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魅族出局了,手机小厂加速大逃亡
Xin Lang Cai Jing· 2026-02-27 10:11
(来源:科技头版) 时代抛弃你的时候,连声招呼都不会打。 出品 | 科技头版 作者 | 宋辉 4年前,魅族被吉利旗下星纪时代收入囊中。有了这棵大树靠着,时任魅族CEO的沈子瑜曾在2023年放出豪言:"三年内,重回国内中高端市场TOP 5"。 然而,三年之期已到,大家等来的不是王者归来,而是退市的消息。 这一退,像是在给一个时代画上句号。那个曾经喊着"小而美"的魅族,在血雨腥风的市场里,终究还是没能扛住。 魅族退市 其实有关魅族退市的消息早在今年一月就有传闻。 当时,魅族科技在成都举行了一场2026魅友新春年会。会上,星纪魅族中国区CMO万志强宣布取消魅族22 Air 上市计划,理由是内存价格大幅度上涨。 :快科技 这话一出,市场对其手机业务出现了担忧情绪。不过,官方也留了个话头,说会全力打造魅族23,算是给大家吃了颗定心丸。 到了二月份,有消息透露魅族正在清退外包团队,而魅族现有人力在外包撤场后难以支持魅族23项目的继续研发。 一时间,猜疑四起,昨天,各大官媒在晚间正式发布"魅族退市"的消息,坐实了传闻。 消息称,魅族手机业务已经实质性停摆,将于2026年3月正式退市。其FlymeAuto车机业务将独立运营, ...
多品牌车主尝试语音关闭大灯:特斯拉、小米均无法实现
Feng Huang Wang· 2026-02-27 09:18
此外,也有深蓝车主反馈存在语音关大灯bug。 凤凰网科技讯 2月27日,在领克汽车近日被曝"语音误操作控制关闭大灯"后,网上其他品牌车主也进行 了尝试,其中特斯拉、小米在行驶过程中均无法关闭大灯。 实测发现,特斯拉车辆需在停车后才能关闭大灯,同样小米汽车需要切到P档后才能关闭大灯。 另据媒体报道,同为吉利汽车旗下的极氪中招,不少007车主发了实测视频。不过有车主表示,今日早 上极氪已经修复了这个bug。 2月26日,针对领克Z20车辆行驶中语音误操作控制关闭大灯的情况,领克汽车销售有限公司副总经理 穆军公开回应称,"我们第一时间完成了语音控制优化方案,现已通过云端推送更新,后续在行驶状态 下只能通过手动控制大灯关闭,请大家放心。感谢用户的反馈与监督,对此带来的困扰深表歉意。" 据媒体此前报道,2月25日凌晨,一名男子在驾驶领克Z20在高速行驶时,试图通过语音指令关闭车 内"阅读灯",结果却触发语音助手错误操作,导致车辆大灯被熄灭,车主大喊"打开车灯"无果,最终发 生车祸。 ...
吉利投资魅族或已失败,Flyme能否担当重任?
Sou Hu Cai Jing· 2026-02-27 09:10
Core Viewpoint - Meizu's mobile business is set to terminate, with a formal exit from the market in March 2026, highlighting the challenges faced by Geely Holdings in integrating Meizu into its broader automotive and consumer electronics ecosystem [1][2]. Group 1: Business Performance and Strategy - Geely acquired Meizu in 2022 with the intention of creating a "mobile-vehicle-home" ecosystem, but the mobile business has contracted significantly, with market share dropping below 1% and continuous losses reported [2][5]. - In 2025, Meizu's mobile sales plummeted to 980,000 units, a decline of over 40% year-on-year, resulting in a loss of 1.23 billion yuan, marking seven consecutive years of losses [2][6]. - The mobile business's operational challenges have led to a "death spiral" of declining sales, high costs, and increasing losses, with an average loss of 1,255 yuan per device sold [2][9]. Group 2: Financial Metrics - Geely's financial report for the first three quarters of 2025 shows a net profit of 13.11 billion yuan, while Meizu's ongoing losses have become a significant drag on overall performance [3]. - The smartphone market in China saw a slight decline in shipments, with major brands like Huawei, Apple, Vivo, Xiaomi, and OPPO capturing over 80% of the market share, leaving little room for smaller brands like Meizu [5][6]. Group 3: Supply Chain and Cost Issues - Meizu lacks bargaining power in the supply chain, facing component costs that are 15%-30% higher than leading brands, compounded by fixed expenses in R&D, channels, and marketing [9]. - The rising costs of smartphone components, including a 75% increase in memory prices in 2025, have severely impacted Meizu's profitability, leading to the cancellation of new product launches [6][9]. Group 4: Future Prospects - With the cessation of hardware development, Flyme is positioned as Meizu's core asset, with plans to transition it from a mobile OS to a smart cockpit system, aiming to leverage software capabilities to compensate for hardware losses [9][11]. - The future of Meizu is bifurcated into two potential paths: a successful transformation into a software service provider or a decline into a support role within Geely's automotive strategy, risking the loss of brand identity [12][13].
吉利汽车(00175.HK)2月27日耗资5943.3万港元回购367.3万股
Ge Long Hui· 2026-02-27 09:01
格隆汇2月27日丨吉利汽车(00175.HK)发布公告,2026年2月27日耗资5943.3万港元回购367.3万股,回购 价格每股16.1-16.3港元。 ...
汽车行业双周报(2026、2、13-2026、2、26):今年春节假期新能源汽车出行创新高-20260227
Dongguan Securities· 2026-02-27 08:59
Investment Rating - The report maintains an "Overweight" rating for the automotive industry, expecting the industry index to outperform the market index by more than 10% in the next six months [47]. Core Insights - The automotive sector has shown resilience, with the Shenyin Wanguo Automotive Index rising by 0.72% over the past two weeks, outperforming the CSI 300 Index by 0.56 percentage points. Year-to-date, the automotive sector has increased by 3.38%, also surpassing the CSI 300 Index by 1.28 percentage points [12][18]. - January saw a stabilization in automotive production and sales, with production at 2.45 million units (flat year-on-year) and sales at 2.436 million units (down 3.2% year-on-year). Exports, however, surged by 44.9% year-on-year to 681,000 units [20][28]. - The report highlights a positive outlook for the domestic automotive market post-Spring Festival, driven by new vehicle launches and government incentives for vehicle trade-ins [41]. Summary by Sections Automotive Industry Trends and Valuation Review - The Shenyin Wanguo Automotive Index has ranked 17th among 31 industries over the past two weeks, with a year-to-date performance ranking of 22nd [12][18]. - The automotive sector's current PE (TTM) stands at 27.05 times, with sub-sectors like automotive services at 33.60 times and automotive parts at 31.43 times [19][16]. Industry Data Tracking - In January, automotive production was 2.45 million units, with sales at 2.436 million units, reflecting a month-on-month decline of 25.7% and 28.3%, respectively. Exports reached 681,000 units, marking a 44.9% increase year-on-year [20][28]. Industry News - The China Association of Automobile Manufacturers reported a 32.1% month-on-month decline in sales of domestic passenger cars in January [28]. - New government policies in Henan and Fujian provide subsidies for vehicle trade-ins, with maximum amounts of 20,000 and 15,000 yuan, respectively [29][30]. - The Spring Festival saw record high usage of new energy vehicles, with charging sessions reaching 602.1 million times [31]. Corporate News - Geely Automobile announced a share buyback of 384,100 shares for approximately 63.12 million HKD [34]. - GAC Group has established a new robotics company, Huijun Technology, focusing on intelligent robotics [35]. - BYD has introduced a financing policy with low-interest rates for its vehicles, enhancing its market competitiveness [36]. Investment Recommendations - The report suggests focusing on companies like BYD and Seres, which are expanding in overseas markets, and those in the intelligent driving supply chain, such as Fuyao Glass and Joyson Electronics [41][42].
吉利汽车(00175)2月27日斥资5943.27万港元回购367.3万股
智通财经网· 2026-02-27 08:53
智通财经APP讯,吉利汽车(00175)发布公告,于2026年2月27日斥资5943.27万港元回购367.3万股。 ...
吉利汽车2月27日斥资5943.27万港元回购367.3万股
Zhi Tong Cai Jing· 2026-02-27 08:50
吉利汽车(00175)发布公告,于2026年2月27日斥资5943.27万港元回购367.3万股。 ...
吉利汽车(00175) - 翌日披露报表
2026-02-27 08:44
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 吉利汽車控股有限公司 呈交日期: 2026年2月27日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00175 | 說明 | | | | | | | 多櫃檯證券代號 | 80175 | RMB 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | ...
魅族回应传闻:将暂停国内手机新产品自研硬件项目 集中资源到Flyme软件
Mei Ri Jing Ji Xin Wen· 2026-02-27 08:39
来源:每日经济新闻 作者:王晶 公告提到,FlymeAuto在2025年已突破226万台上车量,成为国内第一的智能座舱系统,2026年内与吉利集团合作目标 为300万台合作上车量,同时与多家国际知名汽车集团的合作也在国内外顺利开展。与此同时,公司海外手机业务、 AI眼镜和PANDAER科技潮流品牌业务,也将启动市场化运作。 公开资料显示,魅族成立于2003年,并于当年发布首款MP3产品。2009年初,公司创始人黄章发布魅族第一款手机 M8。凭借产品独特的设计和精品化路线,魅族获得了一批忠实粉丝。不过,近年来,在激烈的市场竞争中,魅族已经 滑落至"Others"(其他)品牌。 转机发生在2022年7月,当时湖北星纪时代科技有限公司(以下简称星纪时代)与魅族科技举行战略投资签约仪式, 正式宣布星纪时代将持有魅族科技79.09%的控股权,并取得对魅族科技的单独控制。星纪魅族集团则主要由星纪时代 和魅族科技融合而来,管理层方面,星纪时代副董事长沈子瑜出任星纪魅族董事长兼CEO(首席执行官)。 吉利控股集团董事长李书福曾表示:"未来智能汽车、智能手机两个行业不再各行其道,而是面向共同用户的多终 端、全场景、沉浸式体验的 ...
【联合发布】2025年12月汽车智能网联洞察报告
乘联分会· 2026-02-27 08:36
点 击 蓝 字 关 注 我 们 本文全文共 989 字,阅读全文约需 3 分钟 中国新能源汽车市场走势 中国新能源汽车市场,2026年1月销售94.5万辆,环比下降44.8%,同比增长0.1%,渗透率达到 40.3%,渗透率维持较高水平 。 其中新能源乘用车销售87.8万辆,同比下降2.4%;新能源商用车销售6.7万辆,同比增长52.5% 。 中国新能源汽车市场结构 2026年1月,新能源轿车占比34.4%,比去年同期下滑9.2个百分点。新能源SUV占比达到53.9%,份 额较同期上升6.7个百分点 。 装车率统计 ——级别分布 2025年1-12月新能源乘用车L2级及以上的辅助驾驶功能装车率达到87.0%,16万以下市场中智驾装 车率进一步增长。随着市场认可度的不断加深,智能辅助驾驶已经成为车企的必然选择 。 装车率统计——AEB自动紧急制动功能 1-12月AEB整体装车率表现良好,乘用车整体装车率达到68.2%,16-24万乘用车整体占比达到 81.4%,目前仍有增长的空间。新能源乘用车市场AEB装车率已经达到76.4%。目前,AEB功能已成 为汽车主动安全的核心技术之一 。 装车率统计——全速域ACC自 ...