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A股異動|瀛通通訊升停 機構看好消費電子產業鏈復甦回暖
格隆匯 12-11 10:37
瀛通通訊(002861.SZ)盤中升停,報13.57元,成交額超2.24億元。消息面上,國開證券發佈研報,地方3C補貼政策陸續出台,有望刺激消費持續回暖。另外,12月9日的中共中央政治局提出,要大力提振消費、全方位擴大國內需求。展望2025年,消費品以舊換新政策或將進一步擴容,手機等消費電子產品有望納入國補範圍,疊加地方補貼政策接連落地,將持續催化消費電子產業鏈復甦回暖。(格隆匯)
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