小米集团(1810.HK) :竞争常在,创新不停 l 国盛海外

GS海外研究
Aug 10

本文节选自2025年8月10日发布的报告《小米集团(1810.HK) :竞争常在,创新不停》。摘 要Canalys发布2025Q2全球手机和平板销售数据。2025Q2,全球手机出货量约2.889亿部,同比基本持平。小米手机2025Q2出货量达4240万部,较去年同期4230万部实现增长,全球市占率15%稳居前三。本季三星手机出货量达5750万部,受Galaxy A系列驱动同比增长7%,竞争仍在持续...

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