金吾财讯 | 手机产业链部分走强，舜宇光学科技(02382)涨2.43%，瑞声科技(02018)涨1.52%，高伟电子(01415)涨1.12%，丘钛科技(01478)跟涨。消息面上，招银国际发表报告指，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、平板计算机和智能手表，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/平板计算机，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。里昂预测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%。以此销量预测推断，并假设中国智能手机的平均零售价为2,000元人民币，补贴占比为15%，预期中央和地方政府今年将需要提供总额为960亿元人民币的补贴。
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