Core Viewpoint - 康耐特光学's stock price surged over 5%, reaching a historical high of 58.65 HKD, driven by the inclusion of smart glasses in the national subsidy policy [1] Company Summary - 康耐特光学 is a leading lens manufacturer actively developing a second growth curve in smart glasses [1] - The company has established partnerships with several top 3C companies to expand its smart glasses offerings, indicating strong growth potential [1] Industry Summary - The National Development and Reform Commission and the Ministry of Finance have included smart glasses in the 2026 national subsidy policy, which is expected to stimulate consumer demand [1] - According to Huachuang Securities, smart glasses priced over 3300 RMB can fully benefit from the national subsidy, potentially lowering product prices and increasing market penetration [1]
港股异动 | 康耐特光学(02276)涨超5% 再创历史新高 公司已和多家头部3C龙头合作布局...