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小米(01810.HK):疫情對銷售影響頗大 難以預測年內業務走勢會保持觀察
阿思達克 05-20 07:09
據內媒報道,小米集團(01810.HK)總裁王翔在首季業績電話會議上表示,疫情導致上海等地的門店關閉,對購買慾望產生較大影響。需求疲弱下,對集團銷售造成頗大影響。但疫情總會過去,小米會在重點領域持續投入,提升營運效率。 針對二季度及全年情況,小米集團總裁王翔坦言,目前內外圍環境不明朗,難以預測年內業務走勢,手機毛利率難回復去年同期水平,影響一季度的外部因素在二季度是否會有所改善仍存不確定,小米將保持觀察。不過,供應端將會有明顯改善,小米將保持與合作夥伴密切溝通。 在晶片供應方面,王翔預計,下半年半導體供應恢復正常,甚至可能出現過剩。不過,首季度低端晶片的供應依然非常短缺,影響包括印度在內的多個市場,成為集團最大挑戰,預計到第二季的後半段情況才會開始漸轉改善。(ta/w) ~
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