壹评级：苹果入局折叠屏，超薄玻璃与铰链环节迎价值重估

第一财经09-10 09:48

9月9日，苹果秋季发布会正式推出首款折叠屏iPhone Duo及iPhone 18 Pro系列。第一财经“壹评级”认为，苹果入局标志着全球高端折叠屏市场进一步扩容，A股供应链中具备高业绩弹性的超薄玻璃（UTG）、铰链及柔性印制电路板（FPC）环节将迎来价值重估。　　“壹评级”分析指出，苹果新品的创新策略主要聚焦显示技术与精密结构件，芯片制造环节并非A股供应链的主要交易方向，因此市场关注的重心应...

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