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小米(01810.HK)關注美國制裁華為事態發展 料印度「排燈節」帶動消費增長
阿思達克 08-26 20:45
小米集團(01810.HK)總裁王翔出席業績電話會議時表示,第二季公司經調整淨利潤按年下跌,主要是受疫情影響,而市場在5月份已逐漸恢復,經調整淨利潤按季比較增長46.6%,故認為表現仍健康。至於次季互聯網毛利率按年收窄至60.3%,他解釋部分是源於疫情影響,而金融科技業務亦作出了減值撥備。

對於美國制裁華為對公司及小米的芯片供應鏈等有何影響,王翔指會關注事態發展,但更關注自身戰略的制定和實施,強調公司已是全球化企業,而國際化發展速度亦很快,公司會按自己的策略和方向拓展全球業務,現時已看到初步成果,相信未來有非常多快速增長的機會。

在印度市場方面,他指出目前小米在當地排名第一,重視與當地合作夥伴的合作,對發展有信心。他指出印度的疫情仍然嚴重,相信隔離措施解除後市場會有良好復甦,7月份印度智能手機的日均啟動數量已回升到了1月疫情前水準的72%,但生產方面仍未回復正常水平,配送方面亦受到影響。不過他相信第三季度迎來印度最重要的節日「排燈節」,估計將帶動消費增長。(el/u) ~

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