Group 1 - The mobile industry chain is experiencing an upward trend despite market conditions, with companies like Q Technology (01478) rising by 1.54% to HKD 8.58, AAC Technologies (02018) increasing by 1.38% to HKD 39.76, and GoerTek (01415) up by 1.03% to HKD 27.36 [1] - A new subsidy policy for personal consumers will be implemented in 2026, providing a 15% subsidy on the sales price for mobile phones, tablets, smartwatches, and smart glasses, with a maximum subsidy of HKD 500 per item for each consumer [1] - Daitong Securities reports that future growth in the mobile market will increasingly depend on breakthrough technological innovations and effective market stimulus policies [1] Group 2 - Huashan Securities indicates that AI smartphones are reshaping the industry, with moderate overall market growth expected by 2025, shifting the competitive focus towards edge AI capabilities [1] - The evolution of mobile operating systems is moving from "application launcher" to "system-level intelligent agents," with innovative products like Doubao smartphones attempting to achieve AI integration and cross-application operations [1] - Both Apple and Android flagship chips are continuously enhancing NPU computing power, driving the popularization and experience upgrade of edge AI [1]
手机产业链逆市走高 2026年国补续期 机构称行业或更依赖于技术创新和刺激政策