智通财经APP获悉，康耐特光学(02276)再涨近4%，截至发稿，涨3.83%，报25.75港元，成交额2909.65万港元。
消息面上，康耐特光学此前发盈喜，预期截至2024年12月31日止年度的股东应占净利润将同比增加不少于30%。增加主要由于公司在业务市场拓展方面取得良好效果，收入稳步增长； 镜片种类多元化，高附加值产品占比逐渐提高；及公司不断优化融资结构和规模提升利润水平，降低融资成本，使财务费用进一步下降。
信达证券指出，公司主要开发国际头部客户，区别于国内卡扣式/插片式/磁吸式的近视镜片方案，贴合式是海外推广的重要方向，体验感显著更优、镜片重量更轻。此前公司公告已获得美国头部客户研发费用和小试订单款项、已引入歌尔战略股东（战略配售+老股转让，总持股可达近20%）、并计划在泰国投建XR 生产基地，依托公司积累十余年的定制化镜片生产能力，有望陆续突破头部客户。
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