Macro Dynamics - In August, the national consumer price index (CPI) decreased by 0.4% year-on-year, with urban areas down 0.3% and rural areas down 0.6%. Food prices fell by 4.3%, while non-food prices rose by 0.5% [2] - The average CPI from January to August decreased by 0.1% compared to the same period last year [2] Company Dynamics - The first national production license for 3D printed drugs has been issued to Nanjing Sanjie Pharmaceutical Technology Co., marking a significant step in compliant production of 3D printed medications. The first drug, Apixaban tablets, is set to apply for market registration [3] - Suning.com plans to sell equity in 12 Carrefour China subsidiaries for 1 yuan each, expecting to increase net profit by approximately 383 million yuan from this transaction [8] - Cambrian Technology announced a half-year performance briefing scheduled for September 18, 2025, to address investor concerns [9] - Silver Lead has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure laws [11] - NIO plans to issue up to 181.82 million Class A ordinary shares to fund research and development of core technologies for smart electric vehicles and expand its battery swap and charging network [15] Financial Institutions - The National Australia Bank announced a layoff of 410 employees while creating 127 new positions in India and Vietnam [5] Market Data - On September 10, the A-share market saw the Shanghai Composite Index rise by 0.13%, the Shenzhen Component Index by 0.38%, and the ChiNext Index by 1.27%. The total trading volume was approximately 1.978 trillion yuan, a decrease of about 140.4 billion yuan from the previous trading day [6] - The Hong Kong stock market closed with the Hang Seng Index up 1.01% and the Hang Seng Tech Index up 1.27%, with notable movements in tech stocks [7] Industry Developments - China Unicom is set to launch eSIM services for smartphones, with China Telecom and China Mobile also preparing to offer similar services soon [12] - Novo Nordisk announced a global layoff of approximately 9,000 employees as part of a company-wide transformation aimed at streamlining operations and reallocating resources [13] - Gaode Map, a subsidiary of Alibaba, announced a plan to distribute over 1 billion yuan in subsidies to encourage in-store consumption [14]

【#iPhone 17系列最贵17999元 #！"最薄iPhone"面世、实体SIM卡取消！郑州富士康iPhone 17港区产线已接近满产，近20万人两班倒赶 工】日前，苹果发布了新款iPhone 17系列手机以及AirPods Pro 3、三款Apple Watch。苹果此次发布会的 亮点包括发布了轻薄款iPhone Air，这是苹果迄今为止最薄的iPhone。此外，部分iPhone型号的起售价有 所上调。不过，新品发布并未提振苹果的股价。美股9月9日，苹果跌1.48%，盘后跌0.31%。值得注意 的是，iPhone Air此次内置了eSIM，不需要实体SIM卡，手机可通过eSim激活，而国内仅部分运营商支 持eSIM。据苹果介绍，目前中国联通在国内是唯一一家支持iPhone eSIM的运营商。价格来看，iPhone 17系列"加量不加价"，起售价为5999元到9999元。其中，价格最高的为2TB版的iPhone 17 Pro Max，售 价达17999元。全部新机型将于9月12日开启预购，在9月19日正式开售。据智通财经，目前，富士康郑 州港区正处于 iPhone 17 系列产品量产爬坡期，随着投产规模逐 ...

出门问问(02438)尾盘涨超15%，截至发稿，涨15.79%，报0.66港元，成交额1481.15万港元。 值得注意的是，苹果正式发布仅支持eSIM的iPhoneAir。此外，据新浪科技，国内三大运营商或将全面 重启已暂停两年的eSIM业务，其中中国联通在多省市率先重启。据悉，早在2017年，上海联通携手出 门问问共同推出了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 消息面上，出门问问近日发布中期业绩，上半年收入1.79亿元人民币，同比增加10%；经调整亏损净额 140.8万元，同比减少97.5%；期内亏损289.8万元，同比减少99.5%。期内，AI软件业务收入为8060万 元，同比下降21.7%；AI智能硬件业务收入为9830万元，同比增长64.8%。本集团在上半年加大了战略 性市场投入和新产品"TicNote"的品牌投入，并同步优化了品类库存结构，短期内导致该板块业务毛利 率有所波动。随着库存结构逐步调整完成，预期毛利表现将趋于稳定。 ...

消息面上，出门问问近日发布中期业绩，上半年收入1.79亿元人民币，同比增加10%；经调整亏损净额 140.8万元，同比减少97.5%；期内亏损289.8万元，同比减少99.5%。期内，AI软件业务收入为8060万 元，同比下降21.7%；AI智能硬件业务收入为9830万元，同比增长64.8%。本集团在上半年加大了战略 性市场投入和新产品"TicNote"的品牌投入，并同步优化了品类库存结构，短期内导致该板块业务毛利 率有所波动。随着库存结构逐步调整完成，预期毛利表现将趋于稳定。 值得注意的是，苹果正式发布仅支持eSIM的iPhoneAir。此外，据新浪科技，国内三大运营商或将全面 重启已暂停两年的eSIM业务，其中中国联通在多省市率先重启。据悉，早在2017年，上海联通携手出 门问问共同推出了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 智通财经APP获悉，出门问问(02438)尾盘涨超15%，截至发稿，涨15.79%，报0.66港元，成交额1481.15 万港元。 ...

Market Overview - Major A-share indices collectively rose, with the Shanghai Composite Index up 0.13% to 3812 points, the Shenzhen Component Index up 0.38%, and the ChiNext Index up 1.27% [1][2] - Over 2700 stocks in the market experienced declines [1] Sector Performance Oil and Gas - The oil and gas extraction sector showed strong performance, with Tongyuan Petroleum rising nearly 15% and Zhun Oil shares hitting the daily limit [4] - Other notable gainers included Zhongman Petroleum, Beiken Energy, and Shouhua Gas [4] Communication Services - The communication services sector strengthened, with 263 shares hitting the daily limit and China Unicom rising over 5% [6] - The launch of the iPhone Air, which supports eSIM, contributed to this sector's growth [7] Tourism and Hospitality - The tourism and hotel sector saw gains, with Caesar Travel and Tianfu Culture both hitting the daily limit [8] - Data indicated a 130% year-on-year increase in travel numbers during the "Eleventh" holiday period [9] Gaming - The gaming sector was active, with Giant Network hitting the daily limit and other companies like Xinghui Entertainment and Kunlun Wanwei also seeing gains [10] - A report highlighted high growth in the gaming industry due to policy support and an increase in game license approvals [11] CPO (Chip-on-Board) Sector - The CPO sector rebounded, with Jia Yuan Technology hitting the daily limit and other companies like Dongshan Precision and Industrial Fulian also performing well [12] Computing Power Leasing - The computing power leasing sector saw significant gains, with Ban Chuang Data rising over 11% [14] - A report projected substantial growth in China's AI cloud market, driven by generative AI [15] Battery Sector - The battery sector faced declines, with Tianhong Lithium Battery dropping over 9% [16] - Other companies in this sector also experienced significant losses [17] Photovoltaic Equipment - The photovoltaic equipment sector declined, with companies like Shangneng Electric and Daqo New Energy seeing notable drops [16][18] Individual Stock Movements - Zhongdian Port saw a decline of over 3%, with a market capitalization of 14.978 billion [19] - A major shareholder announced plans to reduce their stake in Zhongdian Port by up to 3% [22]

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 将投中网设为"星标⭐"，第一时间收获最新推送 苹果不敢"挤牙膏"了。 作者丨 金玙璠 编辑丨 魏佳 来源丨 定焦One 北京时间9月10日凌晨，苹果发布会亮相8大新品，其中包括四款新机：iPhone 17、iPhone 17 Pro、iPhone 17 Pro Max，以及iPhone Air。 你可能会问：又是一年一度的苹果发布会，这次能有什么不一样？手机新品确实有些不同。 最大的变化是苹果推出了全新的Air系列，同时砍掉了Plus。Air系列主打一个"薄"，厚度只有5.6毫 米，光看数字可能没有概念，想象一下，相当于把你现在用的手机砍掉40%的厚度。 有渠道人士表示，Plus系列定位比较尴尬，想要大屏的用户直接买Pro Max了，Plus卡在中间，高 不成低不就。而轻薄旗舰市场此前被三星Galaxy S系列占据，苹果确实缺席了这个细分市场。 但Air系列有个关键问题——它只支持eSIM，没有传统的SIM卡槽。此前市场判断，苹果只能等待中 国批准智能手机使用eSIM。那么，eSIM在中国大陆地区的落地进度如何了？ iPhone ...

Core Viewpoint - The highlight of Apple's September 10th event was the launch of the iPhone Air, which is the lightest and thinnest iPhone ever made, featuring a dual eSIM card design [1] Group 1: Product Launch - The iPhone Air is the thinnest and lightest iPhone in Apple's history [1] - The device exclusively offers eSIM options in China, emphasizing its partnership with China Unicom [1] Group 2: Industry Impact - China Unicom will leverage the iPhone Air to launch its eSIM card services [1] - China Telecom and China Mobile are expected to soon follow suit with their own eSIM offerings [1] - China Mobile has submitted an eSIM application and is prepared to provide services pending approval from the Ministry of Industry and Information Technology [1]

Group 1: Apple and eSIM Developments - China Unicom has reportedly issued a notice to support Apple's eSIM project, indicating preparations for the iPhone 17 series, particularly the iPhone 17 Air, which is expected to eliminate the physical SIM card slot due to its ultra-thin design [1][4] - Other models in the iPhone 17 series may still include a physical SIM card slot, but no confirmation has been provided yet [4] Group 2: AI Integration and Partnerships - Apple has entered into a new agreement with Google to evaluate the Gemini AI model, moving away from plans to acquire Perplexity [2][5] - Apple is testing various AI solutions, including those from OpenAI, Anthropic, and Google, with Gemini becoming a focal point for collaboration [5] - An AI-driven search product named "World Knowledge Answers" is in development, set to integrate with Siri and expected to launch next year [5] Group 3: Retail Expansion in India - Apple has opened its fourth retail store in India, located in Koregaon Park, Pune, which is approximately 160.9 kilometers from its first store in Mumbai [6][7] - The new store aims to provide a destination for customers to connect with the Apple ecosystem [6] Group 4: Innovations in MacBook and iPhone Technology - Apple has been granted a patent for an innovative antenna system that integrates wireless components into the MacBook's cooling vents, paving the way for future 5G connectivity [9] - A new patent for a tactile engine has been approved, focusing on enhancing the impact resistance of iPhones through a mechanical system that absorbs and disperses external forces [11]

Key Points - Apple is transitioning to eSIM technology with the iPhone 17 series, eliminating the physical SIM card slot in the EU, while the Chinese version will retain some physical slots [4][5] - BYD's sales in Germany were under 100 units monthly three years ago, but now they sell over 3,000 units monthly, achieving significant growth in various international markets [8][9] - Ctrip has implemented a "no approval" policy for remote work, with 70% of employees participating in a hybrid work model [10] - JD.com is making a significant move into Europe by offering to acquire CECONOMY, valuing the deal at approximately €2.2 billion (over 180 billion RMB) [13][14] - NIO aims to achieve a monthly delivery target of 50,000 vehicles by Q4 2025, with plans to launch three new SUV models next year [15] - BYD's R&D investment reached 30.9 billion RMB in the first half of 2025, significantly higher than its competitors [21][22] - Alef Aeronautics, backed by Elon Musk, has begun trial operations of a flying car capable of flying 170 km and priced at 2.14 million RMB [29][30] - Volvo is discontinuing the V90 model and considering phasing out station wagons entirely due to shifting consumer preferences towards SUVs [36]

Group 1 - Alibaba Cloud denies rumors of purchasing 150,000 GPUs from Cambricon, confirming support for domestic supply chains [2] - Huawei's rotating chairman states that the HarmonyOS ecosystem has made significant progress, with major internet applications now compatible and widespread use in various industries [6] - China Telecom and Alibaba signed a strategic cooperation agreement to collaborate on cloud and AI infrastructure, new service industries, and digital solutions for Chinese enterprises going global [6] Group 2 - New national standards for electric bicycles will be implemented on September 1, requiring improvements in braking performance and limiting the weight of lithium battery models to 55 kg [8] - Guangzhou has suspended the implementation of the automobile replacement subsidy policy, effective from August 30, 2025, while the new energy vehicle market continues to show high growth [9] - The semi-annual performance report indicates that the new energy vehicle sector has seen over 30% growth in net profits, with significant increases in revenue across various industries [9]