智通财经APP获悉，手机产业链全线重挫，截至发稿，华虹宏力(01347)跌7.85%，报133.9港元；中兴通讯(00763)跌7.42%，报27.46港元；富智康集团(02038)跌7.04%，报24.28港元；蓝思科技(06613)跌6.94%，报25.46港元；丘钛科技(01478)跌6.7%，报8.63港元。
消息面上，CINNO Research最新研究成果指出，2026年一季度，中国智能手机市场销量达7068万台，同比下滑6%，环比下滑5%。主要原因是内存短缺叠加新机涨价10%-30%，导致消费者换机周期延长至36个月以上，部分刚需提前至2026年3月涨价前集中释放，形成“需求前置-销量透支”的负向循环，2026年二季度至四季度国内市场销量或将延续下滑态势。
交银国际指出，存储价格的上涨或将继续令智能手机利润水平承压，尤其针对利润率较低公司。国补需求部分前置，对2026年智能手机大盘较之前更为谨慎。该行表示，下调全年智能手机的销量预测到同比下降14%。
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