歌尔股份两日市值蒸发超百亿，供应链搅乱苹果“假日计划”

第一财经2022-11-10

作者：钱童心责编：李娜这样“躺着赚钱”的日子正在变得越来越困难，近期郑州富士康的疫情打破了苹果“按部就班”的供应链，而目前正处于苹果最繁忙的假日季。 11月10日，苹果耳机概念股持续大跌，立讯精密股价下跌一度超过6%，歌尔股份连续两日股价跌停，市值蒸发超过百亿。在业内看来，供应链的波动将会对苹果假日销售造成冲击。苹果公司每年9月都会在美国加州库比蒂诺总部发布新机型，在随后的几个月里，...

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Max机型需要大约一周到货，但入门款iPhone机型的交货时间不受影响，大约为2天。\n根据市场研究和咨询公司Counterpoint Research的估计，受郑州工厂影响，未来几周iPhone 14 Pro和Pro Max机型的产量可能下降10%。\n除了iPhone组装工厂之外，其他苹果供应链企业进展也不顺利。AirPods供应商歌尔股份周三表示，一家主要海外客户已要求其暂停智能声学产品的组装工作，将影响多达33亿元人民币的收入，该消息导致该公司股价连续两日跌停。\n投行Jeffries分析师在给客户的一份报告中表示，根据他们的调查，产品停产涉及技术问题，不是需求问题，并且歌尔和立讯精密都受到了影响。“立讯精密已迅速解决了问题并恢复了生产，但歌尔仍处于克服困难的过程中，正与苹果工程团队在现场合作。”Jeffries报告称。\n不过Jeffries表示，歌尔股份并没有被“踢出”苹果供应链，但在11月10日，歌尔股份与立讯精密股价持续下跌，截至发稿前歌尔股份跌停，立讯精密跌幅超6%。\n供应链的波动也影响了苹果公司近期的股价。今年以来，苹果股价已累计下跌约20%。\nCounterpoint Research研究主管Jeff Fieldhack认为，苹果将需要数年时间才能实现其中国工厂的多元化。“未来几年内，苹果发布的iPhone新机型可能仍然会在继续在中国生产。”Fieldhack表示，“尽管苹果已经在印度和越南等国家开设工厂，但这些工厂能够组装的设备数量仍非常非常少。”\n他认为，苹果有能力将通过缩短供应链的时间或加快发货速度，并尽其所能尽可能多地发货。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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