Core Points - iQOO has launched the iQOO Z10 Turbo+, featuring the Dimensity 9400+ flagship chip and an 8000mAh ultra-thin battery, marking it as the industry leader in battery capacity for flagship performance devices [1] - The new device incorporates a 3nm full-core architecture and boasts the strongest mobile gaming graphics rendering performance in the industry [1] - The iQOO Z10 Turbo+ is equipped with a self-developed esports chip Q2, enabling 2K+144FPS ultra-resolution and frame rates, providing high-quality visuals while maintaining low power consumption [1] - The smartphone supports 90W ultra-fast charging, allowing it to charge from 1% to 70% in just 25 minutes [1] - It features a 50MP main camera with comprehensive dynamic photo capabilities [1] - The device was launched on August 7 and is priced starting at 2199 yuan, with a national subsidy bringing the price down to as low as 1869.15 yuan, lowering the entry barrier for high-performance flagship devices [1] - Industry analysts suggest that the launch of the iQOO Z10 Turbo+ not only sets a new standard for mid-range performance devices but also revitalizes the mid-range smartphone market for the second half of the year through its "performance and endurance" combination [1]

机构：招银国际 研究员：Alex NG/Hanqing LI Xiaomi is expected to report 2Q25 results in mid-Aug. We expect that 2Q25E is likely another strong quarter with revenue/adj. net profit growth of 32%/66% YoY to RMB117bn/10.3bn, slightly below consensus estimates, mainly driven by solid smartphone, strong EV demand, robust IoT on China subsidy and stable GPM across all segments. Looking ahead, we stay positive on 1) Smartphone: global share gains to continue, premiumization strategy, and new retail strategy expansion; 2) IoT: ...

Core Viewpoint - Honor has become the first terminal manufacturer to support HarmonyOS NEXT data migration, breaking down barriers between HarmonyOS NEXT, Android, and iOS devices, allowing users to easily transfer data across different ecosystems [1][3]. Group 1: Technological Breakthrough - The "Switch Clone" app developed by Honor enables one-click data migration from old devices to Honor devices, utilizing Honor's Nearby device connection capabilities and DFTP high-speed transmission technology [1][3]. - This advancement addresses common user pain points such as incomplete data transfer, complicated procedures, and slow transfer speeds when switching devices across different brands and operating systems [3][4]. Group 2: User Experience Enhancement - The introduction of this feature significantly improves the user experience during device transitions, allowing for seamless data transfer and setting a new standard for cross-ecosystem connectivity in the smartphone industry [3][5]. - Honor's Magic V5 is the first model to incorporate this functionality, with plans to extend it to more Honor models in the future, benefiting a wider user base [3][4]. Group 3: Brand Philosophy and Future Outlook - Honor's CEO has emphasized the company's commitment to achieving "full brand terminal interconnectivity," reflecting the brand's vision of "everything interconnected" [4]. - The support for HarmonyOS NEXT data migration is seen as a manifestation of Honor's long-term investment in technology research and ecosystem development, aiming to create a more intelligent and convenient user experience [4][5]. - Industry experts believe that as Honor continues to deepen its efforts in the "Internet of Everything" domain, more industry partners may join to collaboratively build a more efficient and user-friendly smart terminal ecosystem [5].

Canalys数据显示，二季度中国智能手机市场表现中，华为以1220万台的出货量重夺市场第一，占据 18%的市场份额；vivo紧随其后，占据17%的份额；OPPO(含一加)以1070万台排名第三，占比16%。小 米连续第八个季度实现同比增长，位居第四；苹果则以1010万台排名第五。 资料图。张亨伟 摄 全球智能手机市场正上演"冰火两重天"，一方面二季度营收首破千亿美元创历史新高，另一方面出货量 却没有大幅增长。在高端化浪潮下，全球智能手机市场出现哪些新趋势？ 根据Counterpoint近日发布的最新市场监测服务显示，2025年第二季度全球智能手机市场营收同比增长 10%，首次突破1000亿美元大关，创下第二季度历史最高纪录。 但值得注意的是，相比之下，全球智能手机出货量同比增长仅3%。与此同时，2025年第二季度全球智 能手机平均售价也创下第二季度新高，同比上涨7%，接近350美元。 Counterpoint高级分析师分析，"尽管多地仍承受宏观经济逆风，全球智能手机市场在2025年第二季度依 旧实现了销量和营收的双重增长。融资渠道的拓宽、以旧换新计划的升级，以及更大力度的促销活动， 共同降低了消费者进入高端 ...

SiC负极电池具备更高的电池密度，可在相同物理尺寸下实现更大的电池容量，同时也能支持更薄的机身设计。首款搭载SiC电池的智能手机于2023年2月 推出，其大规模普及始于2024年下半年，以荣耀X60 Pro、Redmi K80和vivo S19等畅销机型为代表。该电池在中端价位段的普及不仅加速了该技术的市场 渗透程度，并有效缓解了消费者在屏幕使用时间延长以及高耗能应用(如端侧生成式AI)普及背景下所面临的关键痛点。 2025年5月，中国主要OEM厂商的平均电池容量均实现了两位数的同比增长，这使得6000mAh及以上电池容量的智能手机市场份额从一年前的9%跃升至 35%。截至2025年5月，OnePlus凭借其中国市场专属的Ace系列位居平均电池容量首位。同样，荣耀(Play系列)、华为(畅享系列)和vivo(S系列)等品牌也在 其专供中国市场的机型中配备了更大容量电池。 | | | 数据来源： Counterpoint Research《全球手机机型销量追踪报告》，2025年5月 根据Counterpoint Research最新的《全球手机机型销量追踪报告》，2025年5月中国市场智能手机的平均电池容量达到 ...

2025年Q2印度智能手机市场批发价值份额（按品牌） 数据来源：Counterpoint Research《印度智能手机月度追踪》 智通财经APP获悉，根据 Counterpoint 发布的《印度智能手机月度追踪》报告，2025年第二季度印度智能手机市场在经历第一季度的低迷之后稳健反弹， 出货量和批发价值分别实现8%与18%的同比增长。此次市场复苏得益于该季度新品发布量同比增长33%、品牌积极的营销策略以及夏季促销期间的出色表 现——各品牌在中高端机型上提供了更高的折扣、灵活的分期付款（EMI）方案以及捆绑优惠。 高级研究分析师Prachir Singh在评论市场动态时表示："2025年第二季度，印度智能手机市场的复苏还得到了宏观经济环境改善的进一步推动，提振了消费 者信心和支出。零售通胀降至六年来最低水平，缓解了家庭预算压力，而央行回购利率的下调使得融资更加便利。此外，今年早些时候推出的税收减免政 策也增加了可支配收入和储蓄，为非必需品的购买创造了有利的条件。 他补充道："改善的市场情绪推动了超高端市场（>45,000印度卢比，约合510美元）同比增长达37%，成为所有价位中增速最快的区间。该细分市场的增 ...

（2024年1月至2025年5月） 根据Counterpoint Research最新的《全球手机机型销量追踪报告》，2025年5月中国市场智能手机的平均电池容量达到5418mAh，同比增长11%。同期全球其 他地区的平均电池容量仅增长了3%。与全球其他地区相比，中国始终维持着较高的平均电池容量。而过去数月，随着硅碳（SiC）电池的采用率不断提高 （特别是在仅限国内销售的机型中），差距已扩大至500mAh以上。 中国与全球其他市场智能手机平均电池容量对比 数据来源： Counterpoint Research《全球手机机型销量追踪报告》，2025年5月 SiC负极电池具备更高的电池密度，可在相同物理尺寸下实现更大的电池容量，同时也能支持更薄的机身设计。首款搭载SiC电池的智能手机于2023年2月推 出，其大规模普及始于2024年下半年，以荣耀X60 Pro、Redmi K80和vivo S19等畅销机型为代表。该电池在中端价位段的普及不仅加速了该技术的市场渗透 程度，并有效缓解了消费者在屏幕使用时间延长以及高耗能应用（如端侧生成式AI）普及背景下所面临的关键痛点。 2025年5月，中国主要OEM厂商的平均电池 ...

Core Insights - The average battery capacity of smartphones in China is projected to reach 5418mAh by May 2025, marking an 11% year-on-year increase, while global markets see only a 3% growth [4][8] - The adoption of silicon-carbon (SiC) battery technology is significantly contributing to the higher battery capacities in China, with a notable increase of over 500mAh compared to global averages [4][8] - Major OEMs in China are experiencing double-digit year-on-year growth in average battery capacity, with the market share of smartphones with 6000mAh and above rising from 9% to 35% within a year [6][8] Battery Technology Trends - SiC batteries offer higher energy density, allowing for larger capacities within the same physical size, and support thinner device designs [6] - The first smartphone featuring SiC batteries was launched in February 2023, with widespread adoption expected to begin in the second half of 2024, represented by popular models such as Honor X60 Pro, Redmi K80, and vivo S19 [6][8] - The trend of increasing battery capacity is likely to continue as more OEMs adopt new battery technologies to address consumer demands for longer screen usage times and high-energy applications [6][8] Market Positioning - Counterpoint Research anticipates that China will maintain its leading position in smartphone battery capacity in the coming quarters, potentially widening the gap as more models are launched in China before being introduced globally [7] - As global OEMs await further maturation of battery technology, growth in other regions is expected to be gradual, although the gap in battery capacity may eventually narrow as more manufacturers promote large-capacity batteries as a differentiating feature [7]

Here to discuss star Wedb Bush analyst Dan Ies and CNBC tech correspondent Steve Kovac. It's good to have you both with us. Dan, you first best day for the stock since May.Is this in fact the start of something bigger. Look, I mean it removes clearly a big overhang in terms of the view Apple and Cook were on the wrong side of Trump, right. I mean they were on the bad side relative to over the last few months.So it's taken that that sort of lift here. you know, in terms of tariff exemptions, you you play nic ...

Core Viewpoint - Apple is set to increase its investment in US production by an additional $100 billion, raising total commitments from $500 billion to $600 billion over the next four years as part of a new agreement with the US government [1][2]. Group 1: Investment and Employment - The new investment plan will include hiring 20,000 US workers over the same four-year period [2]. - The announcement is expected to be made at an event featuring Apple CEO Tim Cook [3]. Group 2: Production Strategy - Apple is adjusting its production strategy in response to high tariffs on imports from countries where it traditionally manufactures its products, such as China [4]. - The company has begun relocating some production to countries like India and Vietnam to mitigate tariff impacts and reduce dependence on Chinese supply chains [5]. - Apple aims to avoid significant price increases on its products, particularly with the upcoming launch of the iPhone 17 in September [5].