异动解读｜康耐特光学盘中上涨5.37%，多家券商维持买入评级看好XR业务放量

行情直击08-25

8月25日，康耐特光学盘中上涨5.37%，报43.2港元，成交额1248.28万港元。

消息面上，公司近期发布中期业绩后获多家券商力挺。国联民生维持"推荐"评级，光大证券维持"买入"评级，核心逻辑均指向XR业务的爆发式增长。公司上半年XR业务收入约5050万元人民币，同比增长1475.3%，已与约20家海内外头部智能眼镜厂商开展超40个合作项目，并签订长期研发或采购框架协议。光大证券预测公司归母净利润分别为7.1亿、8.8亿、10.6亿元，对应25x、20x、17x PE。券商判断下半年为XR业务商业化放量关键期，有望成为中长期业绩增长核心引擎。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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