智通财经APP获悉，康耐特光学(02276)涨近3%，截至发稿，涨2.43%，报25.3港元，成交额935.73万港元。
华创证券发布研报指出，公司计划在日本投资建设自动化车房树脂镜片产线。为深化全球战略布局和提升定制化镜片生产能力，公司拟通过间接全资子公司朝日光学在日本建设自动化车房树脂镜片产线，计划投资400万美元，预计于2025年7月31日前建成投产，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。
该行续指，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。同时，全球树脂镜片产销集中于中国及东南亚市场，短期内美国客户难寻替代产能，公司有望凭借海外产能优势和多元化市场体系有效对冲关税风险。
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