港股异动 | 手机产业链持续走高 通达集团(00698)涨超12% 市场需求复苏将带动手机终端厂商加快拉货
手机产业链持续走高，截止发稿通达集团(00698)12.67%，成交额1006万港元，丘钛科技(01478)涨5.23%，成交额2456万港元，瑞声科技(02018)涨2.51%，成交额5293万港元。
华泰证券研报认为，当前手机产业链终端及渠道库存均处于较低水位，市场需求复苏将带动手机终端厂商加快拉货。根据IDC数据，第三季度全球智能手机出货量为3.03亿部，环比增长14.13%，同比降幅收窄至-0.1%。
报告提到，高通认为，3Q23安卓手机市场开始显现早期需求复苏迹象，预计2023年全球手机出货量同比下滑中至高个位数，优于此前高个位数下滑预期，同时，公司看好2024年全球5G手机出货量实现高个位数至低两位数的同比增长。联发科预计2024年全球智能手机出货量实现低个位数增长，同样看好5G手机加速渗透趋势，预计2024年全球5G销量有望实现双位数增长。
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