小米(01810.HK)关注美国制裁华为事态发展 料印度「排灯节」带动消费增长
小米集团(01810.HK)总裁王翔出席业绩电话会议时表示,第二季公司经调整净利润按年下跌,主要是受疫情影响,而市场在5月份已逐渐恢复,经调整净利润按季比较增长46.6%,故认为表现仍健康。至於次季互联网毛利率按年收窄至60.3%,他解释部分是源於疫情影响,而金融科技业务亦作出了减值拨备。
对於美国制裁华为对公司及小米的芯片供应链等有何影响,王翔指会关注事态发展,但更关注自身战略的制定和实施,强调公司已是全球化企业,而国际化发展速度亦很快,公司会按自己的策略和方向拓展全球业务,现时已看到初步成果,相信未来有非常多快速增长的机会。
在印度市场方面,他指出目前小米在当地排名第一,重视与当地合作夥伴的合作,对发展有信心。他指出印度的疫情仍然严重,相信隔离措施解除後市场会有良好复苏,7月份印度智能手机的日均启动数量已回升到了1月疫情前水准的72%,但生产方面仍未回复正常水平,配送方面亦受到影响。不过他相信第三季度迎来印度最重要的节日「排灯节」,估计将带动消费增长。(el/u) ~
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