Core Viewpoint - Apple is launching a significant New Year promotion on its official flagship store, with a notable price reduction on the iPhone Air, attracting considerable attention from consumers [1]. Group 1: Promotion Details - The promotion will run from January 25, 2026, at 20:00 to February 11, 2026, at 23:59:59, featuring discounts on various products [1]. - The iPhone Air, originally priced at 7999 yuan, will see a price cut of 2000 yuan, bringing the effective price down to 5499 yuan after applying national subsidies [1][9]. - Other products will also have discounts ranging from 300 to 1200 yuan, including the iPhone 17 Pro/17 Pro Max, MacBook Air, and iPad Air [4]. Group 2: Inventory and Sales Expectations - Apple has prepared approximately 200,000 units of iPhone 17 Pro/17 Pro Max, 13,000 units of iPhone Air, 7,300 units of MacBook Air (M4 chip), 20,000 units of iPad Air, and 6,000 units of iPad mini for the promotion [15]. - The announcement emphasizes that inventory is limited and will be sold on a first-come, first-served basis [15]. Group 3: Market Context - The iPhone Air was officially launched in China on October 22, 2025, and has seen a price drop of 2900 yuan on third-party platforms within three months, indicating a competitive pricing environment [16]. - This New Year promotion marks Apple's third large-scale promotional event within a month, highlighting a strategic approach to boost sales during the festive season [16]. - The upcoming earnings report on January 29, 2026, will provide insights into the sales performance of the iPhone models launched in September 2025 [18].

Group 1 - Huawei officially announced the launch of the HarmonyOS Gratitude Season on September 17, featuring price adjustments for several flagship models, with discounts up to 2000 yuan [2] - The Mate X6, a new generation of Huawei's top folding flagship, has seen strong sales since its release, with over 1 million units pre-ordered, leading to a situation of high demand and limited supply [2] - The Mate X6's price has been reduced from 12,999 yuan to 10,999 yuan for the 12GB + 256GB version, with similar discounts available for other versions, along with additional financing and trade-in options [2] Group 2 - The Pura 80 series, known for its imaging capabilities, is also part of the discount event, with the Pura 80 Ultra's price dropping from 9,999 yuan to 8,499 yuan, and the Pura 80 Pro from 6,499 yuan to 5,499 yuan, reflecting a discount of 1,000 yuan [3] - The Mate 70 series is included in the promotional offers, with the Mate 70 Pro's price reduced from 6,499 yuan to 5,799 yuan, and the Mate 70 Pro + from 8,499 yuan to 7,499 yuan, showcasing discounts of 700 yuan and 1,000 yuan respectively [3] - The price reductions across multiple models not only demonstrate Huawei's commitment to consumer satisfaction but are also expected to enhance the competitiveness of its products in the market [3]