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A股異動 | 智能手機板塊集體下跌 2月中國智能手機銷量同環比雙降
格隆匯3月29日丨智能手機板塊集體下跌,其中北玻股份跌停,歌爾股份跌7%,中穎電子、露笑科技、立訊精密、聞泰科技跌6%,共達電聲跌5%,拓維信息、超圖軟件、永太科技跌4%。根據CINNO Research統計數據顯示,2月中國市場智能手機銷量約2,348萬部,按年下滑了20.5%,按月下滑24%,按年及按月雙雙出現收縮。由於受到宏觀環境影響,手機廠商開始降低市場預期和着手削減手機供應鏈訂單,並對手機產品進行降低規格和降低配置操作。同時高端機型需求疲弱與疫情反覆,導致國內手機市場發展節奏放緩。

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