智通财经APP讯，高雅光学(00907)发布公告，有关香港联合交易所有限公司上市科(联交所)根据联交所 证券上市规则(上市规则)第6.01(3)条将本公司股份停牌的决定，原因为本公司未能维持上市规则第13.24 条所规定的足够业务运作水平，以保证其股份继续上市(该决定)。于2025年12月29日，经寻求专业意见 后，本公司已呈交书面要求，以要求根据上市规则第2B.08(1)条将该决定转交联交所复核委员会进行复 核(复核)。 ...

该行续指，康耐特光学日本工厂预计于四季度建成落地，新增60万副定制化镜片产能，对美业务关税有 望进一步降低。随着明年泰国工厂落地，全球化供应能力持续强化，看好公司主业平稳增长。 华创证券指出，康耐特光学是夸克AI眼镜的独家镜片供应商，以S1为例，1.60/1.67/1.74折射率的镜片价 格较平光片高出719/899/1529元。中长期来看，公司XR业务先发优势明显且技术壁垒高。有望在产业链 推新过程中强化竞争优势，持续看好公司供应链卡位。 智通财经APP获悉，康耐特光学(02276)涨超3%，截至发稿，涨3.38%，报53.6港元，成交额1199.72万港 元。 消息面上，据科创板日报报道，夸克AI眼镜市场需求远超预期，天猫、抖音、京东等平台上的夸克AI 眼镜S1发货周期已被拉长至45天。目前夸克AI眼镜已在核心供应商处新增组装产线，产能将陆续释 放，以应对春节销售旺季。 ...

Core Viewpoint - The company, 高雅光学 (00907.HK), reported significant revenue growth and a return to profitability for the six months ending September 30, 2025, indicating improved operational performance and cash flow generation [1] Financial Performance - Revenue for the six months ending September 30, 2025, increased to approximately HKD 54.686 million, compared to HKD 7.096 million in 2024 [1] - The company achieved a net profit of approximately HKD 9.06 million for the same period, a turnaround from a net loss of approximately HKD 13.79 million in 2024 [1]

Core Viewpoint - Company has begun shipping optical products related to humanoid robots, but the industry is still in its nurturing phase with very small sales volume [1] Company Summary - Company confirmed that it has shipped optical products related to humanoid robots [1] - Company indicated that the sales volume in this sector remains low due to the industry's early development stage [1] Industry Summary - The humanoid robot industry is currently in a nurturing phase, suggesting potential for future growth but limited current market activity [1]

Group 1 - The company has indicated that it has optical products that have already been shipped, but the humanoid robot industry is still in its cultivation phase with very small sales volume [2] - The company responded to an investor inquiry regarding the availability of humanoid robot-related products for sampling or mass production [2] Group 2 - The industry is currently characterized as being in a developmental stage, suggesting potential for future growth but limited current market activity [2]

Employment Stability and Economic Growth - Employment is viewed as a "barometer" of economic development and a "ballast" for social stability, with the national urban survey unemployment rate averaging 5.2% in the first half of the year, a decrease of 0.1 percentage points from the first quarter, indicating overall stability in employment [1] - China's GDP grew by 5.3% year-on-year in the first half of the year, supporting improvements in employment, with unemployment rates dropping to 5.1% and 5% in April and May respectively, and stabilizing at 5% in June [3] Industry-Specific Employment Trends - The optical products company in Jingzhou, Hubei, has added approximately 500 employees this year, marking its largest recruitment year, driven by strong demand for prism products in the consumer electronics sector [2] - In the second quarter, recruitment in industries such as humanoid robots, new materials, and smart hardware saw year-on-year increases of 398.1%, 72.1%, and 50.3% respectively, with several other sectors also experiencing significant growth [3] Support for Employment Initiatives - Various local governments are implementing employment-first policies and enhancing employment promotion mechanisms to support job stability and growth, with companies benefiting from social security and job subsidies totaling 648,000 yuan [3] - The government has introduced a series of policies to support employment, including expanding the scope of special loans for job stabilization and increasing the unemployment insurance return ratio for relevant enterprises [9] Focus on Youth Employment - The number of college graduates in 2025 is projected to reach a record high of 12.22 million, prompting local governments to prioritize employment services for this demographic [5] - Educational institutions are actively organizing online recruitment events and implementing training programs to enhance graduates' employability, with a focus on aligning skills with industry needs [6][11] Skills Training and Development - A significant push for skills training is underway, with plans to subsidize vocational skills training for over 10 million people annually in key sectors such as advanced manufacturing and modern services [11] - Companies are increasingly recognizing their social responsibility by providing job opportunities for disadvantaged groups, supported by government incentives that enhance their capacity to hire more employees [4]