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商业故事丨“非洲之王”走入低价困局
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-25 13:20
21世纪经济报道记者骆轶琪 广州报道 受益于新兴市场手机消费力而快速成长的"非洲之王"传音,未能延续"神话",在2024年突然"泯然众 人"。 最新财报显示,传音控股2024年实现营业收入687.15亿元,同比增长10.31%;归母净利润55.49亿元, 同比微增0.22%。 而让传音真正"上桌"全球手机厂商Top5的2023年,传音营收增速33.69%、归母净利润增速122.93%—— 此前迥异于同业的增长速度在逐渐放缓。 销售层面也面临多方面挑战,第三方机构统计显示,传音2024年在大本营中东非市场,已经连续多个季 度市场份额出现下滑,其他中国厂商正借助累积优势,在传音要向上冲刺的价位段对其狙击,对传音优 势价格端也发起挑战。 好在拓新持续获得新进展,东南亚多个市场,传音已经悄然崛起。 但伴随海外新兴市场高成长空间而来的,是可持续成长的不确定性。这些市场更容易受全球宏观经济、 货币环境等因素所影响。 借力新兴市场站稳头部阵营的传音,如今却陷入低价困局。未来,创始人竺兆江如何带领公司走出困 局? 不同于目前国内主流安卓阵营厂商起步于国内市场,传音是率先起步于海外市场,并公开表达过不计划 回国发展。 这背后是 ...
一加李杰:国补后销量增势迅猛 预计全年销量同比增长超50%
Zheng Quan Shi Bao Wang· 2025-04-25 01:56
Core Insights - OnePlus launched the OnePlus 13T, a small-screen performance flagship, which is expected to see a sales increase of over 50% year-on-year due to the inclusion of consumer electronics in national subsidy policies [1][5] - The OnePlus 13T features a 6.32-inch screen, Snapdragon 8 Gen 2 mobile platform, and a 6260mAh battery, targeting gamers who prefer small screens [1][4] - The company emphasizes market insights and user needs as the foundation for product development, with the OnePlus 13T filling a gap in the market for high-performance small-screen devices [1][2] Market Strategy - OnePlus is focusing on user insights and technological investment as key competitive advantages, with significant efforts in battery life, heat dissipation, and gaming ecosystem [2][3] - The company plans to adjust future product designs towards simplicity and refinement, maintaining confidence in upcoming products [2] - The introduction of AI features in smartphones is seen as a gradual process, with OnePlus aiming to integrate AI capabilities while ensuring user privacy [2][3] Sales Performance - OnePlus reported a strong sales performance in Q1 2025, with the OnePlus 13 showing a 40%-50% increase in lifecycle sales compared to the OnePlus 12, and the Ace 5 series exceeding 1.6 million units sold within 100 days [4][5] - The company anticipates continued growth in the gaming performance segment and expects overall sales to increase by over 50% compared to the previous year [5] - The impact of the US "reciprocal tariff" policy on OnePlus is currently negligible, with the company focusing on meeting user needs rather than external market pressures [5]
非洲之王,遭雷军偷袭
商业洞察· 2024-11-12 09:07
以下文章来源于盐财经 ,作者闰然 来源:盐财经(ID: nfc-yancaijing ) 对大多数国人而言,手机的更新换代已经很难引起兴趣,但今年国内手机厂商的角逐依旧激烈,只是 战场不在国内,而在亚非拉 。 近些年,一家名为"传音"的深圳手机公司统治了非洲手机市场的半壁江山,被称为"非洲之王"。IDC 数据显示,截至2024年上半年,传音控股在非洲智能手机市场的市场份额超过40%,排名第一,将排 名第二的三星远远甩在身后。 但凭借先发优势站稳脚跟的传音控股并非高枕无忧,如今,越来越多竞争对手都加入了亚非拉市场的 争锋。 今年9月,雷军出席中非企业家大会,他表示未来要加大在非洲大陆的投入。他特意提及,今年二季 度,小米的手机在非洲市场出货量实现了同比45%的大幅度增长,市场份额约12%,排名第三。 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 作者: 闰然 大厂们来势汹汹,传音的地位开始受到挑战, 它的"舒适圈",正在缩水 。 01 传音业绩变脸 5年前,传音手机在非洲的市场占有率是52%。尽管今天,传音仍然保持第一的位置,但在非洲市场 的占有率出现了下降。 亚非拉手机市场起点低、前景广阔,每 ...