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] Company Summary - 康耐特光学's stock rose by 3.38%, reaching HKD 53.6, with a trading volume of HKD 11.9972 million [1] - The company is the exclusive lens supplier for Quark AI glasses, with prices for lenses with refractive indices of 1.60, 1.67, and 1.74 being higher than standard lenses by HKD 719, 899, and 1529 respectively [1] - 康耐特光学's Japanese factory is expected to be completed in Q4, adding a capacity of 600,000 customized lenses, which may reduce tariffs on U.S. operations [1] - The company is anticipated to strengthen its competitive advantage in the XR business due to its first-mover advantage and high technological barriers [1] Industry Summary - The Quark AI glasses market is experiencing a surge in demand, prompting the extension of delivery times to 45 days on platforms like Tmall, Douyin, and JD.com [1] - 康耐特光学 has added assembly lines at core suppliers to meet the increased production needs ahead of the Spring Festival sales peak [1] - The company's global supply capabilities are expected to improve further with the establishment of a factory in Thailand next year, 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