南财研选快讯丨中信证券:手机及AIoT有望纳入2025年3C国补 看好产业链弹性

21世纪经济报道
03 Dec 2024

南方财经12月3日电,中信证券研报指出,2024年7月24日,国家发改委、财政部发布《关于加力支持大规模设备更新和消费品以旧换新的若干措施》,品类仅限于空冰洗、烟灶热和电视电脑八大类,并不包括小家电。2024年8月25日,商务部等4部门发布《关于进一步做好家电以旧换新工作的通知》,鼓励地方结合当地居民消费习惯、消费市场实际情况、产业特点等,对其他家电品种予以补贴。我们乐观看待后续补贴政策的进一步...

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