Core Viewpoint - The company is set to officially join the Hang Seng Index on September 8, which is expected to enhance its visibility and market position in the optical industry [1] Group 1: Company Developments - The partnership between Goer and Sunny Optical is anticipated to accelerate the implementation of waveguide technology, positively impacting the smart glasses industry [1] - Sunny Optical's subsidiary, Ningbo Aolai, will acquire shares in Goer Optical, indicating a strategic collaboration aimed at advancing optical technology [1] - The company reported a year-on-year revenue increase of 11% in the first half of the year, with notable growth in the domestic and Southeast Asian markets [2] Group 2: Market Performance - Revenue growth varied by region, with China and Southeast Asia showing strong performance at +19.0% and +22.5% respectively, while the Americas experienced a slight decline of -1.8% due to tariff impacts [2] - The company is enhancing its global supply chain capabilities, which is expected to stabilize and improve growth rates in the second half of the year [2] Group 3: Future Outlook - The company is collaborating with several leading 3C brands to expand its smart glasses offerings, indicating strong growth potential [3] - Key upcoming events include the September 8 index inclusion and the Meta Connect 2025 conference, which may serve as catalysts for further growth [3] - Projected net profits for the company are estimated at 560 million, 700 million, and 870 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding PE ratios of 36, 29, and 23 [3]
康耐特光学(02276.HK)：关注9.8入通&META CONNECT2025 持续看好智能眼镜业务发展