康耐特光学:树脂镜片全球领航 智能眼镜启新局

中金公司
Aug 08

投资亮点首次覆盖康耐特光学(02276)给予跑赢行业评级,目标价54.00 港元,基于P/E 估值法,对应2026 年35 倍P/E,公司是全球领先的树脂镜片制造商,研发能力领先、客户稳定,我们认为未来有望借力定制化镜片、自主品牌及智能眼镜的发展,实现业绩的持续增长。理由如下:传统镜片稳健增长,AI 眼镜赛道加速扩容。1)Frost & Sullivan 预计全球镜片销售额到29 年约82 亿美元...

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