Core Viewpoint - 康耐特光学 (02276) has seen a stock price increase of over 5%, currently trading at 49.64 HKD, following its inclusion in the Hang Seng Composite Index, effective September 8, 2023 [1] Group 1: Stock Performance - 康耐特光学's stock rose by 5.71%, with a trading volume of 31.72 million HKD [1] Group 2: Index Inclusion - On August 22, the Hang Seng Index Company announced the quarterly review results, including 康耐特光学 in the Hang Seng Composite Index, with changes effective after market close on September 5 [1] - The inclusion will lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as per the announcement [1] Group 3: Market Potential - 国投证券 indicates that 康耐特光学 is poised to benefit from the upgrade trend in the AI glasses industry, which opens up growth opportunities [1] - The AR myopia solution is evolving towards a lightweight, high-performance integrated design, necessitating advanced manufacturing capabilities [1] - Since 2021, the company has positioned itself in XR integrated technology and has formed a strategic partnership with GoerTek (002241), aiming for customer collaboration [1] - 康耐特光学 has secured several research projects and small trial orders from leading global technology and consumer electronics companies, and plans to establish a dedicated production line for XR lens in Thailand [1]

Core Viewpoint - 康耐特光学 has been included in the Hang Seng Composite Index, which is expected to enhance its market visibility and liquidity, leading to a potential increase in stock price [1] Group 1: Stock Performance - 康耐特光学's stock rose by 5.71%, reaching HKD 49.64, with a trading volume of HKD 31.72 million [1] Group 2: Index Inclusion - The inclusion in the Hang Seng Composite Index will take effect after the market closes on September 5, 2025, and will be active from September 8, 2025 [1] - The adjustment will also affect the eligible stocks for the Hong Kong Stock Connect, expanding investment opportunities [1] Group 3: Industry Outlook - The company is expected to benefit from the upgrade trend in the AI glasses industry, which opens up growth opportunities [1] - The AR myopia solution is evolving towards a lightweight, high-performance integrated design, requiring advanced manufacturing capabilities [1] - Since 2021, the company has positioned itself in XR integrated technology and has formed a strategic partnership with GoerTek, aiming for customer collaboration [1] - 康耐特光学 has received research projects and small trial orders from several leading global technology and consumer electronics companies, and plans to establish a dedicated production line for XR lenses in Thailand [1]