手机产业链相关个股今日集体走高,其中瑞声科技(02018.HK)盘中大涨5.22%,引发市场广泛关注。
消息面上,日前商务部等部门出台了手机、平板、智能手表(手环)购新补贴实施方案,将这3类数码产品纳入补贴范围。根据方案,个人消费者购买单件销售价格不超过6000元的相关产品,可享受购新补贴。每人每类可补贴1件,补贴比例为最终销售价格的15%,但最高不超过500元。
实施首日,天猫、京东等电商平台相关产品销量环比出现大幅增长,显示购新补贴政策产生了一定刺激效果。国金证券分析师认为,购新补贴力度较大,将会推动消费电子产品2025年市场复苏。天风证券预计,补贴或拉动上游半导体等需求。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.