Core Viewpoint - Gao Wei Electronics (01415) saw a morning surge of over 9%, attributed to expectations of increased mobile phone subsidies in China, with the company set to announce its annual performance soon [1] Group 1: Market Performance - Gao Wei Electronics' stock rose by 8.52% to HKD 31.2, with a trading volume of HKD 107 million [1] - The anticipated increase in mobile phone subsidies is expected to benefit the Apple supply chain significantly [1] Group 2: Industry Insights - CITIC Securities Hong Kong reported that the national mobile phone subsidy plan will start on January 20, 2025, but initial effects have been limited, with smartphone sales projected to grow by approximately 4% year-on-year to 50.8 million units [1] - Potential adjustments to existing subsidy policies may include expanding the subsidy range to phones priced over RMB 6,000 and increasing the per-unit subsidy cap from RMB 500 to RMB 1,000 [1] Group 3: Company Developments - Gao Wei Electronics is scheduled to hold a board meeting on March 20 to approve its annual performance [1] - Reports indicate that the profit margins for camera module businesses of LG Innotek and Samsung Electro-Mechanics are declining, with Apple introducing Gao Wei Electronics in 2023 to further lower module procurement prices [1] - While LG Innotek remains the largest supplier, both Foxconn and Gao Wei Electronics are gradually increasing their market share [1]
港股异动 | 高伟电子(01415)早盘涨超9% 机构称手机补贴有望加码 公司明日将发布业绩