港股异动 | 手机产业链今早普跌 苹果发布会如期举行 产业链仍面临成本考验

智通财经
Sep 10

智通财经APP获悉,手机产业链普跌,截至发稿,丘钛科技(01478)跌3.83%,报5.53港元;高伟电子(01415)跌2.86%,报23.8港元;比亚迪电子(00285)跌2.73%,报24.22港元;蓝思科技(06613)跌1.87%,报23.16港元。

消息面上,今天凌晨,苹果如期举行以“Surprise and shine”为主题的秋季新品发布会,正式推出iPhone18 Pro、iPhone18 Pro Max以及旗下首款折叠屏手机iPhoneDuo。伴随新品亮相的是全产品线的价格上调。其中,iPhone18 Pro系列较上代iPhone17 Pro系列全面涨价,其中顶配2TB版iPhone18 Pro Max较上代同版本上涨3500元,涨幅创下近年Pro系列之最;与此同时,苹果中国官网同步上调四款在售老机型的售价。

值得注意的是,本月初,已有多家主流手机品牌陆续调整了产品售价,旗舰机型有数百到千元不等的价格上浮,入门机型也出现了百元左右的价格变动。市场研究机构IDC副总裁王吉平称,预计今年全球智能手机平均售价(ASP)将飙升至581美元,同比上涨27.6%,创行业有史以来最大年度涨幅。ASP急剧攀升并非需求拉动,而是成本驱动的被动涨价。

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