智通财经APP获悉，康耐特光学(02276)涨近4%，截至发稿，涨3.95%，报25港元，成交额1566.72万港元。
消息面上，康耐特光学此前发布盈喜，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。
申万宏源指出，近年来公司积极发力国内市场和自主品牌，打造增长新动能。差异化产品占比提升，带动盈利能力持续改善。智能眼镜蓬勃发展，公司积极布局具备先发优势，歌尔拟连续认购、收购公司股权，彰显产业链认可，同时有望赋能公司相关业务发展，打开未来增长空间。信达证券表示，公司在国内市场主要推动与手机大厂合作，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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