AAC TECH (02018) gained nearly 3%, rising 2.32% to HK$38.8 by the time of writing, with a trading volume of HK$35.08 million. Industry reports indicate that the XR sector is transitioning from conceptual exploration to structural growth. During this critical phase, AAC TECH has successfully completed mass production validation and begun large-scale deliveries of its AR devices tailored for key North American clients. The product effectively meets the core demands of AR smart glasses—high-quality display and lightweight design—demonstrating strong market compatibility. According to CounterPoint Research's Q2 2025 report, North America remains the primary consumption hub for the global XR industry, with AR smart glasses sales surging 68% year-on-year. AAC TECH's successful mass production and delivery mark its official entry into the core supply chain of North America's AR market.