Foldable screens, big news coming! These concept stocks are performing impressively

Foldable-screen industry welcomes a new entrant from a major player, and shipments are expected to keep rising.

Apple to begin pilot production of foldable-screen phones

According to a report by China Securities Journal, Foxconn has started pilot production of Apple’s foldable-screen iPhone. In 2025, Apple provided its suppliers with shipment target guidance: the first foldable-screen phone will be launched in the second half of 2026. This will be a large foldable-screen iPhone.

According to Counterpoint Research’s report, Foldable Smartphone Market Forecast, supported by factors including Apple’s expected entry, the smartphone market’s continued move toward premiumization, and an increase in OEM participation, global shipments of foldable smartphones in 2026 are expected to grow by 20%. With Apple preparing to launch its first foldable-screen iPhone, the foldable smartphone market will enter a new competitive stage in 2026. The firm predicts that in 2026 Apple is likely to capture roughly a 28% market share, closing in on Samsung’s leading position.

Data from IDC shows that in 2025, China’s foldable-screen phone market shipped about 10.01 million units, up 9.2% year over year. In the second half of 2026, Apple is expected to enter the foldable-screen phone field. More brands are expected to launch innovative products with diversified form factors, and market attention and consumer appeal are likely to rise again. The foldable smartphone market may return to a phase of rapid growth in the future.

Huaxi Securities previously said that Apple is accelerating its entry into foldable screens, which could drive foldable-screen phones to expand shipments faster, and is also expected to lead the foldable-screen industry chain to achieve innovation and upgrades. It also expressed optimism about core incremental areas such as foldable-screen UTG cover plates and hinges, as well as new processes including liquid metal and 3D printing.

These foldable-screen stocks have net profits exceeding 100 million yuan

According to Securities Times · Data Star statistics, as of April 6, 29 foldable-screen concept stocks have already released reports related to their 2025 performance. Based on values taken in order from annual reports, performance briefings, and performance forecast midpoints, 19 stocks have net profits above 100 million yuan. BOE A, TCL Technology, and Lens Technology (002600) each have profit scales exceeding 1 billion yuan, at 5.86B yuan, 4.52B yuan, and 2.29B yuan respectively; Dlong (300054), Hengmingda (002947), and Time New Material (600458) each have net profits above 500 million yuan.

In 2025, BOE A achieved revenue of 204.59 billion yuan, up 3.13% year over year; attributable net profit was 5.86B yuan, up 10.03%. In 2024, the company completed the mass-production delivery of the world’s first “Z”-shaped tri-fold foldable screen, opening up a new form factor for OLED products. In the future, as leading brands drive higher penetration of foldable screens and high-end technology routes such as LTPO expand, the product structure is expected to be continuously optimized. In the long run, the industry has opportunities to improve profitability through structural upgrades.

Lens Technology achieved revenue of 51.43B yuan in 2025, up 16.2% year over year; attributable net profit was 2.29B yuan, up 30.34%. The company’s core foldable-screen products cover key components including foldable-screen support parts made from multiple materials, VC heat sink/equal heat plates, foldable-screen hinge modules, the midframe, die-cutting functional parts/structural parts, and chargers. In 2024, the company introduced its fourth-generation automated production line and domestic M40 carbon fiber production line, realizing exclusive supply of tri-fold carbon fiber support boards. In 2025, it introduced ultra-thin titanium alloy production lines, realizing exclusive supply of PC foldable carbon fiber support boards.

From changes in net profit, TCL Technology, Hongxin Electronics (300657), and Yinxi Technology (300221) saw net profits double year over year, with net profit growth rates of 188.78%, 128.81%, and 115.23%, respectively; Kangda New Material (002669) and Shenzhen TTM A realized a turnaround to profitability.

Hongxin Electronics’ main products are FPC. FPC has advantages unmatched by other types of circuit boards, such as high wiring density, light weight, thin thickness, foldable bending, and three-dimensional wiring. It is widely used in modern electronic products. The company provides a large volume of supporting components for domestic leading companies’ smartphone series and products such as Mate Pad, becoming a core supplier of flexible screen boards. The company is currently conducting sample prototyping and mass production trials for multiple products, including both slate-type phones and foldable phones. With growth in foldable-screen phone shipments, it will positively boost the company’s FPC orders.

This week, technology and pharmaceutical sectors are the most favored

Last week, China’s A-share market saw mixed performance, with the Shanghai Composite Index cumulatively down 0.86%, falling below the 3,900-point mark, and ending at 3,880.1 points.

On April 5, Data Star released its weekly survey, “Will April bring a reversal?”, and the results showed that among the respondents, last week’s money-making effect was not good, with only 15% representing a profit share. The share of respondents with losses within 10% was 44%; those with losses between 10% and 20% accounted for 22%.

In terms of positioning, about 45% of respondents were fully invested or fully invested plus margin financing. Looking at changes in positioning, 18% of respondents chose to add to holdings last week, a relatively small share; 19% of investors chose to reduce holdings; 52% of respondents kept their positions unchanged and observed market changes.

Last week, A-shares traded sideways and oscillated, and most respondents believed that this week’s market would continue in a sideways oscillation pattern.

Based on survey data, 43% of respondents believed that next week’s market would “trade sideways and oscillate in the 3,800 to 4,000 points range,” making it the most mainstream view; 22% believed that “it will continue to rise and break above 4,000 points”; 28% believed that “it will oscillate downward and fall below 3,800 points.”

From the perspective of sectors, nonferrous metals were the most popular this week; 26% of respondents said they are optimistic, up significantly by 13 percentage points quarter-on-quarter; power had the latest share at 13%, also up 7 percentage points quarter-on-quarter. The technology sector’s heat level declined somewhat.

From a concept standpoint, small metal/gold-related, commercial aerospace/satellite internet, computing power, and artificial intelligence had higher favorability rankings, at 23%, 17%, 17%, and 12% respectively.

Statement: All information provided by Data Star does not constitute investment advice. The stock market involves risk; investors should be cautious.

Proofreader: Li Lingfeng

(Editor-in-charge: Zhang Xiaobo)

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