Dahua Intelligent Faces a Blowout! Qianwen AI Glasses Coming Soon, 13 High-Growth Potential Stocks Unveiled (With List)

As AI technology continues to develop and become more widespread, the AI smart glasses sector is attracting a large influx of companies.

Dahua Intelligence to be subject to other risk warnings

Dahua Intelligence (002512) announced on the evening of February 27 that the company and relevant responsible persons received a “Preliminary Administrative Penalty Notice” issued by the Fujian Securities Regulatory Bureau, which proposes a fine of 6 million yuan. Specifically, the Fujian Securities Regulatory Bureau stated that, upon investigation, the suspected illegal facts of Dahua Intelligence and related responsible persons are as follows: first, failure to disclose major contracts and their progress as required; second, significant omissions in the 2021-2023 annual reports; third, false statements in the 2023 annual report.

The company’s stock will be suspended for 1 day starting from the opening of trading on March 2, 2026 (Monday), and will resume trading from the opening on March 3, 2026 (Tuesday). Starting from March 3, 2026, the company’s stock will be subject to other risk warnings, with the stock abbreviation changed from “Dahua Intelligence” to “ST Dahua,” and the daily price fluctuation limit set at 5%.

Dahua Intelligence focuses on core strategies of “Communication Network” (One Network) and “Digital Screen” (One Screen), and is a company specializing in information communication, optoelectronic displays, and digital applications. The company expects a net loss of 190 million to 290 million yuan in 2025. As of the close on February 27, the market value of its A-shares was 6.708 billion yuan.

Qianwen to launch AI glasses globally

According to China National Radio, following the explosive popularity of AI shopping during the Spring Festival, Alibaba’s personal AI assistant “Qianwen” is officially entering the AI hardware field. This year, it will launch multiple AI hardware products in various forms for the global market. Qianwen will debut its first AI glasses of the same name at the 2026 Mobile World Congress (MWC) in Barcelona, Spain, and online and offline full-channel reservations will open on March 2.

Alibaba is working to develop Qianwen into an integrated software and hardware AI assistant across multiple terminal forms. Moving beyond smartphones, Qianwen will be able to capture more physical world information, understand user intentions in complex scenarios, and unlock more possibilities for AI. Capabilities such as ordering food and hailing taxis through the Qianwen app will seamlessly connect to terminal devices like Qianwen AI glasses.

According to internal sources, besides AI glasses, Qianwen will also release products such as AI rings and AI earphones throughout the year, targeting the global market.

AI glasses reach a “critical point”

As an important branch of smart wearables, AI smart glasses integrate advanced AI algorithms and powerful computing capabilities to upgrade human-computer interaction intelligently. They can do basic functions like listening to music and answering calls, and in specific scenarios, they can free hands, perform intelligent recognition, take photos and videos, enable voice interaction, and provide real-time translation.

With continuous technological development and popularization, the AI smart glasses sector is attracting many companies, showing huge potential and appeal. Companies like Snap, Meta, Baidu, Looktech, Rokid, and Thunder Bird Innovation have already released smart glasses products, pushing the industry into rapid growth.

IDC predicts that global shipments of smart glasses will exceed 23.687 million units in 2026, with China’s shipments surpassing 4.915 million units, marking a new phase of scaled growth. Smart Analytics Global (SAG) shares an optimistic forecast, believing the global AI smart glasses market will explode in growth by 2026, driven mainly by the commercialization success of Ray-Ban Meta and the anticipated entry of giants like Apple and Samsung.

In the long term, Citibank released a research report predicting that by 2030, AI glasses shipments will reach about 1.12 billion units, with a compound annual growth rate (CAGR) of 105% starting from 2024. The market size is expected to reach $40 billion, with a CAGR of 112% during the same period.

Dong Peng, an expert and senior consultant at the China International Science and Technology Promotion Association, believes that by 2026, AI glasses will experience a “critical point” development.

Consensus predicts high growth for AI glasses concept stocks

According to Securities Times Data Treasure, as of the close on February 27, the average increase of AI glasses concept stocks this year was 5.9%, slightly outperforming the Shanghai Composite Index. Five stocks saw gains exceeding 20%, including Baiwei Storage, Xingchen Technology, LianDe, Xinwei Communications, Hongxin Electronics.

Baiwei Storage rose a total of 44.44%, ranking first. Its ePOP series products are already used by well-known domestic and international companies such as Meta, Google, Xiaomi, Alibaba, Tiantian, Rokid, and Thunder Bird Innovation in their AI/AR glasses, smartwatches, and other wearables. The company supplies ROM+RAM storage chips for Meta’s AI smart glasses and is a major domestic supplier.

Xingchen Technology’s stock increased by 39.76%, ranking second. The company has chips suitable for AI glasses, which have been shipped to end customers, and is actively engaging with mobile phone brands, startup trendy brands, ODMs, and solution providers. Its second-generation mobile imaging device main control chips target advanced AI/AR glasses, sports, and panoramic cameras.

From the perspective of future growth potential, institutional research reports may provide some reference. Data Treasure statistics show that as of February 27, based on the consensus forecast of more than five institutions, 13 AI glasses concept stocks are expected to have net profit growth rates exceeding 20% in the next two years. Among them, four with market caps over 100 billion yuan are Lansi Technology, Pengding Holdings, Jiangbolong, and Lingyi Zhi Zao.

Taking Lansi Technology as an example, the company has established close strategic cooperation with leading North American and domestic companies like Rokid in AI glasses, covering light guide modules, Mic modules, optical lenses, precision structural parts, and complete machine assembly.

Regarding valuation, among these 13 high-growth potential AI glasses stocks, three have a rolling P/E ratio below 40, namely Kangguan Technology, Goertek, and Pengding Holdings.

Kangguan Technology’s rolling P/E ratio is 19.76, the lowest. The company’s “KTC” brand has fully cooperated with Volcano Engine’s Doudou large model, and its AI interactive glasses are fully integrated with the Doudou large model.

(Article source: Securities Times Web)