据财联社主题库显示，相关上市公司中：① According to the Huawei Mall, the number of reservations for the Huawei MateXT Extraordinary Master, the Huawei tri-folding phone, which began pre-orders at 12:08 on September 7, has exceeded 3 million, reaching 3.137 million. ② According to Debon Securities, the current mainstream smartphone manufacturers have basically completed the layout and iteration of the folding screen product line, and the folding screen phone industry has gradually entered a period of steady growth.
According to the Huawei Mall, the number of reservations for the Huawei MateXT Extraordinary Master, the Huawei tri-folding phone, which began pre-orders at 12:08 on September 7, has exceeded 3 million, reaching 3.137 million. The new product will be released on September 10, and will officially go on sale at 10:08 on September 20.
In the folding screen phone market, Chinese manufacturers have shown strong competitiveness. In the second quarter of 2024, in the Chinese folding screen phone market, Huawei held the top position with a market share of 41.7%. According to Debon Securities, the current mainstream smartphone manufacturers have basically completed the layout and iteration of the folding screen product line, and the folding screen phone industry has gradually entered a period of steady growth. In the future, the deep integration of AI models and folding screen phones will further stimulate the desire to replace new phones, and the overall penetration rate of folding screen phones is expected to grow rapidly.
According to the Finance Federation's theme library, among the relevant listed companies:
Belon Precision's smartphone precision structural parts business mainly includes two major categories: lens components and camera modules. Its products will enter the Huawei industry chain through Sunyu Optics.
Changzhou Haotian New Materials, a wholly-owned subsidiary of Tiansheng New Materials, has now directly or indirectly provided related products for well-known mobile phones such as Huawei, and also has a TPU tape series for folding screen metal back plate reinforcement, a single-sided Haotian TS-64035 single-sided product, which has passed terminal tests and has already been mass-produced and used on folding screens.