小米(01810.HK):晶片短缺下公司维持年度销售目标 关注印度疫情转差将作调整
小米(01810.HK)总裁王翔在业绩电话会议中指出,在晶片供应紧张的情况下公司仍维持年度销售目标,未有作任何调整。他又相信晶片短缺是周期性状况,每三至四年就出现一次,只是今次情况较为严重。他续指,疫情令生产商对需求出现误判,事实上疫情令笔记本电脑等产品需求上升,同时於电动车等其他领域的需求也加剧了晶片短缺情况,预期今年内根本性改变短缺的机会不大。他又相信晶片短缺情况对小米「造车」无影响,强调集团现时加入造车「为时未晚,肯定来得及」,因市场渗透率仍然处低水平。
针对印度疫情转差,王翔透露疫情令印度市场面临非常大的挑战,物流运输出现困难,小米会密切关注当地市场变化,调整当地业务,对於全年的出货量、市占率目标等暂未有变动。
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