折叠屏概念爆发，福蓉科技一字涨停，苹果已在试产折叠屏手机

21世纪经济报道04-07

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨胡琳林健民　　编辑丨梁明　　4月7日，早盘折叠屏概念大幅高开，福蓉科技（维权）一字涨停，大富科技涨超10%，联得装备、宜安科技涨约5%，精研科技涨幅靠前。　　消息面上，据中证金牛座，从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机。2025年，苹果给供应商提供的出货目标指引为2026年下半年推出...

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林健民\n　　编辑丨梁明\n　　4月7日，早盘折叠屏概念大幅高开，福蓉科技（维权）一字涨停，大富科技涨超10%，联得装备、宜安科技涨约5%，精研科技涨幅靠前。\n　　消息面上，据中证金牛座，从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机。2025年，苹果给供应商提供的出货目标指引为2026年下半年推出...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-04-07/doc-inhtrumc5313170.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0784385840.USD","symbol_name":"Blackrock Global Multi-Asset Income A2 USD","start_time":0,"source_url":"https://finance.sina.com.cn/wm/2026-04-07/doc-inhtrumc5313170.shtml","article_id":"2625989701","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-04-07/doc-inhtrumc5313170.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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林健民\n　　编辑丨梁明\n　　4月7日，早盘折叠屏概念大幅高开，福蓉科技（维权）一字涨停，大富科技涨超10%，联得装备、宜安科技涨约5%，精研科技涨幅靠前。\n　　消息面上，据中证金牛座，从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机。2025年，苹果给供应商提供的出货目标指引为2026年下半年推出首款折叠屏手机，这是一款大折叠屏iPhone。\n　　一位产业链人士分析，苹果手机拥有庞大的用户基础，预计苹果折叠屏iPhone市场需求大，但销量将取决于最终定价。\n　　研究机构Counterpoint认为，随着苹果准备推出其首款折叠屏iPhone，折叠屏手机市场将在2026年进入新的竞争阶段。鉴于折叠屏的高端定位，苹果折叠屏iPhone的早期需求预计将主要来自现有iPhone用户。一部分正在考虑书本式折叠屏的用户，也可能将苹果即将推出的设备视作替代选项，从而提升生态迁移的可能性。\n　　市场影响方面，东海证券表示，根据Counterpoint Research《折叠屏智能手机市场预测》报告，受苹果预计入局、智能手机市场持续高端化以及OEM参与度扩大等因素支撑，2026年全球折叠屏智能手机出货量预计增长20%。随着苹果准备推出其首款折叠屏iPhone，折叠屏智能手机市场将在2026年进入一个新的竞争阶段。Counterpoint 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