Apple(US:AAPL) Zheng Quan Shi Bao Wang·2025-06-19 13:36Group 1 - The "618" shopping festival in China saw significant sales increases for various smartphone brands, driven by government subsidies, new product launches, and promotional activities [1] - Over 50 smartphone models achieved sales exceeding 100 million yuan during the festival, with Huawei's HarmonyOS phones seeing over 100% year-on-year growth [1] - JD.com partnered with telecom operators to offer attractive purchase agreements, resulting in a 30-fold increase in sales volume for these agreements during the festival [1] Group 2 - Realme reported a 49% year-on-year increase in sales during the "618" festival, with its flagship GT series seeing a remarkable 175% growth [2] - Xiaomi's total payment amount during the festival surpassed 35.5 billion yuan, setting a new record for the event [2] - Apple adopted a price reduction strategy for its iPhone 16 Pro series, lowering prices to below 6,000 yuan to attract consumers [2] Group 3 - Two key trends emerged in the smartphone market during the "618" festival: high-end brands like Apple actively reduced prices, and new domestic products performed well [3] - The government subsidy policy played a significant role in stimulating sales, but it is expected to primarily serve as a preemptive measure rather than creating new consumer demand [3] - Counterpoint Research downgraded its global smartphone shipment growth forecast for 2025 from 4.2% to 1.9%, citing uncertainties from U.S. tariff policies [3]