Core Viewpoint - 康耐特光学's stock has increased by over 4%, reaching HKD 57.35, with a trading volume of HKD 30.97 million, following the launch of the Quark AI glasses equipped with the Qianwen assistant [1] Group 1: Product Launch - The Quark AI glasses, featuring the Qianwen assistant, were officially launched on November 27, enhancing the connection between the digital and physical worlds [1] - The Qianwen assistant integrates core services from Alibaba's ecosystem, including Alipay, Gaode Map, Taobao, Fliggy, and Alibaba Travel, providing users with assistance in real-world tasks [1] Group 2: Company Positioning - 康耐特光学 is the exclusive lens supplier for the Quark AI glasses, marking a significant expansion in its domestic market presence [1] - According to Dongfang Securities, the retail price of Quark lenses includes a 13% tax and profit margin, suggesting that Alibaba may not have a high markup on the lens business, which could lead to better profitability for optical companies [1]

本文源自：格隆汇 12月2日，康耐特光学(2276.HK)大幅上涨超11%，报55.2港元创上市以来新高价，总市值265亿港元。 消息上，近日，阿里夸克AI眼镜正式发布。据悉，康耐特光学为夸克AI眼镜提供了通过光学一体化贴 合技术，让镜片实现视光与显示功能一体化，光学精度达纳米级，透光率超98%。东方证券指出，夸克 镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，因此配镜企 业具较好的盈利能力。智能眼镜的重量是影响消费者决策的重要因素之一，具备生产超薄镜片并掌握贴 合技术的眼镜企业在产业链中具至关重要的定位。 ...

康耐特光学(2276.HK)大幅上涨超11%，报55.2港元创上市以来新高价，总市值265亿港元。 消息上，近日，阿里夸克AI眼镜正式发布。据悉，康耐特光学为夸克AI眼镜提供了通过光学一体化贴合技术，让镜片实现视光与显示功能一体化，光学精 度达纳米级，透光率超98%。 东方证券指出，夸克镜片零售价包含13%增税及自身利润，阿里或未在镜片业务尤其1.74折射率上有过高溢价，因此配镜企业具较好的盈利能力。智能眼镜 的重量是影响消费者决策的重要因素之一，具备生产超薄镜片并掌握贴合技术的眼镜企业在产业链中具至关重要的定位。 ...

Group 1 - 康耐特光学's stock price surged over 11% on December 2, reaching a price of 54.85 HKD per share, with a reported increase of 10.58% by 10:36 AM [1][3] - The surge in stock price is attributed to the announcement of the launch of Alibaba's Quark AI glasses on November 27, where 康耐特光学 serves as the exclusive lens supplier, providing professional optical support for the smart glasses [1][3] - 东方证券 noted that the retail price of Quark lenses includes a 13% tax and profit margin, suggesting that the lens business may not have excessive premiums, thus indicating good profitability for lens companies [3] Group 2 - 东吴证券 highlighted that the AI empowerment of various sectors will primarily be realized through application endpoints, which have mid-term certainty and broader potential compared to upstream hardware [4] - The report emphasized the importance of AI glasses as a "0-1" growth point in the industry, indicating a significant trend in the market [4] - According to IDC data, the global smart glasses market is expected to exceed 23.687 million units shipped by 2026, with China's smart glasses market projected to surpass 4.915 million units [4]