港股异动 | 舜宇光学(02382)涨超6%领涨手机产业链产品创新有望拉动四季度智能手机市场及相关供应链

智通财经11-15

智通财经APP获悉，手机产业链集体走高，截至发稿，舜宇光学(02382)涨6.26%，报56.85港元；丘钛科技(01478)涨4.44%，报5.18港元；瑞声科技(02018)涨3.06%，报30.35港元；比亚迪电子(00285)涨1.77%，报28.8港元。

消息面上，天风证券指出，华为旗舰Mate70系列将于11月发布，有望搭载HarmonyOSNEXT操作系统，此前华为高管透露鸿蒙智行智界新S7或将和Mate一起发布，看好产品创新强势拉动四季度智能手机市场和相关供应链。国内智能手机市场复苏有所放缓，后续有望受益于新机效应（搭载高通Gen 4的安卓旗舰机型，小米15等于10月底陆续推出）复苏。

华福证券表示，消费电子正处AI带动行业创新周期来临和巨头新品催化不断的拐点。此外，特朗普上台后或加关税的问题，对果链影响可控。此前特朗普执政过程中苹果的iPhone、iPad和Apple Watch等产品获得了关税减免。而全球消费电子制造业中，国内厂商优势非常明显。且国内厂商在越南、泰国等海外地区已经提前布局产能，即便关税落地，对公司实际经营也影响有限。

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