1 月 25 日，国行 iPhone Air 在多平台开启大降促销，涵盖苹果 Apple Store 天猫旗舰店、Apple 产品京东自营旗舰店、拼多多百亿补贴以及更多线上、线下 Apple 授权经销商等。 毫无疑问，这是一场不分线上、线下渠道，甚至连自家 Apple Store 天猫旗舰店都被调动的苹果官方「大规模」降价行动，而且持续时间至少到 2 月 11 日。 降价幅度上，去年 10 月下旬上市、首发价 7999 元起的国行 iPhone Air，在直降 2000 元和叠加 500 元国补后，低至 5499 元起。京东自营等平台，若再叠加 400 元以旧换新补贴，iPhone Air 更低至 5099 元起，相比首发价大降 2900 元。 小雷记得，去年 618 大促季，128GB 版本 iPhone 16 Pro 也曾创下从 7999 元首发价大幅降至 5499 元（国补后）、甚至个别平台打到 4999 元的「壮举」，从 而让这一版本机型成了当时的「销量王」。 今年春节大促季，iPhone Air 能否再现 128GB 版本 iPhone 16 Pro 颇为成功的「以价取量」表现呢？ 国行 iPhon ...

1月23日，紫光国微盘中上涨2.07%，截至10:00，报86.78元/股，成交10.04亿元，换手率1.37%，总市值 737.30亿元。 资金流向方面，主力资金净流入6024.87万元，特大单买入1.16亿元，占比11.55%，卖出7574.03万元， 占比7.54%；大单买入2.60亿元，占比25.94%，卖出2.40亿元，占比23.94%。 紫光国微今年以来股价涨10.11%，近5个交易日涨0.86%，近20日涨12.37%，近60日涨1.46%。 机构持仓方面，截止2025年9月30日，紫光国微十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3388.43万股，相比上期增加1709.00万股。华泰柏瑞沪深300ETF（510300）位居第三大流 通股东，持股1162.75万股，相比上期减少50.53万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股836.46万股，相比上期减少27.44万股。华夏国证半导体芯片ETF（159995）位居第七大流通股 东，持股834.66万股，相比上期减少307.39万股。易方达国防军工混合A（001475）位居第九大流通股 东，持股 ...

都柏林, Jan. 20, 2026 (GLOBE NEWSWIRE) -- eSIM 市场头部企业之一 Holafly 推出了一款面向移动办公团队的新型解决方案：Holafly Plans for Business。这是首个专为国际企业打造的永久性全球数据套餐。 与仍然受困于过时基础设施的漫游协议不同，Holafly Plans for Business 旨在长期装载于员工的设备上，消除了每次出差时重新安装或重新配置连接的麻烦。这项专属附加服务可帮助团队在世界任何地方的关键时刻保持连接，无需中断服务或进行临时补救。 这一模式的诞生源于全球公司普遍反映的一大痛点：预先支付的数据流量常常未被使用，而在意外增加差旅时却仍面临流量短缺的风险。 借助 Holafly Plans for Business，企业可以随时调整数据流量配额。 当员工需要无限数据时，升级会自动进行，并且只在实际使用期间计费。 没有出差或数据消耗的月份则完全不计费。 这种方法使企业能够为国际差旅做好准备，而无需锁定固定成本或长期承诺。 该套餐始终保持激活状态，无论员工去往何处都随时可用，同时为财务和运营团队提供完全的可见性和控制权。 为配合这一 ...

Core Viewpoint - The company Dongxin Peace has seen a significant increase in stock price, driven by its strategic focus on digital currency, eSIM products, quantum security, and traditional business upgrades [1]. Group 1: Stock Performance - As of 10:34 AM, Dongxin Peace's stock rose by 10.00%, marking two consecutive days of trading limits [1]. - The latest stock price is 27.71 yuan, with a total market capitalization of 16.084 billion yuan [1]. - The stock has a trading volume of 1.962 billion yuan and a turnover rate of 12.54% [1]. Group 2: Business Focus - The market is paying attention to Dongxin Peace's digital RMB business, eSIM product layout, quantum security initiatives, and upgrades to traditional business strategies [1]. - The company has implemented digital RMB hardware wallets and terminal products in various high-frequency application scenarios, including enterprise parks and consumer services [1]. - eSIM-related digital identity module products are being applied in diverse fields such as vehicle networking, industrial IoT, and consumer electronics [1]. Group 3: Strategic Developments - Dongxin Peace is actively researching and developing post-quantum cryptography technology as part of its quantum security strategy [1]. - The company is executing a "retain existing customers and expand new customers" strategy to strengthen its traditional business while transitioning to digital identity security [1]. - Starting January 1, 2026, the digital RMB will enter version 2.0, allowing interest payments based on bank deposit rates, with ongoing upgrades to mechanisms and technical architecture [1].

Core Viewpoint - Hengbao Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit year-on-year, indicating potential challenges in its business operations and market conditions [1][2]. Financial Performance - As of September 30, 2025, Hengbao Co., Ltd. reported a revenue of 614 million yuan, a year-on-year decrease of 9.99% [2]. - The net profit attributable to shareholders was 37.30 million yuan, reflecting a significant year-on-year decline of 59.19% [2]. - The company's stock price has decreased by 8.47% since the beginning of the year and has also dropped by 8.47% over the last five trading days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 230,500, a decrease of 1.62% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.65% to 2,602 shares [2]. Dividend Distribution - Hengbao Co., Ltd. has cumulatively distributed 714 million yuan in dividends since its A-share listing, with 14.9 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the second-largest circulating shareholder is Huabao Zhongzheng Financial Technology Theme ETF, holding 9.22 million shares, an increase of 4.54 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the third-largest shareholder with 4.68 million shares, up by 173,650 shares [3]. - New shareholders include Guangfa Value Advantage Mixed Fund and Bosera Financial Technology ETF, holding 2.50 million and 1.91 million shares, respectively [3].

Group 1: Digital Currency Strategy - The company is aligning with the national digital currency strategy, focusing on core technology autonomy and control, and aims to implement digital RMB hard wallets and terminal products in high-frequency application scenarios such as enterprise parks and consumer services [2] - Future plans include enhancing security chip and smart contract technology development, deepening cooperation with banks, and promoting innovative business implementations [2] Group 2: eSIM Product Development - The company has established comprehensive eSIM service capabilities, successfully applying eSIM products in various fields including connected vehicles, industrial IoT, and consumer electronics [2] - Future strategies involve accelerating the integration and application of eSIM and eSE embedded security products in vertical industries, aiming for significant breakthroughs in innovative business scale and benefits [2] Group 3: Quantum Security Initiatives - The company is actively entering the quantum security field, focusing on post-quantum cryptography migration technology research and development to build new cryptographic algorithms resistant to future quantum computer attacks [3] - Continuous monitoring of domestic and international quantum technology developments and collaboration with industry stakeholders is planned to strengthen future technological competitiveness [3] Group 4: Core Competitiveness in SIM Card Market - In response to the saturated traditional SIM card market, the company has implemented a strategy to optimize existing business while transitioning to digital identity security [3] - The company is focusing on high-value products in the smart card sector and expanding into emerging global markets to ensure stable operations and value enhancement [3] - Revenue from digital identity security business is steadily increasing, becoming a new growth driver for the company [3]

Core Viewpoint - The financing round for Thunderbird Innovation, led by major telecom operators, signifies a pivotal moment for the AR smart glasses industry, indicating a shift towards mainstream adoption and integration into national communication infrastructure strategies [1][3][2]. Group 1: Financing and Investment - Thunderbird Innovation secured over 1 billion yuan in a new financing round, with participation from China Mobile Chain Fund, CITIC Jinshi, and China Unicom's Lianchuang Innovation Fund [1]. - This financing marks the first joint investment by major domestic telecom operators in the smart glasses sector [2]. Group 2: Industry Implications - The investment reflects operators' belief that the AR industry is at a tipping point for explosive growth [3]. - The collaboration with telecom operators aims to establish standards and dominate the ecosystem by binding with leading hardware companies [3]. Group 3: Strategic Partnerships - A long-term strategic cooperation agreement was signed between the telecom operators and Thunderbird, covering eSIM technology, promotional offers, channel development, and cloud services [3]. - The operators' extensive offline service networks and large user bases are expected to broaden the reach of Thunderbird's AR smart glasses [3]. Group 4: Product Development - Thunderbird plans to showcase its first eSIM-enabled AR glasses, the X3 Pro Project eSIM, at the CES exhibition, featuring dual full-color display and independent functionality from smartphones [5][6]. - The financing will primarily be allocated to R&D, aiming to enhance product experience standards by 2026 and expand technological advantages in optics, spatial computing, and AI [7]. Group 5: Market Position - Thunderbird, established in 2021 and incubated by TCL Electronics, is recognized as the only company globally to achieve mass production of full-color Micro LED AR glasses [4]. - The best-selling Thunderbird V3 smart glasses are priced around 1,700 yuan, with over 7,000 units sold, ranking among the top-selling XR devices on Tmall [4].

Group 1 - The core viewpoint of the news is that Guanghetong's stock has shown a slight increase of 2.06% recently, with significant trading activity and a notable market capitalization of 27.203 billion yuan [1] - As of January 5, Guanghetong's stock price reached 30.25 yuan per share, with a trading volume of 1.533 billion yuan and a turnover rate of 9.69% [1] - The company has experienced a net outflow of 38.4163 million yuan in principal funds, with large orders showing mixed buying and selling activity [1] Group 2 - For the period from January to September 2025, Guanghetong reported a revenue of 5.366 billion yuan, representing a year-on-year decrease of 13.69%, and a net profit attributable to shareholders of 316 million yuan, down 51.50% year-on-year [2] - The company has distributed a total of 869 million yuan in dividends since its A-share listing, with 620 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 3.54% to 79,500, while the average number of circulating shares per person increased by 3.67% to 6,703 shares [2]

中经记者 秦枭 北京报道 据悉，雷鸟创新将于CES 2026期间展示首款搭载eSIM的AR智能眼镜"雷鸟X3 Pro Project eSIM"，产品采 用双目全彩MicroLED显示方案、集成了eSIM通信模块与4G协议支持。 （编辑：张靖超 审核：李正豪 校对：颜京宁） 2026年1月5日，《中国经营报》记者从雷鸟创新方面了解到，其于近期完成新一轮融资。由中国移动链 长基金与中信金石（旗下茅台金石、金石成长等基金）领投，中国联通旗下联创创新基金等机构共同参 与，融资金额超10亿元。 雷鸟创新方面表示，借助运营商覆盖全国的线下服务网点、数以亿计的用户基数，雷鸟AR智能眼镜将 触达更广泛的消费群体；"充话费送眼镜""合约机"等运营商擅长的服务模式，将大幅降低用户对AR智 能眼镜的尝试门槛，成为后续市场爆发的关键推手。同时，运营商在eSIM、5G等关键通讯技术，AI服 务及内容生态等方面的资源，也将为雷鸟创新的产品演进提供强大支撑。 ...

Company Overview - Guanghetong Wireless Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 11, 1999. The company went public on April 13, 2017. Its main business involves the design, research and development, and sales services of wireless communication modules and their applications [2]. - The company's revenue composition is primarily from wireless communication modules, accounting for 99.38%, with other sources contributing 0.62% [2]. - Guanghetong is classified under the communication industry, specifically in communication equipment, focusing on communication terminals and accessories. It is associated with concepts such as AI toys, embodied intelligence, edge AI, smart glasses, and eSIM [2]. Financial Performance - For the period from January to September 2025, Guanghetong reported a revenue of 5.366 billion yuan, representing a year-on-year decrease of 13.69%. The net profit attributable to shareholders was 316 million yuan, down 51.50% year-on-year [2]. - Since its A-share listing, Guanghetong has distributed a total of 869 million yuan in dividends, with 620 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guanghetong was 79,500, a decrease of 3.54% from the previous period. The average number of circulating shares per person increased by 3.67% to 6,703 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 6.3011 million shares, an increase of 1.553 million shares from the previous period. The Southern CSI 1000 ETF is the seventh largest, holding 4.2008 million shares, a decrease of 50,000 shares [3]. Stock Performance - On December 30, Guanghetong's stock price increased by 2.30%, reaching 28.44 yuan per share, with a trading volume of 635 million yuan and a turnover rate of 4.25%. The total market capitalization stood at 25.611 billion yuan [1]. - Year-to-date, Guanghetong's stock price has risen by 43.63%, with a 6.32% increase over the last five trading days. However, it has seen a decline of 17.33% over the past 20 days and a 5.33% decrease over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on December 2, where it recorded a net buy of -92.5283 million yuan [1].