金吾财讯 | 摩根士丹利发报指，国家发展改革委有关负责人表示，2025年要加力扩围实施“两新”政策。将设备更新支持范围扩大至电子信息、安全生产、设施农业等领域。实施手机等数码产品购新补贴，对个人消费者购买手机、平板、智能手表手环等3类数码产品给予补贴。
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(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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