Morgan Stanley reported that, according to news from the National Development and Reform Commission, China will expand the scope of consumer subsidies to more product categories, including Smart Phones, tablets, and smartwatches and bands will be included in this plan. The firm believes that consumer subsidies will become a short-term positive catalyst for Smart Phone manufacturers and supply chain companies, and it is believed that Xiaomi, SUNNY OPTICAL, AAC TECH, BYD Electronics, and Q TECH may become major beneficiaries.
大摩：消费补贴将成为手机供应链的短期正面催化剂
Morgan Stanley: Consumer subsidies will become a short-term positive catalyst for the mobile phone supply chain.
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