Namibox Launches NAMI INSIGHT One, Introducing a New Category of AI-native Wearable Learning Devices

Rhea-AI Summary

Jinxin Technology (NASDAQ: NAMI) launched the NAMI INSIGHT One AI-native smart learning glasses on December 31, 2025, sold via the company’s flagship stores on Tmall and JD.com. The device pairs an education-specific AI model and lightweight AR with curriculum-aligned content and real-user learning behavior, and emphasizes four core learning features: Classroom Mode, Smart Vocabulary Mode, Listening Mode (bone conduction), and Translation Mode. Positioned as a “hardware + content” expansion, the launch targets both consumer and institutional segments, leverages an existing user ecosystem of more than 40 million users, and aims to create new subscription and service monetization opportunities while supporting cross-border learning.

Positive

• Product launched on December 31, 2025
• Distributed via flagship stores on Tmall and JD.com
• Built on an ecosystem of more than 40 million users
• Four learning-focused modes: Classroom, Vocabulary, Listening, Translation
• Content + hardware strategy expands B2C and B2B revenue pathways

Negative

• None.

Key Figures

Global EdTech market $404 billion Sector projection by 2025 mentioned as backdrop for NAMI INSIGHT One

User ecosystem size more than 40 million users Existing Namibox ecosystem leveraged by NAMI INSIGHT One

Current share price $0.82 Price prior to NAMI INSIGHT One launch announcement

52-week high $4.80 High over the last 52 weeks before this news

52-week low $0.5601 Low over the last 52 weeks before this news

Market capitalization $56,061,094 Market cap prior to the launch announcement

Market Reality Check

$0.7599 Last Close

Volume Volume 36,488 shares is below the 20-day average of 107,748 shares ahead of this launch news. low

Technical Shares at 0.82 are trading below the 200-day MA of 1.49, reflecting prior technical weakness despite the product launch.

Peers on Argus

Peers in Internet Content & Information show mixed moves: BZFD up 0.01%, while SOGP down 7.84%, IZEA down 1.8%, and MNY down 1.57%, pointing to stock-specific rather than sector-driven dynamics for NAMI.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 15	AI glasses pre-sale	Positive	-21.5%	Announced global pre-sale and Dec 31 release of AI education glasses.
Oct 29	Hardware specs update	Positive	+0.0%	Detailed December launch timing and specs for lightweight AI learning glasses.
Oct 22	Share repurchase	Positive	+5.5%	Board authorized share repurchase program of up to US$2 million.
Sep 10	AI app collaboration	Positive	+12.8%	Launched AI Zhixuetong App with Tencent Cloud and publishing partners.
Aug 27	AI glasses development	Positive	+33.0%	Announced development of AI-powered learning glasses with MICROLUMIN for Q4 2025.

Pattern Detected

AI and smart‑education announcements for NAMI have often coincided with sizable moves, with several positive reactions but a notable selloff of -21.53% on the recent AI glasses pre‑sale news.

Recent Company History

Over the last few months, NAMI has repeatedly highlighted its AI‑driven education strategy. On Aug 27 and Oct 29, it detailed plans and specifications for AI learning glasses, and on Dec 15 it announced a global pre‑sale, which was followed by a -21.53% move. Alongside this, NAMI launched the AI Zhixuetong App on Sep 10 and authorized a US$2 million share repurchase on Oct 22. Today’s NAMI INSIGHT One launch completes the transition from announced hardware roadmap to actual market availability.

Market Pulse Summary

The stock moved -6.8% in the session following this news. A negative reaction despite this launch would fit prior volatility, including the -21.53% move after the pre-sale announcement on Dec 15. Historically, some AI news for NAMI led to strong gains, while others reversed quickly. Pressure could also reflect the stock’s position well below its 200-day MA of 1.49. Future updates that quantify sales, user uptake within the 40 million-user ecosystem, and progress on the hardware roadmap may be important for reassessing sentiment.

Key Terms

AI-powered smart learning glasses technical

"announced the launch of a pioneering AI-powered smart learning glasses, NAMI INSIGHT One"

Wearable eyeglasses that use on-device AI to recognize what the wearer is doing and display or speak timely, personalized instructional content, like a coach overlaying tips and prompts onto the real world. They matter to investors because they combine hardware sales with recurring software services, data-driven personalization and potential productivity gains—offering multiple revenue streams but also raising questions about user adoption, privacy and regulatory risk.

AI-native wearable learning devices technical

"marks the emergence of a new category: AI-native wearable learning devices"

AI-native wearable learning devices are small gadgets you wear—like a watch, headset, or glasses—built from the ground up to use artificial intelligence to deliver personalized lessons and training in real time. Think of them as a personal coach that senses what you’re doing, adjusts instruction on the fly, and remembers progress; investors watch them because they can drive recurring revenue, higher user engagement, faster skill gains, and data-driven competitive advantage, but also raise questions about privacy and regulation.

AR technology technical

"integrates an education-specific AI model with lightweight AR technology into NAMI INSIGHT One"

Augmented reality (AR) technology overlays computer-generated images, information, or instructions onto a person’s view of the real world, like wearing digital glasses that place labels, directions, or virtual tools on top of physical objects. Investors care because AR can change how products are sold, services are delivered, and work is done—creating new revenue streams, cutting costs, and giving companies a competitive edge when adoption grows and hardware, software, or content becomes widely used.

bone conduction technology technical

"Listening Mode: Bone conduction technology for immersive audio learning in various settings"

Bone conduction technology transmits sound vibrations through the bones of the skull to the inner ear, bypassing the outer and middle ear that typical headphones or earbuds use. Investors care because it enables products—like hearing aids, medical devices, and niche audio wearables—that can serve customers with ear problems or who need situational awareness, creating distinct market niches, regulatory considerations, and different manufacturing or patent dynamics than conventional audio tech.

B2C financial

"expected to complement the Company's B2C and B2B services, strengthening engagement"

Business-to-consumer (B2C) describes companies that sell products or services directly to individual customers rather than to other businesses. Investors care because B2C firms’ revenues, growth and risks are driven by consumer demand, brand strength and marketing — like a shop whose success depends on foot traffic and repeat shoppers — so shifts in consumer tastes, pricing power or distribution can quickly affect sales and profitability.

B2B financial

"expected to complement the Company's B2C and B2B services, strengthening engagement"

Business-to-business (B2B) describes companies that sell products or services to other businesses rather than to individual consumers. For investors, B2B models often mean larger, repeatable contracts and revenue tied to corporate budgets, which can produce steadier, more predictable cash flow; think of a parts supplier selling regular batches to a factory rather than a shop selling single items to walk-in customers, so customer concentration and contract length matter.

AI-generated analysis. Not financial advice.

SHANGHAI, Dec. 31, 2025 /PRNewswire/ -- Jinxin Technology Holding Company ("Jinxin" or the "Company") (NASDAQ: NAMI), an innovative digital content service provider in China, today announced the launch of a pioneering AI-powered smart learning glasses, NAMI INSIGHT One, in collaboration with MLVision. Backed by the surging global EdTech sector, projected to exceed $404 billion by 2025, the wearable device market is entering a new phase of education-focused innovation. The launch of NAMI INSIGHT One marks the emergence of a new category: AI-native wearable learning devices. As the inaugural model under the NAMI INSIGHT platform, NAMI INSIGHT One is built as a dedicated learning terminal that integrates AI, content, and real-world usage scenarios. NAMI INSIGHT One was officially released on December 31, 2025 through the Company's flagship stores on Tmall and JD.com. 

AI and Wearables Redefining Educational Trends

"Learning is one of the most natural, high-frequency use cases for smart glasses," said Jin Xu, the Company's CEO. "With Namibox's content ecosystem and AI capabilities, we believe wearable learning devices can become the next core terminal following learning apps and tablets." The deep integration of large AI models into education is driving a shift from traditional teaching methods toward more flexible, "borderless" learning experiences. Wearable devices, used across daily scenarios, are well-positioned to support this shift. Against this backdrop, the Company integrates an education-specific AI model with lightweight AR technology into NAMI INSIGHT One, enabling application in classrooms, during commutes, and throughout everyday settings. Unlike general-purpose smart glasses, NAMI INSIGHT One is powered by curriculum-aligned content and real user learning behavior, forming an integrated system that is difficult to replicate without both data and content depth.

Disruptive Pricing and a Focused Learning Ecosystem

Priced to broaden access to advanced learning technology, NAMI INSIGHT One is positioned with a meaningful advantage versus comparable hardware. It builds on the Company's ecosystem of more than 40 million users, integrating "hardware + content" into a unified learning experience.

NAMI INSIGHT One is purpose-built for learning through four core features: 

Classroom Mode: AI-generated-structured notes in real-time to enhance focus.

Smart Vocabulary Mode: Anti-forgetting algorithm to schedule reviews, optimizing fragmented time.

Listening Mode: Bone conduction technology for immersive audio learning in various settings.

Translation Mode: Real-time multilingual translation to support global communication needs.

In daily use, students can review vocabulary hands-free during commutes, capture structured notes in class with minimal distraction, and access translation and audio learning throughout the day.

A Dual-Engine Growth Strategy

This launch marks the Company's expansion from a pure digital-content model to a "content + hardware" strategy. The new hardware business is expected to complement the Company's B2C and B2B services, strengthening engagement and diversifying revenue streams. Proprietary hardware can increase learning frequency and content consumption, creating additional subscription and service monetization opportunities and expanding lifetime user value across consumer and institutional segments. As the smart learning hardware industry continues to grow, this education-focused device is positioned to support new growth avenues. With built-in multilingual and translation capabilities, the product also supports cross-border learning scenarios, including language education and international study, reinforcing the Company's vision of borderless learning. Looking ahead, the Company plans to expand learning scenarios, deepen ecosystem partnerships, and explore institutional adoption as part of its smart learning hardware roadmap.

About Jinxin Technology Holding Company

Headquartered in Shanghai, China, Jinxin Technology Holding Company is an innovative provider of digital content and interactive communication services. Through its flagship platform Namibox, the Company delivers intelligent, engaging, and curriculum-aligned products powered by advanced AI, AR, and digital human technologies.

Jinxin Technology works closely with China's leading textbook publishers and educational platforms, providing AI-generated digital content for primary and middle school students. Its distribution channels include:

• Namibox, the Company's flagship learning app
• Telecom and broadcast operators
• Third-party educational devices

For more information, please visit the Company's website at https://ir.namibox.com. 

Safe Harbor Statements

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Jinxin may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission, in its annual reports to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Jinxin's beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement. Further information regarding these and other risks, uncertainties or factors is included in the Company's filings with the Securities and Exchange Commission. All information provided in this announcement is as of the date of this announcement, and the Company undertakes no obligation to update such information, except as required under applicable law.

For Investor and Media Inquiries, Please Contact:

Jinxin Technology Holding Company
Investor Relations Department
Email: ir@namibox.com

View original content:https://www.prnewswire.com/news-releases/namibox-launches-nami-insight-one-introducing-a-new-category-of-ai-native-wearable-learning-devices-302651120.html

SOURCE Jinxin Technology Holding Company

FAQ

When did NAMI launch NAMI INSIGHT One and where is it sold?

NAMI launched NAMI INSIGHT One on December 31, 2025, sold via its flagship stores on Tmall and JD.com.

What are the core learning features of NAMI INSIGHT One (NAMI)?

The device includes Classroom Mode, Smart Vocabulary Mode, Listening Mode with bone conduction, and Translation Mode.

How does NAMI say NAMI INSIGHT One differs from general smart glasses?

It pairs an education-specific AI model and curriculum-aligned content with real-user learning behavior for focused learning use cases.

How will NAMI INSIGHT One fit into Jinxin Technology's business strategy (NAMI)?

The company frames the product as a shift to a content + hardware model to broaden engagement and create subscription and service monetization.

Does NAMI INSIGHT One support multilingual learning and international use?

Yes; it includes real-time multilingual translation to support cross-border learning and international scenarios.

What existing user base does NAMI plan to leverage for the INSIGHT platform?

The company cites an ecosystem of more than 40 million users to integrate hardware with its content offerings.