11月27日，首个搭载千问助手的智能硬件夸克AI眼镜正式发布。阿里巴巴集团副总裁吴嘉表示，夸克 AI眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。夸克AI眼镜搭载的千问助手 已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态核心场景，初步具备了在物理世界辅助 用户、帮用户办事的能力。 根据康耐特光学官方工作号，公司是夸克AI眼镜的独家镜片供应商，标志着客户在国内市场拓展再下 一城。东方证券表示，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率 上有过高溢价，因此配镜企业具较好的盈利能力。 来源：新浪港股 康耐特光学（02276）盘中涨超4%，截至发稿，股价上涨3.08%，现报56.75港元，成交额3919.90万港 元。 ...

根据康耐特光学官方工作号，公司是夸克AI眼镜的独家镜片供应商，标志着客户在国内市场拓展再下 一城。东方证券表示，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率 上有过高溢价，因此配镜企业具较好的盈利能力。 消息面上，11月27日，首个搭载千问助手的智能硬件夸克AI眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克AI眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。夸克AI眼镜搭载 的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态核心场景，初步具备了在物 理世界辅助用户、帮用户办事的能力。 康耐特光学(02276)再涨超4%，截至发稿，涨4.27%，报57.35港元，成交额3097.26万港元。 ...

消息面上，11月27日，首个搭载千问助手的智能硬件夸克AI眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克AI眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。夸克AI眼镜搭载 的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态核心场景，初步具备了在物 理世界辅助用户、帮用户办事的能力。 根据康耐特光学官方工作号，公司是夸克AI眼镜的独家镜片供应商，标志着客户在国内市场拓展再下 一城。东方证券表示，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率 上有过高溢价，因此配镜企业具较好的盈利能力。 智通财经APP获悉，康耐特光学(02276)再涨超4%，截至发稿，涨4.27%，报57.35港元，成交额3097.26 万港元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海康耐特光學科技集團股份有限公司（於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02276 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 479,925,000 | RMB | | 1 RMB | | 479,925,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 479,925,000 | RMB | | 1 RMB | | 479,925,000 | 本月底法定/註冊 ...

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of 178.25 billion HKD [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to 40.98 HKD, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, negatively impacting the index by 2.2 points [2] Sector Highlights - Macau's November gaming revenue reached 21.09 billion MOP, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% to 54.85 HKD following the launch of AI glasses in collaboration with Alibaba [8] - Giga Biotech (02367) rose 8.53% after announcing a share buyback plan [9] - GAC Group (02238) increased by 7.32% due to positive management announcements regarding new battery technology and partnerships [10] - Longpan Technology (02465) saw a 4.1% increase amid industry price adjustments in lithium iron phosphate [11] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise capital [12]

本文源自：格隆汇 12月2日，康耐特光学(2276.HK)大幅上涨超11%，报55.2港元创上市以来新高价，总市值265亿港元。 消息上，近日，阿里夸克AI眼镜正式发布。据悉，康耐特光学为夸克AI眼镜提供了通过光学一体化贴 合技术，让镜片实现视光与显示功能一体化，光学精度达纳米级，透光率超98%。东方证券指出，夸克 镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，因此配镜企 业具较好的盈利能力。智能眼镜的重量是影响消费者决策的重要因素之一，具备生产超薄镜片并掌握贴 合技术的眼镜企业在产业链中具至关重要的定位。 ...

康耐特光学(2276.HK)大幅上涨超11%，报55.2港元创上市以来新高价，总市值265亿港元。 消息上，近日，阿里夸克AI眼镜正式发布。据悉，康耐特光学为夸克AI眼镜提供了通过光学一体化贴合技术，让镜片实现视光与显示功能一体化，光学精 度达纳米级，透光率超98%。 东方证券指出，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，因此配镜企业具较好的盈利能力。智能眼镜 的重量是影响消费者决策的重要因素之一，具备生产超薄镜片并掌握贴合技术的眼镜企业在产业链中具至关重要的定位。 ...

| 0.184 | | 54.400 ਜੇ 8 29 54.350 | | --- | --- | --- | | | MACD ▼ DIF:0.500 ↓ DEA:0.517 ↓ M :- 0.035 ↓ | | | 0.801 | | 逐笔成交 | | | | 10:36 54.900 | | | | 10:36 54.900 | | | | 10:36 54.900 | | -0.184 | | 10:36 54.900 | | 09:30 | 12:00/13:00 | 16:00 10:36 54.850V | 12月2日，康耐特光学异动拉升，一度涨超11%。截至10时36分，康耐特光学股价涨10.58%，报54.85港元/股。消息面上，11月27日，阿里夸克AI眼镜正式发 布。据康耐特光学官微，公司作为夸克AI眼镜的独家镜片供应商，为这款智能眼镜提供专业光学支持。 上证报中国证券网讯（记者 何治民）12月2日，康耐特光学异动拉升，一度涨超11%。截至10时36分，康耐特光学股价涨10.58%，报54.85港元/股。 消息面上，11月27日，阿里夸克AI眼镜正式发布。据康耐特光学官微，公司作为夸克A ...

Core Viewpoint - 康耐特光学's stock has seen an increase of nearly 3%, currently trading at 50.5 HKD, driven by the recent launch of 阿里夸克 AI glasses, which utilize 康耐特光学's advanced optical integration technology [1] Group 1: Company Performance - 康耐特光学's optical integration technology allows for the combination of vision correction and display functions in lenses, achieving optical precision at the nanometer level with a light transmittance exceeding 98% [1] - The company is recognized as a leading domestic resin lens manufacturer, with a competitive edge in high refractive index 1.74 lenses and an innovative C2M service model [1] Group 2: Market Insights - 东方证券 indicates that the retail price of the glasses includes a 13% tax and profit margin, suggesting that 阿里 may not have a high markup on the lens business, which could enhance the profitability of lens manufacturers [1] - 中泰证券 emphasizes that the weight of smart glasses is a crucial factor influencing consumer decisions, highlighting the importance of companies capable of producing ultra-thin lenses and mastering integration technology within the industry [1]

Core Insights - Alibaba's Quark AI glasses were officially launched on November 27, featuring a unique design with ultra-thin temples and frames, with the temples measuring only 7.5mm, the narrowest in the global market for similar products [1][2] - The Quark glasses come in two series: S1 (with display) starting at 3799 yuan and G1 (without display) starting at 1899 yuan, showcasing advanced technology including dual flagship chips and adjustable focal distance [2][3] - The smart glasses market is expected to accelerate, with major brands like Meta and Xiaomi releasing their products, indicating a growing trend towards smart eyewear by 2026 [3][4] Product Features - The Quark AI glasses have four main features: ultra-thin design, a dual battery replacement system, an integrated fitting solution with Conant Optical, and deep integration with Alibaba's ecosystem through the Qianwen AI assistant [2][4] - The S1 model weighs approximately 51 grams and can capture images in 0.6 seconds, while the G1 model weighs around 40 grams, maintaining similar hardware specifications [2] Market Dynamics - The pricing strategy for Quark lenses includes a 13% tax and profit margin, suggesting that Alibaba may not be overpricing its lenses, which could enhance the profitability of fitting companies [4] - The smart glasses market is characterized by the need for customization due to varying consumer prescriptions, making partnerships with eyewear companies essential for reaching end consumers [4] Related Companies - Key players in the eyewear sector include Conant Optical (02276), Doctor Glasses (300622.SZ), and Mingyue Lenses (301101.SZ), among others [5]