智通财经APP获悉，招银国际发布研究报告称，国家发改委在1月3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，该计划发布早于市场预期。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，包括小米集团-W(01810)、舜宇光学科技(02382)、丘钛科技(01478)、比亚迪电子(00285)、通达集团(00698)及瑞声科技(02018)、立讯精密(002475.SZ)、鸿腾精密(06088)。
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