智通财经APP获悉，摩根士丹利最近发布报告称，自1月20日起，中国对智能手机、平板电脑和电子手表/腕带的补贴正式开始，全国各地的销售势头强劲。摩根士丹利最新的渠道调查显示，从1月20日到1月26日，智能手机出货量同比增长60%以上。
摩根士丹利表示，鉴于补贴要求包括零售产品价格上限为6000元人民币、按零售价给予15%的补贴以及补贴限额500元人民币，预计平均售价在3500元人民币左右的智能手机最有可能受益，支持了该行认为安卓智能手机厂商可能会处于更有利地位的观点。最新的出货表现也符合摩根士丹利的观点。
摩根士丹利重申，这种消费补贴对智能手机代工厂和供应链公司来说是短期的积极催化剂。摩根士丹利认为小米集团-W(01810)、舜宇光学科技(02382)、瑞声科技(02018)、比亚迪电子(00285)、丘钛科技(01478)可能是主要受益者。
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