Foldable screens, big news coming! These concept stocks are performing impressively (with stock picks)

The foldable-screen industry welcomes new entrants from major players, and shipments are expected to keep rising.

Apple’s foldable-screen phone enters pilot production

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

According to Counterpoint Research’s report titled “Forecast for the Foldable-Screen Smartphone Market,” supported by factors such as Apple’s anticipated entry, the ongoing premiumization of the smartphone market, and the expansion of OEM participation, global foldable-screen smartphone shipments in 2026 are expected to grow by 20%. As Apple prepares to launch its first foldable-screen iPhone, the foldable-screen smartphone market will enter a new competitive stage in 2026. The institution predicts that Apple could capture about a 28% market share in 2026, moving close to Samsung’s leading position.

IDC data shows that in 2025, the shipment volume of foldable-screen phones in China was 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 diverse form factors, and market attention and consumer appeal could rise again. The foldable-screen phone market may return to a phase of rapid growth in the future.

Earlier, West China Securities said that Apple is accelerating its entry into foldable screens, which is expected to drive foldable-screen phones to see accelerated scaling in shipments. It also could help lead the foldable-screen industry chain to achieve innovative upgrades. It is optimistic about core incremental segments 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 statistics by Securities Times·Data Bao, as of April 6, 29 foldable-screen concept stocks have released reports related to their 2025 performance. Taking figures in order based on annual reports, performance bulletins, and performance forecast midpoints, 19 stocks have net profits above 100 million yuan. BOE A, TCL Technology, and Lens Technology all have net profit scales exceeding 1 billion yuan, at 5.86B yuan, 4.52B yuan, and 2.29B yuan respectively; Dinglong Shares, Hengmingda, and Times New Material all have net profits exceeding 500 million yuan.

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

In 2025, Lens Technology achieved revenue of 51.43B yuan, up 16.2% year over year; net profit attributable to shareholders was 2.29B yuan, up 30.34% year over year. The company’s core foldable-screen products cover key components including foldable-screen support parts made from multiple materials, VC heat spreader/heat plate modules, foldable-screen hinge-axis modules, mid-frames, die-cutting functional parts/structural parts, chargers, and other critical components. In 2024, the company introduced its fourth-generation automated production lines and domestically produced M40 carbon-fiber production lines, achieving exclusive supply for tri-fold carbon-fiber support plates. In 2025, it introduced an ultra-thin titanium alloy production line, achieving exclusive supply for PC foldable carbon-fiber support plates.

Looking at changes in net profit, TCL Technology, Hongxin Electronics, and Yinxi Technology achieved year-over-year doubling, with net profit growth rates of 188.78%, 128.81%, and 115.23% respectively; Kangda New Material and Shenzhen Tianma A turned losses into profits.

Hongxin Electronics’ main products are FPC. FPC has advantages that other types of circuit boards cannot match, including high wiring density, light weight, thin thickness, foldable bendability, and three-dimensional wiring. It is widely used in modern electronic products. The company supplies extensively to domestic leading companies, supporting products such as smartphone series and Mate Pad, becoming a core supplier of screen soft boards. The company is conducting sample trial production and mass production for multiple products, including both candybar phones and foldable phones. As foldable-screen phone shipment volume grows, it will positively drive the company’s FPC orders.

This week, the technology and pharmaceutical sectors are the most favored

Last week, the A-share market saw mixed gains and losses. The Shanghai Composite Index fell cumulatively by 0.86%, dropping below the 3900-point mark, and its latest close was 3880.1 points.

On April 5, Data Bao released its weekly survey “Will April bring a reversal?”, and the results showed that respondents’ earnings effect was poor in the prior week; the share of those who were profitable was only 15%. The share of those losing within 10% was 44%; those losing between 10% and 20% accounted for 22%.

In terms of positioning, about 45% of respondents were fully invested or fully invested with margin financing. From changes in positioning, 18% of respondents chose to add to their holdings last week, a relatively small proportion; 19% of investors chose to reduce holdings; and 52% of respondents held steady, observing market changes.

Last week, the A-share market traded sideways with fluctuations. Most respondents believed that this week’s market would continue to move sideways.

Survey data shows that 43% of respondents believe that next week the market will “trade sideways in the 3800-point to 4000-point range,” the most mainstream view. 22% believe next week the market will “keep rising and stand above 4000 points.” 28% believe next week the market will “fluctuate lower and fall below 3800 points.”

By sector, nonferrous metals were the most popular this week. 26% of respondents said they were bullish, up significantly by 13 percentage points quarter over quarter. Power was the latest at 13%, also up 7 percentage points quarter over quarter. The technology sector’s heat has declined somewhat.

From a concept perspective, small metals/precious metals, commercial aerospace/satellite internet, computing power, and artificial intelligence ranked highest in bullishness, at 23%, 17%, 17%, and 12% respectively.

Statement: All information published by Data Bao does not constitute investment advice. There are risks in the stock market; investors should be cautious.

Editors: He Yu

Proofread by: Li Lingfeng