据财联社主题库显示，相关上市公司中：According to media reports, on December 6, Huawei officially launched the foldable screen smartphone Mate X6 at its global flagship store in Nanshan. After going on sale at 10:08, the product was sold out instantly online on the Huawei Mall, which shows all models are temporarily out of stock. Haitong sec believes that the experience of foldable screen smartphones in terms of quality, thinness, and price is expected to continue improving, leading to an increase in penetration rates.
According to media reports, on December 6, Huawei officially launched the foldable screen smartphone Mate X6 at its global flagship store in Nanshan, starting at 12,999 yuan, with over 1.16 million reservations made beforehand. This smartphone is the world's first mass-market smart phone to support tri-network satellite communication, featuring Beidou satellite messaging, Tiantong satellite communication, and low Earth orbit satellite internet functions. Reports from Shenzhen Nanshan's Huawei global flagship store indicate that the Mate X6 is out of stock in stores, and consumers need to make a reservation to purchase. After going on sale at 10:08, the product was sold out instantly online on the Huawei Mall, which shows all models are temporarily out of stock.
Market research institution CINNO Research stated that major smartphone brands are actively entering the foldable screen smartphone market. In terms of market share, in the third quarter, Huawei's foldable screen smartphone sales reached approximately 1.12 million units, a year-on-year increase of 97%, with a 2.9 percentage point rise in domestic market share, claiming the title of sales champion in the domestic foldable smartphone market. This is mainly attributed to the Huawei Mate X5 foldable screen smartphone launched in September last year. Haitong sec believes that due to technological innovations in hinges, screens, and improvement in industry chain yield, the experience of foldable screen smartphones is expected to continue improving in terms of quality, thinness, and price, leading to an increase in penetration rates.
According to the Financial Data Center, among related listed companies:
NBTM New Materials Group is one of the globally renowned suppliers of MIM components for foldable screen smartphones. Sinolink's research reports indicate that the company has now become the core supplier of MIM precision structural components for Huawei's flexible screen smartphone hinges and smart watch products.
Precision structural components produced by Green Precision can be used in foldable screen smartphones, with major customers currently including Lenovo and the well-known G company in North America. The company primarily provides precision structural components for Huawei's ODM manufacturers, to be used in Huawei's terminal products.
