智通财经APP获悉，康耐特光学(02276)升4%，高见45.5港元再创历史新高。截至发稿，涨4%，报45.5港元，成交额1.25亿港元。
消息面上，康耐特光学此前发盈喜，预期集团于2025上半年的股东应占净利润将较截至2024年6月30日止六个月增加不少于30%。增加主要由于高折射率产品及功能型产品销量增长强劲，有利的产品组合带动平均售价上升。天风证券认为，公司作为树脂镜片领先的中国品牌，伴随功能性及定制镜片收入占比提升，盈利能力有望进一步优化；此外全球产能布局和XR业务拓展赋予成长空间。华福证券表示，公司主业稳增，产品结构优化提升盈利，XR业务随产业发展有望步入兑现期。
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