. It has already received research projects and small trial orders from several global leading technology and consumer electronics companies and will establish a dedicated production line for XR matching lenses in Thailand. Lens Technology (06613): Recently, the market reported that Meta will release the next-generation Ray-Ban AI glasses in September, which will add AR display functionality. According to informed sources, Lens Technology will exclusively supply the three core components of these AI glasses, and the relevant components are currently in production. TCL Electronics (01070): On January 7, 2025, TCL Electronics' Thunder brand will release the new AI shooting glasses Thunder V3, priced at 1,799 yuan. Sunny Optical Technology (02382): Sunny Intelligent Optical has a technical layout and product solutions for AI glasses visual solutions, particularly in the three major fields of scene interaction, information interaction, and imaging The company has achieved full-stack XR visual solutions coverage based on monocular, binocular, and dTOF technologies, and continues to promote research and development progress in high resolution, miniaturization, and variable aperture, meeting the industry's demand for AI glasses SLAM, ultra-wide angle, super telephoto, eye tracking, and other functions. Xiaomi Group-W (01810): Xiaomi recently held a comprehensive ecosystem launch event for vehicles and homes, where it officially launched the Xiaomi YU7 pure electric SUV, along with the Xiaomi Watch S4 41mm, Xiaomi Band 10, Xiaomi Open Earphones Pro, and Xiaomi's first AI glasses among many other products. The Xiaomi AI glasses are positioned as "next-generation personal smart devices, a portable AI entry point," supporting first-person perspective shooting, video calls, live streaming, and Super Xiao Ai functions. Baidu Group-SW (09888): At the 2024 Baidu World Conference, Baidu officially launched the Xiaodu AI glasses, claiming the product to be "the world's first native AI glasses equipped with a Chinese large model." Alibaba (09988): Alibaba officially launched its first self-developed AI glasses "Quark Glasses" at the World Artificial Intelligence Conference (WAIC) on July 26, 2025, positioning it as an "all-weather multi-scenario portable super assistant," deeply integrating Alibaba's ecosystem and technological capabilities