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IDC:初步数据显示二季度中国智能手机出货量6900万部,华为以18.1%市场份额居首
news flash· 2025-07-16 05:15
7月15日,IDC发布初步数据显示,2025年第二季度中国智能手机市场出货量为6900万部,同比下降 4.0%。华为出货量1250万部,以18.1%的市场份额重回首位;vivo(1190万部)、OPPO(1070万部)、 小米(1040万部) 、苹果(960万部)分列二至五位。此前,中国信通院在月初发布的数据显示,5月 份国内市场智能手机出货量为2252.6万部,同比下降21.2%,占同期手机出货量的95%;1-5月,智能手 机出货量为1.09亿部,同比下降4.9%,占同期手机出货量的92.3%。 | Company | 2025Q2 Shipments | 2025Q2 Market Share | 2024Q2 Shipments | 2024Q2 Market Share | YOY Growth | | --- | --- | --- | --- | --- | --- | | 1. Huawei | 12.5 | 18.1% | 12.9 | 18.0% | -3.4% | | 2. vivo | 11.9 | 17.3% | 13.3 | 18.5% | -10.1% | | 3. OPPO | ...
从曾德钧到余承东:那些年「怼」过雷军的企业家们
首席商业评论· 2025-07-16 04:18
Core Viewpoint - Xiaomi's automotive division is experiencing rapid growth, with the SU7 model achieving significant sales milestones and establishing itself as a strong competitor in the electric vehicle market [1][4][6]. Group 1: Sales Performance - The Xiaomi SU7 has surpassed 300,000 cumulative deliveries within just 15 months of its launch, exceeding its annual target [4]. - The initial order volume for the YU7 model reached 289,000 units within the first hour of availability, indicating strong market demand [1]. - In comparison, NIO's total vehicle deliveries for 2024 are projected to be only 22,000 units, highlighting Xiaomi's remarkable sales performance [6]. Group 2: Market Position and Strategy - Xiaomi's expansion into the automotive sector is part of a broader strategy to enhance its ecosystem, which includes maintaining a strong position in the smartphone market and launching self-developed chips [6]. - The company's marketing approach leverages the personal brand of CEO Lei Jun, who has amassed over 45 million followers on social media, significantly enhancing brand visibility and consumer engagement [8][39]. - Xiaomi's innovative marketing strategy, which combines a strong personal brand with a multi-platform presence, has allowed it to save on advertising costs while achieving substantial market penetration [38][39]. Group 3: Competitive Landscape - The competitive environment in the automotive sector is intensifying, with traditional automakers feeling threatened by Xiaomi's rapid growth and innovative marketing strategies [34][38]. - Lei Jun's public persona and marketing tactics have drawn both admiration and criticism from industry peers, indicating a shift in how automotive brands engage with consumers [30][32]. - The ongoing rivalry with other tech giants, such as Huawei, reflects the broader struggle for market dominance in the rapidly evolving automotive landscape [26][33]. Group 4: Challenges and Criticism - Despite its successes, Xiaomi faces scrutiny and criticism from competitors and industry figures, with some questioning the quality of its products compared to established brands [26][30]. - Recent public statements by competitors have sparked debates about Xiaomi's marketing strategies and the sustainability of its rapid growth [30][32]. - The potential risks associated with relying heavily on a personal brand for corporate identity have been highlighted, suggesting that product quality must remain a priority [42][45].
黄仁勋:将开始向中国市场销售H20芯片;苹果放弃自研,2026年下半年量产其首款折叠iPhone丨智能制造日报
创业邦· 2025-07-16 03:44
1.【黄仁勋:将开始向中国市场销售H20芯片】美国英伟达公司创始人兼首席执行官黄仁勋7月15日 在接受总台央视记者采访时宣布两个重要进展:美国已批准H20芯片销往中国英伟达将推出RTXpro GPU英伟达创始人兼首席执行官黄仁勋表示:"美国政府已经批准了我们的出口许可,我们可以开始 发货了,所以我们将开始向中国市场销售H20。我非常期待能很快发货H20,对此我感到非常高兴, 这真是个非常、非常好的消息。第二个消息是,我们还将发布一款名为RTX Pro的新显卡。这款显卡 非常重要,因为它是专为计算机图形、数字孪生和人工智能设计的。"(央视新闻) 2.【机构:2025年第二季度全球智能手机出货量下降1%】Canalys(现并入Omdia)最新研究显 示,2025年第二季度,全球智能手机市场同比下滑1%,这是该行业连续六个季度以来的首次下跌。 (证券时报) 3.【分析师称台积电、英特尔、三星电子2nm代工节点良率分别约为65%、55%、40%】KeyBanc Capital Markets分析师John Vinh在一份报告中宣称,台积电、英特尔、三星电子的2nm代工节点 良率分别约为65%、55%、40%。John ...
国元证券晨会纪要-20250716
Guoyuan Securities2· 2025-07-16 02:17
2025 年 7 月 16 日星期三 【实时热点】 【美国债市】 资料来源:BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪(香港)整理 1 证 券 研 究 报 告 请务必阅读免责条款 美国核心 CPI 连续第五个月低于预期 特朗普:印尼输美商品将支付 19%关税 美国将获得印尼市 场的全面准入 欧佩克维持全球原油需求增速预期不变 2025 年第二季度全球智能手机市场同比下滑 1% 今年上半年我国 GDP 同比增长 5.3% 第十一批国家组织药品集采已启动,55 个品种纳入新一批集 采报量范围 中国生物制药约 5 亿美元收购创新药黑马礼新 英伟达将恢复 H20 在中国的销售 宇树科技 CEO 王兴兴:今年机器人出货量有明显增长 数千辆萝卜快跑接入 Uber 全球出行网络 2 年期美债收益率涨 3.79 个基点报 3.934% 5 年期美债收益率涨 5.11 个基点报 4.036% 10 年期美债收益率涨 4.80 个基点报 4.481% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | -- ...
每日投资策略-20250716
· 2025 年 7 月 16 日 星期三 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 44,023.29 | -0.98% | | 标普 500 指数 | 6,243.76 | -0.40% | | 纳斯达克综合指数 | 20,677.80 | 0.18% | | 英国富时 100 指数 | 8,938.32 | -0.66% | | 德国 DAX 指数 | 24,060.29 | -0.42% | | 日经 225 指数 | 39,594.42 | -0.21% | | 台湾加权指数 | 22,835.94 | 0.98% | | 内地股市 | | | | 上证指数 | 3,505.00 | -0.42% | | 深证成指 | 10,744.56 | 0.56% | | 香港股市 | | | | 恒生指数 | 24,590.12 | 1.60% | | 国企指数 | 8,877.10 | 1.65% | | 红筹指数 | 4,196.91 | -0.21% | | 恒生科技指数 | 5,431.29 | 2.80% | | AH 股溢价指数 ...
直到现在,我才明白,为什么美国敢对中俄放出500%关税威胁?
Sou Hu Cai Jing· 2025-07-15 18:21
就这么说吧,放眼全球贸易战史,能像美国这样"杀敌八百自损一千"的狠招,还真找不出第二家。今天特朗普刚威胁对俄罗斯 加征100%关税,转头84名议员又提案对中国商品砸下500%的天价关税——这哪是贸易政策?简直是经济版的"七伤拳"! 直到现在,我才明白,为什么美国敢对中俄放出500%关税的"核弹级"威胁! 一、500%关税?美国议员怕是没算明白账 四、历史教训:贸易战从没有赢家 1930年《斯姆特-霍利关税法》让美国出口暴跌66%,2002年钢铁关税害丢20万就业——如今美国又想复刻悲剧? 更魔幻的 是,2024年中美贸易战打到最后,中国顺差反从3230亿涨到3610亿,特朗普自己先喊停。这次500%威胁,怕是重演"搬石头砸 脚"的戏码! 结语美国政客们还在做梦"关税万能",却忘了中国早不是8年前的中国。从稀土管制到"一带一路"40%贸易占比,从国产电动 车电池全球市占60%到半导体突围——这场仗,中国耗得起,但美国选民呢? 别忘了,当年黄忠斩夏侯渊,曹操痛失臂膀; 今天美国若真砍向中俄,只怕先流血的是自己! 1. 美国消费者遭殃:500%关税落地,一辆美国车成本涨35%,苹果手机价格翻倍,最后全是老百姓买单。 ...
荣耀,还缺一个爆款
Bei Jing Shang Bao· 2025-07-15 14:35
这是荣耀在短短半个月时间内,举行的第二场手机新品发布会。 上一次是7月2日晚间MagicV5的发布,这一次则是15日晚间X70的登台。节奏之密集,行业内并不多见。 与月初不同的是,本次发布会并未由公司新任CEO李健主讲,荣耀产品经理单人完成了总时长仅30分钟的新品发布环节。这一点确实延续了X系列产品发布 的一贯不由公司CEO主讲的安排:9个月前的X60发布会是由公司中国区CMO主持,而当时荣耀一把手,还是外界熟知的"明哥",赵明。 今年1月,荣耀一号位换人,赵明因身体原因辞去CEO职务,由曾任荣耀副董事长、董事等职的李健接任,如今李健上任已半年有余。 在这半年里,荣耀举办了一系列产品及战略发布会,新任一号位李健也频频亮相于2025世界移动通信大会、MWC上海等多个重要场合。 然而,热闹的发布会背后,荣耀的市场表现却难言乐观。市场份额已连续多季跌出行业前五,沦为"其他"。 IDC报告显示,2024年全年中国智能手机市场出货量约2.86亿台,同比增长5.6%,时隔两年触底反弹。可荣耀的份额却不增反降,同比下滑8.1%,在前五名 中跌幅最大,仅以14.9%的份额与OPPO并列前五末位;时间进入2025年,荣耀又在第 ...
AI日报丨破天荒!美国批准英伟达H20芯片销往中国,美媒感叹:黄仁勋的巨大胜利
美股研究社· 2025-07-15 10:28
Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its potential opportunities in the market [1] Group 1: AI Developments - Meta Platforms is considering shifting its AI strategy from open-source models to a closed AI model, with discussions still in preliminary stages [3] - ByteDance is reportedly developing a lightweight mixed reality device resembling goggles, differing from existing bulky headsets [4][5] - Chery and AiMOGA are set to launch the墨甲 robot in China by the end of September, targeting both dealers and individual consumers [6] Group 2: Corporate Actions and Market Trends - Google has acquired AI startup Windsurf for $2.4 billion, following a failed acquisition attempt by OpenAI for $3 billion [7] - Oracle's CEO Safra Catz has become the largest stock seller among U.S. corporate insiders in 2025, selling $2.5 billion worth of stock in the first half of the year [7][8] - NVIDIA's CEO Jensen Huang announced the approval of H20 chip sales to China, marking a significant win for the company [9] Group 3: AI Supply Chain Insights - Guosheng Securities reports that AI demand is entering a phase of explosive growth, with GPU and ASIC markets thriving together [11] - Taiwanese AI server manufacturers like Wistron and Wistron NeWeb are experiencing revenue growth that outpaces larger competitors, indicating strong demand [11] Group 4: Apple Product Insights - UBS predicts that Apple's iPhone Fold may launch in late 2026, with initial shipment estimates between 10 million to 15 million units [13] - The average selling price of the iPhone Fold could be lower than expected due to supply chain strategies, potentially reaching $2,000 if material costs are controlled [13] - Consumer interest in the iPhone Fold is moderate, with 60% of iPhone users indicating a price preference between $1,500 and $1,700 [13]
国际数据公司(IDC):华为是最大的智能手机供应商,其次是VIVO、OPPO和小米,市场份额分别为17.3%、15.5%和15.1%。
news flash· 2025-07-15 10:09
国际数据公司(IDC):华为是最大的智能手机供应商,其次是VIVO、OPPO和小米,市场份额分别为 17.3%、15.5%和15.1%。 ...
机构:2025年第二季度全球智能手机出货量下降1%
news flash· 2025-07-15 06:09
机构:2025年第二季度全球智能手机出货量下降1% 智通财经7月15日电,Canalys(现并入Omdia)最新研究显示,2025年第二季度,全球智能手机市场同 比下滑1%,这是该行业连续六个季度以来的首次下跌。 ...