小米、realme等品牌发力 “非洲手机之王”传音“让利”

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2023年,国产手机厂商出货量都在同比下滑的背景下,“非洲手机之王”传音控股(688036.SH,股价74.92元,市值854.35亿元,以下简称传音)以超30%的增长速度,首次跻身全球智能手机出货量前五。然而,2024年及今年一季度,公司未能延续2023年的高增长。去年归母净利润仅同比微增0.22%,今年一季度,更是出现了罕见的近70%的下滑。传音的成功,很大程度上依赖于其对非洲市场的统治地位,...

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