Core Insights - The domestic smartphone market in 2025 saw vivo (including iQOO), Xiaomi (including REDMI), and Apple each surpassing 40 million units in activation sales, ranking as the top three brands [2][3] - The competition among leading brands is extremely tight, with the top two brands differing by only 200,000 to 300,000 units, indicating a highly concentrated market structure [2][3] - In terms of annual target completion rates, vivo achieved 95.90%, iQOO slightly exceeded its target at 100.82%, Xiaomi reached 103.93%, and Apple led with a completion rate of 107.39%, reflecting better-than-expected sales performance [2][3] Market Performance - From January to November 2025, the total smartphone shipment in the domestic market reached 282 million units, representing a year-on-year growth of 0.9% [2][3] - The shipment of 5G smartphones was approximately 244 million units, showing a year-on-year increase of 1.3%, which accounted for 86.6% of the total shipments, indicating that 5G devices have become a mainstream consumer choice [2][3] Strategic Outlook - Looking back at 2025, vivo, Xiaomi, and Apple maintained their leading positions through solid product strategies and precise market tactics [4] - Apple's performance exceeded expectations, reinforcing its strong brand appeal [4] - As the industry moves into 2026, the focus will be on exploring growth opportunities within a saturated market and continuously optimizing product structure and user experience to solidify positions [4]

Core Insights - The smartphone market has undergone significant changes from 2024 to 2025, with Xiaomi emerging as a major winner, moving from sixth to second place in market share [4][5][7] - Vivo maintained its position as the top brand for two consecutive years, while Apple remained in third place [5] - Huawei dropped from second to fourth place, and OPPO fell from fourth to fifth, indicating a reshuffling of the market [5] Group 1: Market Share and Rankings - In 2024, the top five brands were Vivo, Huawei, Apple, OPPO, and Honor, with Xiaomi ranked sixth [3][4] - In 2025, Xiaomi's rise to second place is notable, while Vivo, Huawei, and Apple retained their respective positions [5][7] - The total market share of the top six brands accounted for approximately 94% in 2025 [1] Group 2: Performance Metrics - Vivo's shipment volume in 2024 was 49.3 million units, with a market share of 17%, showing an 11% growth from 2023 [4] - Huawei's shipment volume increased significantly by 37% to 46.0 million units in 2024, but it fell to fourth place in 2025 [4][5] - Xiaomi's competitive pricing strategy, combined with promotional discounts, is expected to enhance its market position significantly in 2025 [7] Group 3: Market Dynamics - The smartphone market is characterized by intense competition, with brands like Xiaomi leveraging cost-effectiveness to gain market share [7] - The data presented by a blogger, while not officially verified, reflects trends observed in sales rankings during major shopping events [9]

Core Viewpoint - The geopolitical situation in Venezuela has dramatically changed following a large-scale military strike by the United States on January 3, 2024, resulting in the abduction of President Maduro and his wife, which has drawn widespread international attention [1] Group 1: China-Venezuela Economic Cooperation - The economic cooperation between China and Venezuela has gained increased attention due to the severe geopolitical situation [3] - Since the establishment of diplomatic relations in 1974, the bilateral relationship has steadily developed, entering a fast track in the 21st century, with a comprehensive strategic partnership established in 2014 [3] - In September 2023, both countries announced the elevation of their bilateral relationship to an all-weather strategic partnership [3] Group 2: Trade and Investment Data - In 2024, the bilateral trade volume reached $6.4 billion, a year-on-year increase of 52.5%, with China's exports accounting for $4.8 billion (up 39.1%) and imports at $1.6 billion (up 119.2%) [4] - Major exports from China include electrical appliances, computers, electronic products, and machinery, while imports mainly consist of organic chemicals and iron ore [4] - By May 2025, Chinese brands Tecno and Xiaomi held a combined market share of 50.6% in the Venezuelan mobile phone market, with Tecno's share increasing by 12.6% to 31.6% [4] Group 3: Economic Complementarity - The high degree of economic complementarity between China and Venezuela supports their cooperation, with Venezuela's rich natural resources, including the world's largest proven oil reserves of 300 billion barrels, meeting China's market demands [5] - China possesses a complete industrial chain and strong engineering capabilities, which can support Venezuela's economic and social development [5] - Cooperation has been fruitful in various sectors, including energy, finance, electricity, mining, housing, and healthcare [5] Group 4: Challenges and Uncertainties - Despite the positive developments, Chinese enterprises face challenges in Venezuela due to the country's economic situation and external sanctions [5] - The recent U.S. military actions have further destabilized the region, introducing new uncertainties for China-Venezuela economic cooperation [5] - The international community is closely monitoring the situation, with multiple countries and organizations condemning the U.S. actions, leading to widespread protests in several Latin American countries [5]

巧合的是，第二天就有一家目前炙手可热的明星创业公司给出了不同示范。 1月4日市场上传出消息称，宇树科技上市的绿色通道被叫停。当天下午官方就给出回应，它是这样说的： 1月3日晚间，雷军用一场长达4小时的拆车直播，对此前舆论关注的热点事件逐一回应。不过小米关闭了直播间的评论功能，用户无法针对雷军的回应进 行互动。 在这场直播中，有关拆车的部分清晰明了，小米做得非常专业。但是回应质疑的部分，很多说辞依然缺乏说服力。 "该报道涉及我司上市工作相关动态情况的内容与事实情况不符，我司未涉及申请'绿色通道'相关事宜。相关报道误导公众认知，已严重侵害我司合法权 益。" 这个回应简洁干脆，没有弯弯绕绕，直击核心问题——我没申请过绿色通道，又何来绿色通道被叫停的说法？ 单就回应方式而言，王兴兴算是被动给雷军打了个样。而小米这场看似回应了一切的直播，仍然有些问题避重就轻。 这个焦点话题主要是由小米公关部总经理徐洁云出面回复（背锅）的。 他解释称这是行业惯例，为了符合广告法要求，不算虚假宣传。这确实是常见的行业陋习，很多手机厂商都在宣传中用过这种方式，此前也引发过不少用 户不满。 但"大家都干了"，不代表小米也要干。 尤其是雷军的人 ...

2026年元旦假期，国内手机市场在国家消费品以旧换新政策的强力拉动下迎来"开门红"。机构数据显 示，受首批625亿元国补资金及"即买即补"便利政策驱动，元旦假期手机市场销量同比增长16.2%，其中 OPPO以32.4%的同比涨幅登顶主流手机厂商涨幅榜，成为政策红利下的最大赢家之一。 此次国补政策于2026年元旦前夕由国家发改委、财政部联合明确落地，覆盖数码产品及一级能效家电， 对符合条件的产品按售价15%给予补贴，单件手机补贴最高可达500元，且通过线上线下全渠道"即买即 补"流程简化申领环节，无需垫付后报销，极大降低了消费者购机成本与时间成本。政策覆盖范围从千 元机至6000元内旗舰机，叠加厂商以旧换新加码、平台满减活动，形成多重优惠叠加效应，有效对冲了 存储芯片涨价带来的购机成本压力，激活全民换机需求。 在整体市场升温的背景下，OPPO凭借全价位段精准布局实现32.4%的同比涨幅，远超行业16.2%的平均 水平，登顶主流手机厂商涨幅榜。其中两大核心价位段表现尤为亮眼：2.5K-4K价位段受益于Reno15系 列与一加Ace6系列的持续卖座，同比涨幅高达60%，成功斩获该价位段市场份额第一；4K-6K高端价 ...

Economic Outlook - China's economy is expected to reach 140 trillion yuan this year, marking a significant increase in economic, technological, and national defense strength [1] - The country is experiencing a rise in people's sense of gain, happiness, and security, contributing to a positive economic outlook [1] Automotive and Technology Industry - The introduction of the first L3-level autonomous driving special license plates in Beijing and Chongqing signifies China's leadership in the electric vehicle sector and its rapid advancement towards smart technology [3] - The integration of various advanced technologies, including AI models and robotics, is injecting vitality into multiple industries, showcasing the deep fusion of technology and industry [3] Cultural and Tourism Sector - The cultural and tourism market is thriving, with increased attendance at cultural venues and events, reflecting a growing demand for cultural experiences and boosting consumer confidence [4] - The popularity of traditional culture and its representation in modern media is enhancing cultural self-confidence and contributing to domestic consumption [4] Social Policies and Consumer Support - New social policies, including free preschool education and the addition of 114 new drugs to medical insurance with an average price reduction of over 60%, are aimed at improving people's livelihoods [5] - The government is focusing on supporting the consumption of smart products and facilitating upgrades in various sectors, which aligns with the trend of high-end, intelligent, and green consumption [5]

今年是"十五五"开局之年，党和国家事业有了新的奋斗蓝图，每个家庭有着新的规划和目标，每个人心中也有新的Flag。新年到来之际，你有哪 些新期许？ "仓廪足而知礼仪"。如果说物质上的富足是"面子"，那么精神家园的充盈就是"里子"。从文博场馆里的"人从众"，到电影院、演唱会的万人空 巷；从"城超""村超"的喧天锣鼓，再到冰雪赛道上的风驰电掣；从悟空、哪吒变身文化出海"形象大使"，到古韵国风成为"顶流审美"……文旅市 场的繁荣与活跃，不仅满足了越来越多人对"诗与远方"的渴求，坚定了文化自信，更为扩大内需、促进消费送上一记"神助攻"。 今年，汽车、家电、手机等产品继续享受以旧换新"国补"的同时，政策更加注重"精耕细作"，加大对智能化产品的消费支持力度，满足居民对新 技术、新产品、新场景的需求，顺应高端、智能、绿色的消费升级新趋势。大规模设备更新也将新增老旧小区加装电梯、养老机构、消防救援设 施、检验检测、线下消费商业设施等领域。"两新"政策巧妙地运用杠杆"四两拨千斤"，在惠民生和促消费之间架起了桥梁，把14亿多人口超大规 模市场优势转化为高质量发展的澎湃动能。 此外，我国将实施稳岗扩容提质行动；逐步推行免费学前教育； ...

市财政局抓好政策资金项目争取，争取新增专项债677亿元支持307个重点项目建设，项目总投资超5100 亿元；统筹资金47.65亿元支持汽车、家电、手机等消费品以旧换新，发放1.8亿元惠民消费券，让市民 乐享实惠；优化离境退税政策，实现"即买即退"，促进退税商品销售额同比增长56.4%；自贸片区获批 实施离岸贸易印花税优惠政策，带动贸易规模增长超80％。支持民营经济健康发展，开展惠企政策"直 达快享"改革试点，兑现资金40.82亿元；政府性融资担保扩面增量，截至11月底在保余额162亿元，增 长23.9%。 2025年12月31日，记者从青岛市财政局了解到，在财税部门共同努力下，2025年青岛市地方一般公共预 算收入完成1340.7亿元，税收收入完成950.5亿元。 2025年，市财政局认真贯彻落实市委、市政府工作部署，以更加积极的财政政策推动全市经济持续回升 向好，为青岛建设现代化国际大都市提供坚实支撑。 实施更加积极的财政政策，全力稳增长扩内需 统筹运用政策工具，加大重点领域支持力度 科技创新方面，每年安排15％资金增长支持科技创新发展，设立财政科技股权投资专项支持科研项目和 成果转化，落实税费优惠政策全年 ...

本文来自微信公众号： 字母PRO ，作者：薛亚萍，题图来自：视觉中国 乔布斯重新定义智能手机，罗永浩重新定义7点。 以下文章来源于字母PRO ，作者薛亚萍 字母PRO . 了解互联网巨头们的一切。 在一片调侃声中，罗永浩比预期晚了48分钟，站在年度科技分享大会的舞台上。虽未如期而至，但 欢呼依旧，直播间人数冲至70万。当晚仅抖音平台，就有950万人看过罗永浩直播。 不过，外界对这场大会的"科技含量"不乏质疑。观众期待罗永浩高调回归带来的是重磅级的AI产 品，但是在他们看来，这些产品较为常规。连他自己的"且听"，也被弹幕刷屏"罗永浩的自嗨"。 在外界看来，整场大会除了没有挂上小黄车外，和直播带货并无太大差异。此外，活动中失误频发， 除了延迟，PPT内容多次出错。连罗永浩也承认，这是少有的中途退场最多的一次活动。 更多的还有遗憾。开始之前，外界期待罗永浩能够谈及科技圈热门项目——字节豆包手机，但罗永浩 并未涉及，对于细红线的最新进展，也没有讲述更多。 但是这场大会依然赚足了关注。当晚，罗永浩承诺，门票免费，全部退还；约166万门票收益捐给香 港大埔，由罗永浩公司承担；约300万元盲盒收入捐给科技行业；本次活动的收 ...

经济学家张维迎说："这世界并非注定如此，它之所以如此是 因为有人做了一些与众不同的事"。 作者：宋笛 封图：本报资料室 编者按：2025年，经济观察报以"我们的四分之一世纪"为年终特刊主题，旨在通过数十位时代亲 历者的故事，共绘一幅属于这段岁月的集体记忆图谱。本文系特刊卷首语。 经济观察 世界并非注定如此 宋笛|文 这可能是人类历史上最热闹的一晚, 1999年12月31日,从纽约到北京从伦敦 到上海,人们要集在一起,等待千禧年的到来, 这是新世纪的开端,高速唱长的经济与全 球化和技术进步交织,蒸磁着一种异常乐观的 十禧氛围,各种机调以平年可得, 当跨年钟声响起时,18岁的张悦然养在 济南泉城广场欢呼的人群中,次年,她就在新 概念作文出赛上盒奖,H了个人小说集,或为 和韩寒、郭敏明一样的"80后作家 2001 年,25岁的许知远加人刚刚创刊的 《经济观察报》,成为这家精鱼报纸的丰管 2004年,刚毕业的时晓曦进人还如日中 天的诺基亚,成为首批本土设计师。两年后,他 参与了语基亚 1200的设计,这款当时的冷厂 机型最后在全球卖了 1.5 亿台。 新柱纪初,中国大龙上涌动着一种改变的 情绪。90年代的改革锐气仍存 ...