智通财经APP获悉，8月26日，Omdia发文称，2025年第二季度，全球智能手机出货量降至2.887亿部，环 比减少逾800万部，降幅达2.8%，较2024年第二季度同比仅小幅减少20万部，降幅不到0.1%。 三星依然位居榜首，这主要得益于其高端S系列和低端A系列手机的出货量。苹果（AAPL.US）尽管出货 量略有下降，但仍保持第二的位置；小米（01810）则以非常稳定的市场份额稳居第三。vivo和传音 （688036.SH）则位列第五，市场份额均为9%。 过去两个季度智能手机市场的停滞表明，该行业面临着日益严峻的宏观经济挑战——后疫情期间的换机 潮正在消退，消费者需求持续疲软。 许多厂商在第二季度原本设定了更高的目标，但为了避免库存过剩，不得不降低生产目标。例外的是在 美国，由于特朗普政府的关税政策和时间表存在很大的不确定性，这促使苹果、三星和摩托罗拉（联 想）等供应商在整个季度提前拉货并保持高库存水平。 | Rank | OEM | 2Q25 | | 1Q25 | | 2Q24 | | QoQ | YoY | | --- | --- | --- | --- | --- | --- | --- | --- ...

截至2025年8月25日 10:55，科创综指ETF鹏华(589680)上涨2.95%，成分股开普云(688228)上涨20.00%， 航天宏图(688066)上涨20.00%，德科立(688205)上涨14.57%，云天励飞(688343)，海光信息(688041)等个 股跟涨。 浙商证券指出，自2024年9月24日以来，本轮AI主线引领的牛市中，科创板是引领板块。类似于，2013 年至2015年互联网主线引领的牛市中，创业板是引领板块。在这长达2年半的牛市运行中，主要划分为 三阶段，分别是，预期反转驱动、产业景气驱动、资金情绪驱动。其中，产业基本面驱动是主升段，是 牛市主要上涨阶段。 数据显示，截至2025年7月31日，上证科创板综合指数(000680)前十大权重股分别为海光信息(688041)、 寒武纪(688256)、中芯国际(688981)、金山办公(688111)、中微公司(688012)、百利天恒(688506)、联影 医疗(688271)、澜起科技(688008)、传音控股(688036)、华润微(688396)，前十大权重股合计占比 20.97%。 科创综指ETF(589680)，场外联接A ...

来源：新浪基金∞工作室 8月25日，科创ETF（588050）开盘涨1.01%，报1.304元。科创ETF（588050）重仓股方面，中芯国际开 盘涨1.95%，海光信息涨5.34%，寒武纪涨6.26%，澜起科技涨3.79%，中微公司涨1.95%，金山办公涨 1.34%，联影医疗涨0.10%，传音控股涨1.00%，九号公司涨2.16%，芯原股份涨5.53%。 科创ETF（588050）业绩比较基准为上证科创板50成份指数收益率，管理人为工银瑞信基金管理有限公 司，基金经理为赵栩，成立（2020-09-28）以来回报为-10.59%，近一个月回报为22.73%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月25日，科创50ETF增强（588450）开盘涨1.82%，报1.620元。科创50ETF增强（588450）重仓股方 面，中芯国际开盘涨1.95%，海光信息涨5.34%，澜起科技涨3.79%，中微公司涨1.95%，金山办公涨 1.34%，寒武纪涨6.26%，传音控股涨1.00%，中控技术涨1.62%，石头科技涨1.23%，联影医疗涨 0.10%。 来源：新浪基金∞工作室 科创50ETF增强（588450）业绩比较基准为上证科创板50成份指数收益率，管理人为招商基金管理有限 公司，基金经理为邓童，成立（2024-05-06）以来回报为57.78%，近一个月回报为20.93%。 ...

Core Insights - The African smartphone market has shown robust growth, increasing by 7% year-on-year, making it one of the best-performing regions globally [2] - Transsion Holdings leads the African market with a shipment of 9.7 million units, capturing a 51% market share, meaning one in every two smartphones sold in Africa is from Transsion [2][3] - Since its establishment in 2006, Transsion has focused on localized innovations, such as deep skin tone imaging optimization and long battery life, reshaping the mobile experience for African users [2][3] Company Overview - Transsion Holdings is primarily engaged in the design, research, production, sales, and brand operation of smart terminals, with three major smartphone brands: TECNO, itel, and Infinix [3] - In the second quarter of the year, Transsion ranked fifth globally among smartphone manufacturers with a shipment of 24.6 million units, maintaining its top position in Africa [3] Market Strategy - Transsion has expanded its market presence beyond Africa into Southeast Asia, South Asia, and Latin America, focusing on a diversified strategy that includes smart hardware and mobile internet ecosystems [2][6] - In Southeast Asia, Transsion achieved a shipment of 4.5 million units, securing an 18% market share and a 17% year-on-year growth, making it the only brand in the top five to exceed 15% growth [6][7] Product Innovation - The company has tailored its products to meet the specific needs of African consumers, such as long battery life, multi-SIM support, and enhanced camera features for deep skin tones [4][5] - Transsion's mobile internet services include applications like Boomplay and Phoenix, which have over 10 million monthly active users, enhancing user engagement [7][8] Diversification Efforts - Transsion has launched various brands in the home appliance and digital accessory sectors, including oraimo and Syinix, with oraimo ranking 81st in the "Most Loved Brands in Africa" list [8] - The company has also established a new division for electric two-wheelers, introducing the "Revoo" brand, which includes multiple models currently sold in Africa [8]

【传音仍断层第一！#小米手机非洲出货量第三#：#小米手机非洲出货量连续9季度增长#】Canalys公布 了2025年第二季度非洲智能手机市场数据，同比提升7%，出货量达到1920万部，成为全球表现最好的 地区之一。 Canalys首席分析师Manish Pravinkumar表示："对超低价智能手机的需求正在重塑非洲市场，100美元以 下机型在第二季度激增38%，并自2023年以来持续拉低平均售价。" 具体来看，传音以6%的增长保持榜首地位，以51%的市场份额稳居第一，而且断层领先所有厂商。三 星以18%的份额位列第二，小米以14%的份额位列第三。值得注意的是，小米已经连续九个季度增长， 本季度增幅达到32%。 小米目前非常看重非洲市场，小米米集团创始人、董事长兼CEO雷军此前在第八届中非企业家大会上演 讲时称，小米已经在埃及、南非、尼日利亚、摩洛哥、阿尔及利亚、肯尼亚等16个非洲国家开展业务， 下一步将加大在非洲大陆的投入。 | 非洲地区智能手机出货量和年增长率 | | | | | | | --- | --- | --- | --- | --- | --- | | Canalys 智能手机分析统计数据: 2 ...

Group 1 - The core viewpoint of the news is that Transsion Holdings has experienced fluctuations in its stock price, with a recent increase of 2.04% and a year-to-date decline of 10.47% [1] - As of August 22, the stock price reached 83.71 yuan per share, with a total market capitalization of 954.59 billion yuan [1] - The company has seen a net inflow of main funds amounting to 989.17 million yuan, with significant buying activity from large orders [1] Group 2 - For the period ending March 31, Transsion Holdings reported a revenue of 13.004 billion yuan, reflecting a year-on-year decrease of 25.45% [2] - The number of shareholders increased by 4.86% to 23,300, while the average circulating shares per person decreased by 4.63% to 48,927 shares [2] - Since its A-share listing, the company has distributed a total of 12.318 billion yuan in dividends, with 9.708 billion yuan distributed over the past three years [2]

Core Insights - The African smartphone market is experiencing robust growth, with a year-on-year increase of 7% in Q2 2025, reaching a shipment volume of 19.2 million units, making it one of the best-performing regions globally [1][6] - Key markets such as Egypt, Nigeria, and South Africa are driving this growth due to easing inflation pressures and improved currency stability, enhancing consumer purchasing power [1][2] Regional Performance - Egypt leads the North African market with a 21% year-on-year growth, supported by local production capabilities meeting high demand during the Eid al-Fitr promotional season [2] - Nigeria rebounded by 10% due to inflation easing and a stable naira, while South Africa saw a 2% increase, with 5G smartphone shipments surging by 63% [2] - Kenya showed resilience with a slight decline of 2%, whereas Algeria and Morocco faced declines of 27% and 7% respectively due to weak demand and stricter import restrictions [2] Market Dynamics - Demand for ultra-low-cost smartphones is reshaping the African market, with models priced under $100 experiencing a 38% surge, leading to a decrease in average selling prices [4] - Transsion maintained its leading position with a 6% growth, while Xiaomi saw a significant 32% increase, capturing a 14% market share [4][7] - Samsung's market presence expanded through localized distribution and retail, achieving a 3% growth, while Honor's sales surged by 161% due to successful entry and mid-range models [4][7] Future Outlook - The African smartphone market is projected to grow by 3% in 2025, outpacing the overall sluggish global market amid rising component costs [6] - The rural market is becoming a new competitive focus, driven by limited traditional banking services, which is promoting mobile payments and digital services [6] - The region is transitioning from a consumer market to a production and assembly base, with countries like Egypt and Ethiopia leading the way in establishing local supply chains [6]

Canalys （现并入 Omdia ）的最新研究， 2025 年第二季度， 非洲智能手机市场实现稳健增长，同比提升 7% ，出货量达到 1920 万部，成为全球表现最好的地区之一。此次增长得益于埃及、尼日利亚和南非等关键市场通胀压力缓解，以及货币稳定提升 了消费者购买力。预计 2025 年至 2029 年，非洲智能手机市场将保持 2.1% 的复合年增长率（ CAGR ），有望跑赢全球整体疲 软的智能手机市场。 在地区表现方面 ： 总体来看，非洲的增长仍然主要由其最大经济体支撑，尽管一些小型市场仍面临结构性压力。 Canalys（现并入 Omdia）推出的全球 智能手机 Horizon服务，提供领先行业的国家级智能手机出货量预估 视角，领先竞争对手一步。该服务涵盖季度市场份额数据、及时的历史数据追踪，以及对存储、处理器、内存、摄像头等多项规格 的深入分析。 我们将各类产品的全球详细统计数据与 Canalys （现并入 Omdia ） 独有的一级和 二级渠道出货数据相结合，提供市场全貌的同时，还独家呈现终端用户类型的洞察。此外，该服务还定期发布深度分析报告，帮助 客户理解数据背后的逻辑与假设，为未来市场走势提供 ...

来源：新浪基金∞工作室 科创增强ETF（588520）业绩比较基准为上证科创板综合价格指数收益率，管理人为永赢基金管理有限 公司，基金经理为储可凡、钱厚翔，成立（2025-06-27）以来回报为18.66%，近一个月回报为13.59%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月22日，科创增强ETF（588520）开盘涨0.67%，报1.195元。科创增强ETF（588520）重仓股方面，中 芯国际开盘涨1.59%，寒武纪涨3.76%，嘉元科技跌0.04%，传音控股跌0.05%，珠海冠宇跌0.39%，西部 超导涨0.04%，祥生医疗涨0.30%，天合光能跌0.18%，中国通号涨0.00%，圣湘生物涨0.27%。 ...