港股異動 | 瑞聲科技(2018.HK)7天升幅超20%，為小米14、華為Mate60等爆款機型主供應商
格隆匯獲悉，瑞聲科技(2018.HK)近7個交易日升幅超過20%，11月9日收盤價報16.90港元，成交額8383.03萬港元。
消息面上，小米10月26日舉行小米澎湃OS暨Xiaomi 14系列新品發佈會。據瑞聲科技官微披露，小米14全球首發搭載瑞聲科技ESA微型馬達，同時採用了瑞聲科技立體聲雙SLS揚聲器、4顆小尺寸高性能MIC，以及高強鋁合金中框。
此外，根據券商研報消息，瑞聲科技還是華為Mate60系列的主要供應商。其中，Mate60機型瑞聲科技主要供應揚聲器、金屬中框等，而Mate60 Pro/Pro+等高端機型，瑞聲科技供應的揚聲器、金屬中框、馬達等的佔比會更高，其中部分還是獨供。
相較而言，今年下半年，瑞聲科技在高端機型上的結構件產品表現更為強勁。
高端旗艦手機的金屬中框單價在100-200元左右，而摺疊手機的鉸鏈更是高達500元左右，是其他器件價格的數倍甚至數十倍，而相關新材料和新技術的採用，有望進一步推動瑞聲科技結構件產品附加值。
據媒體報道，瑞聲科技為Xiaomi14提供了中框結構件，採用優化的高強鋁合金材質，加工複雜度更高，可顯著提升手機強度和抗摔性。同時，瑞聲科技的中框結構件還採用了技術提升的納米注塑方案，通過了最高級別的IP68防塵防水測試。
而華為 Mate 60 系列機身背部採用了大面積金屬蓋板搭配玻璃蓋板的拼接工藝，位於下半部分的金屬蓋板部分與機身金屬中框呈一體化設計，上半部分則採用玻璃蓋板材質，整體外觀十分獨特，極具質感。
得益於小米14系列、華為Mate60系列等爆款旗艦機型的推動，瑞聲科技結構件業務或將迎來量價齊升，進而推動該公司業績表現。小米集團CEO雷軍近日在微博稱，小米14系列銷量已超過100萬台，目前缺貨還是嚴重，正在催單。而華為Mate60系列目前累計銷量可能突破了270萬台，整個生命週期出貨量約1700萬部。
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