Group 1 - Meta and EssilorLuxottica are considering doubling the production capacity of the Ray-Ban AI glasses by the end of this year [1] - Meta is expected to continue expanding its product offerings in the AR and AI sectors, with strong demand for the Display product launched in September 2025 [1] - Meta is shifting focus from VR headsets to AR glasses, indicating confidence in the smart glasses market [1] Group 2 - Kangnate Optical is actively cultivating a second growth curve in the smart glasses sector, with ongoing collaborations with leading 3C companies [2] - The company is expected to see improvements in profitability due to structural upgrades and the accelerated development of the smart glasses industry [2] - Projected net profits for Kangnate Optical from 2025 to 2027 are estimated at 560 million, 700 million, and 870 million yuan, respectively, with corresponding PE ratios of 42, 34, and 27 [2]
康耐特光学(02276.HK)重大事项点评：META上调RAY-BAN产能 关注千问大模型推出