投资要点:康耐特光学:全球树脂镜片龙头,股权激励彰显信心公司主要从事树脂镜片的研发生产、销售与车房成镜定制化加工服务于一体的业务,拥有多条世界先进生产线。2024 年开始布局海外生产基地,用于建设高端折射率镜片的自动化产线及XR 产品和配套设施。股权结构集中,24 年11 月发布股权激励计划,解锁条件为25-27 年归母净利润增速不低于21%/17%/15%。2024 年实现收入20.61 亿元,...
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