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folding screens lead the way, consumer electronics stocks hit the daily limit, and companies related to 30%-folding devices may benefit greatly

2024-08-31

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the consumer electronics sector saw another surge in the previous trading day, with foldable screen concepts leading the gains, and the sector index surged by more than 4%, setting a new record high. in terms of individual stocks, zhidongli and changxin technology all hit the 20cm daily limit, while zhongjing electronics and kesen technology hit the daily limit.on the news front, according to the securities times, hongmeng zhixing held a delivery ceremony for the first batch of xiangjie s9 owners in shanghai a few days ago. an owner asked yu chengdong on the spot "when can i buy huawei's three-fold screen mobile phone?" yu chengdong responded "next month, by september."in the industry, since june, mainstream smartphone manufacturers such as honor, samsung, xiaomi, and huawei have successively updated their new foldable screen mobile phones. honor and xiaomi have both launched small foldable screen mobile phones that fold in half for the first time.guohai securities said that as the core technical pain points of folding screens are gradually resolved and market acceptance continues to increase, the pace of new product launches will further accelerate. huafu securities said that tri-fold devices will improve the adaptability of most application scenarios on folding machines, thereby converting more traditional mobile phone users and pad users, further opening up the ceiling of the folding machine market, and related companies that are deeply engaged in folding machine materials and components are expected to fully benefit from the development of tri-fold devices. (this article is from china business network)
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