存储“超级周期”下,消费电子提价潮蔓延|首席资讯日报
首席商业评论·2026-01-12 04:08

Group 1 - The pressure of rising storage prices has spread to the consumer electronics sector, leading to price increases for key products such as smartphones and laptops, with major PC manufacturers like Lenovo, Dell, and HP raising prices by approximately 500-1500 yuan, and several domestic smartphone models increasing by about 100-600 yuan [2] - The total number of listed companies in Guangdong is projected to reach 1,224 by 2025, maintaining its position as the leader in the country, with 890 companies listed domestically and 334 listed abroad, and cash dividends expected to exceed 341.8 billion yuan [6] - The Long Triangle Integration Model was officially released, which aims to provide decision-making support for regional development through AI applications [7] - China's ice and snow tourism is expected to attract 360 million visitors and generate revenue of 450 billion yuan during the 2025-2026 winter season, indicating a significant growth in the ice and snow economy [8] - The average time ships spend at Yangshan Port is projected to be only 23 hours by 2025, with over 10,500 international vessels inspected, reflecting improved operational efficiency [10] Group 2 - The new regulations on QDII quota usage aim to prioritize public fund products and reduce the proportion of separate account products to below 20% by the end of 2027, promoting inclusive finance and diversified asset allocation [11] - The domestic manned airship, Xiangyun AS700, has successfully completed its first commercial flight, marking a significant milestone in China's aviation industry [4] - The first robot competition in snow conditions was held in Jilin, testing the performance of robots in low-temperature environments, with participation from various universities and tech companies [11]

存储“超级周期”下,消费电子提价潮蔓延|首席资讯日报 - Reportify