金吾财讯 | 手机产业股普跌，瑞声科技(02018)跌6.28%，比亚迪电子(00285)跌3.83%，丘钛科技(01478)跌3.35%，舜宇光学科技(02382)跌3.05%，通达集团(00698)跌2.74%，富智康集团(02038)跌2.70%，高伟电子(01415)跌2.36%消息面上Canalys（现已并入Omdia）研究数据显示，2025年第一季度，全球智能手机市场同比增长1%。尽管面临持续的宏观经济下行、消费者信心疲软以及渠道库存出货延迟等挑战，市场仍实现温和增长。三星以20%的市场份额重夺全球第一，苹果紧随其后，市场份额为18%。小米以14%的市场份额位居第三，与去年同期持平；vivo与OPPO分别以8%的市场份额排名第四和第五。
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