Putailai Expects H1 Net Profit to Rise 33%-42% as Lithium Battery Product Shipments Grow

【Global Open-Ear Headphone Shipments Hit 12.33M Units in Q2, Up 35.0% YoY】Global wearable audio device shipments reached 96.13 million units in Q2 2026, up 5.4% year-on-year. Open-ear headphones accounted for 12.33 million units, up 35.0% YoY, though growth slowed compared to Q1. By form factor, ear-clip style grew 82.2% YoY, ear-hook style declined 5.1%, and neckband style grew 0.9%.

【Global Smart Glasses Shipments Up 35.3% to 3.547M in Q2, China Sees First-Ever Decline】Global smart glasses shipments reached 3.547 million units in Q2 2026, up 35.3% year-on-year, bringing H1 cumulative shipments to 7.114 million units, up 70.5% YoY. By category, audio and audio-capture glasses shipped 2.494 million units (+54%), AR/ER glasses 505,000 units (+75.7%), and VR/MR headsets 548,000 units (-23.3%). China's market shipped 611,000 units in Q2, down 8.0% YoY — its first-ever decline.

【MIIT Announces First Batch of National Emerging Industry Demonstration Base Candidates, Including Low-Altitude Equipment Sector】China's Ministry of Industry and Information Technology (MIIT) announced on September 18 the first batch of candidates for National Emerging Industry Development Demonstration Bases, comprising 21 park-type and 112 enterprise-type candidates. The selection covers fields including artificial intelligence, smart connected new energy vehicles, advanced energy storage equipment manufacturing, biomanufacturing, intelligent robotics, low-altitude equipment, and commercial aerospace. Candidates that pass evaluation after the establishment period will be officially designated as "National Emerging Industry Development Demonstration Bases." In the low-altitude equipment sector, AVIC (Chengdu) UAS Co., Ltd. was among those selected.