龍旗科技(603341.SH):公司AI智能眼鏡品類在2024年總體出貨量超出年初規劃預期
格隆匯1月13日丨龍旗科技(603341.SH)近期在接待機構投資者調研時表示,隨着AI大模型日臻成熟,AI智能眼鏡產品開始受到越來越多消費者的矚目和青睞,公司AI智能眼鏡品類在2024年總體出貨量超出公司年初規劃預期,尤其是公司與全球互聯網頭部客户合作的第二代智能眼鏡產品表現出色,目前公司也拿到了該客户的第三代AI智能眼鏡項目。
公司在XR領域持續投資多年,構建了差異化的競爭優勢。公司相信XR是一個可持續的、長期的賽道。目前全球有許多頭部客户也都非常關注這個方向,公司也與部分國內外客户在保持持續的溝通交流,預計在2025年將陸續落地項目。
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