Core Viewpoint - 康耐特光学 is making significant progress in its collaborations with leading global technology and consumer electronics companies, with revenue from its XR business expected to grow in the coming years [1] Group 1: Financial Performance - As of August 31, 2025, 康耐特光学 has accumulated approximately RMB 10 million in revenue from its XR business, including RMB 3 million recognized in the first half of 2025 [1] - The company has received payments from various agreements, including development fees, small initial trial orders, and mass production orders for key domestic projects [1] Group 2: Future Outlook - The company anticipates further revenue growth from its XR business in the second half of 2025 and throughout 2026 as key projects expand trial production and enter formal mass production [1] - 康耐特光学 plans to continue developing its XR business and actively collaborate with domestic and international smart glasses manufacturers to enhance lens solution development, production, and supply [1]
康耐特光学(02276)预计来自于XR业务的收入将在2025年下半年和2026年进一步增长