智通财经APP获悉，康耐特光学(02276)现涨超4%，截至发稿，涨4.45%，报28.15港元，成交额1781.04万港元。
消息面上，康耐特光学拟于3月31日举行董事会会议审批年度业绩。公司此前发盈喜，预期全年纯利将同比增加不少于30%。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。
国金证券指出，近日，国家补贴向智能眼镜品类的数码产品的支持范围进一步扩大，现在全国用户在京东、淘宝等电商平台购买智能眼镜产品的同时可获得15%的国家补贴。此次补贴政策的落地将进一步刺激智能眼镜终端消费。该行指出，近期关注大厂发布会催化，建议重点围绕镜片产业链积极布局，重点围绕绑定优质大厂的具备品牌力的镜片制造端、以及关键渠道卡位标的，推荐康耐特光学等。
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