智通财经APP获悉，康耐特光学(02276)早盘涨超9%，截至发稿，涨9.11%，报26.35港元，成交额2746.55万港元。
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。
华创证券指出，康耐特光学是镜片制造行业领军企业，内外销齐头并进（已在泰国布局产能），C2M模式下未来量价齐升可期。智能眼镜布局方面，公司早于21年就组建XR光学研发和服务中心，目前与全球多家消费电子公司达成合作，并已经收到研发费用和小试订单款项。近期，公司获歌尔股份入股，配售和收购完成后，歌尔将持有公司20%股份，未来有望就智能眼镜相关业务加深合作。
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