主题:【求助】net additions指的是什么?

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atlas
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An investment banking firm has lowered its handset forecast amid the economic storm. As part of our handset industry revisions, we are lowering our (calendar 2009) global handset sell-in forecast to 1.267 billion (minus 1 percent year-over-year) from 1.357 billion (plus 4 percent year-over-year) on weaker (calendar 2009) net additions (minus 17 percent year-over-year) and further macro deterioration as developed market recessions bleed into emerging markets,'' said Matthew Hoffman, an analyst with Cowen and Co. LLC, in a new report.

请教高手:此文中net additions指的是什么?-17% year-to-year是基于哪个数据?

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happyjyl
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An investment banking firm has lowered its handset forecast amid the economic storm. As part of our handset industry revisions, we are lowering our (calendar 2009) global handset sell-in forecast to 1.267 billion (minus 1 percent year-over-year) from 1.357 billion (plus 4 percent year-over-year) on weaker (calendar 2009) net additions (minus 17 percent year-over-year) and further macro deterioration as developed market recessions bleed into emerging markets,'' said Matthew Hoffman, an analyst with Cowen and Co. LLC, in a new report.

year-over-year:在金融行业常缩写为y-o-y,是指跟上一年比较。year on year也是这个意思。

net additions:净增长

emerging markets:新兴市场,如韩国、中国等。
atlas
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to 1.267 billion (minus 1 percent year-over-year) from 1.357 billion (plus 4 percent year-over-year) on weaker (calendar 2009) net additions (minus 17 percent year-over-year)

是这个意思,但2009年的12.67亿与2008年的13.57亿相比,下降1%,2008年的13.57亿与2007年比,增长4%,净增长百分比-17%就是(2009年的数据-2008年的数据)/(2008年的数据-2007的数据),可计算一下,不符合!
happyjyl
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原文由 atlas 发表:
是这个意思,但2009年的12.67亿与2008年的13.57亿相比,下降1%,2008年的13.57亿与2007年比,增长4%,净增长百分比-17%就是(2009年的数据-2008年的数据)/(2008年的数据-2007的数据),可计算一下,不符合!



文中讲的是分析师下调对09年手机销售的预期。原来对09年手机出货销售(把货卖给分销商或零售商)的销售额的预期是13.57亿,现在受全球经济衰退影响,将预期下调至12.67亿。-1%和4%讲的是销售额。这里的net addition讲的应该是手机销售数量的净增长,而不是销售额。
atlas
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结网
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原文由 happyjyl 发表:
An investment banking firm has lowered its handset forecast amid the economic storm. As part of our handset industry revisions, we are lowering our (calendar 2009) global handset sell-in forecast to 1.267 billion (minus 1 percent year-over-year) from 1.357 billion (plus 4 percent year-over-year) on weaker (calendar 2009) net additions (minus 17 percent year-over-year) and further macro deterioration as developed market recessions bleed into emerging markets,'' said Matthew Hoffman, an analyst with Cowen and Co. LLC, in a new report.


net additions:净增长
应该是年度之间增加差额的17%吧
atlas
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原文由 elizabeth1 发表:
原文由 happyjyl 发表:
An investment banking firm has lowered its handset forecast amid the economic storm. As part of our handset industry revisions, we are lowering our (calendar 2009) global handset sell-in forecast to 1.267 billion (minus 1 percent year-over-year) from 1.357 billion (plus 4 percent year-over-year) on weaker (calendar 2009) net additions (minus 17 percent year-over-year) and further macro deterioration as developed market recessions bleed into emerging markets,'' said Matthew Hoffman, an analyst with Cowen and Co. LLC, in a new report.
Happy 的分析有道理, net additions指手机销售量的净增才能说得通,如是销售额净增长,则与其它数据矛盾.

net additions:净增长
应该是年度之间增加差额的17%吧
dawei6910
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