Investment Rating - The industry investment rating is "Recommended (Maintain)" [1] Core Viewpoints - The light industry sector is expected to become a significant node in the AI industry chain, with various sub-sectors such as eyewear and toys already implementing AI applications. Companies deeply involved in the AI supply chain are likely to benefit from future industry growth [9][3] - Specific sub-sectors benefiting from AI include eyewear, mattresses, sports, and toys, which are recommended for investment focus [3][9] Summary by Sections AI Eyewear - AI eyewear is entering a product explosion phase, with significant market potential driven by products like Ray Ban Meta, which achieved impressive sales figures [10][17] - The global sales of AI eyewear are projected to reach 1.52 million units in 2024, a year-on-year increase of 533%, with expectations to double to 3.5 million units in 2025 [19][21] - The market is dominated by overseas sales, with domestic sales expected to increase significantly post-2024 [22][19] AI Mattresses - AI mattresses integrate AI technology to monitor sleep data and adjust mattress properties for personalized comfort, addressing growing sleep issues in modern society [38][42] - The global AI mattress market was valued at approximately 12.7 billion in 2023, with North America being the largest market [31][23] - The market is characterized by rapid product development and a focus on emotional interaction and learning capabilities [4][31]
轻工AI+专题（一）：AI风口到来，轻工领域有哪些投资机遇？
兴业证券·2025-03-16 03:27