手机产业链普遍下跌 通达集团(00698)跌4.27% 机构料明年全球智能手机出货量或将下滑2.1%

金吾财讯
Dec 16, 2025

金吾财讯 | 手机产业链普遍下跌,通达集团(00698)跌4.27%,富智康集团(02038)跌3.51%,比亚迪电子(00285)跌2.32%,蓝思科技(06613)跌2.2%,丘钛科技(01478)跌1.85%,舜宇光学科技(02382)跌1.66%。

Counterpoint Research发布的报告显示,受内存芯片短缺推高成本、压缩产能的影响,明年全球智能手机出货量或将下滑2.1%。这与今年预估3.3%的出货量增幅形成了鲜明对比,该研究机构此前还曾预测明年会有0.45%微幅增长。该机构在周二发布的研究报告中指出,受电子元器件整体成本上涨10%至25%的影响,明年全球智能手机平均售价将上涨6.9%。

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