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手机产业链今日回暖 iPhone17进入大规模量产阶段 折叠屏有望成为行业新增长点

Group 1 - The mobile supply chain is experiencing a recovery, with notable stock price increases for companies such as Hongteng Precision (+4.35%), Lens Technology (+3.63%), BYD Electronics (+3.5%), and Sunny Optical (+2.51%) [1] - The iPhone 17 is entering mass production, with Apple reportedly planning a slight price increase for the iPhone 17 series, marking the first price adjustment since 2017. This is expected to raise the average selling price by 5% for the fiscal year 2026, exceeding market expectations, while demand is anticipated to remain unaffected [1] - Huawei has launched its new foldable smartphone, the Mate XTs, starting at 17,999 yuan. Additionally, analyst Ming-Chi Kuo predicts that Apple will release its first foldable iPhone in 2026, with expected shipments of 8-10 million units, growing to 25 million units by 2027 [1]