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催化不断！华为、苹果折叠屏9月同期发布核心增量环节价值凸显(附股)_我的网站

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一 | The 2025 MAMA Awards is taking place in Hong Kong in a subdued manner. This is because Hong Kong is facing the worst fire in more than 100 years. It tore through several high-rise buildings and has claimed many lives. Despite so, the MAMA Awards have announced some of its winners on its first day. The winners for the categories announced include Best New Artist, Song Of The Year, Fans' Choice Awards, Favourite Global Performer, Favourite Male and Female groups and more.While HYBE's new group CORTIS has won the Best New Artist category, ROSÉ and Bruno Mars' APT has swept off the Song Of The Year category. Amongst the other categories, IVE has emerged victorious as the Favourite Global Performer and Favourite Female group. BOYNEXTDOOR has won the Favourite Male group category.Take a look at the winners announced on Day 1:BEST NEW ARTIST WINNER: CORTIS WINNER: Hearts2Hearts AHOF ALLDAY PROJECT Baby DONT Cry CLOSE YOUR EYES IDID izna KickFlip KiiiKiii2025 MAMA AWARDS SONG OF THE YEAR WINNER: ROSÉ and Bruno Mars – APT aespa – Dirty Work aespa – Whiplash ALLDAY PROJECT – FAMOUS ALLDAY PROJECT – WICKED BABYMONSTER – DRIP BIG Naughty – MUSIC (feat. Lee Chanhyuk) BLACKPINK – JUMP BOYNEXTDOOR – IF I SAY, I LOVE YOU BOYNEXTDOOR – Never Loved This Way Before CNBLUE – A Sleepless Night CORTIS – GO! Davichi – Stitching DAY6 – Maybe Tomorrow Dayoung – body Doyoung – Memory Dynamic Duo and Gummy – Take Care G-Dragon – TOO BAD (feat. Anderson .Paak) HAON – Skrr (feat. Giselle) HIGHLIGHT – Endless Ending HUNTR/X – GOLDEN ILLIT – Cherish (My Love) IVE – REBEL HEART j-hope – MONA LISA Jennie – like JENNIE Jennie – ZEN Jennie and Doechii – ExtraL Jisoo – earthquake Kai – Wait On Me Karina – UP Key – HUNTER LE SSERAFIM – HOT Lee Chanhyuk – Vivid LaLa Love Lee Mu Jin – Coming of Age Story Mark – 1999 Mark – Fraktsiya (feat. Lee Young Ji) MEOVV – DROP TOP Minnie – HER N.Flying – Everlasting NCT DREAM – WHEN I’M WITH YOU NCT WISH – poppop Park Hyo Shin – HERO pH-1 – Life Is A Movie (feat. Jung Zi So) PLAVE – Dash QWER – Dear RIIZE – Fly Up ROSÉ – toxic till the end Roy Kim – If You Ask Me What Love Is Saja Boys – Soda Pop SEVENTEEN – THUNDER Tablo and RM – Stop The Rain Taeyeon – Letter To Myself TREASURE – YELLOW TWS – Countdown TXT – When the Day Comes V – Winter Ahead (with Park Hyo Shin) Xdinary Heroes – Beautiful Life ZEROBASEONE – Doctor! Doctor!Fans’ Choice Male (Top 10) WINNERS: Baekhyun, SEVENTEEN, Jin, ENHYPEN, G-DRAGON, j-hope, NCT DREAM, RIIZE, Stray Kids, ZEROBASEONEOther nominees from this category: 10CM 82MAJOR 8TURN AB6IX AHOF AMPERS&ONE ARrC ASTRO ATEEZ BOYNEXTDOOR BTOB CLOSE YOUR EYES CNBLUE CORTIS CRAVITY D.O. (Doh Kyung Soo) Daesung DAY6 Doyoung Epik High EVNNE GOT7 IDID Jay Park Kai KickFlip Lee Mu Jin N.Flying NCT WISH NEXZ P1Harmony PLAVE SHINee Super Junior TIOT TREASURE TWS TOMORROW X TOGETHER WayV Xdinary HeroesFans’ Choice Female (Top 10) WINNERS: IRENE, IU, ILLIT, aespa, BABYMONSTER, Hearts2Hearts, i-dle, ITZY, LE SSERAFIM, TWICEOther nominees from this category: ALLDAY PROJECT Apink ARTMS AtHeart Baby DONT Cry BIBI Billlie BLACKPINK BoA BOL4 Chungha Chuu Davichi FIFTY FIFTY fromis_9 H1-KEY Hwasa Hyolyn IVE izna Jeon Somi Joy KARD Kep1er KiiiKiii KISS OF LIFE MEOVV NiziU NMIXX OH MY GIRL QWER SAY MY NAME Seulgi STAYC Taeyeon tripleS UNIS VIVIZ Wendy YenaAdditional WinnersFavourite Global Performer IVETELASA Favourite Global Artist ENHYPENFavourite Female Group IVEFavourite Male Group BOYNEXTDOORGlobal Trend Song IVE - REBEL HEARTInspiring Achievement SUPER JUNIORVISA Fans' Choice Of The Year ENHYPENALSO READ: Full list of winners of the 2024 MAMA Awards。 K图 BK1160_0 　　华为全新三折叠手机定档9月7日发布，苹果首款折叠屏iPhone也预计将于9月9日亮相。两大巨头同期入局，折叠屏产业链迎来密集催化窗口。

二 |
K图 AAPL_0 　　华为三折叠、折叠屏iPhone将同期亮相　　8月25日，华为终端BG董事长余承东发文官宣，HarmonyOS 7丨HUAWEI Mate XT 2及全场景新品发布会将于9月7日举行。这也预示着华为新款三折叠手机即将登场。　　据悉，Mate XT 2将首发搭载HarmonyOS 7正式版，市场预计其折叠方式将由初代“Z”字形改为全新“U”字形双内折结构，芯片方面或将搭载麒麟2026旗舰芯片。

三 | 　　另据证券时报报道，苹果首款折叠屏手机预计将于9月9日正式发布，暂定名iPhone Fold或iPhone Ultra，国行起售价约14999元。目前该机型已进入量产阶段，首年备货目标约1000万台。　　供应链消息显示，苹果此前已将首款折叠屏iPhone今年的生产准备目标上调至约1000万部，高于此前市场普遍预期的700万至800万部，上调幅度接近30%。该机型计划于7月下旬正式启动大规模量产，由富士康代工。　　调研机构Counterpoint Research 7月发布的预测显示，2026年全球折叠屏智能手机出货量预计同比增长21%。品牌格局方面，三星预计以32%份额保持领先；苹果入局首年预计获得25%市场份额，华为预计占据24%。　　该机构指出，2026年折叠屏市场将从三星主导转向“苹果、三星、华为三强牵引”的新格局，形态上从小折向阔折叠大折转变。　　机构建议关注UTG、铰链等三大增量环节　　折叠屏是指采用柔性OLED面板和铰链结构，可实现屏幕弯折折叠的智能手机形态，相比传统直板机在显示面积和便携性之间实现突破。

四 | 当前，折叠屏产业正加速迈向规模化量产兑现。

五 | 　　中信证券指出，苹果折叠屏研发核心攻关方向为屏幕折痕优化与盖板抗摔耐用性升级，技术迭代将直接带动上游材料企业增量订单。　　国泰君安进一步判断，2026年是折叠屏行业拐点之年，苹果庞大的用户基数有望每年消化千万级以上的折叠屏换机需求，带动整个果链资本开支扩张。　　从产业链价值分布看，机构普遍将目光锁定在“屏幕盖板-铰链-面板”三大增量环节。　　财信证券在消费电子行业深度报告中明确指出，折叠屏是智能手机结构性创新的重要方向，当前正步入由技术成熟、成本下探与苹果入局共同驱动的商业化加速阶段；UTG（超薄柔性玻璃）与铰链是折叠屏区别于直板手机的核心增量部件，技术壁垒高、价值集中度高，建议重点关注UTG、铰链及MIM结构件等核心增量环节。　　国金证券则沿着苹果供应链展开，建议关注盖板玻璃/UTG、转轴铰链、FPC软板、散热及光学元器件等方向的配套企业。　　9只概念股月内获融资客超亿元抢筹　　东方财富概念板块显示，目前A股市场有79股涉及柔性屏（折叠屏）概念，合计总市值约1.71万亿元。

六 | 　　京东方A体量达2126.34亿元居首，蓝思科技以2001亿元位居次席，华工科技市值亦超千亿元，TCL科技、领益智造、麦格米特、鼎龙股份等多股市值均超500亿元。　　年初至今，折叠屏概念板块走势分化，43股上涨、36股下跌。深科达大涨204%领跑，沃格光电大涨171%排名第二，斯迪克涨幅达132%，德福科技、精测电子、鼎龙股份涨幅均超90%。

七 | 下跌方面，统联精密、长盈精密、晶华新材等8股均跌逾30%。　　本月以来，折叠屏概念板块走势显著转强，仅5股小幅下挫。中石科技月内涨幅接近翻倍，科森科技大涨54%，经纬辉开、飞荣达、深科达、电连技术、信濠光电、智云股份涨幅均超40%。　　从资金角度看，东方财富Choice数据显示，月初至今，共有31只折叠屏概念股获得融资客青睐，其中9股融资净买额超1亿元。　　中石科技获杠杆资金加仓6.78亿元，蓝思科技、德福科技、斯迪克分别获抢筹5.64亿、5.20亿、5.15亿元，科森科技、京东方A、激智科技、华工科技、强瑞技术均获超1亿元融资净买入。　　中石科技此前在接受调研者提问时表示，公司柔性石墨等产品可以应用于折叠屏手机中，公司自主研发的可折叠柔性石墨均热组件已获得全球专利认证。柔性石墨相比常规石墨，对研发、生产工艺提出更高要求，其价值量更高，公司在该领域保持技术领先优势。　　蓝思科技在上周日的电话会议上透露，在大客户今年的折叠机项目上，公司供应UTG玻璃、CPI膜、UTG玻璃支撑板、3D玻璃盖板等，上述产品加工难度大，价值量大幅提升，公司成为折叠机型相比直板机型结构件增量的最大受益者。对大客户已于二季度末开始出货交付，目前已处于大批量交付阶段。