比亚迪电子：管理层调研：折叠屏手机带动美元价值量提升；AI 服务器带来潜在上行空间

We hosted BYDE management on Jan 14 at the GS Tech AI Outlook Corp Day in Hong Kong. Management expects its major brand customer's new foldable phone launch, which carries a higher dollar content for BYDE compared to previous models, could support their growth ahead. Management remains positive on the AI infrastructure cycle and aiming opportunities across both global-tier and local customers. The shipment of automotive components is expected to increase in 2026E, per management, with suspension system ship ...