Group 1 - The core viewpoint of the news is that the implementation of the new policy by the National Development and Reform Commission and the Ministry of Finance in China will significantly lower the purchase costs for smart glasses, thereby accelerating the penetration rate of smart glasses in the market [1][2] - The policy announced on December 30, 2023, expands the categories of digital and smart products eligible for subsidies, including the addition of smart glasses, while maintaining the same subsidy amounts and ratios [1] - The market response to 康耐特光学 (Kangnate Optical) has been positive, with the stock opening over 3% higher and reaching a price of 53.6 HKD, indicating strong investor interest [1] Group 2 - 康耐特光学 (Kangnate Optical) 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] - As the exclusive lens supplier for Alibaba's "Quark AI glasses," 康耐特光学 (Kangnate Optical) is positioned to expand its customer base in the smart glasses market, leveraging its relationship with major shareholder GoerTek, a leader in XR hardware manufacturing [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