21世纪经济报道记者雷晨 在AI技术从"能说会道"向"能干实事"转型的关键节点，字节跳动携豆包大模型吹响了向智能手机操作系 统底层进军的号角。 12月19日，有消息称，继与中兴通讯达成深度合作后，字节跳动正加速拓展"朋友圈"，正与vivo、联 想、传音等全球主流手机厂商推进AI手机合作。 对此，21世纪经济报道记者向字节跳动方面求证，对方暂无回复。 上述消息并非空穴来风。豆包曾于本月初透露，正与多家手机厂商洽谈助手合作，后续将公布更多进 展。 近期，字节的一系列动作标志着，国内AI手机市场正式从"手机厂商自研大模型"的单打独斗，进入 了"互联网巨头+硬件厂商"深度共建的生态博弈新阶段。 长期以来，字节跳动虽然拥有抖音、豆包等超级App，但在硬件入口上始终缺乏像苹果、华为那样 的"护城河"。 面对AI时代的浪潮，字节选择了一条截然不同的道路——不做硬件，只做"软硬结合"的中间层。 12月16日，中兴商城重启了该工程机的销售，但名额极其有限。官方同时明确了新的安全边界：在涉及 金融、支付等高敏感环节，助手将严格遵循合规要求，提示用户手动完成，或无法截取银行安全键盘等 受保护界面。 这种"系统级权限"的获取，是豆包 ...

Core Viewpoint - Transsion Holdings' stock price has experienced a decline of 23.56% this year, with a recent slight recovery in the past few trading days, indicating potential volatility in the market [1]. Group 1: Stock Performance - As of December 19, Transsion Holdings' stock rose by 2.09%, reaching 70.86 CNY per share, with a trading volume of 263 million CNY and a turnover rate of 0.33%, resulting in a total market capitalization of 81.573 billion CNY [1]. - The stock has seen a 2.68% increase over the last five trading days and an 8.70% increase over the last 20 days, while it has decreased by 23.81% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Transsion Holdings reported a revenue of 49.543 billion CNY, reflecting a year-on-year decrease of 3.33%, and a net profit attributable to shareholders of 2.148 billion CNY, down 44.97% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 13.230 billion CNY in dividends, with 10.620 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Transsion Holdings increased to 25,600, marking a 13.86% rise from the previous period, while the average circulating shares per person decreased by 12.18% to 44,576 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 19.844 million shares, a decrease of 12.336 million shares from the previous period [3].

一边是二手市场炒至天价的"一机难求"，一边又是微信、支付宝等大厂的"围剿封锁"；一边是AI代劳的技术畅想，一边又是隐私泄露与合规风险的尖锐拷 问……自亮相以来，豆包手机的争议从未中断。 让各方反应激烈的原因，是豆包触及了手机系统底层的权限，就像AI长出一只"无形的手"，不依赖App和手机厂商，就能模拟人类点击和滑动，且泛用性 极强。 《IT时报》记者将从手机厂商、应用开发者、国外AI手机三方面进行对比，探究豆包手机引发巨大争议的深层逻辑。 12月16日，根据中兴商城官网显示，豆包手机助手及合作机型nubiaM153目前已重启F码候补申请通道，正式恢复产品购买资格。 不同模式同一个目的 《隔屏有手！AI手机自动点咖啡背后，是偷偷启动的无障碍功能》报道半年后，《IT时报》记者再次对各大手机厂商新机进行测试发现，AI助手的智能 化程度得到"史诗级增强"，已经不再局限于点咖啡。 图源：即梦AI "帮我在淘宝上选一条便宜的牛仔裤。"下命令给荣耀新机Magic 8和华为新机Mate 80，不仅可以通过AI助手打开淘宝，搜索"牛仔裤"品类，还能自动比 价，按照指令筛选出"便宜"的商品展现在眼前。如果能给出更详细的尺码和颜色 ...

从盘面上看，商业航天概念股反复活跃，军工股午后局部发力，医药商业题材表现强势。光伏、锂电 池、算力硬件、AI手机、稳定币题材调整。 至收盘，上证综指涨0.16%，报3876.37点；科创50指数跌1.46%，报1305.97点；深证成指跌1.29%，报 13053.97点；创业板指跌2.17%，报3107.06点。 Wind统计显示，两市及北交所共2843只股票上涨，2413只股票下跌，平盘有199只股票。 沪深两市成交总额16555亿元，较前一交易日的18111亿元减少1556亿元。其中，沪市成交7049亿元，比 上一交易日7668亿元减少619亿元，深市成交9506亿元。 据大智慧VIP，两市及北交所共有80只股票涨幅在9%以上，10只股票跌幅在9%以上。 煤炭股午后大幅拉升，银行股一路走高 在板块方面，煤炭股午后大幅拉升，安泰集团（600408）、云维股份（600725）、陕西煤业 （601225）、兖矿能源（600188）、江钨装备（600397）等涨超3%。消息面上，12月17日国家发改委 等六部门联合印发《煤炭清洁高效利用重点领域标杆水平和基准水平（2025年版）》。据金瑞期货分 析，与2022年 ...

格隆汇12月17日丨星宸科技(301536.SZ)在互动平台表示，公司的主营业务是端边侧AI SoC，应用领域 包括智能机器人、智能物联、智能安防、智能车载等，暂不涉及AI手机。 ...

Core Insights - The "Doubao Phone" launched on December 1 has faced significant challenges since its release, with a success rate of approximately 50% in completing tasks during a recent hands-on test [1] - The phone struggles with tasks involving major platforms like Tencent, Alibaba, and Meituan, while performing better with ByteDance, Ctrip, and Qunar [2] - The current state of the Doubao Phone is likened to a "semi-finished product," capable of assisting users but hindered by various app restrictions and compatibility issues [2] Group 1 - The Doubao Phone's performance is limited by permissions and risk control measures from various platforms, leading to slow cross-software operations [2] - Users experience frequent interruptions from permission pop-ups and risk control, which affects the overall efficiency of the device [2] - The phone is seen as a tool that can help organize thoughts and plan steps but often requires human intervention to complete tasks [2] Group 2 - The development of the Doubao Phone highlights the need for advancements in both hardware and software capabilities to achieve true versatility [3] - The collaboration between platforms is essential for the Doubao Phone to reach its full potential, as current limitations are due to ecosystem constraints [3] - Speculation exists that ByteDance may consider creating a new ecosystem if current challenges persist [3]

2025年12月1日，字节跳动旗下AI（人工智能）工具豆包与中兴通讯（000063）联合推出的豆包手机开 售，主打AI跨应用自动化操作功能。首批3万台工程机秒罄，二手机溢价一度高达1.29万元。 就像旅游服务，过去以旅行社为主，如今主导市场的却是携程这类App。未来，只要AI能帮用户办妥一 切，谁还会在乎通过哪个平台呢？重复性与刚需型购物类App将首当其冲，或许只有社交类、能提供情 绪价值的App尚有一线生机。 未来，大多数App——电商平台、各类服务平台、应用软件等，可能都会变成专业数据库或商品库。用 户提出需求后，AI在后台执行即可，不再需要打开这些App，以往的流量入口与分发路径都将被颠覆。 但这不就是AI发展的必然结果吗？因为现在生成式AI并不是真正的AI，操作式AI才是。 在当下这样一个App时代，AI"掀桌子"了，这是"兵临城下"威胁生存方式的大问题，可能未来商家卖货 都不需要讨好投资者只需要讨好AI即可，因此大厂们也"掀桌子"了。 最令人惊讶的是，它能像真人一样替你操作手机，"听懂"指令并"代替"你执行几乎所有的手机操作。例 如，你对手机说："买一个必胜客披萨，对比美团、淘宝、京东哪个最优惠后下 ...

据上市公司公告、互动平台及券商研报表示， 据豆包手机助手官方最新声明，该产品发布后获得社会各界广泛关注，合作方nubia基于技术预览少量 备货的nubiaM153手机，已无法满足已申请的F码需求。目前F码申请已停止，官方提示已领取F码的用 户需在有效期内完成下单，首批货源已正式售罄。 12月1日，字节跳动豆包团队正式发布豆包手机助手技术预览版，该产品是在豆包APP基础上，与手机 厂商进行操作系统层面合作的AI助手软件。与市面现有产品不同，豆包手机助手具备系统级操作权 限，可跨应用执行复杂任务，实现类似查票订票、多软件物流查询等原本需多次操作的功能。字节跳动 明确表示无自研手机计划，正与多家手机厂商洽谈合作，以"生态合作"形式推进产品落地。此次首批机 型售罄，成为AI手机赛道商业化落地的重要信号。 机构普遍认为，豆包手机助手的市场热度与售罄表现，验证了AI手机作为新超级入口的商业潜力，开 启了大模型与消费电子融合的新阶段。 国投证券表示，豆包手机助手将大模型深度融入操作系统，实现了从信息提供到智能执行的跨越，其技 术突破在于打造了真正的手机端AI智能体。随着合作机型扩容与功能迭代，AI手机有望快速渗透，成 为消 ...

Core Insights - The article discusses the recent marketing efforts by Zhipu, which aims to establish its narrative in the AGI era by promoting its AI capabilities through airport advertisements, emphasizing both emotional and commercial value [1] - Zhipu's open-source initiative, AutoGLM, has sparked a grassroots movement where individuals are creating low-cost "Doubao phones" by repurposing old smartphones, leveraging the open-source model [2][3] Group 1: Marketing and Branding - Zhipu's advertisements at airports highlight its positioning in the AGI landscape, contrasting its offerings with competitors by using phrases like "some AI provides emotional value" and "Zhipu AI provides commercial value" [1] - The company's senior vice president, Wu Weijie, humorously hinted at competition while promoting the visibility of Zhipu's brand through these advertisements [1] Group 2: Open-Source Initiative - The launch of AutoGLM allows any developer or manufacturer to create an AI agent capable of interacting with smartphones, theoretically enabling anyone to create an AI phone at no cost [3] - The open-source project has gained significant attention, with GitHub stars increasing from 0 to over 15,000 within a short period, indicating a strong interest in the project [9][10] Group 3: Market Dynamics - On platforms like Xianyu, sellers are offering services to transform old smartphones into "Doubao phones" at prices ranging from 1 yuan to nearly 500 yuan, showcasing a significant price advantage compared to the original Doubao phones [2][7] - Many sellers are identified as AI and large model technology professionals, indicating a trend where technical expertise is being monetized through deployment services [7] Group 4: Technical Challenges and User Experience - Deploying AutoGLM requires specific technical knowledge and equipment, which creates a barrier for average users, leading to a market for deployment services [4][8] - Users face potential privacy risks when using remote deployment services, as personal data could be compromised [5][6] Group 5: Future Outlook - Zhipu acknowledges the limitations of AutoGLM, stating that it is not a perfect solution and that the future of AI phones will likely evolve beyond current expectations [15][16] - The vision for AutoGLM includes promoting open-source capabilities and making AI agents a part of everyday life, although significant development is still needed to bridge the gap between the current model and a fully functional AI phone [16]

以下文章来源于硅星人Pro ，作者骆轶航 硅（Si）是创造未来的基础，欢迎来到这个星球。 来源丨硅星人Pro（ID： Si-Planet ） 作者丨 骆轶航 图源丨Midjourney 12月1日，豆包手机助手上线。 它偷了蚂蚁森林能量，成功了；它在 B 站答题领会员，全程自动操作；有人让它"把昨天拍的照片在 微信上发给我妈"，搞定了。 不到两天，它就被微信屏蔽了。支付宝、淘宝、美团等等，随即先后屏蔽了豆包手机助手打开它们的 App。 风波未平，AI 创业公司智谱又上场了。12月9日深夜，智谱开源了 AutoGLM，口号响亮："让每台 手机都成为 AI 手机，AI 手机不该掌握在少数厂商手中"，拉高了一波 AI 手机概念股。 硅星人Pro . 我曾提到过：接下来你会看到更多的"手机助手" 试图打开你的微信、抖音和支付宝。没想到这么快 就来了。 豆包手机助手的兴奋感已经传到了大洋彼岸，有开发者在 X 上说："这是我见过第一个真正能用的 AI 手机助手，不是 Siri 那种'帮你设个闹钟'的玩具级功能，是真的能跨应用完成复杂任务链。" 它展示了一个强大的 GUI Agent 的真正潜力——不需要 App 开放 A ...