Core Insights - The Nubia M153, equipped with the Doubao AI assistant, has sold out on ZTE's online store, indicating strong consumer interest despite being a technical preview model [1][4] - The phone's resale value on second-hand platforms has surged, with prices stabilizing around a premium of 1,000 yuan after initial fluctuations [1][7] - The collaboration between ZTE and ByteDance represents a shift in the smartphone industry towards integrating AI deeply into the operating system rather than as a standalone app [8][10] Product Features - The Doubao AI phone features a 6.78-inch display and is powered by the Snapdragon 8 Gen 2 processor, with a camera setup of three 5000W pixel sensors [2] - Key functionalities include system interaction, global memory, and intelligent operations, allowing users to perform tasks like price comparisons and online ordering through voice commands [2][3] - The phone is currently available only in a single configuration (16GB+512GB) priced at 3,499 yuan, with limited availability of 30,000 units [4] Market Dynamics - The second-hand market shows a range of premiums from 300 to several thousand yuan, but actual transaction volumes remain low, with many users still inquiring rather than purchasing [7] - The phone's purchase process requires an "F code," limiting access to a select group of users, which may contribute to the high resale prices [4][7] Industry Trends - The rise of AI-integrated smartphones is part of a broader trend, with major companies like Google, Apple, and Samsung also launching AI-focused devices [8] - The partnership between ZTE and ByteDance is indicative of a new ecosystem approach, where AI capabilities are embedded across various smartphone brands rather than being tied to a single manufacturer [8][10] - Future competition in the smartphone market is expected to center around the effectiveness of AI in understanding and executing user commands, potentially transforming the user experience [10]

12月1日，字节跳动豆包团队正式发布了"豆包手机助手"技术预览版，并展示了首款搭载该系统的中兴 努比亚M153工程样机的智能化能力，比如可跨应用自动执行任务等。 该则消息发布当日，中兴通讯、天音控股、福蓉科技、道明光学等个股涨停，12月2日，中兴商城显 示，目前首款"豆包助手"手机（少量工程样机）已"售罄"，二手平台上，该款手机价格也被炒高，一度 最高溢价3500元。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令，自主完成值机、买菜、理财等操作。荣耀其端侧模型也已接入超过4000个生态 MCP和智能体，支持3000个场景自动执行。此外，OPPO、vivo等手机厂商均在加速构建智能体生态。 业界普遍认为，未来AI手机将成为人们的私人助理，手机中的AI语音助手则将成为人机交互的入口， 人们只需说出需求，手机自动协调背后智能体应用执行任务。因此，AI时代下，移动终端生态将发生 变革，APP可能消失，取而代之的是各种智能体，AI语音助手成 ...

"豆包助手"手机未发先火这一表象背后，实际上是互联网企业与手机企业等对AI时代下移动终端生态话 语权展开的新一轮争夺。 据了解，豆包手机助手，是在豆包APP基础上，和手机厂商在操作系统层面合作的AI助手软件。基于豆 包大模型的能力和手机厂商的授权，豆包手机助手能够为用户带来更方便的交互和更丰富的体验，可以 理解为豆包与中兴通讯合作打造了具备智能体功能"AI手机助手"或"AI交互入口"。 这在手机行业并非新鲜事，几年前，华为、苹果、OPPO、小米、vivo、魅族等主流手机厂商均已大力 发展AI，且截至目前，各主流手机企业均已有类似AI语音助手，比如苹果的Siri、三星的Bixby、华为的 小艺、小米的小爱、OPPO的小布、vivo的Jovi以及荣耀的YOYO，同时，当前各主流手机AI手机助手都 在朝着智能体方向演进，华为、荣耀等则已通过智能体协议等初步搭建起了基于自身手机的智能体生 态。 以华为、荣耀为例，目前，华为鸿蒙6首批已上架80多个智能体，覆盖教育医疗、生活服务等领域，支 持旅行规划、值机选座等任务，近日发布的华为Mate X7则首次商用A2A（Agent to Agent）智能体协 作，可一句语音指令 ...

Core Insights - The Nubia M153, the first model equipped with the Doubao mobile assistant, has sold out on ZTE's official store, indicating strong market interest and demand for this product [1] - The Doubao mobile assistant is designed for developers and tech enthusiasts, with a focus on enhancing mobile operation capabilities and integrating AI features [1][2] - The stock performance of related companies, particularly ZTE, has been robust, reflecting investor optimism surrounding the AI mobile phone concept [2] Group 1: Product Overview - The Nubia M153 is priced at 3499 yuan and features a 6.78-inch LTPO screen and Qualcomm Snapdragon 8 Gen 2 mobile platform [1] - The device is marketed specifically for industry professionals needing to experience the Doubao mobile assistant, with a cautionary note for regular consumers regarding its capabilities [1] - Software updates for the device are planned approximately every two weeks until the end of Q1 2026 [1] Group 2: Market Response - Users who secured the Nubia M153 are reselling it at a premium, with prices ranging from 4000 to 7000 yuan, indicating a willingness to pay above the official price [1] - The resale market shows significant interest, with multiple listings and high view counts, although actual transaction volumes remain uncertain [1] Group 3: Industry Trends - The AI mobile phone concept is gaining traction, with ZTE's stock experiencing a surge and related companies like Daoming Optics and Fulong Technology also seeing strong performance [2] - AI phones, equipped with large model assistants, are expected to differentiate themselves from traditional smartphones through enhanced operational capabilities and personalized services [2] - Challenges such as software-hardware synergy, privacy and data security, and computational costs need to be addressed as the Doubao mobile assistant is still in the technical preview stage [2]

蓝鲸记者在中兴商城官网查询发现，目前该手机仅支持通过"F码"购买。用户需先进入预约页面，填写 个人相关信息以申请F码，审核通过后方可获得购买资格。 记者了解到，当前"F码"放量有限，仅少数早期预约用户已通过审核，获得购买资格并成功下单。部分 首批下单用户表示已收到手机。 在二手交易平台，因获取渠道稀缺，"F码"转让价格已被炒至百元左右。值得注意的是，已流入市场的 首批实机在二手交易中出现明显溢价，有卖家标价7999元，较原价翻了两倍多。 [全新未拆封] 豆包 包邮 △16小时前发布 ¥7999 10人想要 【#豆包手机被炒至7999元#，购买资格被炒至百元】 据蓝鲸新闻报道，12月1日，字节跳动旗下AI助手豆包和中兴通讯先后宣布，搭载豆包手机助手技术预 览版的工程样机nubia（努比亚） M153少量发售。目前该机型在中兴商城售卖，仅有16GB+512GB一款 配置，售价为3499元。#豆包手机购买资格被炒至百元# ...

（文章来源：21世纪经济报道） 据悉，首款"豆包助手"手机是将字节跳动的"豆包"AI大模型深度集成到与中兴合作的工程样机nubia M153上，仅有"16GB+512GB"一款配置。 12月2日，中兴商城显示"豆包助手"手机已告罄。21财经·南财快讯记者注意到，闲鱼上该款手机搜索热 度持续上涨，大部分二手售价从3699元至7999元不等，较3499元官方售价溢价200至4500元，个别卖家 甚至标价上万元，租赁价格超600元/天。 ...

Core Viewpoint - Zhuhai Guanyu has confirmed its collaboration with ZTE to supply mobile phone batteries, indicating a strategic partnership that may enhance its market position and revenue potential [2] Company Summary - Zhuhai Guanyu is actively supplying mobile phone batteries to ZTE, showcasing its involvement in the mobile device supply chain [2] - The company encourages stakeholders to monitor its regular reports for updates on business cooperation and performance [2]

Core Insights - ByteDance's AI assistant Doubao and ZTE announced the limited release of the Nubia M153 smartphone, which features the Doubao assistant technology [1][2] - The smartphone is available in a single configuration of 16GB RAM and 512GB storage, priced at 3499 yuan [1][2] Group 1 - The smartphone can only be purchased through an "F code," which requires users to apply and be approved before obtaining purchasing eligibility [2] - The availability of "F codes" is limited, with only a few early applicants successfully receiving approval and placing orders [2] - Due to the scarcity of the "F code," its transfer price on second-hand trading platforms has risen to around 100 yuan [2] Group 2 - The first batch of smartphones that have entered the market is being sold at a significant premium, with some sellers listing prices as high as 7999 yuan, more than double the original price [1][2]

Group 1 - The "Doubao Assistant" phone by ZTE has sold out, with second-hand prices on platforms like Xianyu ranging from 3,699 to 7,999 yuan, indicating a premium of 200 to 4,500 yuan over the official price of 3,499 yuan [1][4] - The phone integrates ByteDance's "Doubao" AI model with ZTE's nubia M153, featuring a configuration of "16GB+512GB" and capable of performing tasks like placing food orders autonomously [3][4] - The purchase of the "Doubao Assistant" phone requires an F-code, which is currently limited in availability, leading to its resale on Xianyu for around 80 to 300 yuan [4] Group 2 - The recent launch of AI mobile concepts has led to a significant increase in the AI mobile index, which has risen over 8% in the past seven trading days, with several stocks doubling in value this year [5] - Open-source securities suggest that the release of the Doubao Assistant phone, Quark AI glasses, and Huawei AI toys may reshape AI interaction modes and boost demand for AI applications [4]

关于传闻许久的"豆包手机"，字节跳动正式抛出了自己的答案。 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——不是一款自研手机，而是一套通过深度 系统合作、让 AI 能像人一样操作手机的系统级助手。 资本市场在第一时间给出回应，合作商中兴通讯股价强势涨停，消费电子板块整体走强，显示出市场对 AI 端侧的强烈预期。 与苹果、三星、小米等依托自研硬件与OS推进的AI原生路线不同，字节跳动选择了"手机厂商+大模型 厂商"的路径，让大模型下沉到端侧、以可感知的方式介入手机的每一项操作，这使得豆包不仅是一款 助手，更像是一套AI操作层，背后指向的，是新的入口之争。 豆包手机助手进"万机" 据字节跳动方面介绍，豆包手机助手，是在豆包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，基于豆包大模型的能力和手机厂商的授权，豆包手机助手可以像人类一样操作手机，完成各种 复杂任务。 在手机助手的落地路径上，豆包明确表示没有自研手机计划，正与多家手机厂商洽谈，以"生态合作"形 式将豆包手机助手整合进不同品牌机型中，相关进展将在后续公布。 现阶段，开发者和科技爱好者可以在豆包与中兴通讯合作的工程样机nubia M ...