每经记者｜王晶 每经编辑｜程鹏 文多 9月19日，苹果iPhone 17系列正式开售。 早上8点，京东也正式开卖苹果新品。京东方面的数据显示，截至9月19日中午12点，全国已有超过3万名用户签收iPhone 17系列新品。此外，截至9月19 日上午10点，iPhone 17"以旧换新"销量是去年同期4倍。 当天早上8点过，《每日经济新闻》记者来到位于上海南京东路的苹果直营店。记者在现场感受到，iPhone 17首销的热度超过往年。从预售开始的"秒 光"到实体门店外的大排长龙，都显示出消费者对新机的高度关注。现场随着人流量的增加，工作人员不得不摆放更多排队用的黑色栅栏。据苹果店的工 作人员介绍，提前预约购机的消费者才可以进店领取新机。 9月19日早间，上海市南京东路的苹果直营店门外顾客排队 图片来源：每日经济新闻记者 王晶 摄 据悉，这一代iPhone被外界视为自2017年iPhone X以来最大的一次革新。除了推出全新的超薄机型iPhone Air外，常规版本的影像、外观和配置均有显著升 级。数据公司IDC预测，凭借在设计与硬件层面的突破，iPhone 17系列将激发中国消费者的换机动力，市场表现预计明显好于 ...

Key Points - Didi announced an average commission rate of 14% for all orders in 2024, clarifying that commission does not equate to profit as most funds are used for subsidies and platform maintenance [4] - Didi's platform saw a year-on-year growth of 12.4% in Q2, reaching 3.376 billion orders, with an average daily order volume of 37.1 million [4] - Faraday Future (FF) faces allegations of using fake orders to support its stock price, with the company’s founder, Jia Yueting, denying these claims and stating that legal action will be taken [7] - Neta Auto held its first creditor meeting after announcing bankruptcy restructuring, revealing a total debt of approximately 51 billion yuan with only 15.5 million yuan in cash [8] - Lingxin Qiaoshou aims to reduce the price of its dexterous hands to below 500 yuan within three years, having recently completed a multi-hundred million yuan angel round of financing [9] - Alibaba's acquisition of AutoNavi is highlighted as a strategic move to compete against Meituan, with significant developments in local services and map integration [10] - WeChat will close the JD shopping entry as of September 30, following the expiration of a three-year strategic cooperation agreement [11] - Xiaopeng Motors plans to invest 500 billion yuan annually in R&D, with 300 billion yuan allocated to AI, aiming for profitability in Q4 [14] - Tesla is accused of favoring visa employees over American citizens to reduce labor costs, with a lawsuit filed alleging systematic discrimination [22] - Amazon is set to launch consumer-grade AR glasses by late 2026 or early 2027, with plans for a specialized version for delivery drivers [24]

苹果一款仅支持eSIM卡（无实体嵌入式SIM卡）的新机型掀起无卡化波澜。国内三大运营商纷纷表示已 具备相关功能，正在等待有关部门通知。 不过，尽管技术早已成熟，但在国内市场，eSIM手机业务的推进仍较为谨慎。这背后，一方面是监管 层对风险的考量，另一方面也与国内运营商的利益博弈有关。 9月13日下午，《每日经济新闻》记者来到位于北京通州的一家中国联通门店（合作营业厅）咨询eSIM 卡办理流程。店内工作人员介绍，目前只有自有营业厅可办理eSIM卡业务，用户需携带身份证前往办 理。 随后，记者又赶到中国联通一家自有营业厅。门店工作人员介绍，中国联通虽然已经具备eSIM手机卡 所需的技术，但还需等待有关部门通知才能正式开放办理，包括"一台手机可以写入几张虚拟卡""虚拟 卡是否也与实体卡一样是强实名"等细节仍不确定。 不过，该工作人员也表示，虚拟卡与实体卡的功能一样，只是"存在方式"不同。"所有业务（手机套餐 等）都是一样的，只是由实体卡变为虚拟卡，写到您的手机上。" eSIM卡并非新鲜事物，该技术最早由苹果提出，并率先应用在手表、平板等智能终端上。eSIM卡带来 的直接好处是，可以实现设备减薄，为内部元器件腾挪出更 ...

每经记者｜杨卉 王晶 每经编辑｜董兴生 苹果一款仅支持eSIM卡（无实体嵌入式SIM卡）的新机型掀起无卡化波澜。国内三大运营商纷纷表示已具备相关功能， 正在等待有关部门通知。 不过，尽管技术早已成熟，但在国内市场，eSIM手机业务的推进仍较为谨慎。这背后，一方面是监管层对风险的考量， 另一方面也与国内运营商的利益博弈有关。 在业内人士看来，此次苹果推出仅支持eSIM卡的机型iPhone Air，确实做了"第一个吃螃蟹的人"，有望推进国内eSIM手机 业务发展。但该机型"阉割"了部分功能，与同系列其余产品相比性价比不高，号召力有待观望。从未来发展角度看，国内 厂商是否会跟进，将是eSIM卡能否发展的关键。"一旦量能跑通，eSIM卡很可能会集中出现在中低端机型上。" 至于运营商方面，业内人士认为，用户选择运营商的根本因素还是信号强度、套餐性价比等，eSIM卡预计影响不大。而 《每日经济新闻》记者9月13日实地走访运营商营业厅也发现，虽然eSIM卡让用户更换运营商更为方便，但运营商也 有"合约机"等方式来增强用户黏性。 苹果这次"带货"是否点燃了消费者的购买欲还不得而知，但作为最初被标注"唯一受支持的iPhone ...

Core Viewpoint - The eSIM technology in China is on the verge of revival after nearly a decade of stagnation, with significant developments expected in 2023, driven by both policy changes and market demands [1][4][21]. Group 1: Historical Context and Development - eSIM technology was first introduced by GSMA in June 2016, and after two years of trials, it saw a surge in 2020 when major telecom operators in China began offering eSIM services for wearable and IoT devices [2][4]. - Despite having a comprehensive eSIM industry framework, the consumer adoption of eSIM in mainland China has been limited until recently [1][4]. Group 2: Recent Challenges - In 2023, the three major telecom operators in China suspended eSIM consumer services due to system upgrades, impacting the growth of eSIM users, which reached 3.62 million by the end of 2023, with 1.43 million new users that year [4][21]. - The suspension is attributed to security concerns, including vulnerabilities that allowed fraudulent registrations and misuse of eSIM technology [4][6]. Group 3: Operational Implications - eSIM technology reduces operational costs for telecom operators by eliminating the need for physical SIM card production and logistics, but it also weakens the contractual relationship between users and operators, leading to potential customer churn [5][6]. - The introduction of eSIM has made it easier for users to switch operators, which has raised concerns among telecom companies about losing customers [6][7]. Group 4: Future Prospects - The anticipated revival of eSIM services in 2025 aligns with the growing demand for connectivity in the AI era, as eSIM technology is essential for new hardware products like smart glasses [8][10]. - Major smartphone manufacturers, including Apple, are pushing for eSIM adoption, with upcoming models like the iPhone 17 Air expected to eliminate physical SIM slots entirely [12][14]. - The global trend towards eSIM adoption is expected to accelerate, with projections indicating that by 2025, approximately 1 billion eSIM-enabled smartphones will be connected worldwide, with China emerging as a key growth market [21][22].