Core Viewpoint - 康耐特光学's stock price has increased over 5%, driven by strong sales performance in the smart glasses category during the "Double 11" shopping festival, indicating a significant market shift towards consumer adoption of XR devices [1] Company Performance - 康耐特光学's stock rose by 4.05% to 52 HKD, with a trading volume of 55.1485 million HKD [1] - The company is the sole supplier of lenses for the Quark AI glasses S1, which achieved the highest sales in the smart glasses category on Tmall during the pre-sale period, surpassing 5,000 units sold [1] Industry Trends - According to the report, the transaction value of smart glasses has surged 25 times year-on-year, placing it among the top 3 trending categories in Tmall's 3C digital products [1] - More than half of the top 20 best-selling XR devices are priced below 4,000 HKD, indicating a shift from niche products to mainstream consumer electronics [1] Future Outlook - 康耐特光学 is expected to strengthen its competitive advantage in the XR business due to its first-mover advantage and high technological barriers [1] - The company's new factory in Japan is projected to be completed in the fourth quarter, adding 600,000 units of customized lens production capacity, which may further reduce tariffs on U.S. operations [1]
港股异动 | 康耐特光学(02276)涨超5% 双11智能眼镜品类热卖 机构持续看好公司供应链卡位