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《大行報告》中銀國際:小米(01810.HK)可受惠手機市場份額提高 及物聯網產品銷售加快
阿思達克 11-04 14:26
中銀國際發表報告,引述市場研究指小米(01810.HK)第三季的智能手機全球付運量按季增長64%或按年增45%至4,710萬部,成為全球第三大原廠委託設計(ODM)智能手機品牌,而華為的付運量在全球還是國內都開始錄得放緩。

整體而言,全球智能手機付運量在第三季按季增長22%至3.48億部。該行預期第四季的付運量將會進一步復甦,主要是受惠於iPhone 12的發布,而華為市場佔有率或會因關鍵組件供應中斷而縮小。另一方面,中國智能手機出貨量繼續下跌,第三季出貨量按年跌15%至8,300萬部,而小米是唯一錄市佔率上升的ODM生產商。

該行重申公司「買入」投資評級,認為全球智能手機市場的復甦,以及華為在智能手機市場的萎縮提供了獨特的機會。小米不但可以受惠於智能手機市場份額增長,而且可以通過增強其全球分銷及品牌,加快其物聯網銷售。

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