小米(01810.HK)续挫近6% 忧印度疫情肆虐将影响小米今年手机销量
虽然印度首季智能手机出货量年增26%为六年来最好,其中小米(01810.HK)出货量市占居榜首,但由於印度单日新冠确诊病例连续第七天超过30万,外电分析指,印度疫情肆虐将影响小米手机生产和供应,料或令小米今年销量减少约1%。小米股价连跌第三天,尤其是今天一举失守20天、50天及10天线(25.9-26.25元),最低见24.6元,现造24.8元,续跌5.7%,为最弱蓝筹,成交增至1.956亿股,涉资49.46亿元。
调查机构Strategy Analytics报告显示,印度今年首季智能手机出货量按年增26%至3,900万台,为六年来最高增速,主要受惠於当地封城措施首季暂时放宽及对新4G手机需求上升推动。按品牌划分,小米市占率27%排名第一,出货量年增5%至1,030万台。不过,该机构分析指,小米市占率自高位回落,同时在当地也面对三星及Vivo的竞争,期内三星出货量排第二,年增45%至720万台,Vivo则排第三,出货量按年增46%至700万台。分析认为,虽然印度首季当地智能手机需求强劲,但预计次季将有所回落,主因是当地新冠确诊个案急增、封城措施再度收紧,相信当地智能手机市场仍会十分波动。
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