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Cailianshe News, August 11 (Editor: Ruoyu)Folding screen concept stocks hit the daily limit on Friday, and the subsidiary can provide CPI covers for folding screen mobile phones.Star TechnologyThe company's liquid metal products have been used in large quantities in products such as folding mobile phone hinges.Yian Technology closed at 20CM daily limit on Friday, mentioned in the board of directors' work report that it would promote the development of technologies such as flexible screensHuaying Technology, the company's UTG products can be used in folding screen electronic productsKaisheng Technology, the aluminum alloy material developed by the company has been used in folding screen mobile phonesHesheng shares all hit the daily limit。

In terms of news,Several digital bloggers posted photos on social media platforms on Friday of Huawei's Executive Director Richard Yu operating a new phone in an airplane cabin.The photo shows Yu Chengdong holding a new triple-folding screen phone. Earlier reports said that Huawei has begun to stock up on triple-folding screen phones. Since the hinge is the most critical component of a folding phone, Huawei has expanded its stocking orders with Taiwan bearing manufacturers Zhaoli and Fushida.Someone in the consumer electronics industry chain said that Huawei's new three-fold screen phone has gone into production.

According to Choice data, the companies surveyed by institutions between July 1 and August 11 include:Zhongying Electronics, Liande Equipment, TCL Technology, Shenzhen Tianma A, BOE A, Visionox and Dinglong Shares, the specific situation is as follows:

Among them, there are three listed companies that clearly responded to institutional research on folding screen related businesses, namely Liande Equipment, Shenzhen Tianma A and Visionox, with 18, 9 and 2 institutional visits respectively. Liande Equipment, which has 20 years of experience in the flat panel display equipment industry and strong technical development capabilities, said in an institutional survey on July 9,The company provides screen production and manufacturing equipment for customers who produce folding screens, mainly including binding equipment, bonding equipment, laminating equipment, testing equipment and assembly equipment.The company is in the leading position in the binding technology and bonding technology of folding screens. In addition, Liande Equipment responded to the interactive message on August 1:The company has launched direct cooperation with Huawei, mainly including screen manufacturing and whole machine assembly intelligent equipment, 5G module production equipment, automotive motor battery assembly intelligent equipment, etc. At the same time, the company has also carried out indirect cooperation with it.

Shenzhen Tianma A, one of the largest domestic manufacturers of LCD displays and modules, disclosed on July 12 that according to an institutional survey, in the field of AMOLED flexible mobile phone displays, the company has achieved full coverage of domestic mainstream brand customers, with customer stickiness increasing continuously. At the same time, the trend of product specifications improvement is obvious.Supporting multi-brand customer projects, high-end folding, HTD, and MLP products have achieved flagship model delivery. Since the beginning of this year, the two AMOLED flexible production lines (TM17 and TM18) operated and managed by the company have maintained good operation.

Visionox, which specializes in OLED products and has developed the world's first AMOLED fully curved display, said in an institutional survey on July 2 that the company attaches importance to foldable products and is optimistic about the development prospects of the foldable market.Focus on the research and development of thinner and lighter foldable screens, lower power consumption, improved folding, and cost reduction and efficiency improvement, and reserve a large number of leading technologiesIn the future, the company will continue to improve the research and development of folding technology and bring more innovative solutions to the mobile phone market. Haitong International's Zhou Yang and others expressed optimism about the third quarter report in a research report on May 5. On the one hand, the company's major customers will continue to launch flagship models in the third quarter. On the other hand,Folding machines are also expected to further increase in volume and drive demand.It believes that the shipment volume of the company's major customers will increase significantly year-on-year throughout the year, and Visionox has the best revenue elasticity among OLED companies due to its customer structure.

It is worth noting that Zhongying Electronics, TCL Technology, BOE A and Dinglong Holdings are all involved in folding screen-related businesses, with 24, 16, 3 and 2 institutional visits respectively.However, none of the above-mentioned four listed companies clearly responded to the relevant layout in the institutional surveys conducted during the same period.

Specifically, Zhongying Electronics, a leading domestic integrated circuit design company, stated on an interactive platform in 2022 that the companyThe specifications of the AMOLED driver chip developed can be used for flexible screensTCL Technology, which specializes in semiconductor display technology and materials and is one of the "Top 10 Global Consumer Electronics Brands", said on Interactive Yi on August 6 that the company's small-size business currently maintains good cooperation with global brand mobile phones:T4 deeply deploys differentiated high-end technologies such as folding screen and under-screen camera, product competitiveness and customer structure continue to improve. TCL Technology responded on March 26 that TCL Huaxing focuses on differentiated technologies such as flexible OLED folding and LTPO, and continues to work hard on flexible display technologies such as rollable and stretchable flexible technologies.Launched the world's first 65" 8K flexible printed foldable OLED TV, the ultimate narrow-frame OLED flexible display, etc.As the company's product quality and consistency are greatly improved, its flexible manufacturing capabilities will continue to increase.

BOE A is the leader in domestic flexible OLED. The company said in an institutional survey on July 17 that it has been deeply involved in the field of flexible AMOLED for many years. Based on its own technology, product and other capabilities and long-term cooperation with major global brand customers, especially long-term close cooperation with high-end IT, automotive and other medium-sized products, it can better meet the demand for flexible AMOLED in the field of high-end medium-sized products.In November last year, it announced the investment in the construction of the 8.6th generation AMOLED production line project, and completed the groundbreaking ceremony in March this year. It is expected to achieve mass production by the end of 2026.BOE A previously stated in Interactive Yi in April thatThis year's flexible target will continue to grow compared to last year, with an expected increase of more than 30%.And continue to increase the proportion of high-end applications and brand customers, with a total of more than 160 million pieces. Dinglong Co., Ltd., a leading domestic electronic imaging and display special information chemicals, responded on Interactive Yi on September 22 last year.Display materials YPI and PSPI are mainly used to produce flexible OLED display screensBoth products have now become the first supplier to some mainstream panel customers in China, with a leading supply position.