金吾财讯 | 手机产业链板块走低，舜宇光学科技(02382)跌5.75%，瑞声科技(02018)跌5.34%，通达集团(00698)跌4.84%，丘钛科技(01478)跌4.43%，比亚迪电子(00285)跌3.50%，巨腾国际(03336)跌3.45%，伟仕佳杰(00856)跌2.54%。根据IDC的数据，2026年全球智能手机出货量预计将同比下降12.9%，达到11亿部。这一下滑将使智能手机市场迎来十多年来最低的年度出货量。与去年11月的预测相比，当前预测显示，在日益加剧的内存短缺危机影响下，市场出现了急剧下滑。另外，此前有报道援引多位知情人士称，中国主要智能手机制造商已再次向供应商下修2026年出货目标，原因是零部件短缺与成本上涨持续冲击产品规划和出货节奏。在最新预测中，小米将全年出货预期进一步下调约30%，至9500万部左右；OPPO和vivo的全年出货预测也降至9000万部以下；知情人士透露，荣耀则向供应商表示，在2025年创下7100万部出货纪录后，2026年可能难以继续保持增长势头。
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