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《大行報告》瑞銀:若印度推售「Jio-Google」廉價智能手機 料僅影響小米(01810.HK)4G低端市場份額
阿思達克 04-26 14:50
去年印度電信業巨頭Reliance Jio和Google宣布,共同研發新款入門4G智能手機。瑞銀發表報告指,很難實現售價50美元的智能手機,相信60至70美元的售價將更為合理,並能將印度當地4G普及率提高15%左右。

瑞銀指,在疫情挑戰下,小米(01810.HK)在去年保持了在印度智能手機市場的領先地位,市佔率為29.5%,不期望小米在上述價位上與Jio-Google的智能手機競爭,因為可能會令用戶體驗變差,預計小米在印度的智能手機目標,包括加強紅米和小米的雙品牌戰略,並根據市場需求戰略性地推出5G機型、提高印度智能手機的平均銷售價格及深化線下分銷。

印度銷售方面,瑞銀預計,小米的智能手機銷量在今明兩年將分別達到4,000萬和4,500萬部,按年增長7%和13%。如果Jio-Google手機市場反應成功,小米在4G市場的低端市場會損失一些份額,並估計印度市場佔小米收入的15%至20%,給予小米中性評級,目標價28元。

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