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港A手機股拉昇 6月國內手機出貨量同比增9% 年內首錄正增長
格隆匯7月21日丨港A手機股拉昇,A股春興精工漲停,露笑科技、蘇州固鍀漲5%,得潤電子漲4.7%,晶方科技漲3.2%,環旭電子、金髮科技、奧拓電子、聞泰科技漲2%;舜宇光學漲5%,通達集團漲1%,丘鈦科技、瑞聲科技、高偉電子跟漲。中國信通院數據顯示,2022年6月,國內市場手機出貨量2801.7萬部,同比增長9.2%,其中,5G手機2302.7萬部,同比增長16.3%,佔同期手機出貨量的82.2%。2022年1-6月,國內市場手機總體出貨量累計1.36億部,同比下降21.7%,其中,5G手機出貨量1.09億部,同比下降14.5%,佔同期手機出貨量的80.2%。有分析認為,智能手機的需要減弱會影響供應鏈的憂慮,大摩指,如果實際需求得以維持,料市場的負面因素不會增加,因為市場上已有相關預期,全球智能手機需求在第二季維持弱勢,但料按年不會進一步惡化。

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