去年11月，包括苹果iPhone在内的外资品牌智能手机出货量同比大幅下降了47.4%，当时引发了关于"苹果 手机遇冷"的议论。 一位智能手机分析师向第一财经记者指出："今年11月苹果智能手机大幅增长还是因为iPhone 17系列的销 量突出，iPhone 17的性价比确实很不错。" 苹果公司不披露iPhone智能手机在各个市场的销量情况。根据市场研究公司Counterpoint Research的数据， 今年10月，苹果智能手机在中国的市场份额攀升至25%，创下三年单月市场份额新高，其中iPhone 17系列 在苹果当月总销量中占比超80%，iPhone 17和iPhone 17 Pro Max均实现两位数增长。 业内人士向第一财经记者分析称，中国销售的外资品牌的智能手机绝大部分以苹果iPhone手机为主。据 2024年的相关统计数据，苹果iPhone在中国外资品牌智能手机市场中的占比为70%至75%。 中国销售的外资品牌的智能手机绝大部分以苹果iPhone手机为主。今年11月苹果智能手机大幅增长还是因 为iPhone 17系列的销量突出。 苹果iPhone 17系列手机在中国的销售打了一场"翻身仗"。 据第 ...

Core Insights - The event marked the launch of the Xiaomi 17 Ultra and the upgraded strategic partnership with Leica, celebrating Xiaomi's 15th anniversary and Leica's 100th anniversary [1][3][12] - The Xiaomi 17 Ultra is positioned as a high-end flagship device, introducing significant technological innovations, particularly in mobile imaging with optical zoom capabilities [3][7] Product Launch Details - The Xiaomi 17 Ultra is available in four colors, with pricing starting at 6,999 yuan for the 12GB+512GB model and going up to 8,499 yuan for the 16GB+1TB model [5] - The event also introduced several other products, including the Mijia Central Air Conditioning Pro and Xiaomi Buds 6, with prices ranging from 699 yuan to 51,999 yuan [6] Technological Innovations - The Xiaomi 17 Ultra features a new 1-inch sensor and a 200-megapixel camera, marking a shift from digital cropping to optical zoom, thus enhancing image quality [7][9] - The long-focus lens is the first Leica APO optical certified lens in mobile imaging, showcasing Leica's high standards for optical performance [11] Strategic Developments - The partnership with Leica has evolved into a "strategic co-creation model," integrating Leica's optical and design expertise into Xiaomi's products [7] - Xiaomi's high-end product strategy is gaining momentum, with significant sales growth in the premium segment, including a 50% increase in sales for the Xiaomi 15 Ultra [17][19] Future Outlook - Xiaomi is set to continue its high-end strategy, with a focus on core technology investments, having allocated 235 billion yuan in R&D in the first three quarters of the year [20] - The company aims to establish itself as a leader in the global tech industry, with a comprehensive ecosystem that includes smartphones, automotive, and smart home appliances [15][19]

Core Viewpoint - The launch of the Honor WIN series smartphones marks a significant advancement in battery technology, introducing a 10,000mAh battery capacity, which is a first in the industry, elevating the standard to a "ten-thousand level" era [1] Group 1: Product Features - The Honor WIN series smartphones are equipped with a 10,000mAh battery, enhancing the overall battery capacity in the market [1] - The devices incorporate the Honor Dujiangyan power management system, which optimizes energy efficiency [1] - The inclusion of the HONOR E2 energy enhancement chip further boosts the performance and longevity of the battery [1] Group 2: Performance Enhancements - The Honor Dongfeng turbo cooling system is designed to improve heat dissipation, ensuring better performance during intensive tasks [1] - The Honor Hongyan AI communication system enhances connectivity and user experience, particularly in gaming scenarios [1]

Group 1 - The Chinese Ministry of Commerce firmly opposes the U.S. decision to impose 301 tariffs on certain Chinese semiconductor products, stating that it does not recognize the conclusions of the U.S. investigation and has lodged serious representations through the China-U.S. economic and trade consultation mechanism [3] - The Ministry of Commerce also emphasized its commitment to maintaining global supply chain stability and facilitating compliant trade, responding to questions about potential relaxation of export restrictions on rare earth magnets to the U.S. [4] - The Ministry of Commerce commented on TikTok's establishment of a joint venture in the U.S., highlighting the importance of cooperation and mutual respect in resolving issues related to the platform's operations [6][7] Group 2 - The Chinese defense ministry criticized a U.S. Pentagon report that allegedly attempts to sow discord between China and India, asserting that such claims distort China's defense policy and serve as an excuse for U.S. military hegemony [5] - The Chinese defense ministry reiterated its stance on Taiwan, emphasizing that the Taiwan issue is a matter of internal affairs and that the military is prepared to take necessary measures if provoked by separatist forces [8] Group 3 - The A-share market continues to rise, with the Shanghai Composite Index recording seven consecutive days of gains, driven by sectors such as commercial aerospace and satellite navigation [11] - The offshore RMB exchange rate has returned to the "6" level against the U.S. dollar for the first time in 15 months, with expectations of a moderate appreciation in the future [10] - The People's Bank of China has continued to inject liquidity into the market through medium-term lending facilities (MLF), with net injections exceeding 1 trillion yuan for the year [14] Group 4 - Xiaomi launched its new product, the Xiaomi 17 Ultra, with a price increase of 500 yuan, although the founder Lei Jun did not attend the launch event [15] - There are rumors regarding a potential acquisition of Shui Jing Fang by Jian Nan Chun, but both companies have denied any knowledge of such discussions [16] - JD.com announced its year-end bonus plan, with employees in upgraded departments potentially receiving bonuses up to 25 times their monthly salary based on performance ratings [18][19]

Core Viewpoint - Xiaomi's recent launch of the Xiaomi 17 Ultra smartphone marks a strategic shift towards the high-end market, with a price increase reflecting rising production costs and a focus on enhancing brand value through premium offerings [4][7]. Product Launch - The Xiaomi 17 Ultra was introduced on December 25, featuring a 2D flat screen, the thinnest Ultra model at 8.29mm, and powered by the fifth-generation Snapdragon 8 processor [1]. - The device includes advanced camera features such as a 14mm ultra-wide-angle lens, a 23mm one-inch main camera, and a 75-100mm 200MP periscope telephoto lens [1]. Pricing Strategy - The starting price for the Xiaomi 17 Ultra is set at 6,999 yuan, an increase of 500 yuan from the previous model, the Xiaomi 15 Ultra [4][5]. - The device's memory configuration has been upgraded, starting with 12GB+512GB, compared to the previous model's 12GB+256GB [5]. - Additional pricing tiers include 7,499 yuan for 16GB+512GB and 8,499 yuan for 16GB+1TB, with the Leica edition priced at 7,999 yuan for 16GB+512GB [5][6]. Market Positioning - The Xiaomi 17 Ultra aims to compete directly with high-end models from Huawei and Apple, with the latter's iPhone 17 starting at 5,999 yuan and the Pro models priced higher [7]. - The strategic intent behind the pricing is to establish a foothold in the premium market while balancing concerns about sales volume [7]. Strategic Partnerships - Xiaomi has upgraded its global imaging strategic partnership with Leica, introducing the "strategic co-creation model" with the Xiaomi 17 Ultra by Leica [2]. - This collaboration is expected to enhance the product's appeal to photography enthusiasts and core users, rather than focusing solely on high sales volumes [7]. Market Context - According to IDC, as of Q3 2025, Xiaomi holds a 14.7% market share in China, ranking fourth behind Vivo, Apple, and Huawei [8][9]. - The overall smartphone market has shown signs of stabilization, with Xiaomi's recent performance reflecting a slight decline in shipment volume compared to the previous year [8].

Core Viewpoint - Realme has initiated a large-scale layoff plan, which includes outsourcing, on-site, and formal employees, but the company claims this is part of normal year-end personnel changes and assures that business operations are normal with a new product launch scheduled for January [1][2]. Company Overview - Realme is a smartphone brand founded in May 2018 by former OPPO Vice President Li Bingzhong, focusing on a "dare to exceed" value-for-money strategy [1][2]. Market Context - The Vice President and China President of Realme, Xu Qi, stated that the overall market is facing significant cost and competitive pressures this year [1][2]. - Realme aims to provide superior products while ensuring healthy business operations amidst these challenges [1][2].

责任编辑：宋雅芳 新浪科技讯 12月26日上午消息，昨日，小米史上最轻薄的影像旗舰小米17 Ultra正式亮相，小米17 Ultra 徕卡版率先售罄。得物App数据显示，小米17 Ultra 徕卡版溢价最高，16GB+512TB黑色版成交价由 7999元增长至8499元，溢价500元，同款配置的白色徕卡版溢价490元。 得物App数据显示，市场价出现溢价反映出小米17Ultra比上一代产品更受欢迎，上一代影像旗舰小米 15 Ultra发售后市场价与发售价持平，并没有出现溢价现象。 新浪科技讯 12月26日上午消息，昨日，小米史上最轻薄的影像旗舰小米17 Ultra正式亮相，小米17 Ultra 徕卡版率先售罄。得物App数据显示，小米17 Ultra 徕卡版溢价最高，16GB+512TB黑色版成交价由 7999元增长至8499元，溢价500元，同款配置的白色徕卡版溢价490元。 得物App数据显示，市场价出现溢价反映出小米17Ultra比上一代产品更受欢迎，上一代影像旗舰小米 15 Ultra发售后市场价与发售价持平，并没有出现溢价现象。 责任编辑：宋雅芳 ...

千呼万唤，代表专业光学影像的徕卡相机"可乐标"终于登上小米手机。12月25日晚，小米17 Ultra如期 而至，备受关注的"徕卡版"也正式亮相。从时间上看，小米14 Ultra发布于2024年2月22日，15 Ultra发布 于2025年2月27日，17 Ultra的发布节点较过去大幅提前。而与徕卡进一步影像联名的落地，也让新机尤 其徕卡版的登场备受期待。 价格方面，小米17 Ultra定价6999元起（12GB+512GB），较上代同配置大幅涨价500元；徕卡版 16GB+512GB售价7999元，16GB+ 1TB售价8999元。 考虑到其定位与价格，小米17 Ultra或将成为一些人手中的"第一台徕卡"，却未必会是所谓年轻人触手 可及的那款。 影像"王炸"？ 回溯国内手机品牌高端化进程，影像是其中唯一从未缺席的关键词：2016年华为与徕卡的合作，开启了 传统相机品牌与手机厂商联名的行业风潮，也为国产手机高端化开辟出一条重要路径。在华为与徕卡的 合作终止后，小米接棒开启双方合作。此次徕卡可乐标的亮相，正是小米与徕卡从"联合研发"升级 为"战略共创模式"的核心信号。依托徕卡的专业影像基因夯实产品竞争力后，这 ...

Core Viewpoint - Xiaomi has launched its new flagship imaging smartphone, the 17 Ultra, which emphasizes optical photography enhancements and features significant upgrades over its predecessor, the 15 Ultra [2][3]. Pricing and Variants - The starting price for the 17 Ultra is 6,999 yuan for the 12GB+512GB version, with additional configurations of 16GB+512GB priced at 7,499 yuan and 16GB+1TB at 8,499 yuan [7]. - A special edition, "Xiaomi 17 Ultra by Leica," is available, with prices starting at 7,999 yuan for the 16GB+512GB version and 8,999 yuan for the 1TB version, both 500 yuan more than their standard counterparts [9]. Imaging Technology - The 17 Ultra features a 1-inch sensor with a 3.2-micron pixel size and an f/1.67 aperture, allowing for double the light intake compared to the iPhone 17 Pro Max [16][17]. - The LOFIC technology enhances dynamic range, with the new pixel structure offering 6.3 times the electronic capacity of the previous generation, improving performance in high-contrast scenes [19][20][21]. - The device includes a "fireworks capture" mode, designed for challenging lighting conditions, showcasing its advanced imaging capabilities [29]. Optical Zoom and Performance - The 17 Ultra incorporates a 200-megapixel continuous optical zoom, utilizing a 28nm process that reduces power consumption by 40% [35]. - It achieves high-quality imaging across various focal lengths without relying on digital cropping, maintaining full resolution [46][49]. - The optical architecture includes eight elements in three groups, with special glass lenses that enhance light transmission and color accuracy [50][54]. Memory and Market Trends - The 17 Ultra starts with a minimum storage of 512GB, reflecting a shift in consumer demand towards higher memory capacities due to the rising need for AI applications [60][64]. - The overall memory supply chain is experiencing price increases, impacting smartphone pricing strategies [65].

每经AI快讯，12月25日，小米正式公布小米17 Ultra售价，6999元起售。该机型现已开启预售，将于12 月27日10时正式开售。据了解，新机起售价较上一代Ultra机型涨价500元。 （文章来源：每日经济新闻） ...