1 月 25 日，国行 iPhone Air 在多平台开启大降促销，涵盖苹果 Apple Store 天猫旗舰店、Apple 产品京东自营旗舰店、拼多多百亿补贴以及更多线上、线下 Apple 授权经销商等。 毫无疑问，这是一场不分线上、线下渠道，甚至连自家 Apple Store 天猫旗舰店都被调动的苹果官方「大规模」降价行动，而且持续时间至少到 2 月 11 日。 降价幅度上，去年 10 月下旬上市、首发价 7999 元起的国行 iPhone Air，在直降 2000 元和叠加 500 元国补后，低至 5499 元起。京东自营等平台，若再叠加 400 元以旧换新补贴，iPhone Air 更低至 5099 元起，相比首发价大降 2900 元。 小雷记得，去年 618 大促季，128GB 版本 iPhone 16 Pro 也曾创下从 7999 元首发价大幅降至 5499 元（国补后）、甚至个别平台打到 4999 元的「壮举」，从 而让这一版本机型成了当时的「销量王」。 今年春节大促季，iPhone Air 能否再现 128GB 版本 iPhone 16 Pro 颇为成功的「以价取量」表现呢？ 国行 iPhon ...

Core Viewpoint - Unisoc Microelectronics has shown a positive stock performance with a 10.11% increase year-to-date and a market capitalization of 73.73 billion yuan as of January 23 [1] Group 1: Stock Performance - On January 23, Unisoc's stock rose by 2.07%, reaching 86.78 yuan per share with a trading volume of 1.004 billion yuan and a turnover rate of 1.37% [1] - The stock has increased by 0.86% over the last five trading days, 12.37% over the last 20 days, and 1.46% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Unisoc achieved a revenue of 4.904 billion yuan, representing a year-on-year growth of 15.05%, and a net profit attributable to shareholders of 1.263 billion yuan, up by 25.04% year-on-year [2] Group 3: Shareholder Information - As of January 20, the number of shareholders for Unisoc increased to 216,100, a rise of 12.26%, while the average circulating shares per person decreased by 10.92% to 3,930 shares [2] - The company has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder with 33.8843 million shares, an increase of 17.09 million shares from the previous period [3] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as Huatai-PB CSI 300 ETF reducing its shares by 505,300 [3]

Core Insights - Holafly has launched a new solution called Holafly Plans for Business, designed specifically for international companies, offering a permanent global data plan for mobile teams [1][2] - This service addresses a common pain point for global companies, allowing businesses to adjust data allowances as needed without incurring fixed costs or long-term commitments [1][2] - The launch coincides with an increase in international business travel, with over half of professionals reporting higher travel frequency in 2025 compared to the previous year [2] Group 1 - Holafly Plans for Business eliminates the hassle of reconfiguring connections for each trip, ensuring employees remain connected globally without service interruptions [1] - The plan allows businesses to automatically upgrade data allowances during travel and only charges for actual usage, with no fees during months without travel [1][2] - The Always On service is offered at a discounted rate for new enterprise clients, ensuring basic data access even during off-peak times [2] Group 2 - Holafly is a leading eSIM provider for travelers, covering over 200 destinations and boasting a Trustpilot rating of 4.6/5 with over 15 million satisfied users [3] - The company aims to eliminate uncertainties in international mobile data management for businesses, allowing teams to stay connected regardless of location [2]

Core Viewpoint - The company Dongxin Peace has seen a significant increase in stock price, driven by its strategic focus on digital currency, eSIM products, quantum security, and traditional business upgrades [1]. Group 1: Stock Performance - As of 10:34 AM, Dongxin Peace's stock rose by 10.00%, marking two consecutive days of trading limits [1]. - The latest stock price is 27.71 yuan, with a total market capitalization of 16.084 billion yuan [1]. - The stock has a trading volume of 1.962 billion yuan and a turnover rate of 12.54% [1]. Group 2: Business Focus - The market is paying attention to Dongxin Peace's digital RMB business, eSIM product layout, quantum security initiatives, and upgrades to traditional business strategies [1]. - The company has implemented digital RMB hardware wallets and terminal products in various high-frequency application scenarios, including enterprise parks and consumer services [1]. - eSIM-related digital identity module products are being applied in diverse fields such as vehicle networking, industrial IoT, and consumer electronics [1]. Group 3: Strategic Developments - Dongxin Peace is actively researching and developing post-quantum cryptography technology as part of its quantum security strategy [1]. - The company is executing a "retain existing customers and expand new customers" strategy to strengthen its traditional business while transitioning to digital identity security [1]. - Starting January 1, 2026, the digital RMB will enter version 2.0, allowing interest payments based on bank deposit rates, with ongoing upgrades to mechanisms and technical architecture [1].

Core Viewpoint - Hengbao Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit year-on-year, indicating potential challenges in its business operations and market conditions [1][2]. Financial Performance - As of September 30, 2025, Hengbao Co., Ltd. reported a revenue of 614 million yuan, a year-on-year decrease of 9.99% [2]. - The net profit attributable to shareholders was 37.30 million yuan, reflecting a significant year-on-year decline of 59.19% [2]. - The company's stock price has decreased by 8.47% since the beginning of the year and has also dropped by 8.47% over the last five trading days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 230,500, a decrease of 1.62% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.65% to 2,602 shares [2]. Dividend Distribution - Hengbao Co., Ltd. has cumulatively distributed 714 million yuan in dividends since its A-share listing, with 14.9 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the second-largest circulating shareholder is Huabao Zhongzheng Financial Technology Theme ETF, holding 9.22 million shares, an increase of 4.54 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the third-largest shareholder with 4.68 million shares, up by 173,650 shares [3]. - New shareholders include Guangfa Value Advantage Mixed Fund and Bosera Financial Technology ETF, holding 2.50 million and 1.91 million shares, respectively [3].

Group 1: Digital Currency Strategy - The company is aligning with the national digital currency strategy, focusing on core technology autonomy and control, and aims to implement digital RMB hard wallets and terminal products in high-frequency application scenarios such as enterprise parks and consumer services [2] - Future plans include enhancing security chip and smart contract technology development, deepening cooperation with banks, and promoting innovative business implementations [2] Group 2: eSIM Product Development - The company has established comprehensive eSIM service capabilities, successfully applying eSIM products in various fields including connected vehicles, industrial IoT, and consumer electronics [2] - Future strategies involve accelerating the integration and application of eSIM and eSE embedded security products in vertical industries, aiming for significant breakthroughs in innovative business scale and benefits [2] Group 3: Quantum Security Initiatives - The company is actively entering the quantum security field, focusing on post-quantum cryptography migration technology research and development to build new cryptographic algorithms resistant to future quantum computer attacks [3] - Continuous monitoring of domestic and international quantum technology developments and collaboration with industry stakeholders is planned to strengthen future technological competitiveness [3] Group 4: Core Competitiveness in SIM Card Market - In response to the saturated traditional SIM card market, the company has implemented a strategy to optimize existing business while transitioning to digital identity security [3] - The company is focusing on high-value products in the smart card sector and expanding into emerging global markets to ensure stable operations and value enhancement [3] - Revenue from digital identity security business is steadily increasing, becoming a new growth driver for the company [3]

Core Viewpoint - The financing round for Thunderbird Innovation, led by major telecom operators, signifies a pivotal moment for the AR smart glasses industry, indicating a shift towards mainstream adoption and integration into national communication infrastructure strategies [1][3][2]. Group 1: Financing and Investment - Thunderbird Innovation secured over 1 billion yuan in a new financing round, with participation from China Mobile Chain Fund, CITIC Jinshi, and China Unicom's Lianchuang Innovation Fund [1]. - This financing marks the first joint investment by major domestic telecom operators in the smart glasses sector [2]. Group 2: Industry Implications - The investment reflects operators' belief that the AR industry is at a tipping point for explosive growth [3]. - The collaboration with telecom operators aims to establish standards and dominate the ecosystem by binding with leading hardware companies [3]. Group 3: Strategic Partnerships - A long-term strategic cooperation agreement was signed between the telecom operators and Thunderbird, covering eSIM technology, promotional offers, channel development, and cloud services [3]. - The operators' extensive offline service networks and large user bases are expected to broaden the reach of Thunderbird's AR smart glasses [3]. Group 4: Product Development - Thunderbird plans to showcase its first eSIM-enabled AR glasses, the X3 Pro Project eSIM, at the CES exhibition, featuring dual full-color display and independent functionality from smartphones [5][6]. - The financing will primarily be allocated to R&D, aiming to enhance product experience standards by 2026 and expand technological advantages in optics, spatial computing, and AI [7]. Group 5: Market Position - Thunderbird, established in 2021 and incubated by TCL Electronics, is recognized as the only company globally to achieve mass production of full-color Micro LED AR glasses [4]. - The best-selling Thunderbird V3 smart glasses are priced around 1,700 yuan, with over 7,000 units sold, ranking among the top-selling XR devices on Tmall [4].

Group 1 - The core viewpoint of the news is that Guanghetong's stock has shown a slight increase of 2.06% recently, with significant trading activity and a notable market capitalization of 27.203 billion yuan [1] - As of January 5, Guanghetong's stock price reached 30.25 yuan per share, with a trading volume of 1.533 billion yuan and a turnover rate of 9.69% [1] - The company has experienced a net outflow of 38.4163 million yuan in principal funds, with large orders showing mixed buying and selling activity [1] Group 2 - For the period from January to September 2025, Guanghetong reported a revenue of 5.366 billion yuan, representing a year-on-year decrease of 13.69%, and a net profit attributable to shareholders of 316 million yuan, down 51.50% year-on-year [2] - The company has distributed a total of 869 million yuan in dividends since its A-share listing, with 620 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 3.54% to 79,500, while the average number of circulating shares per person increased by 3.67% to 6,703 shares [2]

中经记者 秦枭 北京报道 据悉，雷鸟创新将于CES 2026期间展示首款搭载eSIM的AR智能眼镜"雷鸟X3 Pro Project eSIM"，产品采 用双目全彩MicroLED显示方案、集成了eSIM通信模块与4G协议支持。 （编辑：张靖超 审核：李正豪 校对：颜京宁） 2026年1月5日，《中国经营报》记者从雷鸟创新方面了解到，其于近期完成新一轮融资。由中国移动链 长基金与中信金石（旗下茅台金石、金石成长等基金）领投，中国联通旗下联创创新基金等机构共同参 与，融资金额超10亿元。 雷鸟创新方面表示，借助运营商覆盖全国的线下服务网点、数以亿计的用户基数，雷鸟AR智能眼镜将 触达更广泛的消费群体；"充话费送眼镜""合约机"等运营商擅长的服务模式，将大幅降低用户对AR智 能眼镜的尝试门槛，成为后续市场爆发的关键推手。同时，运营商在eSIM、5G等关键通讯技术，AI服 务及内容生态等方面的资源，也将为雷鸟创新的产品演进提供强大支撑。 ...

Company Overview - Guanghetong Wireless Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 11, 1999. The company went public on April 13, 2017. Its main business involves the design, research and development, and sales services of wireless communication modules and their applications [2]. - The company's revenue composition is primarily from wireless communication modules, accounting for 99.38%, with other sources contributing 0.62% [2]. - Guanghetong is classified under the communication industry, specifically in communication equipment, focusing on communication terminals and accessories. It is associated with concepts such as AI toys, embodied intelligence, edge AI, smart glasses, and eSIM [2]. Financial Performance - For the period from January to September 2025, Guanghetong reported a revenue of 5.366 billion yuan, representing a year-on-year decrease of 13.69%. The net profit attributable to shareholders was 316 million yuan, down 51.50% year-on-year [2]. - Since its A-share listing, Guanghetong has distributed a total of 869 million yuan in dividends, with 620 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guanghetong was 79,500, a decrease of 3.54% from the previous period. The average number of circulating shares per person increased by 3.67% to 6,703 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 6.3011 million shares, an increase of 1.553 million shares from the previous period. The Southern CSI 1000 ETF is the seventh largest, holding 4.2008 million shares, a decrease of 50,000 shares [3]. Stock Performance - On December 30, Guanghetong's stock price increased by 2.30%, reaching 28.44 yuan per share, with a trading volume of 635 million yuan and a turnover rate of 4.25%. The total market capitalization stood at 25.611 billion yuan [1]. - Year-to-date, Guanghetong's stock price has risen by 43.63%, with a 6.32% increase over the last five trading days. However, it has seen a decline of 17.33% over the past 20 days and a 5.33% decrease over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on December 2, where it recorded a net buy of -92.5283 million yuan [1].