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厂商掀起5G手机发布潮 出货量或将逐季向好

2020年2月27日 07:46  中国证券报  作 者:张兴旺

JINRI,DUOJIASHOUJICHANGSHANGFABU5GSHOUJIXINPIN,XIANQIFABURECHAO。YENEIRENSHIZHICHU,MUQIAN5GSHOUJIJIAGEBUTAIANGGUI,DUIXIAOFEIZHEYOUJIAODAXIYINLI。SHOUYIQINGYINGXIANG,YUJIYIJIDUSHOUJICHUHUOLIANGDAFUXIAHUA,DANZAI5GHUANJIDAIDONGXIA,WEILAISHOUJICHUHUOLIANGJIANGZHUJIXIANGHAO。

密集发布新机

JINQI,SHOUJICHANGSHANGMIJIFABU5GSHOUJI。

2YUE24RI,HUAWEIFABU5GZHEDIEPINGSHOUJIMate Xs。

TONGRI,realmeFABUZHENWOX50 Pro 5GSHOUJI。realmeBIAOSHI,2020NIAN,GONGSIZHILIYUCHENGWEI“QUANQIU5GPUJIZHE”,TUICHU5KUANYISHANG5GZHINENGSHOUJI,FUGAICONGQIANYUANRUMENDAOQIJIANQUANJIAWEIDUANCHANPIN。ZAIZHONGGUOSHICHANG,TUIXING“QUANMIAN5G”ZHANLVE,BUZAITUICHU4GSHOUJICHANPIN。

2YUE25RI,RONGYAOFABUV30 Pro 5GSHOUJI;SHOUJICHANGSHANGiQOOFABU5GQIJIANSHOUJI。

2YUE27RIXIAWU,SANXINGS20XILIE5GSHOUJIYEJIANGZAIZHONGGUOFABU。

JINRU3YUEFENHAIJIANGYOUYIPI5GSHOUJIFABU。ZHONGGUOZHENGQUANBAOJIZHELEJIEDAO,3YUE6RI,OPPOJIANGFABUFind X2XILIE5GSHOUJI;3YUE26RI,HUAWEIJIANGFABUP40XILIE5GQIJIANSHOUJI。

YIWEIYENEIRENSHIDUIZHONGGUOZHENGQUANBAOJIZHEBIAOSHI,DUOJIASHOUJICHANGSHANGJINQIMIJIFABU5GSHOUJI,YUGAOTONG5GCHULIQITUICHUMIQIEXIANGGUAN。GAOTONGZHONGGUOGONGSI2YUE26RIGONGKAIPILU,ZIXIAOLONG865YIDONGPINGTAIZAI2019NIAN12YUEFABUZHIHOU,QIJINWEIZHIYIYOUCHAOGUO70KUANCAIYONGXIAOLONG865DE5GZHONGDUANSHEJIYIFABUHUOZHENGZAIKAIFAZHONG。

“SHOUJICHANGSHANGCHUNJIEQIJIANYALEKUCUN,CUOGUOLEREXIAOZHOUQI。JIUCHANPINBUHAOMAI,ERXINSHOUJIXIYINXIAOFEIZHE,TIGAOPINPAINIANXING,YONGXINPINLADONGJIUPINXIAOSHOU。”DIYISHOUJIJIEYANJIUYUANYUANZHANGSUNYANBIAODUIZHONGGUOZHENGQUANBAOJIZHEBIAOSHI,SHOUJICHANGSHANGMIJIFABU5GSHOUJISHIWEILEBAOCHIXIAOSHOUTIXI、GONGYINGLIANTIXIDECHIXUFAZHAN。

5G换机需求明显

SHOUYIQINGYINGXIANG,JINNIANYIJIDUGUONEISHOUJICHUHUOLIANGBURONGLEGUAN。ZHONGGUOXINTONGYUANBAOGAOXIANSHI,1YUEFEN,GUONEISHOUJISHICHANGZONGTICHUHUOLIANG2081.3WANBU,TONGBIXIAJIANG38.9%。

ZHONGJINGONGSIZHICHU,ZAIGONGYINGDUAN,DIANZICHANYELIANFUGONGGUOCHENGZHONGRENYUAN、WULIAOYUNSHUDENGTIAOZHANHUANJIERENGXUSHIJIAN;ZAIXUQIUDUAN,YUJI2020NIANYIJIDUZHONGGUOXIANXIASHOUJIXIAOSHOUJIANGSHOUDAOJIAODAYINGXIANG,CONGERDUIXIANXIAJIGUONEICHUHUOZHANBIJIAOGAODEANZHUOPINPAIYINGXIANGJIANGDAYUPINGGUO。

5GSHOUJIRENGRANSHOUDAOXIAOFEIZHEQINGLAI。2YUE21RI,SUNINGYIGOUFABUDE“KAINIANHUANXINJI”XIAOFEISHUJUXIANSHI,YI、ERXIANCHENGSHIBAILINGSHOUJIHUANXINXUQIUXIANZHUTISHENG,JINQICHENGHUANXINZHEXUANZEGOUMAI5GSHOUJI,BANSHUYISHANGDEZIXUNZHEDUIJINQISHANGXIANDEXINPINBIAOXIANCHUJIAOQIANGDEXINGQU。

2YUE25RIWAN,XIAOMIJITUANDONGSHIZHANGLEIJUNBIAOSHI,“JINTIANSHANGWU,XIAOMI10 ProDIERCIKAIFANGGOUMAI,YIKUANWULIUQIANYUANDESHOUJI,XIANHUOJIASHANGQUANKUANYUDING,DAOXIANZAIYIJIEJIN10WANTAI。”

GUONEIMOUSHOUJICHANGSHANGZHONGCENGRENSHIDUIZHONGGUOZHENGQUANBAOJIZHEBIAOSHI,“RUGUOYIQINGNENGZAI3、4YUEFENJIESHU,NEIME4、5YUEFENKENENGJIUSHIWANGJI。XIANZAI5GZHONGDUANJIAGEZAIWANGXIAZOU,LIANGSANQIANKUAIQIANJIUKEYIMAIDAO5GSHOUJILE,ZHEIDUIXIAOFEIZHEYOUFEICHANGDADEXIYINLI。”

ZHONGJINGONGSIRENWEI,SUIZHEFUGONGFUCHANJIAKUAI,YIQINGDUIZHONGGUO2020NIANZHONGGUOSHOUJIXUQIUYINGXIANGZHUJIANMINGLANG。YUJIZHONGGUOSHOUJISHICHANGCHUHUOLIANG2020NIANYIJIDUDAFUXIAJIANG35%,ERHOUJIANGZAI5GHUANJIDEDAIDONGXIAZHUJIXIANGHAO。

编 辑:值班记者
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