On February 24th, Jinshi Data reported that Guotai Junan's research pointed out that domestic large models have become a new driver for the explosive demand for AI glasses. China has the industrial foundation for the large-scale production of AI glasses, and the national policy to expand domestic demand emphasizes the vigorous promotion of technology consumption, leading the industry into a period of demand growth. IDC predicts that by 2025, the shipment volume of AI glasses in China will reach 2.8 million units, a year-on-year increase of 107%. The China Academy of Information and Communications Technology has initiated special testing for AI glasses to provide standard support for industrial development. Among the A-share listed companies, Xingchen Technology has invested research resources in AI glasses chips and plans to launch products in 2025; Rockchip's general AIoT chip platform has been applied to AR and VR devices, and its visual chips can be used in AI glasses