来源：央视财经 门店相关负责人告诉记者，国庆期间门店的客流量较去年同期增长约30%。 除"以旧换新"外，北京多家门店还联合运营商及银行推出了套餐优惠、消费满减、免息分期等促销活 动，有效降低了消费者的换机成本，进一步提振了市场消费意愿。(央视财经) (责任编辑：申杨) 双节期间，不少商家加大手机"以旧换新"补贴力度，同时叠加各品牌推出的多项让利活动，让部分手机 门店销量实现大幅增长。 在北京市朝阳区的一家手机门店里人头攒动，大储存、高配置、强续航和"一步到位"长期性价比，成手 机换新主流消费理念。部分具备多设备协同、跨场景融合功能的新机型，尤其受到市场青睐。 ...

记者丨骆轶琪 编辑丨骆一帆 原本看起来呈现集中化竞争的手持影像市场，突然出现重要参与者。 近日，有市场消息称，手机巨头OPPO和vivo先后在内部正式立项手持智能影像设备，定位手 持云台产品，对标市面上已发布的大疆旗下相关产品。 对于该传言，OPPO方面对21世纪经济报道记者回应道： OPPO已启动新形态影像产品系 列 。新产品系列将基于OPPO在手机影像超过17年的技术积累，进一步拓展移动影像的体 验，为影像创作提供更多的可能性。 该系列新品计划于2026年内发布 。 vivo方面没有对记者作出回应。 进入新市场是手机巨头们近些年正持续探索的趋势。只是在此前阶段，手机厂商更多将触角 延伸到与手机有密切关联的IoT和家电等市场。 如今，伴随手机市场大盘增长放缓，需求庞大且蓬勃发展的手持影像市场，正成为厂商们押 注的新赛道。 从技术角度看，移动影像是国产手机厂商近些年来持续发力的领域。通过在硬件层面联合国 际国内巨头、软件层面叠加AI能力迭代，手机厂商们已各有一套极具厂商自主风格的思路和 方案。手机厂商的入局，搅动手持影像市场的同时，也有望打开更多创新空间。 争夺移动影像市场 虽然OPPO方面并未官宣新影像产品 ...

Core Insights - The company has launched a 15000mAh concept smartphone and an innovative cooling system, while announcing global sales have surpassed 300 million units [1] - The smartphone industry is currently in a highly competitive phase, with a focus on enhancing product quality to meet user demands [1][2] Product Development - The 15000mAh concept smartphone features a 100% silicon anode battery with a density of 1200Wh/L, while maintaining a thickness of 8.89mm [1] - The cooling system incorporates a large 7700mm² VC passive cooling, an internal fan for active cooling, and a TEC semiconductor for active refrigeration [1] - The company plans to release a flagship model with significant upgrades by the end of the year, emphasizing ultra-level product capabilities and imaging collaborations [1] Market Trends - The domestic smartphone market showed a "front rise and back decline" trend in the first half of the year, with Q1 benefiting from policy incentives and Q2 experiencing slight contraction due to inventory adjustments [2] - The "national subsidy" policy initially boosted sales, particularly for high-end products, but did not address fundamental issues in the market [2] Marketing Strategy - The company aims to enhance brand appeal and attract younger consumers through collaborations with popular IPs and a focus on esports culture [3] - A long-term partnership with the Aston Martin F1 team will integrate competitive spirit and luxury design into products, while collaborations with Chinese IPs are planned for the Neo series [3] - The company plans to establish 400 new after-sales service stores, increasing the total to 900, and aims to open 200 experience stores nationwide [3] Business Focus - The company is prioritizing its core smartphone business, particularly focusing on traditional smartphone designs, and currently has no plans for foldable devices [4] - There is a growing demand for IoT products in the Chinese market, with plans to expand into categories like tablets and headphones [4] - The company is also developing lifestyle products and accessories that resonate with its young user base, including unique power banks and merchandise [4] AI and Market Dynamics - The industry has not yet seen a killer application for AI, which has only gradually integrated into daily life without significantly altering the smartphone landscape [5] - The company believes that its recent advancements in battery technology can generate market excitement and is focused on rapidly bringing these innovations to mass production [6]

在信息爆炸的时代，广告营销如同战场，企业为了抢占消费者心智，可谓绞尽脑汁。然而，当"逆光之王"的宣传标语旁，悄然附上一行小字"产品设计目 标"时，这种"大字吸睛、小字免责"的套路，已然超越了创意的边界，滑向了策略性欺骗的深渊。罗永浩的直言与行业人士的回应，不过揭开了这场"文字 游戏"的冰山一角。 这种"定语式营销"并非小米独创，而是行业中屡见不鲜的陋习。商家们一边用极限词汇制造强记忆点，一边在角落埋下"免责补丁"，既规避了法规的明令 禁止，又利用了人脑的"锚定效应"与视觉习惯。乍看之下，这是营销话术的"机巧"，实则是精心设计的陷阱。当消费者奔着"超长续航"下单，却发现实际 体验远逊于宣传，那种被误导的愤懑，足以让短暂的销量狂欢，转化为品牌信任的永久裂痕。 然而，套路终非正道。短期来看，此类营销或许能提升点击率与转化率；长期而言，却是对品牌价值的慢性侵蚀。消费者或许会一时被噱头吸引，但绝不 会永远被蒙蔽。当信任被一次次辜负，品牌的声誉便如沙堡般崩塌。更严重的是，当整个行业陷入"套路内卷"，用户对广告的普遍警惕与怀疑，将消解市 场赖以生存的信任基石。最终，没有谁是赢家。 要打破这一僵局，需双管齐下。于监管层面，应 ...

Core Insights - The company has launched a 15000mAh concept smartphone and a cooling system, while announcing global sales have surpassed 300 million units [2] - The smartphone industry is currently in a highly competitive phase, with a focus on internal capabilities and creating products that meet user needs [2][3] - The company aims to leverage the "national subsidy" opportunity while emphasizing the importance of product differentiation and quality to stimulate replacement demand [3] Product Development - The 15000mAh concept smartphone features a 100% silicon anode battery with an energy density of 1200Wh/L and a thickness of 8.89mm [2] - The cooling system includes a large 7700mm² VC passive cooling, built-in fan active cooling, and TEC semiconductor active cooling [2] - A flagship model with significant upgrades is set to be released by the end of the year, focusing on ultra-level product capabilities and imaging partnerships [2] Market Strategy - The company plans to enhance brand appeal and engage younger consumers through long-term IP collaborations, including a three-year partnership with Aston Martin F1 [4] - The company aims to establish 400 new after-sales service stores, reaching a total of 900, and plans to open 200 experience stores nationwide [4] - The focus will remain on the smartphone business, with no immediate plans for foldable devices, while also expanding into IoT products and lifestyle accessories [5][6] Industry Trends - The domestic smartphone market has shown a "front rise and back decline" trend, with Q1 benefiting from policy incentives and Q2 experiencing slight contraction due to inventory adjustments [3] - There is a growing demand for IoT products in the Chinese market, with plans to launch new devices such as smartwatches in the near future [5] - Despite high expectations for AI, it has not yet produced a transformative impact on the smartphone market, with the company focusing on leveraging its battery technology to invigorate market interest [6]

Core Insights - Chinese smartphone brands have gained significant market share in Indonesia, with four out of the top five brands being Chinese, accounting for nearly 70% of the market [1] Group 1: Market Presence and Strategy - Vivo has established a strong presence in Indonesia with nearly 50 million users and has built approximately 14,000 sales and service points, along with nearly 130 after-sales service centers [2] - The company has implemented various customer service initiatives, such as a one-hour quick repair service and free screen replacements, to enhance customer satisfaction [2] - Vivo collaborates with local designers to create culturally relevant smartphone models, which have become popular among Indonesian consumers [3] Group 2: Technological Advancements and Production - Vivo's manufacturing facility in Indonesia features advanced automation, with an average production time of one complete phone every 11.4 seconds and over 50% automation coverage [4] - The factory employs over 200 quality control tests to ensure product reliability, utilizing equipment that simulates Indonesia's high humidity and temperature conditions [5] - The factory has adopted green practices, saving 6,200 tons of water and reducing carbon emissions by approximately 293.73 tons in the past year [5] Group 3: Local Talent Development and Collaboration - Over 96% of Vivo's workforce in Indonesia consists of local talent, with a training system in place that includes on-the-job training and opportunities for advanced studies in China [6] - Vivo has localized its supply chain, achieving a 35% local component sourcing rate, and has created over 1,300 direct jobs in the region [7] - The company's efforts in local production and employment have positively impacted the Indonesian telecommunications industry, fostering resilience and growth [7]

Core Viewpoint - The handheld imaging market is experiencing new competition as smartphone giants OPPO and vivo are entering the market with handheld smart imaging devices, targeting products from DJI [1][2] Group 1: Market Dynamics - The smartphone market is slowing down, prompting manufacturers to explore new growth areas, with the handheld imaging market emerging as a promising sector [2] - The global smart imaging device market is highly concentrated, with the top three companies expected to hold 78.9% market share by 2024, including DJI, Insta360, and GoPro [3][6] Group 2: Competitive Landscape - Insta360 is projected to grow its market share from 28.4% in 2023 to 35.6% in 2024, while GoPro's share is expected to decline from 38.2% to 30.1%, and DJI's from 19.1% to 13.2% [6] - The handheld imaging market, particularly in China, shows significant growth potential, with a compound annual growth rate (CAGR) of 17.8% for panoramic cameras and 26.1% for action cameras from 2023 to 2027 [7] Group 3: Technological Advantages - Smartphone manufacturers possess inherent competitive advantages in the handheld imaging market due to their established supply chains and expertise in hardware and software development [8] - The transition from smartphone imaging capabilities to handheld imaging devices is seen as a strategic move for companies like OPPO and vivo, which are facing growth challenges in their core smartphone business [7][9] Group 4: Future Prospects - OPPO plans to launch its new imaging product line in 2026, while vivo is also expected to introduce related products soon [12] - The handheld imaging market is anticipated to offer substantial profit margins, with companies like Insta360 reporting gross margins above 50% in their core business [11]

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本周末影响市场的重要资讯有：央行货币政策委员会召开2025年第三季度例会；八部门印发有色金属行 业稳增长工作方案；白银飙至14年新高，北交所并购重组市场活跃度显著提升；美联储10月降息25个基 点的概率为87.7%；小米17系列刷新2025年国产手机首销全天销量纪录；万达集团王健林被限高，摩尔 线程首发申请成功通过上交所审议。 【宏观要闻】 央行：下阶段建议加强货币政策调控，提高前瞻性、针对性、有效性 中国人民银行货币政策委员会召开2025年第三季度例会。会议研究了下阶段货币政策主要思路，建议加 强货币政策调控，提高前瞻性、针对性、有效性。会议指出，用好证券、基金、保险公司互换便利和股 票回购增持再贷款，探索常态化的制度安排，维护资本市场稳定。 国务院国资委召开国有企业经济运行座谈会 国务院国资委主任张玉卓9月25日主持召开部分国有企业经济运行座谈会，了解企业经济运行情况、面 临的困难挑战，聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等，听取企业意见建议，进一步研究夯实 企业高质量发展基础 ...

Core Viewpoint - The event organized by Honor and the Shenzhen Deaf Association highlights the urgent need for technology that caters to diverse groups, including the hearing impaired, in an increasingly digital world [1][2] Group 1: Technological Innovations - Honor has developed a platform-level AI capability that provides inclusive AI services across various scenarios, including screen reading and AI subtitles, ensuring offline accessibility for users [1] - The Magic OS system includes hearing assistance solutions that are simple, user-friendly, and cost-effective, with AI subtitles and AI calls integrated at the system level without the need for third-party apps [1] Group 2: User Impact - By the end of 2024, nearly 1.2 million hearing-impaired users are expected to benefit from the AI subtitle feature each month, while approximately 190,000 users will benefit from the call subtitle feature [1] - The "Love Without Barriers" initiative launched by Honor has reached over 15 cities and provided face-to-face services to more than 1,500 hearing-impaired users since 2023 [1]

无论是产品线配置、外观设计还是命名，小米17系列目前都"果味十足"。 据《华夏时报》记者了解，这款原本应该命名为16的小米17系列手机，在原来的基础版、Pro版外又增 加了6.9英寸的Pro Max版本，在手机代际和产品线上均与iPhone17系列对齐。而在价格上，最高售价 6999元的小米17 Pro Max也承担着小米的高端化重任。 雷军当晚在接受媒体采访时表示，小米16改名的主要原因是，小米做手机已经15年了，但在不少人心里 依然存在刻板印象，有必要让大家重新认识小米手机。他当天还表示，5年前小米提出要对标苹果是需 要勇气的，敢于对标世界第一，才能一步一步实现从接近到并跑，再到领跑，"5年前我们坚定地提出对 标，如今我们说'全面对标'，是因为小米17在很多方面已经超越了iPhone 17全系列。" 据小米方面介绍，小米17系列首发搭载采用3nm工艺的骁龙8Gen5芯片，CPU性能比肩iPhone17系列搭 载的A19 Pro芯片，GPU相比A19 Pro提升34.6%。此外，小米17 Pro系列的"妙享背屏"也被认为与 iPhone17 Pro系列的背板新外观"神似"。不过不同的是，小米17Pro背面是 ...