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# ...

Core Insights - The first "Doubao Assistant" phone integrates ByteDance's "Doubao" AI model with ZTE's engineering prototype nubia M153, available only in the configuration of "16GB+512GB" [1] Group 1 - The "Doubao Assistant" phone is sold out on ZTE's official store as of December 2 [2] - The search popularity for this phone on second-hand platforms like Xianyu is increasing, with most resale prices ranging from 3,699 yuan to 7,999 yuan, reflecting a premium of 200 to 4,500 yuan over the official price of 3,499 yuan [2] - Some sellers are even listing the phone for over 10,000 yuan, with rental prices exceeding 600 yuan per day [2]

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 ...

Core Insights - The "Doubao Assistant" phone, developed in collaboration with ZTE and ByteDance's AI model, has seen high demand, with prices on the second-hand market significantly exceeding the official retail price [1][3] - The phone features a unique AI integration that allows it to perform tasks like ordering food autonomously, showcasing advanced user interaction capabilities [3] - The limited availability of the phone has led to a secondary market for F-codes, which are necessary for purchase, further driving up demand and prices [3][4] Group 1: Product Overview - The "Doubao Assistant" phone is based on the Nubia M153 model and comes with a configuration of "16GB + 512GB" [3] - It has system-level operational capabilities, enabling it to understand user needs and perform actions like clicking and swiping on apps [3] - The phone is not widely available for direct purchase; interested buyers must apply for an F-code through a specific WeChat channel [3] Group 2: Market Dynamics - The secondary market for the F-code has emerged, with prices reaching around 80 to 300 yuan, indicating high demand for the phone [3][4] - Other smartphone manufacturers are also exploring partnerships with Doubao, although they currently have their own voice assistants [4] - The AI smartphone concept has gained traction, with the AI smartphone index rising over 8% in the past week, reflecting growing investor interest [4] Group 3: Industry Implications - The introduction of the Doubao Assistant phone, along with other AI products, is expected to reshape AI interaction models and accelerate AI application adoption [4] - Companies like ZTE and Guanghetong are seen as potential beneficiaries in the AI-driven market landscape [4] - Several stocks in the AI smartphone sector have doubled in value this year, indicating a robust market response to AI innovations [4]

图片来源：中兴商城 在二手交易平台，有用户称"在官网抢到一台'豆包'手机，加价300可顺丰包邮"；也有人以高达7000元的价格转让，溢价3500元，目前有70人浏览。其他 二手努比亚M153溢价后的价格大部分在4000元到4500元之间。 12月2日，中兴商城显示，作为首款搭载豆包手机助手的手机产品，努比亚M153目前已售罄。这款"豆包助手"手机是由中兴通讯和字节跳动共同开发，其 中豆包主导AI手机助手的产品定义与体验，中兴通讯旗下努比亚主导硬件研发设计以及生产制造。该机型主要面向开发者和科技爱好者，售价3499元。 图片来源：中兴商城 从官网发售信息来看，目前并不是"完全无货"状态，相关开发者可填写预约信息申请F码，获得F码后按提示购买。此外，根据官网信息，上述工程机可作 为主力机日常使用，但软件方面尚无法保证成熟手机产品的功能完善度，比如影像功能完善度与市场主流旗舰机可能存在差距等。 根据官方发布的实机演示视频，当用户说出"帮我全网比价并下单某商品"时，助手随即在后台被唤醒。它依次自动跳转至淘宝、京东、抖音商城、拼多多 等主流电商平台，完成价格查询、数据比价，并自动选择最优商品进入下单页面。 图片来源 官 ...

Group 1 - The main point of the article is that there was a net outflow of 310.83 billion yuan in the main funds of the Shanghai and Shenzhen stock markets, with the ChiNext board experiencing a net outflow of 142.83 billion yuan and the CSI 300 index stocks seeing a net outflow of 77.78 billion yuan [1] - Among the 8 industries that received net inflows, the petroleum and petrochemical industry had the highest increase at 0.71%, while light industry manufacturing and agriculture, forestry, animal husbandry, and fishery industries also saw significant inflows exceeding 5 billion yuan each [1] - In contrast, 23 industries experienced net outflows, with the electronics, telecommunications, and power equipment sectors seeing outflows exceeding 40 billion yuan each, indicating a significant shift in investor sentiment [1] Group 2 - Notable individual stocks include the leading optical module stock, Xinyi Technology, which saw a net inflow of 11.58 billion yuan, followed by PCB leader Shenghong Technology with 9.87 billion yuan [3] - Local stocks in Fujian, such as Pingtan Development, experienced a net inflow of 7.22 billion yuan, with several stocks reaching their daily limit up, indicating strong local market performance [3] - Other companies with significant net inflows include Luxshare Precision, Haima Automobile, and Industrial Fulian, each exceeding 3 billion yuan [4] Group 3 - Over 110 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 3 billion yuan, highlighting a trend of capital withdrawal from certain sectors [5] - Among the stocks with the largest net outflows, ZTE Corporation led with a net outflow of 30.23 billion yuan, marking the highest outflow since March 16, 2020 [6] - The recent announcement of ZTE's new product featuring the Doubao mobile assistant technology has not mitigated the outflow, suggesting market concerns about the company's performance [6]

Core Insights - 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 significant markup over the official price of 3,499 yuan [1][4] - The phone integrates ByteDance's "Doubao" AI model, allowing it to perform tasks like ordering food through app automation, showcasing advanced AI capabilities [4] - The purchase process for the "Doubao Assistant" phone involves obtaining a limited "F code," which is currently being resold on Xianyu for around 80 to 300 yuan due to its scarcity [4] Company and Industry Summary - ZTE's "Doubao Assistant" phone is the first collaboration with ByteDance, featuring a single configuration of 16GB RAM and 512GB storage, and is designed to enhance user interaction through AI [4] - Other smartphone manufacturers are also exploring partnerships with Doubao, although they have established their own voice assistants, indicating a competitive landscape in AI integration within mobile devices [5] - The recent launch of AI products, including the Doubao phone and other AI devices, is expected to reshape AI interaction models and drive demand for AI applications, positively impacting companies like ZTE and Guanghetong [5]