智通财经APP获悉，康耐特光学(02276)涨近4%，截至发稿，涨3.8%，报25.95港元，成交额3725.2万港元。
消息面上，康耐特光学近日公布，为深化全球战略布局及提升定制化镜片生产能力，公司拟通过日本间接全资子公司Asahi Lite Optical Co., Ltd.(朝日光学株式会社)投资建设自动化车房树脂镜片产线，专注于高端定制化镜片的生产与销售。项目规划总投资约400万美元，资金来源于集团内部资金，目前预计于2025年7月31日前完成产线建设并正式投产。
该公司预计首期投产后年产能可比现有车房定制片提升20%，可覆盖北美市场。董事会不排除未来根据市场需求启动二期扩建及技术升级计划，惟一切尚待落实。华福证券认为，公司作为镜片制造领军企业，ODM经营稳健，定制化、功能化镜片占比持续提升，有望支撑盈利中枢抬升；携手歌尔加强XR领域协同，与海外主流科技公司合作进展不断突破，未来随带显镜片放量，业绩有望逐步增厚。
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