观点制造业

Goertek/Apple: single-client risk amplifies AirPod contract doubts
Lex专栏:歌尔股份跌停突显单一客户风险

Broader picture for Apple and its suppliers is bleak, with global demand for smartphones and electronics weakening
这家AirPod制造商披露已暂停为“境外某大客户”生产一款音频产品后,股价跌停,突显严重依赖少数大客户的业务模式的脆弱性。

Volatility in Apple supplier stocks is soaring. First it was Taiwanese iPhone maker Foxconn. Now it is Chinese AirPods maker Goertek. Shares in the Chinese component maker fell by their daily limit of 10 per cent after the company said it had suspended production of an audio product from a “major overseas” client.

苹果(Apple)供应商股票的波动性正在飙升。首先是iPhone的台湾代工制造商富士康(Foxconn)。现在轮到AirPod的manbetx3.0 大陆制造商歌尔股份(Goertek)。在这家manbetx3.0 元件制造商披露已暂停为“境外某大客户”生产一款音频产品后,其股价跌停,即触及10%的单日跌幅上限。

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