2025.12.11 本文字数：4100，阅读时长大约7分钟 作者 |第一财经 吕倩 由于腾讯系、阿里系，以及多家金融平台的限制，由字节跳动挑起的对传统手机生态的冲击，暂时进入 调整期。 近日，努比亚技术有限公司总裁倪飞发文称，团队已收到一些问题与反馈，正在与合作伙伴积极沟通与 解决。抖音集团副总裁李亮转发并配文称：豆包和中兴的探索是一个开始，不论这次是否会成功，但 AI一定是未来。 "震源"暂时平静，"震幅"仍在扩大。大模型初创公司智谱试图承接住这波热度，昨日宣布开源核心 AI Agent 模型 AutoGLM，泛化支持微信、淘宝等 50 余个高频中文应用核心场景，供开发者部署。不过智 谱自身C端智能体产品AutoGLM出于用户隐私安全考虑，将限制微信等涉及隐私数据的相关功能。 可以看到，一方面，由于技术发展成熟度与平台商业化及安全性考量，直接跨平台、让AI理解手机屏 幕内容并模拟人类操作完成复杂任务的"Phone Use功能"仍处于探索早期；同时，由于字节跳动与中兴 的联手尝试，行业不得不开始正视AI对手机桌面控制权的争夺，大厂之间的竞赛也逐渐从AGI与基础模 型训练，转移到应用落地与入口竞争。一位行业人 ...

Core Viewpoint - Aishide has reported strong financial performance for the first three quarters of 2025, with revenue of 39.375 billion yuan and a net profit of 337 million yuan, driven by its core business and strategic investments in AI and robotics [1][2][3] Financial Performance - For the first three quarters of 2025, Aishide achieved revenue of 39.375 billion yuan and operating profit of 574 million yuan, with a net profit attributable to shareholders of 337 million yuan [1] - The net cash flow from operating activities reached 2.701 billion yuan, representing a year-on-year increase of 129.21% [1] Business Strategy - Aishide is enhancing its core business by expanding its channel system and deepening capital layout, particularly in the context of the Apple AI terminal cycle [1] - As of September 30, 2025, the total number of Apple Authorized Retail Stores (APR) reached 246, an increase of 46 stores from the beginning of the year, maintaining its position as the largest in the country [1] - The company is also strengthening its online operational capabilities across platforms like Tmall, JD.com, and Douyin [1] Investment in High-Growth Sectors - Aishide has established a 500 million yuan "Aishide Smart City Fund" in partnership with Shenzhen Smart City Industry Investment Fund, focusing on AI, smart terminals, and next-generation information technology [2] - The company has made strategic investments in two high-growth firms, Yunshen Technology and Saigan Technology, which specialize in robotics and flexible tactile sensors, respectively [2] Global Expansion - Aishide's partnership with Honor is accelerating its international business, with exclusive sales and service authorizations in regions including Hong Kong, Thailand, and Vietnam, and new authorizations in the Middle East, Africa, and Australia planned for 2025 [2] - Honor's market share in Hong Kong reached 20.2%, ranking it among the top two, while in Macau, it held a 32.4% market share, and retail activation in Vietnam grew by over 300% year-on-year [2] Transformation and Future Outlook - Aishide is transitioning from a traditional distributor to an "intelligent terminal ecosystem enterprise," leveraging stable cash flow from the Apple ecosystem and growth potential from AI and robotics investments [3] - The company aims to create a new global growth pattern through a synergistic layout of "equity + channels + regional expansion," benefiting from the appreciation of equity value and channel expansion [3]

Core Viewpoint - The establishment of the "Mobile Intelligent Terminal Ecological Professional Committee" by the Golden Standard Alliance and several major companies signifies a deeper commitment to the development and collaboration within the smart terminal ecosystem in China [1][4]. Group 1: Formation and Purpose - The Mobile Intelligent Terminal Ecological Professional Committee was initiated by Xiaomi, OPPO, Honor, Vivo, and Lenovo, aiming to create an open and non-profit social organization platform [1][4]. - The committee's establishment aligns with national industrial policies and is market-oriented, focusing on serving developers and enterprises to promote the comprehensive development of the smart terminal ecosystem [1][4]. Group 2: Responsibilities and Activities - The main responsibilities of the committee include formulating technical standards in the smart terminal field, building an ecological platform, and enhancing the capabilities of member units in research, design, integration, and services [4]. - The committee will conduct research on technical standards, policies, industry foresight, safety compliance, and intellectual property related to the smart terminal ecosystem [4][5]. - It aims to provide strong support for high-level development and business innovation in the mobile industry through the establishment and publication of technical standards [4]. Group 3: Promotion and Future Plans - To enhance its brand influence, the committee will promote its activities through major events, an official website, and professional media channels [4]. - The committee plans to gather more industry forces to conduct research on smart terminal technology standards and explore new technologies, models, and mechanisms [5]. - It aims to create a comprehensive service platform for the smart terminal ecosystem, injecting new vitality into the industry's sustainable development [5].