金吾财讯 | 手机产业链普升，丘钛科技(01478)涨7.66%，瑞声科技(02018)涨4.66%，舜宇光学科技(02382)涨4.39%，伟仕佳杰(00856)涨4.34%，荣阳实业(02078)涨4.11%，比亚迪电子(00285)涨3.83%，蓝思科技(06613)涨2.83%，高伟电子(01415)涨1.90%，富智康集团(02038)涨1.89%。根据IDC咨询，2025年全球智能手机市场在多重挑战中展现韧性，Q4出货量同比增长2.3%，达到3.36亿部；全年出货量达12.6亿部，同比增长1.9%，增长动力主要来自高端机型、折叠屏的强劲表现及消费者因预期涨价而提前换机。开源证券报告指出，随着SoC性能升级和手机内部集成度提升，PCB向高阶、高密度、精细化方向发展，被动元器件尺寸不断缩小；折叠屏设备单机FPC用量更多，苹果入局有望进一步提升折叠屏手机市场空间。AI芯片的迭代不断提升对PCB需求规格和用量，上游CCL及配套材料同步升级；AI服务器功耗提升推动数据中心供电架构从传统交流UPS到HVDC和SST方向升级，机柜内电源向高功率、高密度方向发展。
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