国产镜片双雄对决：明月VS康耐特，谁将主导全球市场？
随着国产镜片品牌崛起，明月镜片与康耐特光学正成为全球眼镜市场的新势力。 这两家同时于2021年12月16日上市的企业，正以不同的发展策略抢占市场份额。
As domestic lens brands rise, Mingyue Optical and Conant Optics are becoming new forces in the global eyewear market. These two companies that went public on the same day - December 16, 2021 - are capturing market share with different development strategies.
市场格局与品牌定位
Market Landscape and Brand Positioning
康耐特光学已成为国内最大的树脂镜片厂商，2023年全球销量排名第二。其外销占比近70%，产品远销90个国家，是我国最大的树脂镜片出口商。
Conant Optics has become the largest domestic resin lens manufacturer, ranking second in global sales in 2023. Its export business accounts for nearly 70%, with products sold to 90 countries, making it China's largest resin lens exporter.
相比之下，明月镜片主打国内市场，内销占比高达95%。其连续8年国内销量领先，2023年零售量市占率达12.4%。
In contrast, Mingyue Optical focuses on the domestic market, with domestic sales accounting for 95%. It has led domestic sales for eight consecutive years, with a retail market share of 12.4% in 2023.
产品与技术优势
Product and Technological Advantages
康耐特是全球仅有的四家1.74高折射率镜片供应商之一，其高端产品性价比优势明显。定制镜片业务毛利率高达57.6%，成为重要增长点。
Conant is one of only four global suppliers of 1.74 high-refractive index lenses, with obvious cost-performance advantages in high-end products. Its customized lens business boasts a gross margin as high as 57.6%, becoming a key growth driver.
明月镜片则自主研发了革命性的1.71折射率产品，兼具高折射率与高光学参数，性价比优于1.74产品，深受中高度近视患者青睐。
Mingyue Optical has independently developed the revolutionary 1.71 refractive index product, combining high refractive index with high optical parameters, offering better cost-performance than 1.74 products, and is favored by patients with moderate to high myopia.
财务表现与增长潜力
Financial Performance and Growth Potential
康耐特光学净利润从2018年的0.78亿激增至2023年的3.3亿，5年增长超4倍。2024年上半年继续同比增长31.6%。
Conant Optics' net profit surged from 78 million yuan in 2018 to 330 million yuan in 2023, a more than fourfold increase in five years. In the first half of 2024, it continued to grow by 31.6% year-on-year.
明月镜片则通过"轻松控"等青少年近视防控产品实现差异化竞争，该系列产品2023年收入占比已超17%。
Mingyue Optical has achieved differentiated competition through products like "Easy Control" for adolescent myopia prevention, with this series accounting for over 17% of revenue in 2023.
未来发展趋势
Future Development Trends
两家企业都在布局智能眼镜领域：
- 明月已推出具有智能语音助手功能的Sasky智能眼镜
- 康耐特则有望通过与XR厂商合作拓展新业务
Both companies are deploying in the smart glasses field:
- Mingyue has launched Sasky smart glasses with intelligent voice assistant functions
- Conant is expected to expand new businesses through cooperation with XR manufacturers
行业分析师指出："随着消费观念转变和国产品牌技术提升，国产镜片替代国际大牌的趋势将持续加强。明月和康耐特凭借各自优势，有望在全球市场获得更大份额。"
Industry analysts point out: "With changing consumption concepts and technological improvements in domestic brands, the trend of domestic lenses replacing international brands will continue to strengthen. Mingyue and Conant, with their respective advantages, are expected to gain greater share in the global market."
