Group 1 - The core viewpoint is that the smart glasses market is expected to accelerate with major brands launching products, indicating a potential growth phase for the industry [1][2] - Google is developing two types of AI glasses to compete with Meta's products, with the first model expected to launch in 2026 [1] - Recent product launches in the domestic market include the Livis AI glasses by Li Auto and the Quark AI glasses S1 by Alibaba, indicating a competitive landscape [1] Group 2 - According to Dongfang Securities, the release pace of smart glasses brands has increased since Q2 2025, with expectations for more major brands to launch by 2026 [2] - UBS forecasts that 康耐特光学 will become the second-largest eyewear lens manufacturer globally by 2024, based on production volume [2] - The traditional eyewear lens business is expected to achieve a 25% compound annual growth rate in net profit from 2024 to 2027, while the rise of smart glasses will unlock long-term growth potential for the company [2]
港股异动 | 康耐特光学(02276)涨近3% AI眼镜将加速驶入产品爆发期 公司长期增长潜...