在2026年国际消费电子展的现场，一家显示技术企业展示了其最新研发的无折痕可折叠OLED面板，宣 称能够实现文字跨折痕区域连续显示，带来真正意义上的"无痕"视觉效果。为直观呈现技术进步，展方 特别设置了对比体验区，将新款面板与前代主流折叠屏产品进行并置展示。尽管上一代产品已在折痕控 制方面取得明显改善，但在特定角度下仍可辨识痕迹，而新款面板在相同条件下几乎完全消除可见折 痕，两者差异显著。 尽管关键组件已取得突破，但新设备的大规模上市仍面 临生产瓶颈。近期一份行业分析报告指出，受制于初期 良品率偏低和产能爬坡缓慢，原定于2026年下半年推出 的产品虽有望如期发布，但在整个年度内或将持续处于 供应紧张状态。 首款产品发布后，后续迭代机型预计将在2027年跟进， 与此同时，采用同类折叠OLED技术的平板设备也已纳入开发规划。与此前推出的高端穿戴设备相似， 新产品在市场端的表现仍存在不确定性。综合多位行业消息人士及分析机构预测，首款折叠屏手机定价 可能落在2000至2500美元区间，约为当前旗舰智能手机售价的两倍，其市场接受度仍有待验证。 折叠屏手机发展至今，屏幕中央的折痕问题始终是影响视觉体验和用户接受度的主要障 ...

Core Viewpoint - The semiconductor industry chain is experiencing significant growth, driven by rising prices of storage chips and positive market sentiment from recent corporate developments [7][8][9]. Semiconductor Industry - The semiconductor sector showed strong performance, with leading companies like North Huachuang, Zhongwei Company, and Tuojing Technology reaching historical highs in stock prices, collectively exceeding a market capitalization of 100 billion yuan [3][5]. - North Huachuang's stock price increased by over 6%, closing at 516.66 yuan, with a market capitalization of 374.3 billion yuan [3][4]. - The demand for storage chips is expected to outpace supply, with projections indicating a 15% to 20% increase in DRAM supply and a 20% to 25% increase in demand for 2026 [8]. - Recent asset restructuring announcements from companies like SMIC and Huahong have boosted market sentiment [8]. OLED Industry - The OLED sector also saw a rise, with companies like Gaomeng New Materials and Nanda Optoelectronics experiencing significant stock price increases [11][13]. - The price increase in OLED panels is attributed to production adjustments by major LCD panel manufacturers ahead of the Lunar New Year, leading to a tighter supply-demand balance [13]. - Long-term growth in the OLED market is anticipated due to factors such as the replacement cycle of IT products and upcoming major sporting events driving TV demand [13].

今天上午收盘，上证指数上涨0.29%，报4095.54点；深证成指上涨0.35%，创业板指上涨0.41%。半导体产业链、有色金属、医药股、算力产业链、煤炭等 板块集体上涨。 冲击4100点。 半导体产业链上午走势最强，三大设备龙头股北方华创、中微公司、拓荆科技均大涨，盘中股价均创历史新高，存储芯片龙头股兆易创新盘中股价也创下 历史新高，这4只个股总市值均超1000亿元。其中，北方华创涨超6%，最新市值为3743亿元，上午收盘价站上500元，为516.66元。 | | 北方华创 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 002371 融 深股通 L1 | | | | | | | 昌 516.66 | 523.97 | 市值 3743.1亿 | | 量比 | 2.30 | | | ਜ਼ਿੰ | 493.00 | 流通 3740.1亿 | | 换 | 1.72% | | | 30.69 6.32% 开 | 493.00 | 市盈 TTM 59.57 | | 额 | 63.57 乙 | | | 相关ETF(2 | | 半导体设备ETF易方达 ...