Group 1 - 康耐特光学 (02276) saw a morning increase of over 5%, reaching a new historical high of 58.65 HKD, with a current price of 58.05 HKD and a trading volume of 24.53 million HKD [1] - The National Development and Reform Commission and the Ministry of Finance recently announced the 2026 national subsidy policy, which includes smart glasses for the first time [1] - According to Huachuang Securities, smart glasses priced over 3,300 RMB can fully enjoy the national subsidy, which is expected to lower product prices and stimulate consumer demand [1] Group 2 - The company is a leading lens manufacturer and is actively cultivating a second growth curve in smart glasses [1] - 康耐特光学 is deeply engaged in the eyewear manufacturing industry, with both domestic and international sales progressing, and structural upgrades are expected to enhance profitability [1] - The company has partnered with several leading 3C companies to develop smart glasses, indicating promising growth potential [1]
康耐特光学涨超5% 再创历史新高 公司已和多家头部3C龙头合作布局智能眼镜