Changes in Hong Kong stocks | Connett Optics (02276) opened more than 3% higher, and smart glasses were included in the scope of national supplements for the first time, and incremental space is expected to open up in all links of the industrial chain

The Zhitong Finance App learned that Connett Optics (02276) opened more than 3% higher. As of press release, it had risen 3.47% to HK$53.6, with a turnover of HK$852,200.

According to the news, on December 30, the National Development and Reform Commission and the Ministry of Finance issued the “Notice on Implementing Large-scale Equipment Renewal and Consumer Goods Trade-In Policies in 2026” to implement the decisions and arrangements to optimize the implementation of the “Two New” policies and clarify the scope of support, subsidy standards and work requirements for the 2026 “Two New” policies. It is worth noting that in terms of purchasing new digital and smart products, the category will expand in 2026, and smart glasses will be added, and the subsidy amount and ratio will not change. CICC believes that this policy will significantly reduce terminal purchase costs, push smart glasses penetration into a rapid improvement channel, and open up incremental market space for all links in the industrial chain.

Dongwu Securities pointed out that Connett Optics has a deep XR industry chain with three advantages: 1) The company is one of the few manufacturers in the world that can mass-produce 1.74 ultra-high refractive index lenses. The lightweight characteristics of this product perfectly meet the lightweight requirements of AR glasses, and also has leading free-form surface technology to solve the optical distortion pain points caused by optical waveguides; 2) Relying on the mature C2M “small single fast reverse” production system, the company can efficiently respond to the personalized customization needs of the new smart glasses retail business; 3) Goertek is the company's second-largest shareholder in the entire XRX The field of machine manufacturing occupies a leading position in the world status. The company is expected to use Goertek's customer channels to quickly enter the smart glasses supply chain of the world's leading tech giants. The company is the exclusive lens supplier for Ali's “Quark AI Glasses”. After testing its product capabilities, it is expected to accelerate the expansion of other smart glasses customers.