Yuanjie Technology becomes the third highest-priced stock on the A-share market. Apple foldable screens to be released; high-growth concept stocks in the industry chain attract attention.

The A-share market has recently experienced a strong rebound in technology stocks, with the communication and electronics sectors leading the rally. On March 10, the Shanghai Composite Index regained above 4,100 points, with technology-related indices performing particularly well. The communication index rose by over 4%, and the electronics index increased by more than 3%. In individual stocks, Tianfu Communication surged over 10% in a single day, Changfei Fiber reached the daily limit, and companies like Hengtong Optoelectronics and Zhongji Xuchuang gained over 3%. In the electronics sector, Dongshan Precision hit the daily limit, while Shenghong Technology and Lixun Precision rose by more than 6%.

Multiple communication and electronics stocks hit new all-time highs, including Dongshan Precision, Buwei Storage, and Yuanjie Technology, among more than ten stocks. Yuanjie Technology (688498) performed especially well, with its stock price returning to the 900 yuan range, closing at 917.86 yuan per share, making it the third-highest priced stock in the A-share market, after Kweichou Moutai and Cambrian-U. The stock started from a low of less than 80 yuan in September 2024, with a cumulative increase of nearly 11 times, achieving a tenfold growth.

Market analysis indicates that the collective strength of the communication electronics sector is closely related to two major technological trends. The surge in computing power demand driven by the OpenClaw model directly boosted order growth in the communication infrastructure sector. The release of Apple’s Mac mini M4, favored for its cost-performance ratio, sparked a rush to purchase, with official channels quickly sold out, injecting growth momentum into related supply chain companies. The combination of these positive factors presents industry chain enterprises with opportunities for both performance and valuation improvements.

Apple’s supply chain has been active recently, becoming a focal point for the market. The latest financial reports show that in 2025, iPhone shipments will reach 240.6 million units, a 7% increase year-over-year, maintaining its position as the global leader in smartphone sales for three consecutive years. More notably, Apple’s first foldable screen phone, the iPhone Fold, is expected to be officially released in the second half of the year, with supply chain preparations increased by 20% compared to the original plan. This rare adjustment in inventory strategy demonstrates Apple’s strategic emphasis on the foldable screen market and signals a new cycle of growth in both volume and price for related industry chains.

Foldable screen technology is becoming a core track for innovation in smartphones. According to research from Aijian Securities, this category successfully resolves the contradiction between large-screen experience and portability through innovative combinations of hinges and flexible display modules. In optimistic scenarios, Apple’s foldable phone sales could surpass 14 million units in 2026. With the high-end positioning of the iPhone and its large user base, the adoption of foldable screen technology is expected to drive the entire industry chain into a period of rapid development.

Institutional research reports are focusing heavily on foldable screen concept stocks, with companies like Lens Technology, Genesis, and Jingyan Technology becoming key points of attention. Lens Technology, a global leader in precision manufacturing of smart devices, has technical advantages in glass processing and is actively developing integrated material solutions. As Apple’s foldable screen project advances, the company is expected to see a performance explosion in 2026. Jingyan Technology has entered the foldable screen track through its dual-business layout, providing precision components for hinges via its MIM business, and undertaking hinge assembly orders through its transmission business. It has already achieved large-scale supply for Android foldable phones.

More than 110 companies in the A-share market are involved in foldable screen concepts, with Lingyi iTech, Magmet, and Precision Electronics among the most favored by institutions, with projected net profit growth exceeding 30% in the next two years. Lingyi iTech stands out due to its comprehensive product layout, covering key components for foldable screens, including titanium alloy mid-frames, VC heat spreaders, and hinge modules. It has entered the supply chain systems of major domestic and international foldable screen brands. According to a research report from Founder Securities, the company’s deep accumulation in material innovation and precision manufacturing will be a significant support for sharing industry dividends.