香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Shanghai Conant Optical Co., Ltd. 上海康耐特光學科技集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2276） 自願公告 證券投資 此次投資標誌著本集團在智能眼鏡新業務發展的重要里程碑。在國家大力發展「新質生產 力」和「人工智能+」的背景下，董事會相信，依託本公司二十多年的技術沉澱及近年來與 國內外各大智能眼鏡頭部廠商深度合作的經驗，本公司將進一步鞏固在智能眼鏡領域視 光解決方案的領導地位，為股東創造長期價值。 董事會在決定本次投資前已進行適當評估，包括對投資標的的行業發展、公司情況和投 資參與者進行審慎評估。惟董事會亦希望提醒本公司股東及潛在投資者，本次投資所佔 靈伴科技之股權比例有限，本公司只會作為戰略投資者而不會取得其業務之控制。 本公司股東及潛在投資者在規劃對本公司之投資時務必謹慎行事。 承董事會命 上海康耐特光學科技集團股份有限公司 ...

Market Overview - The Hang Seng Index is expected to fluctuate around 26,000 points, with the Federal Reserve's recent interest rate cut and expectations of further cuts influencing market sentiment [2] - The Chinese economy is facing challenges with strong supply and weak demand, prompting discussions on stabilizing investments and boosting domestic demand [2] - The U.S. Federal Reserve's recent rate cut and its implications for monetary policy are critical factors to monitor in the near term [5] Macro Focus - China's CPI rose by 0.8% in December, aligning with expectations, while PPI fell by 1.9%, a smaller decline than anticipated [3][10] - The Chinese government is implementing measures to enhance consumer spending and optimize the consumption upgrade policy [10] - The State Council is coordinating fiscal and financial policies to stimulate domestic demand, emphasizing the importance of consumer spending and investment [10] Corporate News - Sunny Optical (2382) reported a 9% decline in smartphone lens shipments in December, attributed to customer inventory management [4][12] - Lens shipments for vehicles increased by 17.7% year-on-year, indicating a rise in demand from clients [12] - Lens module shipments for smartphones fell by 29.3% year-on-year, primarily due to high base effects from the previous year [12] Industry Insights - The biopharmaceutical sector in China saw a record high in new drug licensing transactions last year, indicating sustained demand [9] - The domestic electric vehicle market is projected to maintain sales levels similar to 2025, with significant growth in new energy vehicle sales [9] - The logistics index in China rose to 113.6 in December, driven by supply-side improvements, suggesting a stable demand environment [10] Investment Opportunities - The Chinese government is focusing on enhancing the market environment for long-term investments, with a significant increase in the market value held by long-term funds [10] - Companies like Merdeka Gold Resources are considering secondary listings in Hong Kong, aiming to raise between $200 million to $300 million [12] - The robotics sector is witnessing growth, with companies like Huichuan Technology considering a secondary listing in Hong Kong [12]