申万宏源发布研报称，本次歌尔股份拟连续认购、收购公司股权，正是彰显产业链对康耐特的认可，配售相关款项将用于智能眼镜和XR头戴设备的镜片和视觉解决方案的研发、设计和制造，进一步助力公司发展。若后续歌尔认购、收购全部完成，歌尔对康耐特的持股比例可能提升至20%以上，有利于提升公司与歌尔之间的战略合作关系，为公司带来更多业务发展机会，以及与歌尔的合作机会。Kangnait Optical (02276) has risen over 3%, with a cumulative increase of nearly 80% over the past two weeks. As of the time of writing, it has risen by 3.67%, priced at 24 Hong Kong dollars, with a trading volume of 17.944 million Hong Kong dollars.
According to Zhitong Finance APP, Connect Optical (02276) has risen over 3%, with a cumulative increase of nearly 80% over the past two weeks. As of the time of writing, it has increased by 3.67%, priced at 24 Hong Kong dollars, with a transaction value of 17.944 million Hong Kong dollars.
In terms of news, on the morning of December 23, 2024, Connect announced that it plans to place 53.325 million shares (accounting for 12.5% before placement and 11.1% after placement) to Hong Kong Goertek Inc. (a wholly-owned subsidiary of Goertek). The placement price is 15.86 Hong Kong dollars per share; on the evening of December 29, the company announced that Hong Kong Goertek has negotiated with several existing shareholders of Connect (excluding the controlling shareholder) to acquire no more than 42.8 million shares (accounting for 10.0% before placement and 8.9% after placement).
SWHY released a Research Report stating that Goertek Inc.'s intention to continuously subscribe and acquire equity in the company demonstrates the recognition of the Industry Chain towards Connect. The funds from the placement will be used for the research, design, and manufacturing of lenses and visual solutions for smart glasses and XR head-mounted devices, further assisting the company's development. If Goertek completes all subscriptions and acquisitions in the future, its shareholding in Connect may increase to over 20%, which will enhance the strategic partnership between the company and Goertek, bringing more Business development opportunities and collaboration with Goertek.
