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<Research>CICC Lifts CONANT OPTICAL (02276.HK) TP by 12% to $65, Adjusts Earnings Forecasts
CONANT OPTICAL (02276.HK) recently released its 2025 positive profit alert projecting a net profit increase of no less than 30%, primarily due to (1) higher sales of 1.74 index len...
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<Research>CICC Lifts CONANT OPTICAL (02276.HK) TP by 12% to $65, Adjusts Earnings Forecasts
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CONANT OPTICAL (02276.HK)  -3.680 (-7.969%)    Short selling $47.35M; Ratio 69.338%   recently released its 2025 positive profit alert projecting a net profit increase of no less than 30%, primarily due to (1) higher sales of 1.74 index lenses and other multifunctional products; (2) the continued amplification of scale effects and improved mechanical automation levels; (3) optimization of the financing structure, enhancing capital returns and reducing financing costs, according to CICC's research report.

Considering the decent sales of CONANT OPTICAL's functional lenses, cost dilution due to scale effects and lower financial expenses, CICC raised its 2025/ 2026 earnings forecasts by 3% each to RMB566 million/ RMB701 million, respectively.

Related News CONANT OPTICAL (02276.HK) Full-Year Net Profit RMB558 Million, Up 30.2%; Final Dividend Increased to RMB0.20
The broker introduced a 2027 earnings forecast of RMB916 million for the first time, with a valuation switch to 2026, with its current share price corresponding to 37x/ 28x PE ratios for 2026/2027.

Taking into account the earnings upgrade and the sector's risk appetite upside, CICC lifted its target price by 12% to $65, corresponding to projected 2026/ 2027 PE ratios of 40x/ 30x, with rating kept at Outperform.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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