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《大行》中金升康耐特光學(02276.HK)目標價至58元 評級「跑贏行業」
中金髮表報告指,康耐特光學(02276.HK)公告將於9月8日起被納入恆生綜合指數及恆生港股通指數等13項指數。該行於近期組織公司管理層在線下進行反路演,並就公司近況與未來發展與客戶展開深入交流。該行認爲公司入通後流通性將得到提升。 報告指,公司作爲全球樹脂鏡片龍頭,技術、產能、客戶壁壘深厚。高折率產品加速放量,疊加智能眼鏡光學鏡片爬坡,盈利高增路徑清晰。市場對AR眼鏡鏡片價值量及份額提升仍有預期差,繼續看好公司以傳統樹脂鏡片基石、智能眼鏡光學鏡片第二成長曲線的雙輪驅動長期潛力。 中金維持康耐特光學2025/2026年盈利預測基本不變,考慮公司即將入通和行業情緒催化,上調目標價7%至58港元,評級「跑贏行業」。
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