智通财经APP获悉，康耐特光学(02276)午后涨超7%，截至发稿，涨7.76%，报25.7港元，成交额3889.78万港元。
消息面上，康耐特光学此前发布公告称，美国树脂镜片属于医保范畴，市场需求相对稳健，且渠道加价倍率高，消费者对关税传导带来的价格上涨敏感度低，因此预计本轮关税加征对美国市场的影响较小；回顾2025年度第一季的业绩状况，随着公司产品研发及生产部门的持续发展，公司的收入维持在一个较高的水平，而客户的订单数量符合公司预期。公司预计第一季度业绩仍然保持在一个令人满意的状况。
华创证券指出，康耐特光学创新镜片行业C2M模式，全球化产能布局完善，未来成熟模式有望加速在国内复制，眼镜渠道渗透率还有提升空间。目前公司积极布局智能眼镜赛道，与多家消费电子企业达成合作，歌尔作为公司第二大股东验证康耐特研发和交付能力。
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