Core Viewpoint - 康耐特光学's stock price increased by 3.38% to 53.6 HKD, with a trading volume of 11.9972 million HKD, driven by strong market demand for Quark AI glasses [1] Company Summary - 康耐特光学 is the exclusive lens supplier for Quark AI glasses, with the S1 model's lens prices significantly higher than standard lenses, indicating a strong pricing power [1] - The company is expected to benefit from the long delivery times for Quark AI glasses, which have extended to 45 days due to high demand [1] - 康耐特光学's Japanese factory is set to be completed in Q4, adding 600,000 units of customized lens capacity, which may reduce tariffs on U.S. operations [1] - The upcoming Thai factory is expected to further enhance the company's global supply capabilities, supporting stable growth in its core business [1] Industry Summary - The demand for AI glasses, particularly the Quark AI glasses, is exceeding expectations, prompting the company to expand its production capacity [1] - The XR business of 康耐特光学 is positioned well due to its first-mover advantage and high technological barriers, which may strengthen its competitive edge in the industry [1]
康耐特光学涨超3% 目前夸克AI眼镜已在核心供应商处新增组装产线