据财联社主题库显示，相关上市公司中：Continuous revelations about Huawei's upcoming new devices have emerged, including the Pura 80 series, Pocket 3 small folding screen, and Nova 14 series. Industry insiders claim that the Huawei Pura 80 series will upgrade to a dual-layer OLED panel.
Continuous leaks about Huawei's upcoming new devices have emerged, including the Pura 80 series, Pocket 3 foldable screen, and Nova 14 series. Industry insiders say that the Huawei Pura 80 series will upgrade to a dual-layer OLED panel, "this will be Huawei's strongest phone screen." Compared to traditional single-layer OLED displays, dual-layer OLED has significant improvements in display brightness, color saturation, and contrast.
According to Counterpoint data, in terms of market share for Q4 2024, Huawei firmly holds the number one position, with sales growing by 15.5% year-on-year. Counterpoint Senior Research Analyst Mengmeng Zhang stated: "This is the first time since the USA ban that Huawei has regained market leadership, and the growth in Huawei's sales is mainly driven by the mid-range Nova 13 series and the high-end Mate 70 series releases." Open-source Securities pointed out that with a stable supply chain and breakthroughs in research and development, Huawei's phone shipments are expected to reach 80 million to -90 million units by 2025. The arrival of HarmonyOSNEXT will help boost Huawei's sales.
According to data from the financial news agency, among the relevant listed companies:
Lite Optoelectronics stated during a specific audience survey that the company currently has multiple CGL materials and luminescent materials undergoing verification testing in client-layered OLED device systems.
Jilin Oled Material Tech disclosed in an investor relations activity record that the company's stacked OLED technology brings new momentum to the company's equipment and materials Business, and claims that this technology gives screens advantages in terms of brightness, energy consumption, lifespan, and weight thickness.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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