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小米(01810.HK)續挫近6% 憂印度疫情肆虐將影響小米今年手機銷量
阿思達克 04-28 11:56
雖然印度首季智能手機出貨量年增26%為六年來最好,其中小米(01810.HK)出貨量市佔居榜首,但由於印度單日新冠確診病例連續第七天超過30萬,外電分析指,印度疫情肆虐將影響小米手機生產和供應,料或令小米今年銷量減少約1%。小米股價連跌第三天,尤其是今天一舉失守20天、50天及10天線(25.9-26.25元),最低見24.6元,現造24.8元,續跌5.7%,為最弱藍籌,成交增至1.956億股,涉資49.46億元。

調查機構Strategy Analytics報告顯示,印度今年首季智能手機出貨量按年增26%至3,900萬台,為六年來最高增速,主要受惠於當地封城措施首季暫時放寬及對新4G手機需求上升推動。按品牌劃分,小米市佔率27%排名第一,出貨量年增5%至1,030萬台。不過,該機構分析指,小米市佔率自高位回落,同時在當地也面對三星及Vivo的競爭,期內三星出貨量排第二,年增45%至720萬台,Vivo則排第三,出貨量按年增46%至700萬台。分析認為,雖然印度首季當地智能手機需求強勁,但預計次季將有所回落,主因是當地新冠確診個案急增、封城措施再度收緊,相信當地智能手機市場仍會十分波動。

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