智通财经APP获悉，手机产业链早盘走强，截至发稿，丘钛科技(01478)涨8.97%，报7.65港元；舜宇光学(02382)涨5.77%，报71.5港元；比亚迪电子(00285)涨4.08%，报42.05港元；瑞声科技(02018)涨2.85%，报39.65港元。
消息面上，1月20日，商务部等五部门出台的手机等数码产品购新补贴实施方案正式落地实施。根据方案，个人消费者购买手机等3类数码产品的补贴标准为：对于单件销售价格不超过6000元的产品，按照产品最终销售价格的15%给予补贴，每名消费者每类产品可补贴1件，每件补贴不超过500元。据工信部预测，在此次政策推动下，今年手机国内销量将达到3亿台。
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%。天猫方面透露，截至20日24点，手机、平板、智能手表（手环）整体成交环比大涨超300% ，其中手机增长超300%，平板品类超300%，智能手表（手环）超80%。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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