Core Viewpoint - The demand for Quark AI glasses significantly exceeds expectations, leading to extended delivery times and increased production capacity for 康耐特光学 (Conant Optical) [1] Group 1: Company Performance - 康耐特光学's stock rose by 3.38%, reaching 53.6 HKD with a trading volume of 11.9972 million HKD [1] - The company is the exclusive lens supplier for Quark AI glasses, with prices for lenses higher than standard ones by 719, 899, and 1529 RMB for different refractive indices [1] Group 2: Market Demand and Production - The delivery period for Quark AI glasses S1 has been extended to 45 days due to high market demand [1] - 康耐特光学 has added assembly lines at core suppliers to increase production capacity in response to the upcoming Spring Festival sales peak [1] Group 3: Strategic Outlook - 华创证券 (Huachuang Securities) highlights 康耐特光学's first-mover advantage and high technical barriers in the XR business, which may strengthen its competitive position in the industry [1] - The company's new factory in Japan is expected to be completed in Q4, adding 600,000 customized lens production capacity, which may further reduce tariffs on U.S. operations [1] - With the establishment of a factory in Thailand next year, 康耐特光学's global supply capabilities are expected to continue strengthening, supporting stable growth in its main business [1]
港股异动 | 康耐特光学(02276)涨超3% 目前夸克AI眼镜已在核心供应商处新增组装产线