Core Viewpoint - 康耐特光学's stock price surged over 5%, reaching a new high of 52.5 HKD, driven by positive market sentiment following the announcement of the Quark AI glasses launch on November 27 [1] Company Summary - 康耐特光学 is the exclusive lens supplier for Quark AI glasses, marking a significant expansion in its domestic market presence [1] - The company is recognized as a leading resin lens manufacturer in China, with a competitive edge in high refractive index 1.74 lenses and an innovative C2M service model [1] - Continuous improvement in profitability is attributed to product structure optimization and strong lens manufacturing capabilities, which are essential for expanding the smart glasses lens business [1] Industry Summary - The Quark AI glasses S1 have performed exceptionally well during the "Double 11" pre-sale period, ranking first in sales across various categories on Tmall [1] - 中泰证券 highlights the importance of 康耐特光学's advanced lens manufacturing and C2M service capabilities as key foundations for growth in the smart glasses lens market [1]
港股异动 | 康耐特光学(02276)一度涨超5%破顶 夸克AI眼镜11月27日发布 公司为独家镜片供应商