核心观点：引领光学镜片行业，康耐特光学龙头地位稳固。据iFinD，公司18-23年收入CAGR 达16% ；归母净利CAGR 达33%。2024H1，公司收入增长至9.76 亿元，同比+17.47%，归母净利达2.09 亿元，同比+31.63%。公司业绩持续亮眼，当前已发展成为全球树脂镜片龙头。镜片市场持续扩容，中国增速超越全球。据沙利文研究院，23 年我国眼镜零售额达到890.6 亿元，18-...
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