近日，2025全球智能机械与电子产品博览会（AIE）以开创性的"一展双城"模式，在澳门与珠海双城同 步举行。作为首届展会，AIE展览总面积达7万平方米，设立六大主题展馆，汇聚来自全球多个国家与 地区的1000余家企业参展。 此次AIE落地粤港澳大湾区，正是因为这里正发展为全球智能机械与电子技术的引领者与产业聚集区， 兼具引领潮流的技术实力与深厚的产业根基。一大批湾区企业正深度融入全球产业链并积极争取话语 权。其背后的中国，拥有全球最完整的制造业体系、巨大的消费市场以及最活跃的创新生态，在消费电 子、人工智能、新能源等领域已涌现大量具备全球竞争力的企业，它们本身就是成就顶级展会的核心力 量。 当前，全球新一轮科技革命与产业变革正深刻重塑竞争格局，智能机械与电子产业作为核心引擎，已成 为各国布局未来的关键领域。中国已是全球该产业的制造大国与最大消费市场，而广东更是全球消费电 子、智能家电、高端装备、新能源汽车等产业集群的高地。 智能技术正在定义电子与机械产业的未来，而我国企业的引领性创新，亟需通过展示与应用场景加速其 产业化与商业化进程。AIE创新的"一展双城"模式，极大拓展了展会的功能与意义：澳门会场侧重商贸 ...

Core Insights - The 2025 Global Intelligent Machinery and Electronics Products Expo (AIE) is being held in a groundbreaking "dual-city" format in Macau and Zhuhai, featuring over 1,000 companies and covering an exhibition area of 70,000 square meters [1] - The intelligent machinery and electronics industry is a key area for future development, with China being the largest manufacturing and consumer market globally, particularly in Guangdong, which is a hub for consumer electronics and high-end equipment [1][3] - Guangdong produces 40% of the world's smartphones, 70% of consumer drones, one-third of industrial robots, a quarter of new energy vehicles, and one-fifth of integrated circuits, housing major companies like Huawei, BYD, and TCL [1] Industry Context - Historically, major global electronics exhibitions like CES and IFA have set industry trends, but China lacks a similarly influential platform despite being the largest manufacturing base [2] - The success of these exhibitions is rooted in the strong industrial foundation and innovative companies in their host countries, which provide content and vitality to the events [2] - A top-tier exhibition serves as an extension of a country's industrial cluster, creating a positive feedback loop that enhances both the exhibition and the industry [2] AIE's Strategic Positioning - AIE's location in the Guangdong-Hong Kong-Macau Greater Bay Area positions it as a leader in intelligent machinery and electronics, with local companies integrating into global supply chains [3] - The innovative "dual-city" model of AIE enhances its functionality, with Macau focusing on trade and international exchange, while Zhuhai emphasizes manufacturing and application scenarios [3] - AIE aims to be a technology trendsetter, a global meeting place, and an industry accelerator, facilitating communication within the global supply chain and promoting rapid marketization of technologies [3] Future Prospects - The success of CES and IFA is attributed to a combination of industrial foundation, historical opportunity, clear positioning, and an open ecosystem [4] - China has the necessary conditions to create a world-class exhibition brand, and AIE is poised to become a leading platform for technological trends with global influence [4]

（图片来源：雷科技制图） 简单来说，富士将自己最大的卖点——色彩，无偿贡献给了所有用户，站在传统相机的视角，这波操作不难理解：过去只有买富士机身 才能体验到的那套色彩，现在只要你愿意折腾，用别家支持LUT的相机、甚至用视频软件，也能在后期把画面往「富士味」上拉。这相 当于主动将自己的色彩话语权，从单一硬件扩展到更广阔的影像生态中。 但对手机行业来说，这个影响可大可小。毕竟这几年，很多手机在影像宣传上都玩过类似套路：什么「胶片模式」、「日系滤镜」、 「富士风格」，再把 UI 界面做得复古一点，很容易就堆砌出「情绪」「质感」这类所谓的体验感。 而如今富士亲自下场，把正宗 LUT 直接免费放出。有人会问：那手机上那些「仿富士滤镜」还站得住吗？而失去「模仿标杆」的手机 影像，又该走向何方？ 「仿富士」不重要了，手机回归影像基本功 可能很多读者都不知道，其实当前主流旗舰手机早已具备专业影像创作的基础能力，iPhone、小米、OPPO、vivo 等影像旗舰早已支持 10-bit Log视频拍摄，部分机型甚至开放了LUT导入接口，这意味着从技术层面来说，手机也可以拿到更接近「原味富士」的画面。但实 际情况是，不管手机滤镜名 ...

经公司自查并向控股股东及实际控制人核实，截至本公告披露日，除已按规定披露的事项外，公司不存 在应披露而未披露的重大事项。 智通财经APP讯，昀冢科技(688260.SH)发布公告，公司股票于2025年12月2 日、12月3日、12月4日连续 三个交易日内收盘价格跌幅偏离值累计达到30%。根据《上海证券交易所交易规则》《上海证券交易所 科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。公司主要从事消费电子 及电子陶瓷、汽车电子等领域产品的研发、设计、生产制造和销售。其中，消费电子业务为公司主营业 务，公司消费电子产品主要应用在智能手机摄像头中的音圈马达VCM和摄像头模组CCM中，终端应用 于华为、小米、OPPO、 VIVO、荣耀等主流品牌智能手机，目前公司的主营业务未发生变化。 ...

昀冢科技12月4日发布公告，公司股票于2025年12月2日、3日、4日连续三个交易日内收盘价格跌幅偏离 值累计达到30%，属于股票交易异常波动情形。公司主要从事消费电子及电子陶瓷、汽车电子等领域产 品的研发、设计、生产制造和销售。其中，消费电子业务为公司主营业务，公司消费电子产品主要应用 在智能手机摄像头中的音圈马达VCM和摄像头模组CCM中，终端应用于华为、小米、OPPO、VIVO、 荣耀等主流品牌智能手机，目前公司的主营业务未发生变化。 ...

人民财讯12月4日电，昀冢科技(688260)12月4日发布股票交易异常波动公告，公司股票连续三个交易日 内收盘价格跌幅偏离值累计达到30%。公司主要从事消费电子及电子陶瓷、汽车电子等领域产品的研 发、设计、生产制造和销售。其中，消费电子业务为公司主营业务，公司消费电子产品主要应用在智能 手机摄像头中的音圈马达VCM和摄像头模组CCM中，终端应用于华为、小米、OPPO、VIVO、荣耀等 主流品牌智能手机，目前公司的主营业务未发生变化。 转自：证券时报 ...

格隆汇12月4日丨昀冢科技(688260.SH)公布，公司主要从事消费电子及电子陶瓷、汽车电子等领域产品 的研发、设计、生产制造和销售。其中，消费电子业务为公司主营业务，公司消费电子产品主要应用在 智能手机摄像头中的音圈马达VCM和摄像头模组CCM中，终端应用于华为、小米、OPPO、VIVO、荣 耀等主流品牌智能手机，目前公司的主营业务未发生变化。敬请投资者注意投资风险。 ...

以下文章来源于TrendForce集邦 ，作者TrendForce | Rankings | Brand | Production | QoQ | Market Share | | --- | --- | --- | --- | --- | | 1 | Samsung | 63 | 8% | 19% | | 2 | Apple | 57 | 23% | 17% | | 3 | Xiaomi | 45 | 6% | 14% | | 4 | Oppo | 40 | 8% | 12% | | 5 | Transsion | 29 | 9% | 9% | | 6 | Vivo | 28 | 8% | 9% | 三星（ Samsung ） TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询最新调查，下半年手机市场迎来传统旺季，加上品牌陆续发布新机，推 升2025年第 ...

Core Viewpoint - Transsion Holdings, known as the "King of Mobile Phones in Africa," is seeking to shed this label by diversifying its business and pursuing a Hong Kong IPO to enhance its growth prospects [2][12]. Group 1: Company Overview - Transsion Holdings has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [2]. - The company has established a strong market presence in Africa, leveraging hardware designs suited for local conditions and camera algorithms optimized for darker skin tones [2][7]. - In Q3, Transsion's global smartphone shipments reached 28.6 million units, ranking fourth globally with a year-on-year growth of 12% [2]. Group 2: Financial Performance - Despite its market success, Transsion faces increasing pressure on its financial performance, with a 3.33% year-on-year decline in revenue to CNY 49.54 billion in the first three quarters of the year [6]. - The company's net profit and net profit excluding non-recurring items fell by 44.97% and 46.71% respectively, indicating significant profitability challenges [6]. - The stock price has dropped 30% since reaching a peak of CNY 104.9 in September, closing at CNY 68.62 on December 3 [2][3]. Group 3: Market Challenges - Rising storage product prices and increased competition from domestic manufacturers targeting emerging markets are significant challenges for Transsion [2][6]. - Competitors like Xiaomi, Honor, and OPPO are rapidly expanding in the African market, with Xiaomi's shipments growing by 34% year-on-year [7][8]. - The global storage chip price surge is expected to continue until 2026, further squeezing Transsion's profit margins, as storage components account for 15%-25% of costs in mid-range smartphones [6][8]. Group 4: New Growth Areas - Transsion is actively exploring new growth avenues, including energy storage and electric two-wheeled vehicles, with IoT products and other revenues reaching CNY 2.568 billion, accounting for 8.8% of total revenue [4][10]. - The company has launched energy storage products under the DYQUE Energy brand, targeting both high-end and budget markets [10][12]. - The REVOO brand for electric two-wheeled vehicles was established in 2022, with plans for expansion into South Asia and Latin America [13].

Core Insights - The "Doubao Assistant" engineering prototype, developed by ByteDance and ZTE, sold out within a day of its release, indicating strong market demand for AI-integrated smartphones [1][6] - The device is not a mass-market product but an engineering sample aimed at developers and tech enthusiasts, featuring high-end specifications and a unique AI assistant [1][2] - The smartphone market in China is highly concentrated, with major players like Vivo and Huawei holding significant market shares [3][5] Group 1: Product Overview - The "Doubao Assistant" is priced at 3499 yuan and features flagship specifications, including a 6.78-inch screen and Qualcomm Snapdragon 8 Gen 2 platform, making it attractive to developers [1][2] - The AI assistant can perform tasks across applications, breaking down data barriers and enhancing user experience [2][6] Group 2: Market Dynamics - The Chinese smartphone market is dominated by a few key players, with Vivo holding a 17.2% market share and Huawei over 16% in 2024 [3] - The top five manufacturers (Vivo, Huawei, Honor, OPPO, Xiaomi) account for approximately 80.8% of the market share, indicating high market concentration [5] Group 3: Industry Implications - The success of the "Doubao Assistant" prototype highlights the potential for system-level AI integration in smartphones, which could reshape the industry [6][7] - Traditional smartphone manufacturers may need to adapt to this new model of AI-defined hardware, which could disrupt existing brand-user relationships [6][7]