如果要问骁龙8Elites2首发的机型是什么？答案很明显差不多小米16系列，反正不用怀疑骁龙8Elites2的性能绝对极致，算法也极致，但一个基本认知"希望 你要懂"那就是极致和续航本为天敌，不可同日而语。 这里我帮助大家问一个问题"为什么每次都是小米？高通是他家开的？"当看到这个问题，我直接想回答一句话，兄弟啊，表面上看确实有道理，但内在此刻 只想说一句真话，这仿佛如同西游记里孙悟空与如意金箍棒的关系一样，确实小米刚刚出道的时候"骁龙就常伴左右"，所以高通只要每次出新U，那么第一 个想到的自然就是小米，此刻我突然灵机一动"vivo和天玑是否与小米和高通有同样的关系？" 先来给各位小伙伴，简单的说一个观点，什么叫"小米首发小宇宙"，看到小宇宙或许你会想到这是圣斗士的名言，对"我就是圣迷"。 如果，你把曾经的骁龙旗舰芯片比作食堂的红烧排骨，那么小米讲实话就是什么？排在第一个窗口而且手里还拿着饭勺的学长，后面排队的能吃吗？不能只 能闻闻味道 在我印象中雷军每一次都会在发布会的PPT打出四个字"全球首发"，接着后续的一段时间，所谓全球首发的处理器都会备受很多人的关注。 | Snapdragon | | | | | ...

近日，小米与格力围绕空调销量排名、产品质量与技术展开的多轮"口水战"，引发了广大网友的热烈讨 论，成为舆论热点。 梳理回顾，这场"口水战"本质上是一场由数据引发的罗生门。 8月15日，一位博主晒出奥维云网7月份的空调线上销量市占率截图，显示小米以16.71%超越格力的 15.22%，位居行业第二。小米集团总裁卢伟冰、小米公关总经理王化相继转发该微博，"小米空调线上 销量超越格力"的话题登上热搜。 8月18日，格力电器市场总监朱磊作出回应，在微博上晒出同一平台的数据，显示格力线上市占率为 16.41%，远高于小米的13.5%。 面对数据差异，最初发布图表的博主解释称是"奥维更改了数据罗盘的统计口径"。 8月19日，卢伟冰在小米业绩电话会上表示，小米对短期排名没那么在意，重要的是长期格局是否发生 变化，长期的胜利会不会在小米这一边。 8月25日，朱磊直接质疑卢伟冰："既然不在意短期排名，又何必转那张来路不明的图？一转，全网炸 锅，各种评论夹枪带棒地向格力扑来。" 由此，双方围绕这一数据差异展开了多轮隔空交锋，从家用挂机到中央空调，争论的范围不断扩大，言 辞也愈发激烈。 口水战背后的行业变局 反观格力，整体销售份额 ...

策略研究 · 周度报告 多重利好驱动下，恒生科技逆势上扬 2025 年 08 月 31 日 核心观点： 分析师 杨超 ：010-8092-7696 ：yangchao_yj@chinastock.com.cn 分析师登记编码：S0130522030004 周美丽 ：zhoumeili_yj@chinastock.com.cn 分析师登记编码：S0130525070002 相关研究 | 2025-06-27，2025 年大类资产中期投资展望：驭变谋 | | --- | | 势 | | 2025-06-22，2025 年港股中期投资展望：时移世易， | | 见机而作 | | 2025-06-21，2025 年 A 股中期投资展望：筑基行稳， | | 重塑鼎新 | | 2025-06-10，稳定币概念股投资展望 | | 2025-05-29，上市公司并购重组迎来哪些新变化？ | | 2025-05-07，关键时间节点的发布会：一揽子金融政策 | | 稳市场稳预期 | | 2025-04-25，4 月中央政治局会议解读： "持续稳定和 | | 活跃资本市场"聚焦哪些方面？ | | 2025-04-23，公募基金一季度 ...

内容概要：目前，中国已成为全世界最大的手机生产国和消费国，2024年全国智能手机产量12.50亿 台，智能手机产量占手机总产量的比重连续多年保持在70%以上。经过近二十年的发展，智能手机行业 已经处于行业发展的成熟期。近年来，我国智能手机的出货量呈现持续下滑的特征。2024年全国智能手 机出货量2.94亿部，同比增长6.5%，占同期手机出货量的63%。随着手机产品更新换代速度加快，平均 每部手机的使用周期也大大缩短，市场换机需求提升；随着技术的不断创新，Al手机成为主要创新方 向。 上市企业：小米集团-W[01810] 相关企业：华为、Apple、OPPO、Vivo、荣耀、三星、安卓、苹果、高通、华为海思、中芯国际、中国 移动、中国电信、、腾讯、Facebook、淘宝、京东 关键词：智能手机产业链、智能手机发展历程、智能手机产量、智能手机出货量、智能手机市场竞争格 局、智能手机活跃数量占比、智能手机行业发展趋势 一、智能手机行业定义及功能技术 经过近二十年的发展，智能手机行业已经处于行业发展的成熟期。近年来，我国智能手机的出货量呈现 持续下滑的特征。2023年1-12月，智能手机出货量2.76亿部，同比增长4 ...

Core Viewpoint - The automotive industry is on the brink of a revolution driven by smart technology, with 2025 expected to be a pivotal year for the adoption of Level 3 (L3) automation, particularly in urban environments [1][2]. Group 1: Automotive Smart Technology - L3 automation is anticipated to significantly influence consumer purchasing decisions, becoming one of the top three considerations when buying a car [1]. - The penetration rate of L3 automation is projected to increase from 10% in 2025 to over 80% by 2027, indicating a rapid adoption phase [1]. - The future automotive landscape is expected to be categorized into three types of companies: B-end Robotaxi operators, C-end personalized brands, and high-end vehicle manufacturers [2]. Group 2: Market Trends and Developments - In August, the penetration rate of urban NOA (Navigation on Autopilot) reached 23.2%, reflecting a month-on-month increase of 0.9 percentage points [3]. - Companies like Li Auto and XPeng are leading in smart technology adoption, with XPeng's smart technology penetration exceeding 70% and Li Auto's at 59.4%, despite a slight decline [3]. - The introduction of next-generation driving architectures, such as VLA, is being implemented in new models, enhancing the capabilities of smart driving systems [3]. Group 3: Investment Recommendations - The report suggests a focus on smart vehicles and related components, highlighting companies in both Hong Kong and A-share markets, such as XPeng Motors, Li Auto, BYD, and SAIC Motor [4]. - Investment opportunities are identified in AI chips, domain controllers, and electronic components, with specific companies recommended for each category [4].

Core Viewpoint - Apple and Samsung have jointly issued a legal notice to Xiaomi, demanding the cessation of controversial marketing practices that allegedly harm their brand image [1] Group 1: Legal Actions - Apple and Samsung claim that Xiaomi's marketing strategy in India, which mocks the iPhone 16 Pro Max and Samsung's flagship models, constitutes "sneak attack marketing" [1] - The legal notice specifically addresses Xiaomi's advertising during the launch of the Xiaomi 15 series, where it directly referenced and ridiculed the camera performance of competitors [1] Group 2: Company Responses - Xiaomi has not yet responded to inquiries regarding the legal notice from Apple and Samsung [1]

Core Viewpoint - The launch of the new Surge OS 3 by Xiaomi showcases significant updates and features aimed at enhancing user experience, particularly in terms of aesthetics and cross-ecosystem connectivity, while drawing comparisons to Apple's iOS. Design and Aesthetics - Surge OS 3 retains a familiar Xiaomi style but introduces numerous detailed changes, particularly in the default status bar, which has drawn comparisons to Apple's design [4][5] - The system icons have been redrawn, with mixed results; some icons reflect iOS influences while others show characteristics from various domestic systems [8] - The lock screen customization remains a strong point for Xiaomi, with new features enhancing personalization options, including the removal of the previous limit on custom lock screen styles [10][11] Functional Enhancements - The introduction of the "Xiaomi Super Island" feature aims to improve user interaction, allowing seamless integration with app windows, which is noted to be more flexible than Apple's implementation [13][15] - Surge OS 3 enhances cross-ecosystem connectivity, particularly targeting users who may use both iPhone and Xiaomi devices, with features like photo transfer and message management between platforms [17][19] Performance and Optimization - The system has undergone optimizations in animation rendering and scene-specific adjustments, which are seen as practical improvements over previous versions that relied heavily on aesthetic upgrades [24] - The ongoing public beta testing indicates that further refinements and features may be introduced in future updates, suggesting a commitment to continuous improvement [24] Market Positioning - Xiaomi's Surge OS 3 is positioned as a strong competitor in the Android market, particularly appealing to users looking for an alternative to Apple products, especially if the hardware of the upcoming Xiaomi 16 series meets expectations [28][29]

小米通讯技术有限公司按照《消费品召回管理暂行规定》的要求，向北京市市场监督管理局报告了召回 计划，主动召回2024年8月1日至2024年9月22日期间制造的部分MI牌自带线充电宝20000 33W（型号： PB2030MI），涉及数量为146891件。 本次召回范围内的充电宝，由于部分电芯原材料来料原因，极少数产品在使用过程中可能会出现过热现 象，在极端场景下存在燃烧风险。 小米通讯技术有限公司将通过免费为消费者退货退款的形式开展缺陷产品召回工作，以消除安全隐患。 用户可通过小米商城网站"服务中心-售后政策"页面发布的召回公告查看持有的产品是否在受影响范围 内，或拨打客户服务热线（950816，接听时间：8:00-18:00）进一步了解具体情况。此外，用户也可登 录北京市市场监督管理局网站（scjgj.beijing.gov.cn）了解相关信息。 | | 1. 在小米商城"服务中心-售后政策"页面 | | --- | --- | | | ( https://www.mi.com/service/exchange#phone ) | | 具体召回措施 | 发布召回公告; | | | 2. 消费者可选择到线下小米 ...

Core Viewpoint - Xiaomi has initiated a recall of 146,891 units of its PB2030MI power bank due to safety concerns linked to battery cells supplied by Amprius, which may pose risks under extreme conditions [1][6][11]. Group 1: Recall Details - The recall affects PB2030MI power banks produced between August 1, 2024, and September 22, 2024 [3][11]. - Xiaomi will refund customers based on the manufacturer's suggested retail price of 159 yuan per unit [11]. - The recall is part of a broader trend, as other brands like Romoss and Anker have also recalled over 1.2 million power banks due to similar issues with battery cells [13]. Group 2: Supplier and Legal Actions - Xiaomi has begun economic claims against Amprius for losses incurred due to the battery cell issues [1][12]. - The recall was prompted by the use of a specific version of Amprius battery cells that may have safety hazards [6][12]. - Regulatory authorities are investigating the matter, and Amprius has stated that they are conducting their own investigation into the quality issues [15][16]. Group 3: Industry Context - The recent incidents have raised concerns about the safety of lithium battery products, leading to stricter regulations in the industry [14]. - The market is witnessing a shift towards higher quality standards, as new regulations prohibit the production and sale of non-compliant products [14]. - The battery cell manufacturing process is critical, with quality variations leading to significant safety risks in consumer electronics [18][19].

Core Viewpoint - The trend of cross-industry expansion among technology companies is gaining momentum, with firms seeking new growth avenues in response to complex industry and economic environments [1][3]. Group 1: Cross-Industry Expansion - DJI has ventured into the sweeping robot and panoramic camera markets, while other companies like Roborock and Ecovacs are exploring new domains such as laundry appliances and smart kitchens [2]. - Xiaomi's foray into the automotive sector has significantly boosted its stock price, which has increased over 200% in the past year [3]. - The company Chase has announced its ambition to become a "boundary-less ecological enterprise," entering multiple sectors including drones, automobiles, kitchen appliances, and more [3][4]. Group 2: Chase's Ambitions - Chase's CEO, Yu Hao, has expressed intentions to create a high-end airline service, aiming to dominate the air travel market [4][6]. - The company is actively forming a professional drone development team and has invested 4 billion in establishing a smart home appliance headquarters in Nanjing [6][7]. - Chase plans to produce 4.5 million units annually for its ice-washing appliances, with rapid progress from signing to construction [7]. Group 3: Product Positioning and Market Strategy - Chase's television products are positioned in the ultra-high-end market, priced between $1,500 and $2,500, emphasizing a "flagship" and "top-tier" branding [8]. - The automotive division of Chase is also aggressive, with multiple business units focusing on different vehicle types, including SUVs and luxury cars [10][11]. - The first batch of prototype vehicles includes modified versions of popular models, showcasing Chase's innovative approach [12]. Group 4: Technological Foundation - Chase's product lines share commonalities, leveraging mature core technologies such as high-speed motors and autonomous driving capabilities [14]. - The company has a strong emphasis on self-developed technology, which serves as its primary competitive advantage and growth engine [14]. - Chase's rapid market penetration is supported by its history of innovation, having previously developed high-speed motors that outperformed industry standards [14]. Group 5: Market Competition and Challenges - The global smart vacuum cleaner market is competitive, with leading companies holding significant market shares, and Chase currently at 8% [15]. - Despite the technological advantages of established players like DJI, entering new markets remains challenging, as evidenced by mixed reviews of their new products [21][24]. - The pursuit of new growth avenues is fraught with difficulties, as many companies face the reality of saturated markets requiring disruptive innovation [29][30].