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【大涨解读】折叠屏:苹果大幅调高折叠屏出货预期,国内龙头也即将新款产品,行业渗透率有望持续提升
Xuan Gu Bao·2025-09-04 03:15

Group 1: Market Performance - The foldable screen sector showed strong performance with stocks like Zhengye Technology hitting the daily limit, and Yian Technology rising over 10% [1] - Zhengye Technology, a major supplier of display module assembly equipment, saw a 20.02% increase in stock price, reaching a market cap of 3.85 billion [1] - Yian Technology, with the world's largest aluminum-based liquid metal production line, experienced a 10.50% rise, bringing its market cap to 13.58 billion [1] Group 2: Industry Trends - Analysts predict that Apple will launch foldable iPhones and iPads between 2026 and 2028, with increased shipment estimates for the foldable iPhone [2] - The foldable smartphone market is expected to grow significantly, with a projected compound annual growth rate of 49.48% from 2021 to 2027, reaching 102 million units by 2027 [5] - The penetration rate of foldable phones is anticipated to rise from 1.6% in 2025 to over 3% by 2027, driven by new product launches [5] Group 3: Technological Innovations - The introduction of foldable devices by Apple is expected to drive innovation in hinge technology, with liquid metal and titanium alloys becoming more prevalent [5] - Key components such as UTG ultra-thin flexible glass and hinges are projected to see increased market demand, benefiting related supply chain companies [5]