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A股異動丨漫步者領漲無線耳機概念股 無線耳機產業呈爆發式增長
格隆匯 11-13 13:03
格隆匯11月13日丨無線耳機概念股龍頭漫步者(002351.SZ)再度漲停,報14.93元,近60個交易日累計漲幅達177%,總市值88.5億元。

2019年10月30日,蘋果正式開售全新TWS耳機新品AirPods Pro。第二天,蘋果公佈了2019財年第四季度財報,數據顯示,包括可穿戴、家居、配件產品在內的業務,營收達65.2億美元,佔總體營收10%,這其中AirPods家族的藍牙耳機功不可沒。值得注意的是,由於正式上市之後便獲得了大量用户的購買,蘋果官網顯示,AirPods Pro購買之後的發貨日期延長至2-3周 ,這意味着很長時間內官網線上將缺貨,無線耳機的火爆程度可見一斑。漫步者已發佈多款TWS真無線藍牙耳機,且在季報中預計年報預增70%-110%,主要因耳機收入的大幅增加。板塊內,聖邦股份(300661.SZ)和博信股份(600083.SH)均漲逾8%。
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