中国银河证券研究：智能手机市场回暖 折叠屏和AI的双轮驱动将引爆手机的换机潮

Group 1 - The core viewpoint of the article indicates that global smartphone sales experienced their first year-on-year growth since Q3 2018 in Q3 2024, confirming signs of recovery in consumer electronics demand [1] - The dual drivers of foldable screens and AI are expected to ignite a wave of smartphone upgrades, with the layout and technological advancements of manufacturers in the supply chain significantly impacting the competitive landscape of the industry [1] Group 2 - Companies to watch include Luxshare Precision, GoerTek, Dongshan Precision, Pengding Holdings, Lianyi Manufacturing, Lens Technology, Crystal Optoelectronics, Feirongda, Zhongshi Technology, and Jiyan Technology [1]