2025“国补”政策对中国平板影响

SaleSale-in2024年全年中国平板电脑市场出货量为2985万台，同比增长4.3%，市场迎来回暖单位：百万台2024年全年市场份额2023年全年市场份额市场份额单位：百万台2024年全年市场份额2023年全年市场份额市场份额变化②Apple-7.0%2.3%0.3%0.5%-1.8%13.50%32.30%2024年全年12.70%26.60%8.30%6.70%15.30%u②Apple26.50%6.20%2023年全年8.00%市场份额10.40%33.60%87654321-2023Q42024Q12024Q22024Q32024Q4mm商用市场mw消费市场-O-商用市场同比增长率—O-消费市场同比增长率——整体市场同比增长率6.%7.0%7.3%80%9,6%6.6%3.7%3.1%引.1%5.7%DCDCSaleSale-out22.0%6.9%8.0%7.4%2.6%2.0%2.4%UnitsYoYgrowth25.3%-0.1%2024-012024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-122025-0122.0%6.9%8.0%7.4%2.6%2.0%2.4%UnitsYoYgrowth25.3%-0.1%2024-012024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-122025-01DCDCSaleSale-out22.2%26.4%32.1%-67.3%22.2%26.4%32.1%-67.3%-59.7%27.5%2024-012024-112024-122025-01-94.5%20.7%(含税人民币)4.2%32.4%28.1%28.4%28.4%28.1%28.4%-52.2%-68.0%-23.6%4.8%33.1%28.7%78.1%29.2%2024-012024-112024-122025-012-3K价位段主要人群：品味达人型用户诉求：◉新品上市◉配置先进◉外观时尚DCDCSaleSale-inUnit2024Q3VersionUnit2024Q4VersionYoYGrowth2024Q3VersionYoYGrowth2024Q4Version2025年增速预期上调2.3个百分点31.531.531.231.231.231.429.9S.4%4,3%0.5%1.0%0.1%2024202520262027202820292025年增速预期上调3.4个百分点29.029.027.44,8%0,4%0.5%0.7%5.8%1.4%28.228.628.428.1202420253.320262027202820293.3 2025年增速预期下调9.7个百分点3.00.8%0.8%1.6%1.6%4.6%4.6%7.0%7.0%8.6%8.6%202420252026202720282029=DC