热度飞起！厂商竞逐三折叠手机，柔性屏概念股掀涨停潮

格隆汇08-29

8月29日，柔性屏（折叠屏）板块涨幅居前。截止发稿，智动力、长信科技20CM涨停，科森科技、日久光电一字涨停，领益智造、京东方A、TCL科技、华工科技、欧菲光等跟涨。行业大消息不断据悉，折叠屏是柔性屏幕的一个分支，具有可弯曲和可折叠的特点。其应用场景非常广泛，涵盖了消费电子、汽车、医疗、航空等多个行业。在消费电子领域，折叠屏技术主要应用于智能手机和平板电脑，不仅具有轻薄、便携的特点，还能提供更大的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2463347632?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/28340-44385bea-53d2-4a8c-90a6-c63dfdff610f.jpg?guru_height=718&guru_width=1280","is_english":false,"pubTime":"2024-08-29 12:15","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2463347632","market":"sg","top_or_hot":-1,"title":"热度飞起！厂商竞逐三折叠手机，柔性屏概念股掀涨停潮","media":"格隆汇","content":"<div>\n<p>8月29日，柔性屏（折叠屏）板块涨幅居前。截止发稿，智动力、长信科技20CM涨停，科森科技、日久光电一字涨停，领益智造、京东方A、TCL科技、华工科技、欧菲光等跟涨。行业大消息不断据悉，折叠屏是柔性屏幕的一个分支，具有可弯曲和可折叠的特点。其应用场景非常广泛，涵盖了消费电子、汽车、医疗、航空等多个行业。在消费电子领域，折叠屏技术主要应用于智能手机和平板电脑，不仅具有轻薄、便携的特点，还能提供更大的...</p>\n\n<a href=\"https://www.gelonghui.com/p/974705\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>热度飞起！厂商竞逐三折叠手机，柔性屏概念股掀涨停潮</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n热度飞起！厂商竞逐三折叠手机，柔性屏概念股掀涨停潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 12:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/974705><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月29日，柔性屏（折叠屏）板块涨幅居前。截止发稿，智动力、长信科技20CM涨停，科森科技、日久光电一字涨停，领益智造、京东方A、TCL科技、华工科技、欧菲光等跟涨。行业大消息不断据悉，折叠屏是柔性屏幕的一个分支，具有可弯曲和可折叠的特点。其应用场景非常广泛，涵盖了消费电子、汽车、医疗、航空等多个行业。在消费电子领域，折叠屏技术主要应用于智能手机和平板电脑，不仅具有轻薄、便携的特点，还能提供更大的...</p>\n\n<a href=\"https://www.gelonghui.com/p/974705\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000725","symbol_name":"京东方A","start_time":0,"source_url":"https://www.gelonghui.com/p/974705","article_id":"2463347632","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/28340-44385bea-53d2-4a8c-90a6-c63dfdff610f.jpg?guru_height=718&guru_width=1280"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2463347632","pubTimestamp":1724904947,"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"行业大消息不断","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300088":"长信科技","300686":"智动力","603626":"科森科技","000725":"京东方A","BK0045":"太赫兹","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0072":"苹果","000100":"TCL科技","BK0102":"重组","BK0073":"3D打印","BK0126":"智能电视","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0028":"国家队","BK0109":"智能穿戴","BK0086":"举牌","BK0201":"可转债","BK0256":"金属制品","BK0153":"触摸屏","BK0108":"虚拟现实","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0143":"量子通信","BK0084":"稀土永磁","BK0090":"移动互联网","003015":"日久光电","BK0188":"融资融券","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0070":"员工持股","BK0026":"智能家居","000988":"华工科技","BK0081":"借壳上市","002600":"领益智造","BK0030":"云计算","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0065":"智能汽车","BK0152":"OLED","BK0214":"IT设备","BK0183":"MSCI概念","BK0133":"生物识别","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK0012":"证金概念","BK0077":"质押式回购","BK0196":"行业龙头","BK0198":"3D传感","BK0122":"高校","BK0076":"特斯拉","BK0132":"高送转概念","002456":"欧菲光","BK0155":"锂电池","BK0121":"传感器"},"translate_title":"The heat is flying! Manufacturers compete for three-folding mobile phones, and flexible screen concept stocks set off a daily limit trend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300088":0.9,"300686":0.9,"603626":0.9,"000725":0.9,"000100":0.9,"003015":0.9,"002600":0.9,"002456":0.9,"000988":0.9},"content_text":"8月29日，柔性屏（折叠屏）板块涨幅居前。截止发稿，智动力、长信科技20CM涨停，科森科技、日久光电一字涨停，领益智造、京东方A、TCL科技、华工科技、欧菲光等跟涨。行业大消息不断据悉，折叠屏是柔性屏幕的一个分支，具有可弯曲和可折叠的特点。其应用场景非常广泛，涵盖了消费电子、汽车、医疗、航空等多个行业。在消费电子领域，折叠屏技术主要应用于智能手机和平板电脑，不仅具有轻薄、便携的特点，还能提供更大的屏幕，为消费者带来丰富的视觉体验。随着小米、华为、vivo、荣耀、三星等国内外厂商的加入和创新，折叠屏技术持续发展完善。目前，市场上折叠屏手机的主流形态主要有：横向折叠和竖向折叠。前者类似于翻开书本，而后者则类似于打开蚌壳的形态。而三折叠屏手机由于需要兼顾整机厚度和电池续航的问题，比双折叠屏手机更具挑战性，也是当前手机厂商尝试突破的创新点。8月19日，华为常务董事余承东在享界S9首批车主交付仪式上透露，华为即将在今年9月正式发布首款三折叠屏手机。而在本月早些时候，一张他手持三折叠屏手机的图片曾刷屏社交网络。据科技博主此前爆料，该机将采用内折+外折的双铰链设计，屏幕尺寸预测在10英寸左右；手机将搭载鸿蒙NEXT系统，有望实现鸿蒙PC级应用。价格方面，有报道指出，由于采用了大量新技术和优质材料，该款造价会非常高昂，预计在1.5万元到2万元之间。而在昨天，另一家被称为“非洲手机之王”的传音公司正式发布了其三折叠屏概念手机Tecno Phantom Ultimate 2。这款手机同样采用双铰链设计，可以实现内折+外折。在折叠状态下，屏幕尺寸为6.48英寸。而展开后，屏幕尺寸为10英寸，厚度仅为11毫米。不过，这款手机目前仍处于概念阶段，尚未量产上市。但市场已经对其十分期待。机构：折叠屏手机整体渗透率有望快速增长随着技术持续创新突破以及市场认知度和接受度进一步提高，折叠屏手机正在开辟新赛道，逐渐成为智能手机市场中的新蓝海。IDC数据显示，今年第二季度，中国折叠屏手机市场保持了105%的高速增长，出货量超过250万台。此外，全球折叠屏智能手机市场的出货量同比飙升85%，进一步证明了市场对折叠屏手机的强劲需求。另外，CINNO Research数据显示，2024上半年中国市场折叠屏手机累计销量达498万部，同比增长121%，渗透率3.6%，对比去年同期1.7%的渗透率上升1.8个百分点，在5,000元以上高端市场份额达到13%，而这一数字在2020年仅为2%。展望后市，随着技术难点逐步被攻克、生产成本下降、消费者需求被激发，折叠屏设备的市场份额有望继续增长。德邦证券表示，目前主流智能手机厂商基本完成折叠屏产品线的布局与迭代，折叠屏手机行业产业逐步进入稳定增长期。未来AI大模型与折叠屏手机的深度融合，叠加价格下探进一步刺激换新意愿，折叠屏手机整体渗透率有望快速增长。光大证券认为，随着折叠屏核心技术痛点逐步解决，市场接受度不断提升，新品推出节奏将进一步加快。其中，三折叠手机或将成为折叠手机形态的全新趋势。而整体的折叠屏渗透率在智能手机中占比也将快速迈向10%。华福证券认为，三折叠设备将提升多数应用场景在折叠机上的适配性，进而转换更多的传统手机用户及Pad用户，进一步打开折叠机市场的天花板，而深耕折叠机材料和零部件的相关企业，有望在三折设备的发展中充分受益。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2463347632"}