Goldway Electronics (01415) rose more than 6% in early trading. As of press release, it was up 2.54% to HK$17.74, with a turnover of HK$71.547 million.
The Zhitong Finance App learned that Gaowei Electronics (01415) rose more than 6% in early trading. As of press release, it had risen 2.54% to HK$17.74, with a turnover of HK$71.547 million.
Tianfeng Securities pointed out that the market share of Huawei folding screen phones in 24Q1 may reach 40%, and it is optimistic about the folding screen supply chain; the release of new models such as Xiaomi, Honor, OnePlus, and Motorola is optimistic about the increase in LTPO penetration and AI's drive to switches under new product catalysis.
CMB International pointed out that the 1Q24 demand trend is optimistic, and mobile phone/PC terminals continue to recover. It is expected that the release of the Samsung S24 and P70 series in the first quarter will drive high-end demand, and Apple will face short-term pressure in the domestic market. Considering the innovation of high-end mobile phones in optics, storage, heat dissipation, satellite calls, and folding screens, I am optimistic about the upgrading of parts specifications in the industrial chain.