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康耐特光学

63.750

+0.2000.31%

成交量：84.41万

成交额：5,374.60万

市值：323.21亿

市盈率：62.05

高：64.350

开：63.550

低：62.700

收：63.550

52周最高：65.350

52周最低：20.670

股本：5.07亿

香港流通股本：5.07亿

量比：0.66

换手率：0.17%

股息：0.34

股息率：0.53%

每股收益(LYR):1.027

净资产收益率：24.78%

总资产收益率：11.96%

市净率：11.35

市盈率(LYR):62.05

市销率: 13.17

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 康耐特光学 02月16日卖空量成交7.15万股，卖空比例为14.65%

康耐特光学02月16日获主力加仓1206.0万元

每日卖空追踪 | 康耐特光学 02月13日卖空量成交1.08万股，卖空比例为1.25%

每日卖空追踪 | 康耐特光学 02月12日卖空量成交1.56万股，卖空比例为0.87%

康耐特光学02月12日获主力加仓708.5万元

港股异动 | 康耐特光学(02276)午前涨超4% 今年多个头部科技企业多款AI眼镜有望量产落地

每日卖空追踪 | 康耐特光学 02月10日卖空量成交5.71万股，卖空比例为3.39%

康耐特光学(02276)股价上升5.051%，现价港币$62.4

阿斯达克财经

每日卖空追踪 | 康耐特光学 02月06日卖空量成交5.96万股，卖空比例为5.43%

每日卖空追踪 | 康耐特光学 02月05日卖空量成交2.54万股，卖空比例为2.28%

康耐特光学（02276）更新2026年1月股份变动月报表，股本维持不变

康耐特光学盘中异动股价大跌5.01%

康耐特光学(02276)完成发行合共2700万股配售股份

每日卖空追踪 | 康耐特光学 02月02日卖空量成交3.85万股，卖空比例为2.55%

康耐特光学02月02日主力净流出152.8万元散户资金买入

港股异动 | 康耐特光学(02276)回落逾4% 公司宣布配股净筹14亿港元机构称或为后续开支储备

商社行业周报：政策支持服务消费发展关注春节数据

国泰海通证券

国联民生研究｜一周热门研报汇享1.24-1.30

国联民生研究

康耐特光学01月30日获主力加仓207.5万元

每日卖空追踪 | 康耐特光学 01月29日卖空量成交1.52万股，卖空比例为1.43%

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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216161638a700d447&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2611169898","title":"每日卖空追踪 | 康耐特光学 02月13日卖空量成交1.08万股，卖空比例为1.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611169898","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611169898?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 16:30","pubTimestamp":1770971430,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月13日，跌1.33%，卖空量成交1.08万股，较上一交易日减少92.64%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213163415a6f6e55e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213163415a6f6e55e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2611185572","title":"每日卖空追踪 | 康耐特光学 02月12日卖空量成交1.56万股，卖空比例为0.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185572","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185572?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 16:30","pubTimestamp":1770885029,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月12日，涨4.17%，卖空量成交1.56万股，较上一交易日减少44.29%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212163401a6f28c33&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212163401a6f28c33&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2611185573","title":"康耐特光学02月12日获主力加仓708.5万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185573","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185573?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 16:15","pubTimestamp":1770884141,"startTime":"0","endTime":"0","summary":"02月12日, 康耐特光学股价涨4.17%，报收63.75元，成交金额1.1亿元，换手率0.35%，振幅6.29%，量比1.51。康耐特光学今日主力资金净流入708.5万元，连续6日净流入，上一交易日主力净流入462.0万元。近一年数据显示，该股主力连续6日净流入后，次日上涨概率为72.73%，平均涨幅为1.67%。该股近5个交易日上涨4.89%，主力资金累计净流入3206.8万元，其中3个交易日为股价下跌时净流入；近20日主力资金累计净流入1.9亿元，其中净流入天数为17日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212161839a6f27a65&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212161839a6f27a65&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2610199259","title":"港股异动 | 康耐特光学(02276)午前涨超4% 今年多个头部科技企业多款AI眼镜有望量产落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2610199259","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610199259?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 11:47","pubTimestamp":1770868037,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学午前涨超4%，截至发稿，涨4.58%，报64港元，成交额3647.86万港元。消息面上，康耐特光学近日宣布，拟配股2700万股，所得款项净额约14亿港元。中信建投发布研报称，2023年9月Meta开启AI眼镜时代，2025年行业进入产品爆发期，预计谷歌等公司AI眼镜产品也将在26-27年陆续推出。东北证券则表示，Meta和阿里积极布局AI+AR眼镜，2026年多个头部科技企业多款AI眼镜有望量产落地。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404552.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","02276","BK1222","VT","VXUS","BK4588"],"gpt_icon":0},{"id":"2610160233","title":"每日卖空追踪 | 康耐特光学 02月10日卖空量成交5.71万股，卖空比例为3.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610160233","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610160233?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 16:30","pubTimestamp":1770712231,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月10日，跌0.4%，卖空量成交5.71万股，较上一交易日减少66.35%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163421a6e9adc6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163421a6e9adc6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2610268921","title":"康耐特光学(02276)股价上升5.051%，现价港币$62.4","url":"https://stock-news.laohu8.com/highlight/detail?id=2610268921","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610268921?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 14:29","pubTimestamp":1770618540,"startTime":"0","endTime":"0","summary":"[上升股]康耐特光学(02276) 股价在下午02:29比前收市价上升5.051%，现股价为港币$62.4。至目前为止，今日最高价为$62.4，而最低价为$59.4。总成交量为78.44万股，总成交金额为港币$4.803千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2602095722/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2602095722/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2609595986","title":"每日卖空追踪 | 康耐特光学 02月06日卖空量成交5.96万股，卖空比例为5.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609595986","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609595986?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 16:30","pubTimestamp":1770366631,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月06日，跌1.49%，卖空量成交5.96万股，较上一交易日减少26.24%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206163445a483cf34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206163445a483cf34&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2609320746","title":"每日卖空追踪 | 康耐特光学 02月05日卖空量成交2.54万股，卖空比例为2.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609320746","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609320746?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 16:30","pubTimestamp":1770280229,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月05日，跌1.07%，卖空量成交2.54万股，较上一交易日减少90.76%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163524a47f6178&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163524a47f6178&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"1175423375","title":"康耐特光学（02276）更新2026年1月股份变动月报表，股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1175423375","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175423375?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 17:12","pubTimestamp":1770196322,"startTime":"0","endTime":"0","summary":"上海康耐特光學科技集團股份有限公司（02276）于2026年2月4日发布2026年1月股份变动月报表。公告显示，截至2026年1月31日，公司注册股本维持人民币479,925,000股（每股面值人民币1元），已发行股份总数为479,925,000股，与上月持平，未发生新增发行、购回、注销或库藏股变动。\n公司在公告中确认已符合香港联交所上市规则所要求的公众持股比例。截至本月末，股本总数保持稳定，无股份期权或其他股权激励计划变动的记录。公告由联席公司秘书曹雪签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02276"],"gpt_icon":0},{"id":"2608358652","title":"康耐特光学盘中异动 股价大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608358652","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608358652?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 10:08","pubTimestamp":1770170933,"startTime":"0","endTime":"0","summary":"2026年02月04日早盘10时08分，康耐特光学股票出现异动，股价快速跳水5.01%。截至发稿，该股报58.800港元/股，成交量37.19万股，换手率0.07%，振幅5.01%。康耐特光学股票所在的医疗设备及用品行业中，整体跌幅为0.55%。康耐特光学公司简介：上海康耐特光学科技集团股份有限公司是一家主要从事眼镜镜片生产的中国公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020410085397a4c241&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020410085397a4c241&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2608887115","title":"康耐特光学(02276)完成发行合共2700万股配售股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2608887115","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608887115?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 21:25","pubTimestamp":1770125139,"startTime":"0","endTime":"0","summary":"智通财经APP讯，康耐特光学(02276)发布公告，配售协议的先决条件已获达成，配售事项已于2026年2月3日完成。根据配售协议的条款及条件，合共2700万股配售股份已按配售价每股配售股份 52.00港元配发及发行予承配人。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401257.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2608686173","title":"每日卖空追踪 | 康耐特光学 02月02日卖空量成交3.85万股，卖空比例为2.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608686173","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608686173?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 16:30","pubTimestamp":1770021029,"startTime":"0","endTime":"0","summary":"康耐特光学北京时间02月02日，跌1.76%，卖空量成交3.85万股，较上一交易日减少80.26%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202163516a4728cb7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202163516a4728cb7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02276","BK1222"],"gpt_icon":0},{"id":"2608786861","title":"康耐特光学02月02日主力净流出152.8万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2608786861","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608786861?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 16:15","pubTimestamp":1770020138,"startTime":"0","endTime":"0","summary":"02月02日, 康耐特光学股价跌1.76%，报收61.45元，成交金额9203.5万元，换手率0.32%，振幅7.03%，量比0.61。康耐特光学今日主力资金净流出152.8万元，上一交易日主力净流入207.5万元。该股近5个交易日上涨5.90%，主力资金累计净流入3563.4万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2.3亿元，其中净流入天数为17日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202161913a4727b33&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202161913a4727b33&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2608837905","title":"港股异动 | 康耐特光学(02276)回落逾4% 公司宣布配股净筹14亿港元 机构称或为后续开支储备","url":"https://stock-news.laohu8.com/highlight/detail?id=2608837905","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608837905?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 14:09","pubTimestamp":1770012576,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，康耐特光学回落逾4%，截至发稿，跌4.24%，报59.9港元，成交额5675.21万港元。消息面上，康耐特光学近日宣布，拟配股2700万股，每股配售价52港元，较公司1月26日收市价每股58.5港元折让约11.1%，所得款项净额约14亿港元。配售完成后总股本预计由4.80亿股增至5.07 亿股。瑞银则表示，康耐特光学长期的估值重估驱动因素依然稳固。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400472.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02276","VT","BK4588","BK4585","BK1222"],"gpt_icon":0},{"id":"2608007384","title":"商社行业周报：政策支持服务消费发展 关注春节数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2608007384","media":"国泰海通证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608007384?lang=zh_cn&edition=fundamental","pubTime":"2026-02-01 00:00","pubTimestamp":1769875200,"startTime":"0","endTime":"0","summary":"行业重点信息及数据更新： 1）社服行业：①国务院办公厅1 月29日发布《加快培育服务消费新增长点工作方案》，要求各地区、各有关部门加强政策设计， 创新支持举措，优化服务消费环境，根据需要制定出台具体服务消费领域支持政策。公司公告：①菜百股份：预计2025 年实现归母净利润10.6 亿–12.3亿元，同增47.43%–71.07%；扣非归母净利润预计为9.52 亿–11.22亿元，同增39.16%–64.03%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201184630a6c629a3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:00","pubTimestamp":1769817629,"startTime":"0","endTime":"0","summary":"针对大宗商品的长周期复盘研究。首先，起点处的衰退和商品价格阶段性低点出现在2020年。最后，一场经济衰退可能是检验商品上涨周期“成色”的重要“试金石”。2025年“资产荒”展望。对应2026年1月26日PE分别为46X、21X、18X，维持“推荐”评级。25Q4公募基金煤炭持仓占比环比小幅提升，但仍处于较低水平。据我们统计，截至25Q4，各公募基金持有煤炭股总市值为68.74亿元，较25Q3的61.31亿元增长12.13%。持有基金数方面，25Q4持有中国","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013108150897a43aa2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013108150897a43aa2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01171","HK0000252160.HKD","BK1564","01456","BK1198","02276","01088","LU0593848301.USD","LU2213484517.USD","LU2543165471.USD","SGXZ86797644.SGD","BK1147","HK0000252152.HKD","SGXZ62798434.SGD","02259","HK0000500386.USD"],"gpt_icon":1},{"id":"2607011234","title":"康耐特光学01月30日获主力加仓207.5万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607011234","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607011234?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130162038a4683df7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1222","02276"],"gpt_icon":0},{"id":"2607579087","title":"每日卖空追踪 | 康耐特光学 01月29日卖空量成交1.52万股，卖空比例为1.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607579087","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607579087?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 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