第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 6月3日，外交部发言人林剑主持例行记者会。有记者提问，美方近期不断声称中方违反中美日内瓦经贸 会谈共识，采取一系列消极行动。请问中方对此有何回应？林剑表示，商务部发言人此前已就此阐明中 方严正立场。日内瓦共识是中美双方在相互尊重、平等协商的原则下达成的，中方本着负责任的态度， 认真落实日内瓦共识。林剑指出，美方在毫无事实根据的情况下，对中方抹黑指责，出台对华芯片出口 管制，暂停对华芯片设计、软件销售，宣布撤销中国留学生签证等极端打压措施，严重破坏日内瓦共 识，也损害了中方正当权益。中方对此坚决反对，已提出严正交涉。 李在明当选韩国总统 据央视新闻报道，4日，韩国中央选举管理委员会召开全体会议，表决通过了大选投票结果的议案。根 据大选开票结果，正式确定共同民主党候选人李在明为总统当选人，第21届韩国总统李在明的任期自当 地时间6月4日6时21分正式开始，包括军队统帅权在内的总统所有固有权限自动转到李在明手中。 美国白宫宣布提高进口钢铝关税至50% 当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从 25%提高至50 ...

Core Viewpoint - Apple is under pressure from former President Trump to produce iPhones in the United States, with threats of a 25% tariff if they do not comply [1][4][9]. Production and Manufacturing - Apple does not manufacture iPhones directly; instead, it relies on Foxconn for production [1]. - Despite Trump's previous promises in 2016 to bring production back to the U.S., Apple has not moved its production lines back and has instead shifted to countries like India, Vietnam, and Thailand [2][3]. - Currently, 80% of iPhones are produced in China, and Apple has no plans to manufacture any products in the U.S. [3]. Economic Considerations - Producing iPhones in the U.S. would significantly increase costs, potentially raising the price of an iPhone to over $2000 [7]. - The cost of tariffs (25%) is minor compared to the overall production costs associated with relocating manufacturing to the U.S. [9][10]. - The investment required for U.S. production would be difficult to recoup, especially as the smartphone market evolves [12][13]. Labor and Supply Chain - The U.S. lacks the necessary skilled labor and supply chain infrastructure that China offers, making it impractical for Apple to shift production [18]. - China provides a vast labor pool and a dense supply chain, which are critical for the assembly of iPhones [18]. - Apple has previously attempted U.S. production but faced challenges, such as sourcing components like screws, which are readily available in China [14][15]. Strategic Shifts - Apple is gradually increasing production capacity in India while still relying heavily on China for complex components [20]. - The assembly process in India involves completing the final steps of production, but most components are still sourced from China [20][22]. - Trump's vision of revitalizing U.S. manufacturing for Apple is seen as unrealistic given the current market conditions [22].

三星仍居榜首，苹果强势增长 按照手机品牌划分，根据Canalys的数据，2025年第一季度，全球智能手机市场中，三星、苹果、小米、vivo、OPPO位列前五名。 其中三星以6050万台的出货量位居全球第一，市占率为20%。尽管仅录得1%的同比微增，但凭借新款旗舰产品与A系列的平价优 势，仍有效稳住基本盘。另外，除了非洲市场以传音占据主导地位，三星位居第二，在西欧、拉丁美洲、亚太地区（除大中华区），三 星的市场份额均位于第一。 | | Worldwide: top smartphone vendors, Q1 2025 | | | | --- | --- | --- | --- | | | Vendor | Unit share | Annual growth | | #1 合 | Samsung | 20% | +1% | | #2 - | Apple | 19% | +13% | | #3 # | Xiaomi | 14% | +3% | | #41 | vivo | 8% | +7% | | #5 个 Source: Canalys Estimates (sell-in shipments), Smart ...

| Vendor | | | Unit share | Annual growth | | --- | --- | --- | --- | --- | | #1 1 | | Samsung | 22% | -5% | | Apple | #2 | | 14% | +20% | | #3 1 | | vivo | 13% | +9% | | Xiaomi | #4 · | | 12% | -20% | | OPPO | #5 | | 10% | -14% | | Source: Canalys Estimates (sell-in shipments), Smartphone Analysis, May 2025 | | | | Canalys | 全球重点市场： Canalys（现并入Omdia）最新研究显示，2025年第一季度，全球智能手机市场仅实现0.2%的增长，出 货量达2.969亿台。由于阶段性换机高峰进入尾声以及厂商寻求更健康的库存水位，全球智能手机市场增 速已经连续三个季度回落。三星凭借最新旗舰产品的发布以及性价比A系列新品巩固了第一的位置，出货 量达6050万台。苹果凭借其在亚太新兴市场以及美国 ...

（Starship）从复合材料转向不锈钢材料的决策过程和技术逻辑。马斯克表示，早期的Atlas火箭使用 不锈钢，但人们肯定（错误地）认为它远不如复合材料。综合考虑所有因素，包括低温下的应变硬化 强度、韧性、附件焊接的便利性、无需涂漆以及在大气进入过程中的耐高温性，对于星舰而言，钢材 比复合材料更具优势。而且其成本仅为复合材料的2%。（新浪科技） 1.【马斯克回应用不锈钢替代复合材料来制造火箭】马斯克在社交平台X上回应了关于SpaceX星舰 2.【机构：Q1拉丁美洲智能手机出货量同比减4%，终结连续七个季度的增长】研调机构 Counterpoint Research今日发布报告表示，拉丁美洲智能型手机市场2025年第一季出货量同比减 4%，结束自2023年第二季以来连续七个季度的年增长趋势。主要市场面临严峻经济挑战，整体表现 呈现分歧态势，除阿根廷与智利持续成长外，墨西哥与巴西均出现明显下滑。品牌竞争方面，苹果与 小米凭借策略性新品发表成功拿下市占，成为第一季主要赢家。苹果通过新推出的iPhone 16e成功 吸引消费者目光，该机款在墨西哥700至800美元价位带销售排行榜名列前茅，售价低于其他16系列 机型且 ...

Core Insights - Huawei officially announced the launch of the Pura 80 series, with a press conference scheduled for June 11, 2025, at 14:30, generating significant interest in the high-end smartphone market [1] - According to Counterpoint Research, Huawei regained the top position among domestic brands in Q1 2025 with a market share of 19.4%, largely due to the strong performance of the Pura 70 series, which surpassed 10 million units in sales within a year [1][4] Group 1 - The Pura 80 series is expected to feature innovative imaging capabilities, including a new one-inch CMOS sensor and enhanced telephoto capabilities, marking a significant advancement in mobile imaging technology [4] - Huawei's continuous innovation in imaging has established it as a core competitive advantage, with past milestones including the introduction of dual-camera systems and the launch of its own imaging brand, XMAGE, in 2022 [4] - The upcoming Pura 80 series will be the first high-end flagship in the Pura line to run on HarmonyOS 5, offering consumers a comprehensive experience of the new operating system [5] Group 2 - The market is eagerly anticipating the June 11 launch event, with expectations that the Pura 80 series will reaffirm Huawei's position as a leader in mobile imaging technology [5]

Group 1 - Lei Jun, founder of Xiaomi, stated that the delivery volume of the Xiaomi SU7 model exceeded 28,000 units in May 2025, and he commented that "slander is itself a form of admiration" [5] - Lei Jun's statement is speculated to be a response to Huawei's executive Yu Chengdong's remarks about the marketing capabilities of companies from other industries that have successfully sold cars [5] - Yu Chengdong claimed that despite the quality and performance of Huawei's products being superior, they are outsold by these other companies due to their strong marketing abilities [5] Group 2 - Apple is not expected to rename the iPhone 17, despite speculation about significant changes to its operating system naming conventions [6][7] - Analyst Mark Gurman noted that changing the iPhone naming convention could surprise consumers who are accustomed to the current system, as it may make older models seem outdated [6][7] Group 3 - Apple's global smartwatch market share has decreased from 28% in Q4 2024 to 20% in Q1 2025, representing a 9% year-over-year decline, although it remains the leading brand [8][14] - In Q1 2025, China accounted for 29% of global smartwatch shipments, experiencing a 40% year-over-year growth, driven by brands like Huawei, iQOO, and Xiaomi [14] Group 4 - A report highlighted that China's AI capabilities are rapidly advancing, with DeepSeek's latest model ranking second globally, just behind OpenAI [13][15] - The report indicated that several Chinese AI labs are adopting an "open weights" strategy, with DeepSeek's R1 series solidifying its leading position in the market [15] Group 5 - The CEO of Anthropic warned that AI could replace up to half of white-collar jobs in the next five years, potentially raising unemployment rates to between 10% and 20% [20][22] - He emphasized the need for policymakers to prepare for the societal impacts of AI, as many people are unaware of the imminent changes [22] Group 6 - Faraday Future's CEO Jia Yueting announced that the FX Super One model will have its global online launch on July 17, 2025, following a private event on June 29, 2025 [25] - The FX Super One is expected to be a pure electric vehicle, with plans for a version featuring a super AI hybrid electric drive system [25]

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 美宣布提高钢铝关税至50% 欧盟：深表遗憾 将继续谈判 当地时间6月2日，欧盟委员会新闻发言人表示，欧盟对美国宣布将钢铁和铝关税从25%提高至50%深表遗憾，这一决定进一步加剧了大西洋两岸的经济不确 定性。发言人称谈判仍在继续——双方已同意加快谈判进程，本周将举行会谈。欧盟贸易专员塞夫科维奇将于6月4日在法国巴黎会见美国贸易代表格里尔。 英国宣称要建12艘核潜艇 英国首相斯塔默2日发布英国《战略防务评估》，宣布将投资150亿英镑（约合203亿美元）用于保障未来数十年的核威慑力量，并打造12艘新的攻击型核潜 艇。斯塔默声称，英国必须"为战争做好准备"，来自俄罗斯的威胁"不容忽视"。 马斯克最新发声：不想为美政府所做的一切承担责任 当地时间6月1日，美国企业家埃隆·马斯克当日在接受美国哥伦比亚广播公司的采访时表示，他不想公开反对美国政府，但也不想为政府所做的一切承担责 任。马斯克在采访中表示，他所领导的"政府效率部"成了一切的替罪羊，所有的裁员无论是真是假都被怪罪到了"政府效率部"的头上。 【观国内】 应急管理部调度指导西藏丁青县山体滑坡抢险 ...

中国制造的转型升级之风正刮向全球，为中国产品赢得更多尊重与认可。但我们也应清醒地认识到，与 世界其他制造强国相比，仍存在差距和挑战。在部分高端核心技术领域，需加大研发投入，突破技术瓶 颈；在品牌国际化进程中，要提升品牌的全球知名度和美誉度，打造更多具有国际影响力的中国品牌。 展望未来，中国制造将继续秉持创新驱动、时尚引领的发展理念，整合全球资源，加强国际合作，在高 质量发展轨道上砥砺前行。我们有理由相信，中国制造必将在全球舞台上绽放更耀眼光芒，为世界消费 者带来更多惊喜，为全球经济繁荣发展贡献更强大的中国力量。 （作者为中国社会科学院工业经济研究所副研究员） 在白色家电领域，海尔、美的、格力等品牌在欧美、亚太等地区的市场份额显著，冰箱、洗衣机、空调 的全球市场份额已超过50%。扫地机器人、洗地机、割草机器人等智能清洁电器逐渐成为海外消费者的 热门选择，科沃斯、石头、追觅等中国品牌的产品在欧美市场广受欢迎，部分国家的市场占有率已超过 30%。 在玩具领域，中国已连续多年保持全球最大玩具生产国、出口国地位。随着产业发展集群化、产业链上 下游日益完善、产品研发创新能力增强，多个中国玩具品牌脱颖而出，外观设计和功能从 ...

Core Viewpoint - The discussion around the "buying iPhone 15 for 2000" highlights significant consumer traps, urging consumers to remain vigilant against seemingly attractive low prices [1][3]. Group 1: Consumer Awareness - The official starting price for the iPhone 15 is 5999 yuan, making the 2000 yuan offer suspicious due to the substantial price difference [1]. - Numerous consumers have fallen victim to counterfeit and refurbished phones, leading to poor quality and performance issues [3]. - Common issues with counterfeit and refurbished phones include frequent malfunctions and safety hazards, such as battery risks [3]. Group 2: Identification and Prevention - Consumers are advised to identify counterfeit products by examining the phone's appearance and performance, noting that genuine products have superior craftsmanship and smooth operation [3]. - It is crucial for consumers to purchase from official channels, such as Apple stores or authorized dealers, and to request proper invoices [4]. - In case of falling into a consumer trap, individuals should first negotiate with the seller and, if unsuccessful, seek assistance from consumer protection agencies [4].