Sinolink's research report pointed out that on September 10th, Huawei released the three-fold smart phone Mate XT. The three-fold hardware segment has shown significant growth, with hinges and flexible screens being the main incremental costs of folding screen phones. On the hardware side: in terms of screens, the foldable OLE and foldable phone market share in mainland China continue to expand. The cost of UTG glass, which protects the display screen, is rapidly decreasing. The small volume and large capacity batteries required for ultra-thin models are continuously upgraded, determining the folding user experience. Hinges, pivot mechanisms, and the application of fingerprint buttons required for ultra-thin side bodies on new folding screen phones are increasingly mature. Continuous technological upgrades in each hardware segment and continuous cost reductions. With the transition of foldable smart phone components from highly customized to standardized and modular supply models, the product manufacturing process is streamlined, production efficiency and yield are improved, bringing expected economies of scale, effectively reducing the overall manufacturing cost of folding screen phones, and accelerating industry penetration. Recommended stocks to watch: NBTM New Materials Group.