Group 1 - The core viewpoint of the news highlights the positive impact of the Chinese government's new policy on the smart eyewear market, which is expected to lower end-user costs and accelerate market penetration for smart glasses [1] - The National Development and Reform Commission and the Ministry of Finance issued a notice on December 30, 2023, regarding the implementation of large-scale equipment updates and the replacement policy for consumer goods, expanding the categories to include smart glasses by 2026 [1] - The policy is anticipated to create additional market space for the entire industry chain, enhancing growth opportunities for companies involved in smart eyewear production [1] Group 2 - Company has three major advantages in the XR industry chain: it is one of the few manufacturers capable of mass-producing 1.74 ultra-high refractive index lenses, which are essential for lightweight AR glasses [2] - The company utilizes a mature C2M "small batch quick response" production system, allowing it to efficiently meet the personalized customization demands of the new retail model for smart glasses [2] - With GoerTek as the second-largest shareholder, the company is positioned to leverage GoerTek's customer channels to quickly enter the supply chains of leading global tech giants in the smart eyewear sector [2]
港股异动 | 康耐特光学(02276)高开逾3% 智能眼镜首次纳入国补范围 产业链各环节增量空间有望打开