Group 1 - The company plans to place 27 million shares at a price of HKD 52.00 per share, potentially raising approximately HKD 1.404 billion, with a net amount of about HKD 1.400 billion. Post-placement, total share capital is expected to increase from 480 million shares to 507 million shares [1] - The funds raised will be allocated primarily to XR business initiatives, including 40% for production line construction, 20% for expanding XR capacity in Thailand, 20% for enhancing R&D capabilities, and 20% for working capital [1] Group 2 - The domestic industry leader is maintaining steady innovation, with the expectation that smart glasses will reach a significant milestone by 2026. ByteDance's AI glasses are set to launch around the Spring Festival, featuring a self-developed spatial algorithm chip and weighing less than 50 grams [2] - The starting price for the AI glasses is expected to be controlled under RMB 2000, with various configurations available, potentially integrating with ByteDance's content ecosystem for unique advantages [2] - The lens manufacturing leader, 康耐特光学, is actively cultivating a second growth curve in smart glasses, with expected net profits of RMB 560 million, 700 million, and 870 million for 2025-2027, corresponding to PE ratios of 46, 38, and 30 [2]
康耐特光学(02276.HK)重大事项点评：配股募资14亿港元 强化XR业务布局 彰显成长雄心