港股異動丨比亞迪電子(0285.HK)漲近7% 成為蘋果iPad新品的代工方
格隆匯9月16日丨比亞迪電子(0285.HK)漲近7%,領漲恆指科技指數成分股,報43.2港元,總市值973億港元。蘋果秋季發佈會昨晚圓滿落幕,蘋果發佈了兩款iPad產品,分別為iPad Air 4 和ipad 8。恰好今年是iPad十週年,蘋果介紹稱,iPad銷售量已經超過5億台。從供應鏈獲悉,比亞迪電子已成為此次iPad新品的代工方。中信證券研報指出,目前蘋果平板範圍iPad、mini、Air、Pro系列,定位各有不同,2018-2019年整體銷量4487/4580萬,同比+2.4%/+2.1%。展望未來,iPad定位娛樂性電子設備以及便攜式生產力工具,疊加疫情催生遠程教育/辦公等需求,預計2020年銷量有望回暖達到5000萬部,同比增10%。

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