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A股異動 | 傳音控股(688036.SH)大漲逾9% 持續稱霸非洲市場 機構密集調研
格隆匯 04-22 13:51
格隆匯4月22日丨傳音控股(688036.SH)大漲逾9%,報174.4元,總市值1395億元。傳音控股此前發佈消息稱,2021年3月3日-3月24日,公司共接待UBS等239家機構調研。美國市場分析機構國際數據公司日前發佈的數據顯示,2020年第四季度,非洲手機市場總出貨量環比增長4.6%。數據顯示,當季中國品牌手機仍佔據非洲市場主要份額,其中傳音以48.2%的份額位居榜首。德邦證券發佈最新研報稱,考慮到非洲市場空間巨大,且公司在非洲地區壁壘深厚,其在非洲地區的智能手機銷售具有較強確定性;同時公司對本地客户痛點理解深刻,向其他電子及家電品類拓展,相對於其他廠商更具優勢,給予“買入”評級。

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