The penetration rate of AI phones is expected to accelerate, with 18 stocks receiving ratings from 5 or more institutions.

Recently, leading smartphone brands around the world are actively deploying AI smartphones, promoting the landing of AI large models on the smartphone side. Many market institutions believe that the AI smartphone market is expected to rapidly expand. From the perspective of industry penetration trends, the latest forecast released by Counterpoint Research on June 22nd predicts that by 2026, the global shipment share of smartphones with generative artificial intelligence functions will rise to 45%, and is expected to exceed half of the market in 2027 to reach 52%, officially becoming an industry standard. According to Securities Times Data Bao statistics, there are a total of 37 concept stocks in the A-share market that are involved in the AI smartphone industry chain, covering multiple links such as chips, optical modules, acoustic devices, and complete machine OEM. In terms of performance, as of the close of trading on July 16th, seven stocks have released announcements related to the 2026 semi-annual performance. According to the order of performance fast reports net profit and performance forecasts net profit lower limit, Jiangbolong is expected to achieve year-on-year growth in net profit attributable to mothers, Baiwei Storage and Tongxingda are expected to turn losses into profits. AI smartphone concept stocks are generally receiving key attention from institutions. Statistics show that 18 stocks have received ratings from 5 or more institutions, accounting for close to half of the total number. BlueFocus Technology, Peng Ding Holdings, and iFlytek have the highest number of rating institutions, with 20, 16, and 15 respectively.