金吾财讯 | 手机产业链板块集体走低，丘钛科技(01478)跌4.75%，舜宇光学科技(02382)跌3.98%，瑞声科技(02018)跌3.79%，比亚迪电子(00285)跌3.61%，富智康集团(02038)跌2.22%，高伟电子(01415)跌2.10%。中国信通院发布数据显示，3月内地市场手机出货量2,115万部，按年下降7.1%，其中，5G手机1,966.7万部，按年增长1.3%，占同期手机出货量93%。国产品牌手机出货量1,778.7万部，按年下降14.8%，占同期手机出货量的84.1%。2026年首季，内地市场手机出货量6,080.5万部，按年下降12.7%，其中，5G手机5,546.8万部，按年下降9.1%，占同期手机出货量的91.2%。国产品牌手机出货量5,221.6万部，按年下降14%，占同期手机出货量的85.9%。
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