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《大行报告》瑞信料武汉疫情令内企难追回2月生产计划 智能手机消费开支势降
阿思达克 01-30 15:45

瑞信发表报告表示,随着内地新型冠状病毒疫情扩大,中国已有10个城市「封城」,当局亦决定延长农历新年假期至2月2日,不少地方政府包括广东、苏州、浙江、江苏、上海、福建及云南均已下令企业非必要服务及生产需延至2月9日之後恢复生产。

该行认为由於内地疫情蔓延,会减少消费者对智能手机的花费支出,因部份城市「封城」及部份业务复苏需时,将影响相关手机零售销售及线上销售付运,基於消费需求走弱,该行此前对中国今年首季智能手机付运将录单位数字跌幅的预测有下行风险。

瑞信称,假设中国生产活动延至2月3日或2月10日後复产,基於部份城市「封城」,部份湖北省地区企业未必能立即复产,兼且2月份一向属传统淡季,料2月下旬或难以追回本月的生产计划部伐。据该行所研究覆盖,京东方(000725.SZ)、深天马(000050.SZ)均在武汉设有厂房。

该行指,武汉肺炎目前正在发展之中,对内地科技行业构成不明朗因素,将观察相关企业於农历新年後的生产能力情况。

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