What are the flexible screen concept stocks?

Visionox 002387: The company cooperates with Xiaomi to develop flexible screen mobile phones, which can be mass-produced;

Zhongjing Electronics 002579: The flexible printed circuit board (FPC) and its components (FPCA) developed and produced by subsidiary Sheng Yuan Electronics can be applied to curved screens and folding screens, and have been supplied to BOE and Shentianma.

Derun Electronics 002055? The company's flexible printed circuit board can be used for flexible screens;

Danbang Technology (0026 18)? The company's TPI carbonized film is expected to be used in flexible display screen, flexible solar power generation and other fields;

Shen Tianma 000050: the company's flexible screen has been mass-produced;

Li Ande Equipment 300545 Company's flexible screen-making equipment has been supplied to Apple, BOE and Huawei. , and can use the latest equipment such as flexible AMOLED stickers for mass production;

Zhongying Electronics 300327? The chips developed by the company can be used for flexible screens and supplied to many domestic organic light-emitting diode manufacturers;

Su Daweige 30033 1? The company's lithography equipment can be used for flexible electronics products;

Zhiyun shares 300097? Company equipment can be used for flexible screens.

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There is still a huge gap in the flexible AMOLED screen, and the penetration rate in the field of smart phones is accelerating. According to IHS forecast, by 2023, the penetration rate of flexible AMOLED on mobile phone screen will increase from 20 18/24%. During this period, the demand for organic light-emitting diode screen will be in short supply, and localization is expected to accelerate.

On February 24, Huawei officially announced the folding screen mobile phone. The flexible screen concept stocks had a large daily limit the next day, and as many as 9 stocks such as BOE A, Shentianma A and Lingyizhi had daily limit.

The official listing of Huawei Mate X mobile phone also attracted the attention of main funds. Yesterday, a large amount of funds poured in from BOE A, the volume of transactions nearly tripled compared with the previous day, and the share price rose by 3.3%.

As a direct competitor of Huawei, Samsung is the world's largest manufacturer of AMOLED screens. In order not to be controlled by others, Huawei tries to avoid over-reliance on Samsung's AMOLED screen, and takes measures to support domestic panel giants JD.COM and Shentianma.

As early as 20 17, BOE announced the mass production of the 6th generation AMOLED flexible display production line in Chengdu factory, and China became the second country in the world to produce flexible displays. BOE said on the interactive platform that the flexible AMOLED screen produced by the company is supplied to Huawei Mate X mobile phones.

Volkswagen indirectly holds the equity of Yu Rou Science and Technology through Shenzhen Venture Capital, and the state-owned innovation fund managed by Yuexiu Industrial Fund under Yuexiu Financial Holdings also invested in Yu Rou Science and Technology. -FlexPai, the first folding screen model of Yu Rou Science and Technology, was released as early as 20 18.

Nubia and Visionox jointly released Nubian α, the world's first flexible screen "wrist machine". The previously exposed Xiaomi double folding screen mobile phone was also jointly developed with Visionox. In addition, the flexible screen of Xiaomi's new mobile phone CC9 Pro is also supplied by Visionox.