The most expensive ever! The iPhone Fold is coming, and Foxconn is already in trial production. These 7 stocks have more than 30% upside.

The most expensive phone ever in Apple’s history—iPhone Fold, or will be available to consumers in the second half of the year.

**　　Apple’s first foldable iPhone is already in pilot production**

According to a report from China Securities Journal on April 6, the reporter learned from people in the industry chain that Foxconn has begun pilot production of Apple’s foldable iPhone. The shipping guidance Apple provided to suppliers targets the launch of its first foldable phone in the second half of 2026.

Also, according to media reports in mid-March, Apple’s first foldable phone, iPhone Fold, will be unveiled in September this year alongside the iPhone 18 Pro series, with a global launch in December.

This will be Apple’s first foldable model after years of technological refinement. It uses a wider screen design, aiming to address industry pain points today such as the noticeable crease seen on current foldable phones.

At the same time, it will also be the most expensive phone product in Apple’s history. Based on supply-chain information, the starting price of the iPhone Fold domestic (mainland China) version is expected to be 14k–15k yuan, while the top configuration could exceed 20k yuan. Currently, the iPhone 17 Pro Max sold by Apple starts at 9,999 yuan; the price for the 2TB storage option starts at 17,999 yuan, making it Apple’s most expensive iPhone at present.

Guo Mingqi, an analyst at TF International, predicted in his latest research report that the first foldable iPhone will give up Apple’s Face ID facial recognition technology that it has used for many years, and instead adopt a side-integrated Touch ID fingerprint unlock solution—integrating the fingerprint sensor into the power button, similar to the unlocking method of the iPad Air.

A research report from Guoyuan Securities stated that Apple’s first foldable smartphone will use a book-style left-right fold, with key components being hinges and ultra-thin glass (UTG). Relevant domestic industry-chain companies may benefit. Guosen Securities also noted that with Apple’s first foldable phone set to be released soon, it is expected to drive the rapid adoption of foldable phones. Without-crease technology iteration could increase both volume and price, injecting additional upside into the supply chain.

In a statement, AiJian Securities said that foldable phones are a core innovative product category in the smartphone field, with hinges and flexible display modules as the core components. Compared with non-foldable phones, the cost increment mainly concentrates in three areas: display modules (display panels + glass cover plates), mechanical/electromechanical parts (including hinges), and memory. Under an optimistic scenario, Apple’s foldable phone sales in 2026 could reach 14 million units. With iPhone’s high-end positioning and huge sales volume, the entire industry chain is expected to experience rapid development.

**　　Multiple concept stocks have upside potential exceeding 30%**

According to Oriental Fortune’s concept board, the current A-share market has more than 100 stocks related to the Apple concept. Their combined total market value exceeds 4.2 trillion yuan. Among them, Foxconn Industrial Internet, a trillion-yuan giant, is far ahead in terms of scale. AAC Technologies, Dongshan Precision total market values are approximately 355.6 billion yuan and 202.5 billion yuan, respectively. Five stocks including Lens Technology and Pegatron, as well as 华工科技, also have market values exceeding 14k yuan each.

Since this year, due to storage price hikes, the consumer electronics sector has faced some pressure, and Apple concept stocks have also been relatively weak. In the past three months, about 30% of concept stocks recorded share price gains, while about 60% of individual stocks saw declines of within 10%. Minghong Electronics and Tianan Precision Machinery ranked first and second with gains of 52.84% and 47.20%, respectively, while Zhilifang and JemeiTe’s gains were both above 30%.

Regarding institutional attention, data from 东方财富Choice shows that in the past three months, 14 Apple concept stocks received investment ratings from 3 or more institutions. Compared with the consistent forecast target prices versus the latest closing prices, there are 7 stocks with upside potential exceeding 30%.

Among them, Changying Precision has the highest upside potential, reaching 76%. Foxconn Industrial Internet and Hengdian Dongmag’s upside potential is 61.03% and 56.42%, respectively. Four stocks including Linying Zhizao, Shenzhen Nan Circuit, and Lens Technology all have upside potential above 30%, while five stocks including Hiligong Technology and Pegatron have upside potential between 10% and 20%.

Changying Precision’s main business is the manufacturing of precision components for consumer electronics and new-energy vehicles. It has become a core supplier to industry leaders such as Apple, Samsung, and CATL. A recent research report from Huayuan Securities states that the company has deep accumulation in the consumer electronics sector, covering leading global customers. Its new-energy business production capacity is releasing steadily, and its humanoid robot business is expected to become the company’s third growth engine.

In its 2025 annual report, Linying Zhizao disclosed that in the foldable terminal business segment, during the reporting period, the company achieved multiple breakthroughs through technological innovation, including mass-production shipments of ultra-thin titanium alloy foldable screen support parts and foldable PC carbon-fiber support parts, among other foldable-related products. It also made an important breakthrough in a high-end VC heat-dissipation project in cooperation with major North American customers.

Lens Technology said in recent institutional research interviews that in this year’s foldable phone project for major customers, the company supplies UTG glass, PET film, glass brackets, 3D glass cover plates, and other new products, with high incremental value and leading share. The company will significantly benefit. At present, progress on the foldable screen is going smoothly; the company is ramping into mass production and delivering according to plan. “Looking ahead, the next generation of foldable screens will see full-scale volume ramp-up. Design upgrades and innovations will continue across other models. The company will be deeply involved in glass, metal structural components, and functional modules, and the value per unit is expected to further improve.”

（Source: 东方财富 Research Center）