Breaking news on foldable screens! These concept stocks have impressive performance (with stock picks)

The foldable-screen industry welcomes new entrants from major players, and shipment volumes are expected to keep increasing.

Apple foldable-screen phone enters pilot production

According to a report by Securities Times, Foxconn has begun pilot production of Apple’s foldable iPhone. In 2025, the shipment target guidance Apple provided to suppliers is that its 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 shift toward premiumization, and an expansion in OEM participation, global shipments of foldable-screen smartphones in 2026 are expected to grow by 20%. As Apple prepares to launch its first foldable iPhone, the foldable-screen smartphone market will enter a new competitive stage in 2026. The institution predicts that Apple could secure about 28% of the market share in 2026, closing in on Samsung’s leading position.

IDC data shows that in 2025, shipment volume in China’s foldable-screen phone market 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 roll out innovative products with diversified form factors. Market attention and consumer appeal are expected to rise again. The foldable-screen phone market may return to a phase of rapid growth in the future.

Previously, West China Securities said that Apple is accelerating its entry into foldable screens, which is expected to drive foldable-screen phones to achieve faster scaling of shipments. It also expects that Apple could help the foldable-screen industrial chain achieve innovation-driven upgrades. It is optimistic about core incremental segments such as foldable-screen UTG cover glass 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 data compiled by Securities Times·Data Treasure, as of April 6, 29 foldable-screen concept stocks have released reports related to their 2025 performance. Based on their annual reports, performance-quick reports, and the midpoint figures of performance forecasts in sequence, 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—58.57 billion yuan, 45.17 billion yuan, and 22.88 billion yuan, respectively; Dinglong Shares, Hengmingda, and Times New Material all have net profits above 500 million yuan.

In 2025, BOE A generated revenue of 204.59 billion yuan, up 3.13% year over year; attributable net profit was 58.57 billion yuan, up 10.03% year over year. In 2024, the company completed mass production delivery of the world’s first “Z”-shaped triple-foldable-screen product, creating a new form factor for OLED products. Going forward, as leading brands drive higher foldable-screen penetration rates and expand high-end technology routes such as LTPO, the product structure is expected to continue to be optimized. In the long run, the industry has opportunities to improve profitability through structural upgrades.

Lens Technology achieved revenue of 51.429 billion yuan in 2025, up 16.2% year over year; attributable net profit was 22.88 billion yuan, up 30.34% year over year. The company’s core foldable-screen products cover key components including foldable-screen support parts made of multiple materials, VC vapor chambers/heat dissipation plates, foldable-screen hinge-axis modules, mid-frames, die-cut functional parts/structural parts, and chargers, among other critical parts. In 2024, the company introduced the fourth-generation automated production lines and domestic M40 carbon fiber production lines, achieving sole supply of triple-foldable carbon-fiber support boards. In 2025, it introduced ultrathin titanium alloy production lines, achieving sole supply of PC foldable carbon-fiber support boards.

In terms of changes in net profit, TCL Technology, Hongxin Electronics, and Yinxi Technology saw their year-over-year results double, with net profit growth rates of 188.78%, 128.81%, and 115.23% in sequence; Kangda New Material and Deep Tianma A turned losses into profits.

Hongxin Electronics’ main products are FPC. FPC has advantages that other types of circuit boards cannot match, including higher wiring density, lighter weight, thinner thickness, bendability that supports folding, and three-dimensional wiring, among other types of circuit boards. It is widely used in modern electronic products. The company supplies in large volumes to domestic leading firms that support devices such as smartphones and products including the Mate Pad, becoming a core supplier of screen soft boards. The company is conducting sample prototyping and mass production of multiple products, including both slab-style (straight) phones and foldable phones. As foldable-screen phone shipments grow, it will positively drive the company’s FPC orders.

Technology and medical/biopharma sectors are the most favored this week

Last week, the A-share market saw both gains and losses. The Shanghai Composite Index fell cumulatively by 0.86%, dropping below the 3,900-point mark, and the latest close was 3,880.1 points.

On April 5, Data Treasure released its weekly survey “Will there be a reversal in April?” The report results showed that the earnings effect for respondents last week was poor, with only 15% reporting a share of profits. The share of respondents with losses of within 10% was 44%; the share with losses of 10% to 20% was 22%.

In terms of position, about 45% of respondents were fully invested or fully invested with margin financing. Looking at position changes, 18% of respondents chose to add to their positions last week, which was relatively low; 19% of investors chose to reduce their positions; 52% of respondents held their positions steady, observing market developments.

Last week’s A-share market traded sideways, and most respondents believed this week’s market would continue to trade sideways.

Survey data shows that 43% of respondents believed next week’s market would “trade sideways between 3,800 and 4,000 points,” the most mainstream view. 22% of respondents believed next week’s market would “continue to rise and move above 4,000 points.” 28% of respondents believed next week’s market would “trade lower and fall below 3,800 points.”

In terms of sectors, nonferrous metals were the most popular this week; 26% of respondents said they are optimistic, up sharply by 13 percentage points month over month; the latest share for power was 13%, also up 7 percentage points month over month. The technology sector’s heat level declined somewhat.

From a concept perspective, optimism rates were highest for small metals/precious metals, commercial aerospace/satellite internet, computing power, and artificial intelligence, at 23%, 17%, 17%, and 12% respectively.

(Source: Data Treasure)