金吾财讯 | 苹果概念股走强，截至发稿，丘钛科技(01478)涨6.55%，舜宇光学科技(02382)涨4.51%，比亚迪电子(00285)涨2.60%，瑞声科技(02018)涨1.95%，高伟电子(01415)跟涨。消息面上，内地全国性手机补贴政策周一(20日)起正式实施。目前苹果手机部分主力机型大部分能够享受国家补贴，包括iPhone15及iPhone16等。据内媒报道，有消费者通过“国补”购买一部内存256G的iPhone16，价格为5,499元人民币(下同)。对比美国市场，国家补贴后的iPhone16为全球最低价。根据测算，在国家补贴政策的推动下，今年内地手机销量预计达到3亿部。摩根士丹利表示，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、舜宇光学科技、瑞声科技、比亚迪电子及丘钛科技将成为主要受惠者。
中信建投表示，2025年消费电子行业已步入新的正周期，长期来看，AI终端的成长逻辑清晰，端侧AI渗透率有望在明年大幅提升，成为推动消费电子行业发展的最大驱动力。
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