Core Viewpoint - The launch of Apple's iPhone Air in China has been delayed due to regulatory issues surrounding eSIM technology, which is not yet supported by local telecom operators [2][3][4]. Group 1: iPhone Air Launch - The iPhone Air, Apple's lightest flagship smartphone, is currently not available for sale in China, with its release status marked as "to be updated" on official platforms [2]. - The iPhone Air only supports eSIM, which requires regulatory approval for telecom operators in China to offer eSIM services [2][3]. - Apple has indicated that the iPhone Air will only be supported by China Unicom for eSIM activation, requiring users to visit physical stores for identity verification [5][6]. Group 2: eSIM Technology and Regulatory Environment - eSIM technology is seen as a future trend in the telecom industry, but its adoption in China is hindered by regulatory and compliance challenges [3][11]. - Chinese telecom operators are prepared to offer eSIM services but are awaiting formal approval from regulatory bodies [4][11]. - The complexity of eSIM activation processes and the need for stringent security measures have led to delays in service rollout [8][9][14]. Group 3: Industry Perspectives - Industry analysts believe that the widespread adoption of eSIM in China is inevitable, but it will follow a cautious and phased approach [3][11]. - The telecom sector is currently focused on enhancing security measures for eSIM technology to address concerns over user privacy and fraud [8][9][14]. - Companies like China Unicom are exploring advanced technologies, such as blockchain, to improve the security of eSIM services [14].

Core Insights - Avita officially launched its Strategy 2.0 and the Avita 07 2026 model, positioning it as a smart luxury urban SUV with a starting price of 219,900 yuan, dropping to 209,900 yuan during a limited-time offer [2] - The company aims for global sales of 400,000 units and annual revenue of 100 billion yuan by 2027, with targets of 800,000 units by 2030 and 1.5 million units by 2035 [2] - To achieve these goals, Avita will focus on four major upgrades: product, technology, service, and globalization [2] Product Upgrades - The Avita 07 2026 model features new standard configurations including four-door electric suction doors and a streaming electronic rearview mirror, along with various aesthetic and functional upgrades [3] - The vehicle is equipped with the Taihang intelligent control chassis, upgraded suspension, and the Huawei Kunlun range extender, which includes the world's first range extender electronic oil pump and active piston control technology [3] - The model supports a pure electric range of 333 km and features a 5C ultra-fast charging capability, along with advanced safety configurations [3] Strategic Partnerships - Avita is strengthening its strategic partnerships with Huawei and CATL, planning to jointly launch five upgraded models by 2026 and a total of 17 models by 2030 across various segments [2] - The company will introduce six key technologies, including the Huawei Kunlun ADS 4 and the Ningde Times supercharging system [2] Global Expansion - Avita plans to enter over 80 countries and establish more than 700 sales channels by 2030 as part of its globalization strategy [2]

【#李斌回应蔚来ES8定价#：#李斌称不用担心蔚来不赚钱#，还有合理的毛利】在蔚来NIO Day 2025 上，蔚来创始人、董事长、CEO@李斌，蔚来联合创始人、总裁秦力洪与媒体对话。此次全新蔚来ES8 整车购买40.86万元起，电池租用方案29.88万元起。谈及定价，李斌表示，上一代车型定价较高主要是 电池和新技术的成本比较高，这两年技术进步、管理效率的提升、规模的扩大，把很多成本拉下来了。 40.86万元起的定价还有很好的毛利，也回到了比较合理的区间，这个定价不是从价格战的角度考虑， 让蔚来品牌入位了，三个品牌的价格区间也更清晰了。"不用担心我们不赚钱，还是有合理的毛 利。"（新浪科技） ...

Core Viewpoint - NIO's new ES8 pricing strategy reflects improved cost management and technology advancements, positioning the brand competitively without sacrificing profitability [1] Pricing Strategy - The new NIO ES8 starts at 408,600 yuan, with a battery rental option starting at 298,800 yuan [1] - Previous models had higher prices due to elevated battery and technology costs, but recent advancements have allowed for reduced pricing [1] - The current pricing is designed to maintain a reasonable profit margin while clarifying the brand's market positioning among its three product lines [1]

新浪科技讯 9月21日中午消息，在蔚来NIO Day 2025上，蔚来创始人、董事长、CEO李斌，蔚来联合创 始人、总裁秦力洪与媒体对话。 责任编辑：韦子蓉 李斌表示，全新蔚来ES8近10天有15万人试驾。合作伙伴也加班加点，今年产能已经超过4万辆，难度 非常大。"年底前能交付4万辆，可能还能增产一点点， 但不会太多。" 他直言，蔚来不会公布具体订单数，看到有人说，大家已经把大定数变成了营销，这对产销匹配也挖了 一个坑。他仅透露，全新蔚来ES8的锁单情况比预期的要好。 ...

新浪科技讯 9月21日上午消息，在蔚来NIO Day 2025上，蔚来创始人、董事长、CEO李斌，蔚来联合创 始人、总裁秦力洪与媒体对话。 责任编辑：韦子蓉 谈及此事，秦力洪表示，中国新能源汽车产业目前的成就来之不易，过度的、不良性的竞争对行业发展 是有害的，举双手支持监管部门治理。一是自查自省，虽然每个人都不愿意看到，但都或多或少有推波 助澜的作用；二是做好该做的事，发现不良的事及时举报。 近日，工信部等六部门联合印发《关于开展汽车行业网络乱象专项整治行动的通知》，在全国范围内开 展为期3个月的汽车行业网络乱象专项整治行动。本次专项整治行动将集中整治非法牟利、夸大和虚假 宣传、恶意诋毁攻击等网络乱象。 ...

Group 1 - The era of extended-range large three-row SUVs is coming to an end, while the era of pure electric large three-row SUVs is beginning [1] - Transitional technology solutions are currently meeting phase-specific needs, such as the inconvenience of charging, but this technological route will quickly converge after this phase [1] - The usage rate of the front trunk in the L90 model has exceeded 93% weekly, while the rear trunk usage is at 96%, indicating the high value and perception brought by pure electric vehicles [1]

Core Insights - JD.com has officially reached a strategic cooperation with China Resources Longde, announcing the opening of its first JD MALL in Hong Kong, set to launch in 2026 [1] - The JD MALL in Hong Kong will be located at 28 Wan Chai, 2nd floor of China Resources Bayview Center, featuring a mix of international and Chinese tech brands [1] - JD MALL has established a mature operational model and rich brand resources, aiming to create a new commercial landmark that integrates trends, technology, and experience [1] Company Expansion - JD MALL has opened a total of 24 stores across China, focusing on first-tier cities and key provincial capitals [1] - The platform offers over 200,000 trendy products across various categories, including home appliances, mobile communications, and digital toys [1] - JD MALL has introduced free experience zones for e-sports, baking coffee, and smart home products, enhancing the immersive and digital shopping experience [1] Strategic Partnerships - In June, JD.com signed a strategic cooperation agreement with China Resources Group to expand in Hong Kong and overseas markets, covering various sectors such as consumer goods, energy management, and logistics services [2] - China Resources provided critical support for the property selection of the JD MALL Hong Kong store, facilitating the project's implementation [2] - The opening of the Hong Kong store will complement the JD MALL in Nanshan, Shenzhen, creating a "dual MALL linkage" strategy in the Greater Bay Area [2]

Core Insights - NIO officially launched the new ES8 model, positioning it as a flagship SUV with advanced technology features [1][2] - The ES8 features a high-performance audio system and a spacious interior, claiming the largest legroom and headroom in its class [1] - The vehicle is equipped with a 900V high-voltage architecture and a 102 kWh battery, offering a CLTC range of 635 km [2] Group 1 - The new NIO ES8 is equipped with a 27-speaker sound system with a peak power of 4082W and a 6G amplifier [1] - The vehicle's interior boasts a maximum trunk space of 547 liters and a front trunk space of 230 liters, comparable to mainstream MPVs [1] - The ES8 includes a high-performance AI driving chip and a comprehensive vehicle operating system, with ongoing updates for new features [1] Group 2 - The starting price for the new NIO ES8 is 406,800 yuan, with a battery rental option starting at 298,800 yuan [2] - The vehicle will be available in three configurations: 7-seat luxury version, 6-seat luxury version, and 6-seat signature version [2] - Deliveries for the new ES8 will officially begin on September 21 [2]

责任编辑：李铁民 9月20日晚间消息，敏捷集团发布广州湖居项目万博金湖壹号。据介绍，该项目地处广州南部发展核心 万博CBD，且紧邻约1630亩金山湖，本次推出建面约98-148㎡全南向湖居四房。 敏捷集团相关负责人表示："作为敏捷集团深耕广州市场的重要战略作品，敏捷·万博金湖壹号凝聚了我 们对高端湖居生活的全新理解与实践，是献给番禺、献给广州的又一诚意力作。项目落子万博CBD核 心区，坐拥千亩金山湖生态资源，汇聚繁华商圈配套。我们携手全球顶尖设计团队，以'向上致美'为理 念，致力于打造一座融合自然生态、都市繁华与人文品位的时代藏品。" ...