JPCOOPT@EC2611A

Huaxi Securities First Coverage of Conant Optical: Leading Position in AI Glasses, Buy Rating Given

Conant Optical spends 7.688 million HKD to repurchase 172,100 shares

Conant Optic repurchased 550,000 shares for HKD 24,434,500

Shanghai Kangnai Optical Repurchases 500,000 H Shares

Conant Optics Repurchased 100,000 Shares for HKD 4.6796 Million

Shanghai Kangnai Optical Discloses Repurchase of 600,000 H Shares

Shanghai Kangnai Optical Disclosed Stock Repurchase Information on HKEX

Conant Optics Repurchased 495,200 Shares for HKD 24.235 Million

Shanghai Kangnait Optical to Hold 2026 Annual General Meeting

Shanghai Kangnai Optical Submits Application for Repurchasing 300,000 H-Shares

Macquarie Cuts KNL Optical's Earnings Forecast but Maintains 'Outperform' Rating

Conant Optics Repurchased 500,000 Shares on April 23, 2026

Konar Optics Signs MOU with Tech Leader for Smart Glasses Production

Huachuang Securities Maintains Buy Rating on Shanghai Kangnai Optical H Shares, Target Price at HKD 62.21

Morgan Stanley Maintains Buy Rating on Shanghai Kangnai Optical Holdings H-Share

Morgan Stanley Upgrades Connet Optics' Rating to 'Overweight'

CICC Maintains Profit Forecast for Conet Optics, Sees Return to Double-Digit Growth in 2026

Conant Optics Approves 2026 H-Share Repurchase Plan

GF Securities Reiterates Buy Rating on Shanghai Kangnai Optical Holdings H Shares

CONANT OPTICAL released FY2025 Q3 earnings on March 30 (BJT), actual revenue HKD 602.19 M, actual EPS HKD 0.3359

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Shanghai Conant Optical Co. Ltd. has announced updates for its upcoming AGM on June 11, 2026. Shareholders will vote on a proposed final dividend of RMB0.20 per share for the 2025 financial year. The company will also propose the re-appointment of Deloitte Touche Tohmatsu as auditor for 2026, with an estimated audit fee of RMB2 million to RMB2.2 million. The register of members will be closed from June 17 to June 24, 2026, for dividend eligibility. The stock currently has a Buy rating with a price target of HK$50.96.

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CONANT OPTICAL

Shanghai Conant Optical Updates AGM Auditor Details and Final Dividend Book Closure

Macquarie has cut its target price on Conant Opticalfrom HKD95.6 to HKD88 while maintaining an Outperform rating. The adjustment follows a 20% and 8% reduction in EPS forecasts for 2026 and 2027, respectively, due to lower revenue projections for its AI glasses business. Conant recently signed a memorandum with a leading smart glasses technology company, marking a significant milestone in its ultra-thin lens technology. The stock is currently experiencing short selling activity with a ratio of 22.325%.

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Macquarie Group Limited

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Macquarie Cuts TP on Conant Optical  to HKD88, Maintains Outperform

Shanghai Conant Optical Co. Ltd. has secured a significant multi-year agreement to become the core lens supplier for a leading global technology company's flagship smart glasses. This partnership emphasizes the company's expertise in AI smart glasses and AR waveguide solutions, supported by over forty joint R&D projects. To accommodate anticipated growth in the XR sector, Shanghai Conant is expanding its production capabilities and enhancing its manufacturing base. Analysts rate the stock (HK:2276) as a Buy, with a price target of HK$50.96, reflecting confidence in the company's future prospects.

Shanghai Conant Named Core Lens Supplier in Major Smart Glasses Deal

In a report released yesterday, from Huachuang Securities maintained a Buy rating on Shanghai Conant Optical Co. Ltd. Class H, with a price target of HK$62.21.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Shanghai Conant Optical Co. Ltd. Class H is a Strong Buy with an average price target of HK$59.23.

Huachuang Securities Sticks to Their Buy Rating for Shanghai Conant Optical Co. Ltd. Class H (2276)

Morgan Stanley has maintained a Buy rating on Shanghai Conant Optical Co. Ltd. Class H (2276), setting a price target of HK$50.00. The shares closed at HK$44.88, with an analyst consensus rating of Strong Buy and an average price target of HK$60.56.

Shanghai Conant Optical Co. Ltd. Class H (2276) Receives a Buy from Morgan Stanley

Morgan Stanley upgraded CONANT OPTICAL's rating from "In Line with the Market" to "Overweight," maintaining the target price at 50 yuan. Despite the company's recent stock price correction and slightly lower-than-expected revenue, it holds a positive outlook on its XR business prospects, expecting significant contributions to revenue and profit this year. The company is collaborating with about 20 smart glasses developers and is expected to start mass production this year. Although the net profit forecast for this year has been lowered by 2%, the net profit forecast for next year has been raised by 2%. Investors are advised to buy on dips

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Morgan Stanley upgraded CONANT OPTICAL's rating to "Overweight," citing positive prospects for XR business and urging to buy on dips

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Orient Securities analyst maintained a Buy rating on Shanghai Conant Optical Co. Ltd. Class H yesterday and set a price target of HK$54.11.Easter Sale - 70% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Shanghai Conant Optical Co. Ltd. Class H has an analyst consensus of Strong Buy, with a price target consensus of HK$62.68.

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Orient Securities Keeps Their Buy Rating on Shanghai Conant Optical Co. Ltd. Class H (2276)

Shanghai Conant Optical Co. Ltd. has announced a HK$400 million H-share buyback plan for 2026, reflecting confidence in its future prospects. The company aims to repurchase up to 10% of its issued H-shares, totaling no more than 20,230,616 shares, primarily using internal cash. This initiative is designed to protect shareholder interests and enhance investor confidence, adhering to Hong Kong listing rules. The latest analyst rating for the stock is a Buy, with a price target of HK$69.00.

Shanghai Conant Optical Unveils HK$400 Million H-Share Buyback Plan for 2026

JPCOOPT@EC2611A(29261.HK)

Shanghai Conant Optical Updates AGM Auditor Details and Final Dividend Book Closure

Macquarie Cuts TP on Conant Optical to HKD88, Maintains Outperform

Shanghai Conant Named Core Lens Supplier in Major Smart Glasses Deal

Huachuang Securities Sticks to Their Buy Rating for Shanghai Conant Optical Co. Ltd. Class H (2276)

Shanghai Conant Optical Co. Ltd. Class H (2276) Receives a Buy from Morgan Stanley