智通财经APP获悉，手机产业链延续涨势，截至发稿，舜宇光学(02382)涨4.35%，报68.3港元；瑞声科技(02018)涨3%，报39.45港元；比亚迪电子(00285)涨1.79%，报39.9港元；丘钛科技(01478)涨1.07%，报6.62港元。
消息面上，昨日起各地正式实施手机、平板、智能手表手环等数码产品购新补贴政策。据悉，天猫、京东等电商平台已上线国家补贴。京东数据显示，截至1月20日12点，国家补贴上线省市，手机销量环比增长200%、平板销量环比增长300%，智能儿童手表销量环比增长100%。
国金证券认为，在商品本身优惠后再补商品价格的15%（不超过500元）是力度较大的补贴，刺激补贴方案将会刺激消费电子产品2025年市场复苏。大摩表示，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。
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