2026.01. 29 本文字数：1716，阅读时长大约3分钟 作者 | 第一 财经 王珍 19:37 .Il 5G ■ ]折叠手机 去哈尔滨的朋友,慎带 - 5折叠手机,去了一趟哈尔滨,冻坏了。维修 店说是 8 外语用文 合致力学院 27 座席 不要服务费 折叠屏手机东北变"碎碎冰"的话题隔了一年又火了起来。此图来自网络截图。 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位 小红书博主一年前的分享。 尽管折叠屏不抗冻的话题隔了一年"又火了"，调研机构预测，受苹果将入市等因素影响，折叠屏手机 今年出货量仍将增长，全球、中国出货量有望分别达2500万台和1300万台左右。而折叠屏手机在极 低温下的耐久问题仍有待超薄玻璃等材料的进步。 折叠屏冻坏话题隔年"又火" 2025年1月6日，上述博主在小红书上配图提醒说，去哈尔滨的朋友慎带折叠手机。她透露，其折叠 手机冻坏了；维修店说是因为温差，导致内屏漏液，买了碎屏险，还要服务费499元。当时这条内容 分享引发了上万网友关注、7000多条评论。 已关注 "折叠屏器件在低温下变硬、变脆而不耐折，这是物理特性问题，折叠屏在极端低温 ...

2026年1月28日上午，全市工业和信息化工作会议召开。会议坚持以习近平新时代中国特色社会主义思 想为指导，全面贯彻党的二十大和二十届历次全会精神，贯彻落实中央经济工作会议、全国工业和信息 化工作会议精神，贯彻落实省委"1310"具体部署和省委十三届七次、八次全会以及全省工业和信息化工 作会议精神，贯彻落实市委七届十一次、十二次全会精神，总结"十四五"及2025年工作成效，谋划"十 五五"发展思路及2026年重点工作，市工业和信息化局党组书记、局长黄强出席会议并讲话。 会议指出，在市委市政府的坚强领导下，全市工信系统牢牢扭住新型工业化这个关键任务，高质量推进 各项年度重点任务有序落地，交出了一份工信事业高质量发展的亮丽答卷。 连续四年保持全国工业"双第一" 工业经济发展势头良好，全市规上工业总产值、全部工业增加值连续四年保持工业全国城市"双第一"。 新能源汽车、智能手机、消费级无人机、数码相机、3D打印机等科技产品热销全球，"美好生活 深圳创 造"深入人心，全国全球市场"含深度"不断提升。 首次晋级成为"专精特新第一城" 新增专精特新"小巨人"企业347家、总量达1333家，增量、总量均居全国城市第一，成为全 ...

Group 1: Apple Developments - CounterPoint Research reports that Apple's iPhone 16 is projected to be the best-selling smartphone globally in 2025, with Apple holding 7 out of the top 10 spots in smartphone sales, while Samsung occupies 3 [1][3] - The top 10 models are expected to contribute 19% to the total global smartphone sales in 2025, indicating strong market dominance by leading brands [3] - The iPhone 17 series has seen an 11% increase in sales compared to its predecessor, driven by strong demand in the US, China, and Western Europe [3] - The iPhone 17 standard model has gained popularity due to its high refresh rate screen and increased storage, making it the standout model of the year [3] - The newly launched iPhone 16e is performing well in Japan and the US markets, contributing additional sales due to its lower entry price point [3] - Apple is in talks to adapt Brandon Sanderson's Cosmere universe into film and television, with a focus on the Mistborn series, which could lead to a significant expansion of content for Apple TV+ [6][9] Group 2: Automotive Industry Updates - Chery is reportedly negotiating to utilize Jaguar Land Rover's UK factory for car production, aiming to revitalize the existing plant's capacity [6][7] - The UK government is encouraging Chery to manufacture vehicles in the UK, viewing the collaboration as a viable option to address underutilized factory capacity [7] - A new mandatory national standard for automotive driver assistance systems will be implemented in China, requiring all light vehicles to be equipped with Automatic Emergency Braking (AEB) systems by January 1, 2028 [10]

Group 1 - ByteDance is set to launch the official version of the Doubao mobile assistant by the end of 2025, with the new device expected to be released in late Q2 2026, showing significant improvements over the first-generation test version [1] - The Doubao mobile assistant will continue its collaboration with ZTE Nubia for hardware, while ByteDance will focus on AI development, indicating a strategic partnership to enhance product capabilities [1][2] - The competition in the AI mobile assistant market is intensifying, with major players like Huawei, Xiaomi, and OPPO developing their own AI assistants, highlighting the importance of proprietary technology in the industry [2] Group 2 - ByteDance's collaboration with ZTE is partly due to ZTE lacking its own AI assistant, similar to Huawei's initial partnerships, which reflects the reluctance of many manufacturers to rely on external AI solutions [2] - The emergence of AI applications in various hardware, such as glasses and in-car screens, suggests a trend towards deeper integration between AI and hardware manufacturers, with companies like Alibaba also venturing into hardware production [4] - The development of AI phones is transitioning from mere technical demonstrations to a competitive "ecosystem battle," where companies will need to establish robust AI agents that can integrate with their ecosystems effectively [4]

据36氪，字节已于2025年底开启豆包手机助手正式版项目，新机预计将于2026年Q2中晚期发布。有供 应链人士称，字节对新机的预期不低，比第一代的测试版大大提升。在模式方面，豆包二代手机依旧合 作中兴努比亚，由中兴负责硬件，豆包负责AI。对此，字节方面暂无回复。 （文章来源：第一财经） ...

折叠屏手机的全球出货量今年预计将达到2500万台左右，其在极端低温下的耐久问题仍有待超薄玻璃等材料的进步。 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位小红书博主一年前的分享。 "（这个话题）又火了"，这位博主2026年1月28日向第一财经记者说，她的折叠屏手机已修好，正常用没问题。她是浙江人，去年到东北参加别人的婚礼。 她建议，折叠屏手机不要在那么低温的环境下拿出来，回屋以后，暖和一下，再掰开用。 至于多少度以下不能用，这位博主说，其实也有个概率问题。她后来在评论区看到，说明书上是有写的。对于说明书是否有写0摄氏度或者多少摄氏度以下 不能用，她说没注意看。 随着冬季东北冰雪旅游旺季到来，今年类似情况又再发生。在抖音平台，第一财经记者看到一位网友今年1月21日留言说，三折叠到了长白山千万不要打 开，并问长白山哪里可以修屏幕。其配图显示，折叠屏手机的屏幕在折叠处已有多条裂痕。这位网友告诉记者，她在长白山时的天气温度是-30摄氏度。 极低温下的耐用问题待解 群智咨询（Sigmaintell）副总经理兼首席分析师陈军向第一财经记者分析说，折叠屏手机在寒冷地区冬季使用时屏 ...

Core Viewpoint - The Austrian investment firm ACM and private equity giant Blackstone are considering selling their controlling stake in Leica Camera, with an overall valuation estimated between €1 billion to €1.2 billion (approximately ¥83 billion to ¥100 billion) [3][19]. Group 1: Sale Considerations - Multiple investment institutions have shown interest in acquiring Leica, including Asian private equity firm HSG, Swedish private equity company Altor Equity Partners, and Asian Optical Group [3][4]. - The negotiation process is still in its early stages despite the high interest from potential buyers [5]. - The current ownership structure of Leica consists of ACM holding 55% and Blackstone holding 45% [18]. Group 2: Historical Context - Leica was founded in 1849 and became a pioneer in the optical field, producing the first 35mm camera in 1913, which revolutionized photography [6]. - The company faced significant challenges during the digital imaging era, leading to financial difficulties and a near bankruptcy in 2004 [7][8]. - The Kaufmann family acquired a majority stake in Leica in 2005, providing liquidity and initiating a digital transformation [8]. Group 3: Blackstone's Role - Blackstone acquired a 44% stake in Leica in 2011 for approximately €130 million, revitalizing the brand and transforming it into a luxury label [10][12]. - The company's revenue doubled under Blackstone's management, with its valuation rising from €278 million in 2011 to the current €1 billion to €1.2 billion [16]. - Blackstone's investment strategy focuses on "buy, fix, and sell," which has been successfully applied to other brands like Hilton and Motel 6 [11]. Group 4: Financial Performance - Leica's revenue for the fiscal year 2024 is projected to reach €596 million, reflecting a year-on-year growth of 7.6% [15]. - The slowdown in revenue growth is a key factor prompting both major shareholders to consider exiting their investments [19]. Group 5: Future Considerations - The potential sale raises questions about how the new owners will maintain Leica's unique value in the digital age while exploring new growth opportunities [20].

点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...

去年，苹果豪赌iPhone系列的大幅重新设计，这也是其旗舰智能手机近十年来最重大的一次改版，然而 全新的超薄款iPhone Air并未获得消费者认可。 消费者智能研究伙伴公司（CIRP）的最新市场调研数据显示，在截至12月的该机型首个完整上市季 度，美国受访的iPhone购买者中仅6%选择了iPhone Air，其市场接受度远落后于iPhone17、17 Pro及17 ProMax。 这份报告显示，22%的受访者购入标准版iPhone 17，25%选择iPhone 17 Pro，27%入手高端的iPhone 17 ProMax。苹果定于周四下午发布财报，公布该季度iPhone全球营收，但公司并不会披露各机型的具体销 量数据。 尽管如此，iPhone Air的遇冷也引发了外界质疑：苹果在经典的标准版、Pro版、ProMax版iPhone阵容之 外，该如何实现产品创新突破？目前苹果尚未就iPhone Air的销量、下一代机型发布计划及生产调整事 宜回应置评请求。 责任编辑：陈钰嘉 去年，苹果豪赌iPhone系列的大幅重新设计，这也是其旗舰智能手机近十年来最重大的一次改版，然而 全新的超薄款iPhone Air并未 ...

Core Insights - The smartphone market in 2026 is facing significant changes due to rising prices and supply chain challenges, with manufacturers needing to enhance their collaborative response capabilities [1] - The competition is shifting from merely pricing and configuration to a multidimensional battle involving supply chain resilience, cost control, AI technology implementation, and new hardware innovation [1] Supply Chain and Cost Dynamics - The ongoing rise in storage prices is creating pressure on manufacturers, leading them to reconsider their pricing strategies and cost structures [2][3] - Smaller manufacturers, particularly those targeting the budget segment, are under greater pressure compared to larger brands that can afford to maintain their supply chains [2] - The impact of rising storage costs is significant, particularly for models priced under $100, which may face price increases, while higher-end models can offset costs through adjustments in configuration and marketing expenses [2][3] New Hardware and AI Integration - The exploration of new hardware forms, such as foldable phones and smart glasses, is becoming crucial as the smartphone market matures [4][5] - The global foldable phone shipment is expected to rise significantly in 2026, driven largely by Apple's entry into the market [4] - AI technology is increasingly influencing the development of new products, with a focus on optimizing performance and user experience in smart glasses and handheld imaging devices [8][9] Market Trends and Future Outlook - The first half of 2026 will be critical for smartphone brands to adjust their production and product structures in response to rising costs [3] - The rapid evolution of AI technology is expected to lead to a diverse range of new smart terminal products, enhancing market prospects for 2026 [8] - Collaboration and flexibility in product development are essential for companies to meet market demands and consumer expectations effectively [9]