智通财经APP获悉，手机产业链午后涨幅扩大，截至发稿，高伟电子(01415)涨8.82%，报24.05港元；瑞声科技(02018)涨4.53%，报36.95港元；舜宇光学(02382)涨3.28%，报66.15港元；比亚迪电子(00285)涨3.09%，报35.05港元。
中金发布研报称，消费电子受短期政策变动扰动，中期全球产能布局分散风险，长期制造中心地位稳固。根据海关总署，2024年中国对美出口电子相关金额为7875亿元。聚焦果链看，该行测算苹果在美国销售敞口约为30%-40%。该行认为短期关税政策变动会造成扰动，但中长期考虑全球产能布局分散及行业层面经营本质和企业核心竞争力，消费电子制造中心地位稳固。
华源证券近期发布研报称，美国对中国以及亚太多国的多轮关税加征与政策反复行为，引发市场对于消费电子产业链的担忧，然而，一方面当前各国正处于跟美国关税博弈的阶段，最终大概率会找到一个平衡点；另一方面，美国加征关税虽然会增加全球贸易成本，且会引发相当长时期的工序紊乱，但中国强大的制造业能力短期无法被替代，因此认为消费电子产业链最终将继续稳健运营。
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