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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, ...
北水动向|北水成交净买入149.97亿 内资再度抢筹港股ETF 加仓盈富基金(02800)近84亿港元
智通财经网· 2026-02-27 10:07
2月27日港股市场,北水成交净买入149.97亿港元,其中港股通(沪)成交净买入77.16亿港元,港股通(深)成交净买入72.81亿 港元。 北水净买入最多的个股是盈富基金(02800)、恒生中国企业(02828)、南方恒生科技(03033)。北水净卖出最多的个股是长飞 光纤光缆(06869)、华虹半导体(01347)、中芯国际(00981)。 北水再度抢筹港股ETF。盈富基金(02800)、恒生中国企业(02828)、南方恒生科技(03033)分别获净买入83.85亿、24.82亿、 20.39亿港元。消息面上,浦银国际认为,当前处于宏观数据的真空期,且全国两会前后政策预期升温,人民币有望继续 升值、外资回流和南向资金、险资等带来的增量资金加速入市,叠加部分行业龙头即将上市利好,都有助于强化春季行 情。 腾讯(00700)获净买入12.32亿港元。消息面上,春节AI大战收官数据显示,腾讯在春节AI大战中主打生态占位:元宝MAU 达1.14亿,DAU峰值破5000万。第一上海表示,元宝虽未迎流量大爆发,但相对谨慎的规避了低ROI的粗放式买量消耗。 其核心逻辑是沉淀熟人关系链为AI资产,为后续微信原生Agent ...
小米集团称2月27日回购285.8万股B股,耗资约9,999.7万港元。
Xin Lang Cai Jing· 2026-02-27 10:02
来源:滚动播报 小米集团称2月27日回购285.8万股B股,耗资约9,999.7万港元。 ...
高瓴减持格力,赚了还是赔了?
Xin Lang Cai Jing· 2026-02-27 10:01
Core Viewpoint - Hillhouse Capital, after being a silent major shareholder for six years, is now reducing its stake in Gree Electric Appliances to repay bank loans, signaling a potential shift in their relationship with the company [4][39][48]. Group 1: Stake Reduction and Financial Implications - On February 25, Gree Electric announced that Hillhouse's Zhuhai Mingjun would reduce its holdings by 112 million shares, cashing out approximately 4.3 billion yuan at the opening price [4][35]. - This marks the first reduction by the largest shareholder, leading to a two-day decline in Gree's stock price [5][36]. - Hillhouse's stake reduction is reportedly aimed at repaying a bank loan of 20.83 billion yuan, with interest rates estimated between 5% and 9% [43][46]. Group 2: Gree's Performance and Market Position - Gree Electric's market value has decreased by 200 billion yuan over the past six years, with revenue stagnating around 200 billion yuan, while competitors have significantly increased their revenues and market valuations [5][36]. - Gree's revenue for the third quarter of 2025 was reported at 39.855 billion yuan, a 15% year-on-year decline, with net profit down 10% [19][54]. - In contrast, competitors like Midea have seen substantial growth, with Midea's revenue reaching 407.149 billion yuan by 2024, nearly tripling over 12 years [55]. Group 3: Leadership Changes and Future Outlook - Gree's CEO, Dong Mingzhu, has become less vocal and has recently stepped down from several key positions, including that of president, after 24 years in the role [28][64]. - The company has struggled to diversify beyond its core air conditioning business, which still accounts for over 78% of its revenue [59][61]. - There is a lack of visible succession planning, with no clear successor to Dong Mingzhu identified, raising concerns about the company's future direction [38][32].
三大指数全红
Xin Lang Cai Jing· 2026-02-27 09:55
来源:21世纪经济报道 2月27日,港股收盘,恒生指数收涨0.95%,恒生科技指数收涨0.56%,国企指数收涨0.51%。南向资金 净流入超140亿港元。 科技巨头方面,腾讯涨超1%,美团、京东、百度等齐涨,阿里一度涨超1.7%,但尾盘转跌。光通信、 钢铁、有色、稀土、创新药板块集体大涨。长飞光纤光缆涨近10%,马鞍山钢铁涨6.6%,金力永磁涨 6.7%,中国神华涨近6%,昭衍新药涨6%,康希诺生物涨7%,药明生物涨超3%。 | 1 | 长飞光纤光缆 | 148.800 +10.059% 91.01亿 | | --- | --- | --- | | -7 06869 | | | | 2 | 腾讯控股 | 518.000 +1.172% 167.76亿 | | ▼1 | 00700 | | | 3 | 小米集团-W | 34.900 -0.796% 47.64亿 | | ▼1 | 01810 | | | 4 | 阿里巴巴-W | 142.900 -0.070% 127.42亿 | | =1 09988 | | | | 5 | 微博-SW | 79.250 +1.668% 901.71万 | | | 09898 ...
李斌的易车往事
Zhong Guo Xin Wen Wang· 2026-02-27 09:54
中新网北京2月27日电(胡淑娟 查志远)近日,小米法务部公开的一则侵权案件信息在汽车圈内掀起波 澜。 据24日小米法务部发布消息,自媒体账号"AutoReport汽车产经"因侵害小米公司名誉权被判赔500万 元。国家企业信用信息公示系统显示,涉事账号运营主体母公司"北京易车信息科技有限公司"股东名单 中,出现了一个熟悉的名字——李斌。 新能源汽车行业舆论竞争激烈的当下,这一信息传播后很快就在网上引发了"蔚来黑小米"等猜测。25日 晚间,蔚来相关人士向中新网表示,涉诉账号由北京易车信息科技有限公司(以下简称"易车信息科 技")100%控股,李斌2020年已将相关股份全部转让,与涉事账号主体无任何关联。 而当聚光灯转向易车这家公司时,"出行教父"李斌在汽车行业创业的往事再度引发公众讨论。 小米法务部微博截图 超前的拓荒者 回溯李斌的的创业经历,"易车"绝对算是浓墨重彩的一个项目。 李斌曾评价年轻时的自己是个"机会主义者",一直在摸索适合自己的赛道。他先后参与了卖域名、"科 文书院(当当网前身)"等创业项目。 直到2000年,当时正是中国互联网行业发展的里程碑,李斌创办了"易车",彼时公司名为"易车电子商 务有限公 ...
小米集团(01810) - 翌日披露报表
2026-02-27 09:54
FF305 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 | 不同投票權架構公司普通股 | | 股份類別 B | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01810 | 說明 | | | | | | | 多櫃檯證券代號 | 81810 | 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 | | | | 事件 | | | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫 ...
手机行业集体涨价?最高涨幅超千元?最新回应!
新浪财经· 2026-02-27 09:41
Core Viewpoint - The Chinese smartphone industry is expected to experience a significant price increase due to rising memory and storage chip costs, with a collective price adjustment planned by major brands in March 2026 [2][5][9]. Group 1: Price Trends and Forecasts - The price of general DRAM contracts is projected to rise by 55% to 60% in Q1 2026, while NAND flash products are expected to increase by 33% to 38%, with consumer-grade QLC products seeing a rise of no less than 40% [2]. - The average selling price of smartphones is forecasted to reach $465 in 2026, with total market revenue expected to hit $578.9 billion, marking a historical high [5][6]. - The cost of smartphone storage chips has increased by over 80% compared to the same period last year, with memory semiconductors now accounting for over 20% of smartphone costs, up from 10% to 15% [5]. Group 2: Impact on Smartphone Brands - Major smartphone brands such as OPPO, OnePlus, vivo, Xiaomi, iQOO, and Honor are planning to implement a new round of price adjustments in early March 2026, marking the largest collective price increase in five years [5][9]. - The price increase for higher-end models may exceed 1,000 yuan, while mid-range models are seeing price hikes of up to 20% [6][9]. - The impact of rising storage costs is more pronounced in mid-range and low-end smartphones, where storage costs account for nearly 30%, leading some budget models to operate at negative profit margins [8].
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].