Changes in Hong Kong stocks | The mobile phone industry chain collectively lowered the pressure on memory costs and concentrated release in the second half of the year Yu Chengdong said that all mobile phones will have to increase prices on a large scale

The Zhitong Finance App learned that the mobile phone industry chain has declined collectively. As of press release, Hongteng Precision (06088) fell 5.25% to HK$5.86; Qiu Ti Technology (01478) fell 3.44% to HK$7.15; Gaowei Electronics (01415) fell 2.17% to HK$22.5; and Lansi Technology (06613) was 1.9% to HK$21.68.

According to the news, on the afternoon of August 5, Yu Chengdong, executive director of Huawei, director of the product investment review committee, and chairman of Terminal BG, said at the Huawei new product launch that the price of memory is expensive, and that all mobile phones may have to increase in price on a large scale later; otherwise, the original price was sold at a loss. According to reports, mobile phone manufacturers have experienced multiple rounds of price increases this year, and prices for models and new products sold by many mobile phone brands have all increased.

According to the third-party research institute Counterpoint's memory price tracking, smartphone memory prices increased by more than 80% month-on-month in the second quarter of 2026. As a result, the factory price of low-end phones increased 70% compared to the same period last year, and the factory price of terminals and flagship phones also increased by 50%. IDC analyst Guo Tianxiang pointed out that low-price inventory materials purchased by various manufacturers in the early stages are gradually being exhausted, and cost pressure will be released centrally in the second half of the year.