智通财经APP获悉，康耐特光学(02276)涨超5%，截至发稿，涨5.36%，报55.05港元，成交额2763.36万港元。
消息面上，据报道，Meta Platforms与依视路陆逊梯卡（EssilorLuxottica）正讨论在今年年底前把AI智能眼镜的产能提高一倍，以抓住不断增长的需求并抢在竞争对手之前布局。知情人士称，随着Ray-Ban Meta眼镜销量逐步起量，Meta已建议到2026年底将年产能提升至2000万副或以上。国泰海通证券研报指出，根据Counterpoint咨询，2025年上半年全球智能眼镜出货量同比增长110%，维持高速增长。智能眼镜首次纳入国补，预计将带来增量。
华创证券研报表示，康耐特光学深耕眼镜制造行业，内外销齐头并进，结构升级有望带动盈利能力持续改善。目前公司已和多家头部3C龙头合作布局智能眼镜，成长可期。考虑到智能眼镜产业链发展提速叠加公司产品结构稳步向上，该行预计公司25-27年归母净利润分别为5.6/7.0/8.7亿元，对应PE为41/34/27X。
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