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Counterpoint Research:中國智能手機銷量按年連跌十周
市場研究機構Counterpoint Research數據顯示,自2022年第六周以來,中國智能手機銷量與去年同期相比,連續十周下跌,主要由於內地政府「動態清零」政策削弱消費者情緒。 期內,除榮耀外,中國主要智能手機品牌的銷售額均按年錄得跌幅。華為及OPPO的銷售額連續15周跌幅超過市場平均水平,小米(01810.HK)因紅米K40s和紅米K50系列的推出,銷售額一度超越去年,但有關的反彈並沒有持續多久。蘋果公司(AAPL.US)的銷量直至第十周才出現按年增長,但隨著 iPhone 13系列銷量下跌,公司iPhone整體銷量亦有所下跌。 與其他中國品牌不同,由於榮耀60系列的強勁銷售,榮耀正以平均每周按年增長1.32倍的速度,迅速擴大其市場份額。 事實上,每次政府採取嚴厲的隔離措施時,消費者情緒都會變得疲弱。如1月底起在北京冬奧期間,中國政府加強隔離措施,智能手機銷量開始出現按年下跌。於3月底,上海等主要成市「封城」,智能手機銷售進一步下滑。不過,消費者情勢於五一黃金周有所回升,因此Counterpoint Research預期將出現一些復甦。
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