【大摩：消费补贴将成为智能手机OEM和供应链短期正面催化剂】金十数据1月17日讯，摩根士丹利发表研究报告指，内地手机补贴将从1月20日开始，对售价6,000元人民币以下的手机、平板电脑和智能手表提供15%的补贴，上限为500元人民币。不过，消费者可在其他折扣之外再获得国家手机补贴，意味着实际折扣可能超过500元人民币。大摩表示，中国推出消费补贴的时机早于预期，重申补贴将成为智能手机OEM和供应链的短期正面催化剂，并预计小米(01810.HK)、舜宇光学科技(02382.HK)、瑞声科技(02018.HK)、比亚迪电子(00285.HK)及丘钛科技(01478.HK)将成为主要受惠者。
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