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康耐特光学:管理层调研:AIAR 眼镜推动产品结构升级
2026-01-20 03:19
GC Tech: Conant Optical (2276.HK): Mgmt. visits: AI / AR glasses to drive product mix upgrade ahead We hosted Conant Optical (2276.HK, Not Covered) management on Jan 16 at the GS Tech AI Outlook Corp Day in Hong Kong. Management is positive on the AI / AR glasses end demand and mentioned that Conant is working closely with both China and global-tier brand customers on next generation products, ensuring its leading position in lens design and manufacturing. We are positive on AI / AR glasses end demand in Ch ...