金吾财讯 | 部分手机产业股逆市有支撑，丘钛科技(01478)涨2.05%，舜宇光学科技(02382)涨.1.15%，瑞声科技(02018)涨0.91%。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。该行指，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)、舜宇、瑞声、比亚迪电子(00285)及丘钛将成为主要受益者。
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