《大行》大摩:江西消费者买手机及平板享15%补贴料其他省份跟随 小米(01810.HK)、舜宇(02382.HK)、瑞声(02018.HK)、比亚迪电子(00285.HK)及丘钛(01478.HK)成主要受益者

阿斯达克财经
13 Dec 2024

摩根士丹利发表研究报告指,江西省宣布,对个人消费者前往活动商户购买手机、平板电脑,按照产品最终成交价格的15%给予补贴,每笔补贴不超过1,000元人民币。该行指出,江西省是内地第三个公布上述政策的省份,并相信其他省份或会跟随有关政策。
大摩表示,对智能手机代工生产(OEM)及供应链而言,补贴政策将构成短期利好催化剂,相信小米(01810.HK) 、舜宇(02382.HK) 、瑞声(02018.HK) 比亚迪电子(00285.HK) 及丘钛(01478.HK) 将成为主要受益者。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-12 16:25。)

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