智通财经APP获悉，摩根士丹利发布研究报告称，根据国家发改委消息，中国将扩大消费补贴范围至更多产品类别，包括智能手机、平板、智慧手表手环将纳入该计划。该行认为，消费补贴将成为智能手机代工厂和供应链公司的短期正面催化剂，相信小米集团-W(01810)、舜宇光学科技(02382)、瑞声科技(02018)、比亚迪电子(00285)及丘钛科技(01478)可能成为主要受惠者。
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