智通财经APP获悉，摩根士丹利发布研究报告称，江西省宣布，对个人消费者前往活动商户购买手机、平板电脑，按照产品最终成交价格的15%给予补贴，每笔补贴不超过1,000元人民币。该行指出，江西省是内地第三个公布上述政策的省份，并相信其他省份或会跟随有关政策。
该行表示，对智能手机代工生产(OEM)及供应链而言，补贴政策将构成短期利好催化剂，相信小米集团(01810)、舜宇光学(02382)、瑞声科技(02018)、比亚迪电子(00285)及丘钛科技(01478)将成主要受益者。
智通财经APP获悉，摩根士丹利发布研究报告称，江西省宣布，对个人消费者前往活动商户购买手机、平板电脑，按照产品最终成交价格的15%给予补贴，每笔补贴不超过1,000元人民币。该行指出，江西省是内地第三个公布上述政策的省份，并相信其他省份或会跟随有关政策。
该行表示，对智能手机代工生产(OEM)及供应链而言，补贴政策将构成短期利好催化剂，相信小米集团(01810)、舜宇光学(02382)、瑞声科技(02018)、比亚迪电子(00285)及丘钛科技(01478)将成主要受益者。
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