Compared with the high point of nearly a year, more than half of the folding screen concept stocks retreated by more than 30%, and the funds going north began to intervene in the folding screen concept stocks with high retreat.
Recently, Samsung released a patent for a “double fold” folding screen mobile phone, which has a set of hinges in both horizontal and vertical directions, so that the mobile phone can be folded horizontally, vertically, externally and internally at the same time. another insider disclosed that Google’s first folding screen mobile phone is expected to be put into mass production in the third quarter of this year and officially released in the fourth quarter.
As early as 2021, Huawei mate X2, Xiaomi mix fold, Samsung Galaxy Z flip3 / flod3, oppo find n, glory Magic V, Huawei P50 pocket and other folding screen mobile phones came out one after another. According to the research data of market research organization DSCC, in the third quarter of 2021, the total shipment of folding screen mobile phones increased by 215% month on month and 480% year-on-year, it is expected to ship nearly 17.5 million units in 2022.
China Securities Co.Ltd(601066) previously said that the folding screen market has initially completed consumer education. At the same time, it has made major breakthroughs in problems such as mass production and application ecology, and is about to usher in rapid growth. According to Jiwei consulting analysis, with the size of mobile phones approaching the limit, the hinge design is gradually maturing, and the targeted optimization of software and hardware, the folding screen has become a new development direction of the industry. 2022 will open the “first year of folding screen” for large-scale shipment in a real sense, and folding screen mobile phones will usher in explosive growth.
several listed companies disclosed the layout of folding screen
A number of listed companies have laid out the folding screen mobile phone industry chain in the A-share market. Jiangsu Rijiu Optoelectronics Jointstock Co.Ltd(003015) said on the interactive platform on February 16 that the optical film products produced by the company can be applied to folding screen mobile phones.
Visionox Technology Inc(002387) on February 15, it was mentioned on the interactive platform that the company has carried out long-term technical research and development in the field of folding screen, and the products have been delivered to head brand customers. Dongguan Eontec Co.Ltd(300328) on the same day, it was pointed out that the company has the world’s largest zirconium based liquid metal production line and also provides liquid metal hinge structural parts of several generations of folding screen mobile phones for China’s largest mobile phone terminal customers.
Xinlun New Materials Co.Ltd(002341) said that the company’s photoelectric display materials are used in folding screens, polarizers and other products. After die cutting, the products are finally widely used in consumer electronics fields such as smart phones and tablets.
Jiangsu Gian Technology Co.Ltd(300709) revealed on the interactive platform on January 28 that at present, the company has the R & D and mass production capacity of folding screen mobile phone shaft parts (hinges), and has been developing, testing and producing folding screen mobile phone shaft parts for some major customers, and is actively expanding to the direction of shaft components.
On January 28, the company said that its flexible graphite and other products can be used in folding screen mobile phones.
northbound capital increased its holdings of high pullback folding screen concept stocks
According to the statistics of securities times · databao, there are 89 concept stocks involving folding screens at present. As of the end of last year, these concept stocks have obtained 692 fund positions in total. There are more than 50 funds with positions in four shares, including Boe Technology Group Co.Ltd(000725) , Avary Holding (Shenzhen) Co.Limited(002938) , Wuhu Token Sciences Co.Ltd(300088) , Lianchuang Electronic Technology Co.Ltd(002036) .
Affected by the weak trend of the technology sector, the performance of folding screen concept stocks has been flat since this year. According to data treasure statistics, concept stocks have fallen by an average of 9.19% since January, underperforming the Shanghai Composite Index in the same period. Compared with the end of last year, the market value of concept stock A shares has evaporated a total of 184.7 billion yuan, equivalent to the current market value of Boe Technology Group Co.Ltd(000725) .
In a longer cycle, many leading stocks in the folding screen industry have fallen to a lower position. According to the statistics of data treasure, compared with the high point of nearly a year, more than half of the folding screen concept stocks retreated by more than 30%. The share prices of Shenzhen Danbond Technology Co.Ltd(002618) , Zhejiang Yongtai Technology Co .Ltd(002326) , Liao Ning Oxiranchem Inc(300082) , Lens Technology Co.Ltd(300433) , Shenzhen Baoming Technology Co.Ltd(002992) , Jiangxi Firstar Panel Technology Co.Ltd(300256) , Changjiangrunfa Health Industry Co.Ltd(002435) have been halved. Lens Technology Co.Ltd(300433) the pullback rate is 55.37%. The market value of the company has already fallen below 100 billion yuan. The latest a stock market value is 73.8 billion yuan. The performance forecast shows that the company expects the net profit of last year to decline by 59% to 51% year-on-year.
After a long period of adjustment, the valuation level of some concept stocks has further moved down. According to the statistics of data treasure, at present, the rolling P / E ratio of 10 shares is less than 20 times, Tpv Technology Co.Ltd(000727) , Tcl Technology Group Corporation(000100) , Boe Technology Group Co.Ltd(000725) and other three shares are at the single digit level.
In terms of funds, northbound funds began to intervene in the folding screen concept stocks with high pullback. According to the statistics of databao, according to the rough calculation of the average transaction price, since January, Zhejiang Yongtai Technology Co .Ltd(002326) , Huagong Tech Company Limited(000988) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Wuhu Token Sciences Co.Ltd(300088) , Shenzhen Everwin Precision Technology Co.Ltd(300115) and other five shares have been increased by more than 100 million yuan with the latest price of these five shares retreating by more than 20% compared with the high in recent one year. Zhejiang Yongtai Technology Co .Ltd(002326) obtained an additional 985 million yuan of northward capital, and the latest price of the stock has been halved from the high point in the past year.
From the perspective of growth potential, according to the consistent prediction data of more than 5 institutions, the net profit growth of 14 folding screen concept stocks is expected to exceed 20% in the next two years. Among these 14 shares, 8 have announced the performance forecast of 2021, and the net profit has increased by more than 20% year-on-year. Among them, the net profit of Hubei Dinglong Co.Ltd(300054) , Tongfu Microelectronics Co.Ltd(002156) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) and other three shares has increased by more than twice in advance.
