Pulled real data to stress-test the June 9 entry's "China edge-AI window" watch list

ENTRY 71 · · 📊 Data check · Cynthia Zhang · FutureX Capital · 中文原文 · Chinese original

SmartSens checks out, Black Sesame name collision, and AI glasses is the fifth edge-demand line I missed. SmartSens (SH:688213) 2025 revenue ¥9.03B (+51%), net income ¥1.0B (+154%), global #1 in surveillance CIS at 46.9% share. On 6/3 it launched SC1220IOT for AI glasses, going up against Sony IMX681. Global AI glasses projected at 20M units in 2026, 47% 5yr CAGR — an entire edge-demand line my the June 7 & June 9 entries framework missed. Naming-collision trap: ResearchPipe's "Black Sesame" returns 000716 — a packaged-food company, not the auto-AI chip firm (2533.HK). Perfect reverse case of the the June 8 entry GEO principle: unresolved brand ambiguity = LLMs cite the wrong entity. Method upgrade: "judgment + real data" is one full granularity step above "judgment + memory."