小米YU7将于6月底正式发布，7月上市。二级市场上，今年小米集团股价涨约57%，连续三年上涨。 // 小米最强小折叠登场 // 小米集团总裁卢伟冰预告，小米MIX Flip 2将于本周登场。卢伟冰表示，去年小米小折叠就提出"拒绝做美丽小废物"，能拥有直板旗舰的体验，今年我们 的目标是在更多维度看齐甚至超越Pro级直板旗舰。 （图片来源：新浪微博、下同） 目前小米MIX Flip 2已在各大平台开启预约，页面显示该机将搭载徕卡影像系统，并预装全新澎湃OS。 据爆料，这款小折叠在配置方面有不少亮点， 包括支持IPX8级别防水、配备50W无线快充，电池容量将 会超 过5000mAh 。折痕优化上取得突 破，新增了一些更贴近女性用户的定制元素，提供全新配色。 配置方面，小米MIX Flip 2搭载高通骁龙8至尊版移动平台，这不仅是小米今年第一款折叠屏，也是行业内最强小折叠。 // 小米首款SUV发布 // 小米YU7是小米汽车的首款SUV（运动型多用途汽车）车型，近期一度引发市场广泛关注。 小米雷军微博称， 大家非常期待的小米YU7，将于6月底发布 。还有很多重磅新品同场一起发布，比如搭载玄戒O1芯片的第二款平板：小 ...

小米又上热搜。 6月21日，有关小米的多个词条冲上微博热搜。 据悉，近期网络上出现疑似"小米销售人员与用户沟通小米YU7"的内容，对话中销售人员存在诋毁其他品牌产品行为。 对此，今日（6月21日）凌晨，小米汽车发布了《小米汽车答网友问（第159集）》。在该答网友问中，小米汽车表示，经内部调查确认，涉事人员并非小米员工， 且小米严禁以任何形式诋毁竞品。 小米汽车提醒，新品上市前期，外界可能会出现较多虚假信息，请大家务必仔细甄别，并以小米官方渠道发布的信息为准，避免因不实信息造成误导或经济损失。 小米YU7是小米首款SUV，同时也是小米第二款车型。YU7的定位是"豪华高性能SUV"。早在5月22日的小米15周年战略新品发布会上，小米创始人、董事长兼CEO 雷军就已对YU7进行了介绍。 据他介绍，YU7将全系标配激光雷达和超长续航，标准版续航为835km。从性能来看，小米YU7最大马力690PS、最快零百加速为3.23s、最高时速为253km。 将进一步提升 小米汽车 产品线高度，强化其生态圈优势。 该研报表示，截至YU7技术发布后三天，YU7留资用户数（线索量）是SU7技术发布同期的3倍，其中超60%用户为首次留 ...

一切风景，都经入口而展开。 此刻，全球有超80亿张数字屏幕在闪烁。 手机、平板、电视、家用电器、智能汽车，未来生活中的任一平面，都将成为"超链时代"的神经元。 超链时代，源自2025 HDC鸿蒙生态增长峰会上的一个金句，"随着终端的智能化、网联化发展，互联网正在进入万物皆可联、一切皆入口的超链时 代。"QuestMobile研究院院长王康说道。 如华为的"1+8+N"全场景智慧生活战略，其中"1"是手机，"8"则涵盖大屏、平板、PC 、可穿戴设备等八大核心终端，"N"是开放生态设备，通过多端协同与 场景化服务，为用户提供无缝连接的智慧体验。 鸿蒙自2019年萌芽， 截至目前，根据华为官方数据显示，鸿蒙生态设备数已突破10亿台，注册开发者达800万+，已覆盖TOP5000应用，满足用户99.9%使 用时长，"向阳而生，鸿蒙渐长"。 剧变的生活范式，将给商业带来哪些变化？企业又该如何适应它？ 鸿蒙生态用一体化的商业全景图，作出答案： 通过统一投放平台，整合应用分发、服务分发、互动媒体、AI等全域流量资源，实现高效协同。 在鸿蒙生态 一体化策略下，鲸鸿动能将围绕获量和提升转化持续演进，不断优化算法引擎能力驱动增长， ...

华为正大力争取开发者力量。 6月21日，在华为开发者大会2025（HDC 2025）活动上，华为常务董事、终端BG董事长余承东现身打卡小众应用展区，和开 发者代表进行了互动交流，并给开发者体验了华为Pura 80系列手机。据了解，目前鸿蒙注册开发者已经超过超800万人，仍保 持较高速度增长。 鸿蒙开发者数量突破800万 6月21日，余承东在探展华为开发者大会2025的展区时，关注到了一位农业从业者的逆袭案例：其借助鸿蒙开发工具的"拖拽 式开发+多端自动适配"能力，仅7天就将需求转化为爆款元服务，实现月活千万级突破。 此前一天，余承东曾公布鸿蒙生态的最新进展：搭载HarmonyOS 5的华为终端产品已超40款，超3万款鸿蒙应用和元服务正在 全速开发并积极更新；在政企办公应用方面，适配鸿蒙的通用办公平台已超100家，工作台支持快应用已超5万个，覆盖企业 超过3800万家。 但余承东也表示："鸿蒙系统的开发很难，但鸿蒙生态的建设更难。"不过他表示，虽然鸿蒙3万多款的应用数量，与安卓、 iOS十几万甚至几十万的应用数量差距还很大，但Top 5000的应用占到了消费者使用时长的99.9%，同时鸿蒙单框架的应用每 天都在 ...

Group 1 - The global economic landscape is increasingly uncertain due to rising trade protectionism, leading to frequent trade frictions and challenges for multinational businesses [1] - The slowdown in global economic growth has made it more difficult for companies to capture market share, as the overall market size is no longer expanding rapidly [1] - Intense industry competition has disrupted traditional market structures, exemplified by the decline of former giants like Nokia and Motorola in the smartphone sector due to their inability to adapt to market changes [1] Group 2 - Emerging companies are leveraging innovative technologies and unique business models to disrupt existing market order, putting traditional retailers under significant pressure [1] - Major retailers like Walmart and Carrefour are undergoing digital transformation to expand their online presence in response to the challenges posed by e-commerce [1] - The ability of companies to withstand risks and enhance competitiveness is increasingly important in the current economic climate, with organizational structure playing a crucial role in resource optimization [1][2] Group 3 - A well-defined organizational structure can facilitate quick adjustments to production and sales strategies in response to changing market demands, thereby preventing resource waste and excess inventory [2] - Clear division of responsibilities can improve decision-making efficiency, enabling departments to respond swiftly to complex market situations and seize opportunities while mitigating risks [2] - Effective communication and collaboration mechanisms can enhance a company's innovation capabilities, fostering idea exchange between departments to develop more competitive products and services [2]

Core Viewpoint - Apple is considering acquiring AI startup Perplexity AI to enhance its artificial intelligence capabilities and address the growing demand for AI talent and technology [1][2]. Group 1: Acquisition Discussions - Apple's executives, including Adrian Perica and Eddy Cue, have discussed the potential acquisition of Perplexity AI, although these talks are in the early stages and may not lead to a formal proposal [1]. - The acquisition could help Apple develop an AI-based search engine, particularly in light of potential impacts from the termination of its long-standing partnership with Google, which generates approximately $20 billion annually for Apple [1][2]. - Perplexity AI recently completed a funding round, achieving a valuation of $14 billion, which would make it Apple's largest acquisition if completed [2]. Group 2: Competitive Landscape - Apple and Meta are engaged in a broader talent competition, with Meta recently attempting to recruit Daniel Gross, a notable figure in AI [3]. - Meta's acquisition of a 49% stake in Scale AI for $14.3 billion is part of its strategy to build a "superintelligent" AI team, highlighting the competitive dynamics in the AI sector [2][3]. Group 3: AI Development Strategy - Apple's interest in Perplexity aligns with its efforts to catch up in the generative AI space, as it has been slow to launch its AI platform, Apple Intelligence, and has faced delays in redesigning its Siri project [4]. - Recent AI improvements announced at Apple's developer conference were limited, indicating a need for more substantial advancements in AI capabilities [4]. Group 4: Alternative Collaboration - Apple is also exploring a partnership with Perplexity, which could involve integrating Perplexity's AI search engine into Apple's Safari browser and Siri, rather than pursuing a full acquisition [5][6]. - Ongoing meetings between Apple and Perplexity suggest a serious consideration of a close collaboration, although potential obstacles include Perplexity's dealings with Samsung, a major competitor in the smartphone market [6].

市场费用流向造车：小米内外权力再分配 以下文章来源于思辨财经 ，作者仝志斌 思辨财经 . 思辨不是杠精，魔鬼藏在细节，关注产业，独立思考 文章来源于：长桥社区@ 仝志斌；欢迎加入长桥社区（详询"dolphonR124"）和投资大佬交流观点！ 今年4月之后，围绕小米营销和公关方面产生了一些话题，主要聚焦于：小米傲慢了，雷军膨胀 了，小米不是媒体的好朋友了等等，一时雄霸各种热搜。 上述观感都颇有几分道理，造车过于顺利也确实给小米带来了不一样的气质，而我们所要考虑的 是，小米是怎样一步步"忘记"初心的？ 本文核心观点： 其一， 今年春天小米的一系列舆论风波虽起于汽车业务，深层原因实则是内外利益的重新洗盘； 其二， 2025下半年年手机业务毛利率将继续承压，家电的蜜月期也将进入尾声，此两大业务将 以"守"为主，内部预算仍然将倾斜于汽车业务； 其三， 小米不如重新找回与粉丝打交道的初心。 小米发迹于手机业务，彼时管理层主要面临： 1）智能手机虽然已是如火如荼，但仍然是"中华酷联"靠合约机打天下的时代； 2）小米以高性价比闻名（也就是低价策略），毛利率非常之薄（手机毛利率多在3%上下）。 此时小米若要与行业寡头硬碰硬，首 ...

Core Viewpoint - OPPO is facing significant challenges in the competitive smartphone market, with a notable decline in market share and sales, particularly in the high-end segment, as it struggles to maintain its position against rivals and adapt to changing consumer preferences [1][2][10]. Group 1: Market Position and Performance - OPPO's market share in the Chinese smartphone market has dropped from 19.6% in Q1 2023 to 15.7% in Q1 2025, reflecting a decline from first to fourth place [2][12]. - In the European market, OPPO's share of foldable smartphones fell by 63% year-on-year, dropping from third to seventh place [1]. - Global data indicates that OPPO is one of the few brands among the top five smartphone manufacturers experiencing a decline in shipment volume, with a drop of 5% to 9% [1][10]. Group 2: Strategic Shifts and Challenges - The shift from a "product ocean" strategy to a "hit product" logic highlights the changing competitive landscape, where innovation efficiency and scale are crucial [3][7]. - OPPO's early success was driven by a diverse product matrix and rapid market penetration, but the current market saturation has diminished the effectiveness of this approach [5][7]. - The company has struggled to establish a strong foothold in the high-end market, with its flagship products facing price drops and competition from established brands like Apple and Huawei [10][11]. Group 3: Technological and Brand Positioning - OPPO's attempt to enhance its high-end offerings with the Find X8 series saw a 66% increase in first-quarter sales compared to the previous generation, but the brand still lacks a strong premium image [10][11]. - The discontinuation of its chip design company has hindered OPPO's ability to differentiate itself in the high-end market, exposing weaknesses in its strategic direction [11]. - The company's pivot towards AI technology, including the establishment of an AI center and the introduction of AI features in its products, represents a new direction, but it faces stiff competition from other brands also investing in AI [13][14]. Group 4: Distribution and Market Dynamics - OPPO's traditional distribution channels, particularly "couple stores," are under pressure as consumer preferences shift towards high-end retail environments [12]. - The decline in the effectiveness of these channels poses challenges for OPPO as it seeks to penetrate the high-end market, where competitors have already established a strong presence [12]. - The overall smartphone market is experiencing a transformation, with a focus on premium products and advanced technology, making it imperative for OPPO to adapt its strategies accordingly [12][14].

Group 1: JD.com Performance - JD.com achieved record sales during the 618 shopping festival, exceeding expectations with a projected 13% year-over-year revenue growth for Q2 2025 [1] - The number of active users increased by 100% year-over-year, significantly outperforming industry averages, with total orders reaching 2.2 billion [1] - JD.com founder outlined a long-term strategic plan focusing on domestic retail and six new business areas, including food delivery and logistics, alongside a three-year zero-commission strategy [1] Group 2: Online Travel Agency (OTA) Strategy - JD.com announced a three-year zero-commission policy for hotels joining the "JD Hotels + Membership" program, aiming to strengthen its supply chain [3] - The company is actively cross-selling to its existing user base of 80 million individuals and 800,000 small and medium enterprises [3] - Competitors like Ctrip and Tongcheng have ceased sharing hotel inventory with JD.com, leading to a reduction in available hotel listings on the platform [3] Group 3: Xiaomi Performance - Xiaomi reported a GMV of 35.5 billion RMB during the 618 shopping festival, reflecting a 35% year-over-year increase, aligning with expectations [4] - This GMV represents 71% of Goldman Sachs' projected revenue for Q2 2025 from China's smartphone and AIoT sectors [4] - Upcoming product launches include new models in automotive, smartphones, smart devices, and home appliances [4] Group 4: Chinese Baijiu Market Insights - Sales in the baijiu sector have faced a short-term demand shock due to anti-luxury consumption policies, with expected volume declines of 30% to 50% in June [9] - The enforcement of these policies will be a key observation point, particularly during the peak season in August and September [9] - Brand performance is diverging, with Moutai's wholesale price remaining stable while Wuliangye's price has weakened [9] Group 5: Sony Group Outlook - Sony's gaming and network services segment is expected to see sustained profitability due to diversified content acquisition channels [12] - The company aims to enhance user engagement across multiple console generations, mitigating the impact of hardware transitions on profitability [12] - A 12-month target price of 4,600 JPY has been set for Sony, reflecting confidence in its growth trajectory [12]

中国政府对利用应付账款和票据的资金周转政策实施了调整。指示从纯电动汽车（EV）产业 开始，将对供应商的支付账期控制在60天以内。据估算，采购欠款高达5万亿日元的比亚迪 （BYD）因为政策调整最多面临每年4000亿日元的成本增加，股价在最近一个月里下跌一 成。依赖"赊账"的增长正在迎来转折点。 "为落实国家及相关部委就保障产业链供应链稳定、促进汽车产业高质量发展作出的一系列部 署要求，为助力中小企业健康发展，比亚迪汽车宣布，将供应商支付账期统一至60天内"，比 亚迪6月11日凌晨在社交网络上发表了简短声明。局部超过200天的支付账期将大幅缩短。 除上海汽车集团等国有大型企业之外，民营企业的浙江吉利控股集团、小鹏汽车和小米等主 要纯电动汽车企业也纷纷宣布将缩短支付账期。 "将供应商支付账期统一至60天内"，比亚迪近日发表声明，宣布将针对供应商等的局部超过 200天的支付账期将大幅缩短。据估算，采购欠款高达5万亿日元的比亚迪最多面临每年4000 亿日元的成本增加，股价在最近一个月里下跌一成…… 丸红中国的经济研究总监铃木贵元表示："中国中小企业的资金周转状况持续严峻，对政府来 说是一个挑战"。目前可以看到的局面是， ...