The AI Glasses sector has recently seen a wave of significant advancements, sparking a collective surge on February 20, where the sector closed nearly 5% higher. Among individual stocks, notable gains included Weida Optoelectronics, Shengli Precision, and Xingxing Technology, all hitting their daily trading limits.

On February 19, the China Academy of Information and Communications Technology (CAICT) officially commenced specialized testing for AI Glasses. In collaboration with S–Dream Lab, the CAICT Terminal Laboratory conducted an exhaustive examination of RayBan-meta Wayfarer smart glasses across seven key areas: basic configuration, audio, image, image stabilization, interaction, battery life, and security/privacy, encompassing over 60 test items. This move aims to establish a benchmark for evaluating AI Glasses and foster the industry's healthy growth.

Moreover, at the Yuhang District Economic High-Quality Development Conference in Hangzhou, Zhejiang, Zhu Mingming, founder of Lingban Technology, showcased the latest Rokid Glasses. He demonstrated presenting his speech through the glasses and turning pages with a finger ring. Weighing just 49 grams, these cutting-edge AR glasses leverage AI technology for translation, payments, and Q&A searches.

While AI Glasses are not entirely novel, the market views them as a prime entry point for AI-related products. Many investment firms concur, envisioning a vast market potential. According to Everbright Securities, the global market size is projected to exceed 500 billion yuan by 2030. Since 2024, innovations such as Baidu's Xiaodu AI Glasses and Looktech AI Smart Glasses have continuously emerged. Mainstream AI Glasses emphasize voice interaction, with "AR+" as the prevailing trend. Meta Orion has advanced towards "visual interaction," with both domestic and international manufacturers following suit.

With the influx of technology giants, the domestic AI Glasses market anticipates significant new product launches in the near future.

Currently, numerous Chinese listed companies are positioning themselves across the AI Glasses industry chain, fostering a comprehensive industrial ecosystem. Rokid Glasses from Lingban Technology epitomizes the potential of AR+AI glasses. Here, we present a curated list of concept stocks related to AI Glasses. Boshi Optical, for instance, has partnered with Thunderbird to strengthen its smart glasses portfolio, planning to unveil the first generation of photography and audio+AI glasses by year-end. Other notable stocks include Changying Precision, Mingyue Optical, Quectel, GoerTek, Crystal Opto-Electronic, and O-Film Tech.

Please note that concept stocks are solely for investors' information and do not constitute investment advice.