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小米(01810.HK):互聯網業務不受疫情影響 料海外疫情對3-4月影響較大
阿思達克 03-31 19:38
小米(01810.HK)總裁王翔在業績電話會議中表示,疫情下用戶使用時長有所提升,信息流及遊戲相關業務亦有較好增長,雖然有些廣告的客戶預算受影響,但亦其他互聯網業務亦有增長,故整體而言仍處於增長態勢,目前判斷互聯網業務不會受疫情影響。

他續指,受疫情影響早前供應鏈挑戰主要來自生產及組裝等,而在核心供應商方面,目前未見有嚴重問題,會持續關注全球供應鏈方面的情況。在海外市場方面,他認為以歐洲為例現時仍處疫情爆發期,相信對3-4月業務影響較大,但到5月應可看到復甦跡象,他又認為智能手機屬剛需產品,參考中國的情況,市場下跌一個多月後復甦速度亦較快。而針對印度「鎖國」應對疫情,王翔認為短期措施將影響消費者對手機及產品的採購,而工廠及銷售均叫停,但相信用戶仍有其他渠道可採購,料疫情穩定後印度市場亦會出現反彈。

首席財務官周受資補充,相信歐洲有能力克服疫情,會密切關注當地復甦節奏。另外,他指出公司戰略投資上游企業,2月份小米有份投資的石頭科技已在科創板上市,未來會持續投資上游及優質企業,並保持較大投資力度。(el/a) ~

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