The Zhitong Finance App learned that the mobile phone industry chain is picking up across the board. As of press release, Lansi Technology (06613) rose 5.55% to HK$22.46; Sunyu Optics (02382) rose 5.02% to HK$57.55; Qiu Ti Technology (01478) rose 3.27% to HK$6.95; and Gaowei Electronics (01415) rose 3.16% to HK$22.18.
According to the news, according to Sina Finance quoting media reports, supply chain sources said that Xiaomi has raised the 2026 annual smartphone shipment target from about 90 million units to 110 million units, an increase of about 16%. The increase mainly comes from low-end models. As of press time, there was no official response from Xiaomi in response to this matter. According to the report, a person close to Xiaomi said that the shipping target was raised this time, and Xiaomi believes that the current storage market is expected to reverse.
It is worth noting that during the 2026 World Artificial Intelligence Conference, there was a lot of activity in front of the booth of smart terminals such as AI phones and AI glasses. Three products were unveiled on the same stage: Honor Robot Phone, Step Star Smart Phone, and ZTE Nubia's second-generation Doubao phone. System-level agents, cross-application execution, and cloud collaboration became popular keywords in the field. Experts at the meeting said that 2026 is a turning point for end-side AI from proof of concept to large-scale implementation. Devices such as mobile phones, PCs, and glasses are gradually becoming an important entry point for AI services, and the hardware upgrade cycle is expected to begin.