智通财经APP获悉，手机产业链早盘普涨，截至发稿，瑞声科技(02018)涨3.57%，报39.15港元；舜宇光学(02382)涨3.23%，报68.8港元；比亚迪电子(00285)涨3.19%，报42.1港元；高伟电子(01415)涨2.02%，报27.8港元。
消息面上，国家发改委近日宣布将国家补贴计划扩大至更多产品品类，包括智能手机、平板电脑和智能手表。招银国际表示，虽然自2024年8月以来，一些省份已经开始将补贴计划扩大到智能手机/平板电脑，相信国补的宣布将推动其他省份加快推动政策落地，这将在短期内提振智能手机整体换机需求。该行认为，在中国品牌/市场中占比较高的相关公司将受益，包括小米、舜宇、丘钛科技、比亚迪电子、通达集团及瑞声等。
里昂研报指出，固定成本较高的Android供应链应将对此政策出台敏感度更高。首选小米、比亚迪电子、瑞声和舜宇，均予“跑赢大市”评级。该行预测2024年中国智能手机销量为2.78亿部，目前估计全国性补贴政策可推动中国智能手机市场销量今年增长约15%，达到3.2亿部，相当于2025年全球智能手机销售量增长3.5%。
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