智通财经APP获悉，手机产业链午后全线拉升，截至发稿，舜宇光学(02382)涨4.06%，报70.5港元；瑞声科技(02018)涨3.13%，报37.95港元；高伟电子(01415)涨3.2%，报29港元；丘钛科技(01478)涨3.52%，报6.47港元。
消息面上，苹果据悉与腾讯、字节初步接洽，考虑将二者AI模型嵌入在华销售的iPhone。招银国际指出，全球智能手机市场在2024年经历两年止跌回升后，2025年AI应用在手机端落地将进一步驱动换机周期，预计2025年智能手机出货量将同比增长3%至12.5亿台。考虑到AI手机在光学/声学、电源、散热和折叠屏等方面创新，预计将持续推动零部件规格升级。国内供应链在全球份额提升、竞争趋缓、降本增效等因素带动下盈利能力有望持续改善。
此外，摩根士丹利发布研报称，江西省近期宣布，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1000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、舜宇、瑞声、比亚迪电子及丘钛将成为主要受益者。
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