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小米(01810.HK):欧洲疫情反弹暂未见影响 零部件缺货持续将加强规划
阿思达克 11-24 19:27
小米(01810.HK)总裁王翔指在业绩电话会议上指,今年3-5月份欧洲疫情刚爆发时各地都有严厉措施,但之後措施有所缓和,加上手机仍是刚需产品,故势头亦陆续恢复。他留意到现时疫情在欧洲、印度都有反弹的情况,但由於欧洲消费者仍可以透过营运商、电商等方式购买产品,故当地销量亦达到了高点,估计近期西班牙、意大利疫情爆发或会有影响,但暂时仍未见到。他强调欧洲市场仍有巨大的空间,以西班牙为例小米在当地市占逾三成,其他市场包括意大利、法国及德国等仍在进步过程中,未来会继续与合作夥伴建立好关系,并与线下渠道合作。

而在印度市场方面他承认较受疫情影响,因为公司是在当地生产,而疫情严重时工厂需要暂时停工,公司不得不透过出口方式供货,现时正在观察相关进展,强调小米在当地出货量仍居首位。

在零部件市场方面,王翔透露第二、三季均有供应短缺情况出现,而第三季在缺货的情况下快速增长亦得来不易,相信第四季到明年仍会有挑战,会与供应商更好配合、更精准做好生产及产品规划,满足市场需要,减少缺货带来的影响。另外他透露公司未来仍会推出高端产品以满足高端消费群的需求,认为高端领域市场是增量市场,故在国内及海外市场都会推高端产品上市。

他续指,留意到华为出售荣耀的事件,强调对公司策略无影响,亦无看到需要调整公司专注於用户体验的策略,未来会继续关注友商的变化,续拓海外市场。(el/a) ~

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