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小米(01810.HK):歐洲疫情反彈暫未見影響 零部件缺貨持續將加強規劃
阿思達克 11-24 19:27
小米(01810.HK)總裁王翔指在業績電話會議上指,今年3-5月份歐洲疫情剛爆發時各地都有嚴厲措施,但之後措施有所緩和,加上手機仍是剛需產品,故勢頭亦陸續恢復。他留意到現時疫情在歐洲、印度都有反彈的情況,但由於歐洲消費者仍可以透過營運商、電商等方式購買產品,故當地銷量亦達到了高點,估計近期西班牙、意大利疫情爆發或會有影響,但暫時仍未見到。他強調歐洲市場仍有巨大的空間,以西班牙為例小米在當地市佔逾三成,其他市場包括意大利、法國及德國等仍在進步過程中,未來會繼續與合作夥伴建立好關係,並與線下渠道合作。

而在印度市場方面他承認較受疫情影響,因為公司是在當地生產,而疫情嚴重時工廠需要暫時停工,公司不得不透過出口方式供貨,現時正在觀察相關進展,強調小米在當地出貨量仍居首位。

在零部件市場方面,王翔透露第二、三季均有供應短缺情況出現,而第三季在缺貨的情況下快速增長亦得來不易,相信第四季到明年仍會有挑戰,會與供應商更好配合、更精準做好生產及產品規劃,滿足市場需要,減少缺貨帶來的影響。另外他透露公司未來仍會推出高端產品以滿足高端消費群的需求,認為高端領域市場是增量市場,故在國內及海外市場都會推高端產品上市。

他續指,留意到華為出售榮耀的事件,強調對公司策略無影響,亦無看到需要調整公司專注於用戶體驗的策略,未來會繼續關注友商的變化,續拓海外市場。(el/a) ~

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