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Express News | AI glasses Concept stocks fluctuate and fall, Mingyue Lens drops over 10%.
Xiaomi's first AI glasses were released today? Institutions: AI smart glasses have entered a period of intensive product releases.
On March 23, Xiaomi's Asia Vets official WeChat account announced that new glasses will be unveiled today.
Mingyue Optical (301101.SZ): The Mingyue brand targets the mid-range market for the general public and covers approximately 0.04 million terminal customer stores.
On March 14, Gronghui reported that Mingyue Optical (301101.SZ) stated on the interactive platform that while focusing on its main Business, it is also actively paying attention to laying out for Asia Vets and other forward-looking products. Recently, a series of smart glasses products have been launched both domestically and internationally, with related technologies rapidly iterating. The Mingyue brand targets the mid-range market for the general public and covers approximately 0.04 million terminal customer stores. With the rapid development of the smart glasses market, demand for lenses, as one of its core components, will continue to grow. Mingyue Optical, leveraging its technological advantages and market position in the lens field, is expected to occupy an important position in the Industry Chain of smart glasses. The company is Bullish on smart glasses.
Guosen: Light industrial companies are actively participating in the wave of AI development, focusing on segmented areas such as Smart Home.
Light work is a typical traditional Infrastructure. On one hand, it actively embraces the transformation into Asia Vets, and on the other hand, the implementation of technology and the exploration of new application scenarios are also accelerating the vigorous development of emerging tracks such as AI glasses and AI toys.
Research Reports Gold Digger | Huafu Securities: Initiates a "Buy" rating for Mingyue Lens, actively布局近视防控 Business to build a second growth curve.
Huafu Securities' Research Reports point out that Mingyue Lens (301101.SZ) is a leading enterprise in the domestic optical lens industry, with a complete Industry Chain and a one-stop service system. The Business covers the research and design, production, and sales of lens, raw materials, finished lenses, frames, and other products. The core products are mid-to-high-end optical Resin lenses, with the lens products mainly under the well-known brand 'Mingyue.' In the first three quarters of 2024, revenue reached 0.583 billion yuan, a year-on-year increase of 3.6%; net profit attributable to the parent was 0.137 billion yuan, a year-on-year increase of 11.9%. As a leading domestic lens brand, conventional lens Business benefits from the product structure and the increase in Ls.
Mingyue Lenses (301101): A leading domestic lens manufacturer with high prosperity in myopia control and the Asia Vets market.
Investment highlights: Over twenty years of deep cultivation in the lens Industry, the domestic leading company in optical lenses has a complete Industry Chain and a one-stop service system. The Business covers product research and design, production, and sales of lenses, raw materials, finished lenses, and frames.
