--- title: "China Galaxy Securities: The AI consumer goods supply chain is expected to fully benefit from the future growth of the light industry" type: "News" locale: "en" url: "https://longbridge.com/en/news/229680799.md" description: "China Galaxy Securities released a research report stating that the AI consumer goods supply chain will benefit from the growth of the light industry. The application of AI technology has improved production efficiency and product quality, enhancing the competitiveness of enterprises in their digital transformation. It is recommended to pay attention to related companies, such as Mingyue Optical Lens, IMPULSE, and DOCTOR in the AI glasses sector, as well as SPZP and Juran Zhijia in the AI design sector" datetime: "2025-02-26T03:32:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/229680799.md) - [en](https://longbridge.com/en/news/229680799.md) - [zh-HK](https://longbridge.com/zh-HK/news/229680799.md) --- # China Galaxy Securities: The AI consumer goods supply chain is expected to fully benefit from the future growth of the light industry According to the Zhitong Finance APP, China Galaxy Securities released a research report stating that the application of AI technology continues to take root, driving profound changes in the industry. Companies that have already applied AI technology are expected to continuously optimize production service efficiency and product quality, gaining a first-mover advantage. Meanwhile, some enterprises participating in the AI consumer goods supply chain are likely to fully benefit from future industry growth. It is recommended to pay attention to: AI glasses, Mingyue Optical Lens (301101.SZ), IMPULSE (301101.SZ), DOCTOR (300622.SZ); AI design, SPZP (300616.SZ), Juran Smart Home (000785.SZ). ## The main points from China Galaxy Securities are as follows: **Review: The digital foundation of light industry supports AI implementation** With the need for management arising from the expansion of business scale and external environmental pressures leading to increased cost burdens, the importance of digital capabilities has become prominent, gradually becoming one of the core competitive advantages of enterprises. For the light manufacturing industry, industry leaders are seizing new market opportunities brought by the digitalization of the external environment (such as product digitalization and channel digitalization) while also digitally constructing their internal operational capabilities to strengthen overall operational competitiveness, mainly including supply chain innovation, operational management efficiency improvement, and product service experience upgrades. The historical accumulation of digital technology in the industry has laid a solid foundation for enterprises to apply AI. **Industry Chain - AI Design: Enhancing Customized Home Service Experience** The introduction of AI technology in the design process has restructured the design service workflow. On one hand, AI's efficient provision of solutions and the ability to make repeated modifications have improved delivery efficiency; on the other hand, the application of AI has reshaped the functional division of stores and the design service process, shifting from the original service model of "traditional single store handling all designs" to "stores handling demands, AI design factories concentrating on design and delivering products, stores receiving delivered products for sales," thereby reducing the requirements for store design capabilities and facilitating business expansion. From the perspective of enterprise application, SPZP established the industry's first AI design factory in 2023, utilizing deep learning algorithms to optimize consumer service experiences; Juran Smart Home plans to integrate its three major intelligent platforms—Juran Design Home, Juran Smart Home, and Dongwo—into the DeepSeek large model by 2025, achieving full-link intelligence and further enhancing the company's innovations in AI design and smart home decoration. **Product Side - AI Glasses: The Battle of Hundreds of Glasses Ignites the Market, Accelerating AI Application Penetration** Due to price and user experience issues, AR glasses have struggled to achieve widespread adoption. In 2019, products began to develop lightweight and penetrate the consumer sector. In 2023, empowered by AI, AI glasses have exploded, connecting to AI large models to provide users with functions such as voice assistants, object recognition, translation, and navigation. Meta's Ray-BanMeta leads market development; at the same time, since the end of 2024, several domestic brands have successively launched new AI smart glasses. In the future, as AI glasses products continue to iterate and upgrade, user experiences are expected to be continuously enhanced, further penetrating traditional glasses, ultimately achieving a high penetration rate and becoming the next generation of general computing platforms and terminals **Product Side - AI Toys: Empowering Interactive Experiences, Advancing Play Attributes** In 1999, Sony launched the world's first entertainment robot, AIBO, pioneering the home entertainment robot market, and this series of products was relaunched in 2018. From 2023 to 2024, as AI technology matures, the combination of AI and toys is becoming increasingly common in the market. On one hand, the intelligent capabilities of toy categories on shopping platforms have significantly improved compared to a decade ago. Although toys priced under a thousand yuan cannot achieve full intelligence, AI toys with features like voice companionship and educational dialogue have captured a certain market share. On the other hand, companies like LeSen and Tesla have successively launched robotic toys, making the connection between AI technology and trendy toys increasingly close, endowing toys with new experiential value. **Risk Warning:** Risks of AI + consumer product experiences falling short of expectations; risks of consumer demand not meeting expectations; risks of intensified industry competition ### Related Stocks - [300616.CN](https://longbridge.com/en/quote/300616.CN.md) - [301101.CN](https://longbridge.com/en/quote/301101.CN.md) - [300622.CN](https://longbridge.com/en/quote/300622.CN.md) - [002899.CN](https://longbridge.com/en/quote/002899.CN.md) - [SONY.US](https://longbridge.com/en/quote/SONY.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [000785.CN](https://longbridge.com/en/quote/000785.CN.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) ## Related News & Research - [Leonteq: Frey Group Takes 30 Percent Stake](https://longbridge.com/en/news/296195505.md) - [10:30 ETInventHelp Inventor Develops Improved Hospital Gown (TLS-1385)](https://longbridge.com/en/news/296121131.md) - [07:55 ETSAPPHIRE LENSES & WINDOWS PROTECT SENSITIVE ELECTRO-OPTICAL SYSTEMS](https://longbridge.com/en/news/296224371.md) - [JVM Realty Acquires 280-Unit Multifamily Community in Oswego, Illinois | CWK Stock News](https://longbridge.com/en/news/296147003.md) - [Silver One posts corporate deck outlining path to Candelaria silver project development in Nevada](https://longbridge.com/en/news/296096074.md)