金吾财讯 | 消费电子概念股普涨，截至发稿，舜宇光学科技(02382)涨4.3%，高伟电子(01415)涨4.2%，丘钛科技(01478)涨3.41%，瑞声科技(02018)涨2.34%，比亚迪电子(00285)涨2.33%。消息面上，Canalys在2月5日发布的报告显示，2024年全球智能手机市场增长7%，出货量达到12.2亿部，成功扭转了连续两年下滑的局面。Canalys分析师指出，“国补”政策为中国智能市场2025年的发展打下基础，终端厂商已陆续开展渠道和供应的前期准备工作。Canalys预测，2025年，补贴政策将推动中国智能手机市场出货量增长，出货量预计超过2.9亿部。日前，摩根士丹利表示，自1月20日起，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。该行预计平均售价在3500元左右的智能手机最有可能受益，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观点。
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