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瑞聲02018.HK)裂口高開14.7% 耳機大廠歌爾(002241.SZ)遭境外某大客戶停產一款聲學產品
瑞聲科技(02018.HK)今早裂口高開14.7%見18.46元,最新報17.78元升10.4%。內地上市的立訊精密(002475.SZ)今早亦高開4.6%,報33.49元人民幣。 蘋果供應鏈業者、深交所股上市的耳機大廠歌爾股份(002241.SZ)公布近日收到境外某大客戶的通知,暫停生產其一款智能聲學整機產品。目前與該客戶的其他產品項目合作仍在正常開展。本次業務變動預計影響2022年度營業收入不超過人民幣33億人民幣,約佔公司2021年度經審計營業收入的4.2%。 該事項對公司經營業績的影響仍在評估中。公司將盡快推動相關評估工作,並按照相關法律法規的要求履行信息披露義務。 分析師郭明錤隨後推文指出,根據其最新調查,歌爾暫停生產的產品是蘋果AirPods Pro 2耳機,暫停生產較可能是因為生產問題,而非需求問題。
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