On January 3, according to a report by Morgan Stanley, based on information from the National Development and Reform Commission, China will expand the scope of consumption subsidies to more product categories, including Smart Phones, tablets, and smart watches and bracelets will be included in the program. The firm believes that consumption subsidies will serve as a short-term positive catalyst for Smart Phone contract manufacturers and supply chain companies, and they believe that Xiaomi, SUNNY OPTICAL, AAC TECH, BYD Electronics, and Q TECH may become the main beneficiaries.
- Headlines
- Major rating丨Morgan Stanley: Consumer subsidies will become a short-term positive catalyst for the mobile phone supply chain.
大行评级丨大摩：消费补贴将成为手机供应链的短期正面催化剂
Major rating丨Morgan Stanley: Consumer subsidies will become a short-term positive catalyst for the mobile phone supply chain.
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