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港股异动 | 高伟电子(01415)跌超5%领跌手机产业链 全球智能手机出货量降至十年低点

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手机产业链跌幅居前,截至发稿,高伟电子(01415)跌5.06%,报20.65港元;丘钛科技(01478)跌3.75%,报4.11港元;舜宇光学(02382)跌3.15%,报69.15港元;比亚迪电子(00285)跌0.91%,报32.55港元。

消息面上,根据市场调查机构Counterpoint Research公布的最新报告,预计2023年全球智能手机出货量将同比下降5%,达到12亿台,为近十年最低水平。然而,预计第四季度出货量将同比增长3%,达到3.12亿台。中国和中东和非洲 (MEA)、印度等新兴市场成功扭转颓势,从2023年第四季度起将成为智能手机市场的新增长引擎。

该机构预计通常在第四季度凭借新机系列领跑市场的苹果,将在2023年第四季度录得3%的同比销量下滑,主要原因是华为在中国市场的大举扩张以及日本智能手机的换机周期延长。然而,苹果将通过更优的产品组合,以价值增长来抵消销量下滑。

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