Foldable screens, big news coming! These concept stocks have impressive performance (with stock picks)

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

Apple foldable-screen phone enters pilot production

According to China Securities Journal, Foxconn has started pilot production of Apple’s foldable iPhone. In 2025, the shipment target guidance that Apple provided to its suppliers indicated that in the second half of 2026 Apple would launch its first foldable-screen phone—an iPhone with a large foldable display.

According to Counterpoint Research’s report “Foldable Smart Phone Market Forecast,” supported by factors such as Apple’s expected entry, the continued premiumization of the smartphone market, and the expansion of OEM participation, global foldable smartphone shipments in 2026 are expected to grow by 20%. As Apple prepares to launch its first foldable iPhone, the foldable smartphone market will enter a new competitive phase in 2026. The firm predicts that Apple could capture about 28% of the market share in 2026, closing in on Samsung’s leading position.

IDC data shows that in 2025, shipments in China’s foldable phone market were about 10.01 million units, up 9.2% year over year. In the second half of 2026, Apple is expected to enter the foldable phone sector. More brands are expected to release innovative products with diverse form factors, and market attention and consumer appeal are expected to rise again. The foldable phone market may return to a period of rapid growth in the future.

West China Securities previously said that Apple is accelerating its entry into foldable screens. This could help foldable phones achieve faster volume expansion, and may lead the industry chain toward innovative upgrades. It is optimistic about key incremental areas such as foldable-screen UTG cover plates and hinges, as well as new processes such as liquid metal and 3D printing.

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

According to Securities Times · Data Bao statistics, as of April 6, 29 foldable-screen concept stocks have released reports related to their 2025 performance. Taking the values in order from annual reports, performance express reports, and the midpoint of performance forecasts, 19 stocks have net profits above 100 million yuan. BOE A, TCL Technology, and Truly Opto have all exceeded 1 billion yuan in net profit, at 5.86B yuan, 4.52B yuan, and 2.29B yuan respectively; Dlong Technology, Hengmingda, and Times New Material all have net profits above 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 completed the mass production delivery of the world’s first “Z”-shaped tri-fold display, creating a new form factor for OLED products. Going forward, as leading brands drive higher foldable-screen penetration and advanced technology routes such as LTPO expand, the product structure is expected to continue optimizing. In the long term, the industry has opportunities to improve profitability through structural upgrades.

In 2025, Truly Opto 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 such as foldable-screen support parts made of multiple materials, VC heat dissipation vapor chamber/heat plate assemblies, foldable-screen hinge-axis module assemblies, 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 of tri-fold carbon-fiber support plates. In 2025, it introduced ultra-thin titanium alloy production lines, achieving exclusive supply of PC foldable carbon-fiber support plates.

Looking at changes in net profit, TCL Technology, Hongxin Electronics, and Yinxi Technology saw their net profits double year over year, 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 a range of series mobile phones from leading domestic companies and supporting products such as the Mate Pad, becoming a core supplier of screen flexible circuit boards. The company is working on sample trials and mass production for multiple products, including both straight-screen devices and foldable devices. Growth in foldable-screen phone shipments will create positive demand pull for the company’s FPC orders.

Most favored this week: technology and pharmaceuticals

Last week, China’s A-share market saw mixed gains and losses. The Shanghai Composite Index fell cumulatively by 0.86%, breaking below the 3,900-point threshold, and closed at 3,880.1 points.

On April 5, Data Bao released its weekly survey “Will April bring a reversal?” The survey results showed that among respondents, the effect of making money last week was poor, with only 15% representing a profitable share. The share of respondents with losses within 10% was 44%; the share with losses between 10% and 20% was 22%.

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

Last week, A-shares traded sideways with fluctuations. Most respondents believed that this week’s market would continue a sideways pattern.

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

From the sector perspective, nonferrous metals were the most popular this week; 26% of respondents said they are optimistic about it, up significantly by 13 percentage points quarter over quarter/compared with the prior period. Power was latest at 13%, also up 7 percentage points. The technology sector’s heat has declined somewhat.

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

Statement: All information provided by Data Bao does not constitute investment advice. There are risks in the stock market; invest with caution.

Proofread by: Li Lingfeng