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小米(01810.HK):晶片短缺下公司維持年度銷售目標 關注印度疫情轉差將作調整
阿思達克 05-27 09:18
小米(01810.HK)總裁王翔在業績電話會議中指出,在晶片供應緊張的情況下公司仍維持年度銷售目標,未有作任何調整。他又相信晶片短缺是周期性狀況,每三至四年就出現一次,只是今次情況較為嚴重。他續指,疫情令生產商對需求出現誤判,事實上疫情令筆記本電腦等產品需求上升,同時於電動車等其他領域的需求也加劇了晶片短缺情況,預期今年內根本性改變短缺的機會不大。他又相信晶片短缺情況對小米「造車」無影響,強調集團現時加入造車「為時未晚,肯定來得及」,因市場滲透率仍然處低水平。

針對印度疫情轉差,王翔透露疫情令印度市場面臨非常大的挑戰,物流運輸出現困難,小米會密切關注當地市場變化,調整當地業務,對於全年的出貨量、市佔率目標等暫未有變動。

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