记者丨肖潇 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作，以努比亚M153 机型为载体推出，属于定制的技术展 示"工程机"。 其核心卖点在于对日常 App 的自动化操作，包括点外卖、订机票、比价购物。甚至在媒体测评中， AI还可以代替回复微信消息、操作小程序游戏。 发布四天内，这款AI手机即被抢购一空。 在二手交易平台，不少人在转售豆包手机，有人将 售价 3499元 的豆包手 机（nubia M153 豆包手机助手技术预览版） 炒至 1.29万元 ，也有人表示上手一天用不习惯，愿意原价转让。努比 亚官网客服称，目前豆包手机已售罄，近一两周内都不会有新机上线。 编辑丨王俊 12月5日上午，"豆包手机助手"发布最新公告称， 已调整其AI操作手机的能力，重点对三类场景作出限制：刷分刷激 励、金融类使用以及游戏类使用。 某二手交易平台截图 21记者注意到，在用户交流群中，有人使用豆包手机助手在拼多多刷视频领"金币"，在抖音极速版获取流量激励，以 及尝试让 AI 代打《王者荣耀》。 目前豆包对这些场景均做出了限制。 官方解释，部分App厂商推出激励机制的初衷，是鼓励真实用户的主动交互行 为， 不希望此类设计被 ...

《科创板日报》12月5日讯 今日科创板早报主要内容有：商务部：中国政府依法依规开展稀土相关物项 出口管制；中国贸促会会长任鸿斌率团出席美国半导体行业协会；巴西：TikTok将在巴投建其在拉美地 区首座数据中心。 《科创板日报》主播小K为您播报。 市场动态 商务部：中国政府依法依规开展稀土相关物项出口管制 今天下午，商务部召开例行新闻发布会，新闻发言人就开展稀土相关物项出口管制进行了回应。商务部 新闻发言人何亚东：中国政府依法依规开展稀土相关物项的出口管制工作，据我所知，只要是用于民用 用途的，合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适用通用许可等便利化措 施，促进两用物项合规贸易，切实维护全球产供链的安全稳定。 中国贸促会会长任鸿斌率团出席美国半导体行业协会及会员企业座谈会 据中国贸易报，12月3日，中国贸促会会长任鸿斌率中国企业家代表团出席美国半导体行业协会及会员 企业座谈会，与美国半导体行业协会总裁兼首席执行官诺伊弗就推动中美半导体领域合作、深化多边领 域合作、维护全球产业链供应链稳定畅通等议题深入交流。美国半导体行业协会全球政策副总裁桑顿， 以及高通公司、格芯公司、安森美半导体公司、 ...

Core Insights - The collaboration between ByteDance's Doubao model and ZTE has officially launched, with the Nubia M153 smartphone selling out quickly at a price of 3499 yuan, leading to a surge in ZTE's stock price and market capitalization [1][3][6] - ZTE's partnership with ByteDance is seen as a significant opportunity to enhance its market position, especially as it has been in the second tier of the industry for a long time [5][6] - The market response has been overwhelmingly positive, with the Doubao smartphone experiencing significant price premiums in the second-hand market, indicating strong demand [4][6] Company Performance - ZTE's 2024 financial report shows a revenue of 121.3 billion yuan, a year-on-year decline of 2.38%, and a net profit of 8.43 billion yuan, down 9.66%, with a significant drop in Q4 net profit by 65.08% [6][8] - The collaboration with ByteDance is viewed as a critical opportunity for ZTE to alleviate financial pressures and improve its market visibility [6][8] Market Dynamics - The smartphone market is experiencing a shift, with leading brands like Huawei, Xiaomi, and others maintaining a significant market share, while the "other" segment is gradually increasing from 15.3% in 2022 to an expected 20.8% in 2024 [3][10] - The partnership allows ZTE to leverage ByteDance's AI capabilities while providing a hardware platform for the Doubao model, creating a complementary relationship between software and hardware [5][10] Competitive Landscape - The collaboration highlights a broader trend in the industry where smaller manufacturers are seeking partnerships to integrate AI capabilities, contrasting with larger brands that are developing their own systems [10][11] - The future competition in the smartphone market will focus on the depth of AI integration, adaptability to various scenarios, and overall user experience satisfaction [12]

德赛电池：公司为锂电池产业链龙头企业，产品主要应用于消费类电子产品，包括智能手机等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据蓝鲸科技12月4日报道，豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发 二手市场涨价潮。供应链人士表示，字节跳动此次确实是试水市场，手机备货量不多，首批产品约3万 台的备货，已经售罄，项目方并未追加物料投入。字节跳动与中兴通讯第二代产品已启动研发，在未出 现其他变量因素情况下，预计于2026年底出货。 国泰海通证券认为，豆包推出AI手机助手预览版，持续探索AI大模型对手机的赋能，推动Agent形态的 形成。 AI手机的时代即将到来，同时更加丰富的端侧硬件生态加快崛起。豆包强大的实时语音，多模 态和代理能力，为无屏或小屏端侧设备(如AI眼镜，TWS耳机，AlPin等)提供了真正的可用性。这些设 备可以通过豆包助手与手机操作系统的深度集成，实现复杂的任务执行，丰富用户体验，端侧硬件生态 有望快速爆发。 公司方面，据上证报表示， 中兴通讯：公司为全球综合通信信息解决方案提供商，发布最新旗舰nubiaZ70Ultra，红魔10Pr ...

Group 1: Gallium Nitride (GaN) - GaN power modules developed by Jiufengshan Laboratory can save nearly 300 million kWh of electricity annually, equivalent to approximately 240 million yuan in electricity costs [1] - The GaN market is expected to grow significantly, with a projected market size of approximately 3.228 billion yuan in 2024, representing an 83.4% year-on-year increase, and reaching 50.142 billion yuan by 2028 [1] Group 2: Tungsten Prices - Tungsten prices have been rising, with 65% black tungsten concentrate priced at 350,000 yuan/ton, up 3,000 yuan/ton, a 144.8% increase since the beginning of the year [2] - The market is influenced by supply-side constraints and sentiment, with expectations for continued high prices depending on downstream demand and macroeconomic conditions [2] Group 3: Future Network Experiment Facility - China's first major national technology infrastructure in information and communication, the Future Network Experiment Facility (CENI), has been officially accepted and is now operational [3] - CENI aims to support intelligent scheduling and collaborative use of computing resources across regions, addressing key challenges in high-precision remote control and smart manufacturing [3] Group 4: Industrial Internet - The Ministry of Industry and Information Technology emphasizes the need for innovation in the industrial internet, integrating it with AI, 5G, big data, and cloud computing [4] - The core industry scale of the industrial internet is expected to reach 2.3 trillion yuan by 2025, with a compound annual growth rate of over 18% [4] Group 5: Chlorosulfonic Acid - Chlorosulfonic acid prices have surged, increasing by 9.87% to 2,382 yuan/ton, a 66.69% rise from the previous month [6] - The demand for chlorosulfonic acid is boosted by its role as a key intermediate in lithium battery electrolyte production, alongside tightening environmental regulations affecting supply [6] Group 6: Commercial Space - The successful test of the domestic largest pin-style liquid oxygen kerosene engine marks a significant milestone in China's commercial space sector [7] - The upcoming flight tests aim to validate key technologies for payload recovery and precision landing control [7] Group 7: AI Mobile Phones - The launch of Doubao mobile phone has generated significant market interest, with the initial batch of 30,000 units sold out [8] - The development of the second-generation product is underway, expected to be released by the end of 2026 [8]

Core Insights - The collaboration between ByteDance's Doubao model and ZTE has officially launched, resulting in the Nubia M153 smartphone selling out quickly at a price of 3499 yuan, generating significant market buzz [1] - The secondary market has seen prices for the Nubia M153 exceed expectations, with some listings reaching up to 9999 yuan, indicating a premium of over 100% [1] - ZTE's stock surged, hitting a market cap of over 210 billion yuan following the announcement, marking a significant milestone for the company [1] Group 1: Market Dynamics - The Nubia M153 is positioned as an "engineering sample" aimed at industry professionals needing to experience the Doubao assistant, highlighting ZTE's strategic focus on niche markets [2] - ZTE's long-standing position in the second tier of the smartphone market makes this collaboration with a leading AI model provider particularly beneficial, although the opportunity may be fleeting [2][6] - The collaboration is seen as a potential game-changer for ZTE, which has struggled to break into the top tier of smartphone brands [4][5] Group 2: Competitive Landscape - The partnership allows ZTE to leverage ByteDance's AI capabilities while providing a hardware platform for the Doubao model, creating a mutually beneficial relationship [5][9] - The smartphone market is increasingly competitive, with leading brands like Huawei and Xiaomi developing their own AI ecosystems, which poses a challenge for ZTE [5][13] - The collaboration is viewed as a way for ZTE to enhance its brand image and market presence, particularly as it aims to recover from declining revenues [6][10] Group 3: Future Outlook - The partnership is expected to drive ZTE's mobile business revenue growth by over 40% in 2024, as the company introduces innovative AI-enabled devices [9] - Analysts suggest that to convert short-term gains into long-term competitiveness, ZTE must deepen the integration of AI with its communication technology and enhance its marketing strategies [10][12] - The evolving smartphone market is likely to see AI as a central competitive factor, with companies needing to effectively integrate AI capabilities into their hardware and software ecosystems [12][14]

Core Points - The Green Governance Index (980058) closed at 1324.41 points, up 0.4%, with a trading volume of 87.561 billion yuan and a turnover rate of 1.14% [1] - Among the index constituents, 39 stocks rose while 58 fell, with Northern Huachuang leading the gainers at 3.67% and Luzhou Laojiao leading the decliners at 3.76% [1] Index Constituents - The top ten constituents of the Green Governance Index include: - Ningde Times (12.72% weight) at 383.35 yuan, up 1.93% [1] - Midea Group (6.81% weight) at 81.89 yuan, down 0.34% [1] - Dongfang Wealth (5.82% weight) at 22.39 yuan, up 0.72% [1] - Luxshare Precision (5.40% weight) at 59.63 yuan, up 1.38% [1] - Sungrow Power Supply (4.99% weight) at 177.55 yuan, up 0.24% [1] - Wuliangye (3.94% weight) at 114.45 yuan, down 0.99% [1] - Gree Electric Appliances (3.16% weight) at 40.94 yuan, up 0.32% [1] - Northern Huachuang (2.82% weight) at 449.79 yuan, up 3.67% [1] - Inovance Technology (2.63% weight) at 72.65 yuan, up 3.39% [1] - ZTE Corporation (2.52% weight) at 42.92 yuan, down 0.88% [1] Capital Flow - The net outflow of main funds from the index constituents totaled 2.808 billion yuan, while retail investors saw a net inflow of 3.06 billion yuan [1] - Detailed capital flow for specific stocks shows: - Ningde Times had a main fund net inflow of 568 million yuan [2] - Inovance Technology had a main fund net inflow of 15 million yuan [2] - Dongfang Wealth experienced a main fund net inflow of 76.89 million yuan [2] Recent Adjustments - The Green Governance Index constituents were adjusted recently, adding 10 new stocks, effective December 15, 2025 [3] - New additions include: - Zhongke Environmental Protection (77.42 billion yuan market cap) [3] - Dongsoft Zhaibo (72.07 billion yuan market cap) [3] - Furan Energy (158.40 billion yuan market cap) [3] - Water Technology (51.67 billion yuan market cap) [3] - Satellite Chemical (567.95 billion yuan market cap) [3] - Jinhe Industry (115.60 billion yuan market cap) [3] - Changbao Co. (70.35 billion yuan market cap) [3] - Shuanghuan Transmission (338.81 billion yuan market cap) [3] - Shield Environment (136.16 billion yuan market cap) [3] - Fu'ao Co. (94.25 billion yuan market cap) [3]

IT之家 12 月 4 日消息，据蓝鲸新闻今日报道，豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。据最新了解， 伴随官方宣告售罄，豆包手机第一代产品或将不会再继续批量生产。 一名供应链人士证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约 3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也 意味着短期内市场流通量将保持固定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向记者透露，"该项目内部高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目 非常谨慎。"上述供应链人士进一步透露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于 2026 年底出货。" 豆包手机助手支持 AI 操作手机功能。据介绍，该功能可根据用户指令在多款应用间自动跳转，帮助用户完 成类似查票订票、商品下单、批量下载文件、多软件物流进度一键查询等任务。 IT之家 12 月 4 日消息，据蓝鲸新闻今日报道，豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。据最新了解， 伴随官方宣告售罄，豆包手机第一代产 ...

资料图。本文来源 ：每日经济新闻 "豆包助手"手机，最高挂9999元转卖！上线三天， 有用户微信被强制下线？豆包、微信双方回应了 12月1日，字节跳动豆包团队发布豆包手机助手技术预览版。据介绍，豆包手机助手是公司在豆 包App的基础上和手机厂商在操作系统层面合作的AI助手软件。 中兴商城此前上线搭载豆包手 机助手技术预览版的工程样机努比亚M153，目前已经售磬。 不过，12月3日， 多位网友在社交平台上表示，有用户在努比亚M153上使用豆包手机助手操作 任务时，操作到微信会导致微信异常退出甚至无法登陆。 据第一财经12月3日报道，一位刚拿到豆包与中兴合作的nubia M153工程机的用户，向记者表 示，测试过程中出现无法登录微信的情况，微信页面显示"你的微信登录环境存在异常。为了账 号安全，请更换设备重新登录。"该用户更换微信账号重新尝试登录后成功，但在传导聊天记录 过程中，再次出现被动下线的情况。 除了无法直接登录微信，在豆包手机助手操作任务过程中，如果有涉及微信功能的环节，目前 也已无法正常使用。该用户提供的页面显示，如果向豆包发布给微信好友发送信息的任务，豆 包会提示"任务失败"，并表示"豆包操作手机属 ...

（原标题：AI手机遭"抵抗"，便利和安全起冲突了？） 21世纪经济报道记者孔海丽 北京报道 科技圈大事件，"AI手机"火了，安全性问题也吵翻了。 字节冲锋，腾讯、阿里、网银开团。 简单说，中兴通讯旗下的努比亚手机，里头装了"豆包手机助手"，它能直接替我们操作其他APP，替用 户回微信、代刷淘宝。 AI手机一面世就售罄，二手市场加价疯抢。 并且，有技术人员透露，努比亚手机用自己的系统私钥签名，把豆包手机助手设置成了操作系统的一部 分，单独开设了属于上帝之手级别的操作系统高危权限，让AI体验更丝滑。 不过，这个权限一旦交出，就等于把手机控制权，交给了这个"数字替身"。 12月3日，豆包手机助手回应了"侵犯隐私"问题，称豆包手机助手确实获得了系统级权限，但是，都需 要用户主动授权才能进行操作，支付、身份验证登敏感操作需要人工接管，不会在云端存储用户屏幕内 容并用于大模型训练。并且特意强调，这款AI手机不面向普通消费者。 抖音集团副总裁李亮也在微博强调，只要是用户许可就不存在侵犯隐私的行为。 一款探索性产品，遇到市场这么大的反应，有人说是大厂之间的生态壁垒，是商战。实际上，面对AI 新物种，大厂和公众都是既兴奋，又恐 ...