Core Viewpoint - 康耐特光学's stock rose over 5%, reaching 55.05 HKD, with a trading volume of 27.63 million HKD, driven by news of increased production capacity for AI smart glasses in collaboration with Meta Platforms and EssilorLuxottica [1] Group 1: Company Performance - 康耐特光学's stock increased by 5.36% as of the latest report [1] - The company is actively involved in the smart glasses manufacturing sector, collaborating with leading 3C companies to enhance its product offerings [1] Group 2: Industry Trends - Meta Platforms and EssilorLuxottica are discussing plans to double the production capacity of AI smart glasses by the end of this year to meet growing demand [1] - The global shipment of smart glasses is projected to grow by 110% year-on-year in the first half of 2025, indicating a robust growth trajectory for the industry [1] - The inclusion of smart glasses in national subsidies is expected to generate additional market growth [1] Group 3: Financial Projections - 华创证券 forecasts 康耐特光学's net profit attributable to shareholders to be 560 million, 700 million, and 870 million CNY for the years 2025, 2026, and 2027, respectively, with corresponding P/E ratios of 41, 34, and 27 [1]
康耐特光学涨超5% Meta拟将AI智能眼镜产能翻倍 公司受益产业链发展提速