精选行业新闻，帮你省时间！ 1.【台积电推迟在日本建厂，优先考虑在美扩张】据知情人士透露，台积电推迟了在日本的第二家工 厂的建设，部分原因是在特朗普政府可能征收关税之前，该公司更加迅速地向在美扩张投入资金。由 于特朗普在贸易问题上的激进立场，主要科技公司已承诺在美国扩大人工智能服务器的生产。去年年 初，台积电表示将在日本南部的熊本县建设第二家工厂，这是一项200亿美元投资计划的一部分。该 计划已从日本政府获得了80多亿美元的承诺支持。（新浪财经） 2.【俄罗斯发射"进步MS-31"货运飞船】俄罗斯国家航天集团3日宣布，俄罗斯当天从位于哈萨克斯 坦境内的拜科努尔航天发射场发射"进步MS-31"货运飞船，为国际空间站运送货物。俄国家航天集 团说，莫斯科时间3日22时32分（北京时间4日3时32分），"进步MS-31"货运飞船搭乘"联 盟-2.1a"运载火箭发射升空，随后成功进入预定轨道。飞船计划于6日与国际空间站对接，并在轨停 留167天。"进步MS-31"飞船此次为国际空间站送去超过2.6吨货物，包括用于补充和维修空间站的 设备和消耗品、实验装置、空间站所需燃料、饮用水及食品。（光明网） 3.【荣耀L4级手机智 ...

Group 1 - DeepSeek did not issue an apology to Wang Yibo regarding the AI model's inappropriate association with a corruption case, despite widespread rumors [1] - Lei Jun acknowledged that the price of the Xiaomi YU7 car-mounted tissue box is relatively high at 169 yuan, but emphasized the product's design considerations for extreme temperature conditions [1] - Gree Electric's market director clarified that the company values talent based on innovation and responsibility rather than educational background, countering previous statements by CEO Dong Mingzhu about not hiring overseas returnees [2] Group 2 - A Chinese model who was reported missing after being lured to Myanmar under the pretense of a modeling job has been rescued, highlighting the dangers of overseas job scams [2] - Taobao customer service reported that the seller Romashi is currently unable to process refunds due to insufficient account balance, following a recall of certain power bank models due to safety concerns [3][4] - The CEO of Yunhaiyao admitted legal responsibility for a food poisoning incident involving ByteDance employees in Singapore, where 60 employees fell ill after a company lunch [9] Group 3 - Nintendo's president defended the pricing of the Switch 2, which has increased by 100-200 USD compared to previous models, stating that the price reflects the gaming experience offered [8] - The Ministry of Industry and Information Technology in China announced a pilot program for number protection services, allowing users to choose whether to authorize their phone numbers for use on internet platforms [8] - Counterpoint Research reported that iPhone sales in China grew by 8% year-on-year in Q2, marking Apple's first sales increase in two years, with Huawei and Vivo leading the market [12]

点击按钮▲立即预约 美国6月非农新增就业14.7万人超预期 7月3日，美国劳工统计局公布的数据显示，美国6月非农就业人口增加14.7万人，预期10.6万人，4月和5月非农就业人数合计上修1.6万人。具体 来看，州和地方政府就业的显著增长，私人部门就业仅增加7.4万人，创下去年十月以来的最低增幅，这主要归因于医疗保健行业的招聘放缓。 在媒体调查的79位经济学家中，只有加拿大丰业银行的Derek Holt一人预测到了更高的数字（16万人），其余所有预测值均低于14.7万人。此次 报告失业率的下降或许更令人意外。六月美国失业率从4.2%降至4.1%，不仅打破了市场预期升至4.3%的预测，也远低于美联储近期上调的4.5% 失业率估值。（华尔街见闻） ｜点评｜ 美国6月的就业数据再次出现"打架"的现象，非农就业数据与周三公布的ADP就业数据（俗称"小非农"）大相径庭。从非农就业数据 来看，超预期的原因主要是政府部门新增就业岗位的带动。6月美国多数学校学年结束，为开设暑期班、夏令营等活动需要外聘教师，校园设施 的维修清洁也需要雇佣临时员工，教育领域就业岗位季节性增加，助力6月非农数据意外走高。 6月非农数据显示，私营企业 ...

国内折叠屏手机市场突然热闹了起来。 7月2日，荣耀在深圳发布了其Magic V5折叠屏旗舰手机，以8.8毫米的厚度刷新了行业最薄纪录； 此前的6月25日，vivo也已正式推出了其新一代大折叠产品X Fold5；此外，三星Galaxy Z Fold 7 即将于7月9日登场，小米MIX Fold 5也有望在8月份亮相。 7月3日，A股市场上的消费电子板块也迎来久违的放量上涨，蓝思科技（300433.SZ）当日大涨 11.4%，立讯精密（002475.SZ）上涨5.45%，工业富联（601138.SH）、宏和科技（603256.SH） 等产业链公司则封上涨停板。 该板块上涨的背景之一，是"苹果即将入局折叠屏"。7月2日，有市场信息称，苹果公司的折叠屏 iPhone已于今年6月正式进入P1（第一阶段原型机）开发流程，并有望在2026年下半年发布；事实 上，A股折叠屏铰链龙头精研科技（300709.SZ）在5月份的一场投资者交流会上回应投资者时即表 示，市场对"北美客户"推出折叠屏的传闻有很多，而该产品"很可能对整个产业起到引导作用，解 决当前折叠屏的痛点问题"。 至于具体的量产时间，天风国际知名证券分析师郭明錤在近日 ...

从国内外品牌占比来看，国内品牌手机出货占比超八成。据中国信通院披露，2025年5月，国产品牌手 机出货量为1917.7万部，同比下降24.2%，占同期手机出货量的80.9%；国产品牌上市新机型36款，同比 下降25.0%，占同期手机上市新机型数量的92.3%。 7月4日，国内市场手机出货量最新"成绩单"出炉。 中国信通院最新研究显示，2025年5月，国内市场手机出货量为2371.6万部，同比下降21.8%，2025年1- 5月，国内市场手机出货量为1.18亿部，同比下降2.8%。 其中，2025年5月，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%；智能手 机上市新机型27款，同比下降30.8%，占同期手机上市新机型数量的69.2%。 2025年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%；智能手机上市 新机型143款，同比增长2.9%，占同期手机上市新机型数量的70.8%。 该机构称，华为预计将成为第二季度中国市场同比增长最快的品牌，并有望重登销量榜首。苹果方面， 苹果5月份的销量增长得益于iPhone 16系列的促销活动，尤其是iP ...

作者：周源/华尔街见闻 当被荣耀CEO李健称为"地表最强AI智能体折叠手机"的Magic V5，以8.8mm的折叠厚度、217g的重量，出现在7月2日夜晚的深圳体育中心聚光灯下时，这组 数据背后是荣耀攻坚折叠屏技术三年进化的缩影。 从2023年7月12日发布的荣耀Magic V2以9.9mm的机身"薄度"开启"毫米时代"，到2024年7月12日荣耀Magic V3突破至9.2mm，再到2025年7月2日的荣耀Magic V5再进一步，荣耀用三代产品勾勒出折叠屏从"小众尝鲜"到"大众实用"的蜕变路径。 荣耀Magic V系列折叠屏手机的迭代说明：技术的进化不在实验室的保密文件里，而在用户可感知的体验升级中。 此次最新发布的新一代旗舰折叠机荣耀Magic V5，实现的薄至8.8mm折叠态厚度，展开后仅4.1mm，轻至217g机身重量，离不开本代旗舰折叠机首发的荣耀 鲁班大模型，能将折叠屏产线的组装筛选精度从0.04mm提升到0.003mm，让每一幅铰链都能与左右屏完美匹配，最终还达成了"更轻薄且续航未缩水"的平 衡。 这项精密制造技术拥有方是深圳坪山的荣耀智能制造产业园，这是一家L4级智能工厂，荣耀Magic V ...

Core Insights - Counterpoint Research forecasts a slight year-on-year growth in China's smartphone sales by Q2 2025, led by Huawei and Apple [1] - Apple's iPhone sales in China saw an 8% year-on-year increase from March to June, marking its first growth since Q2 2023 [1][3] - Huawei is expected to achieve a 12% year-on-year growth and reclaim the top position in the Chinese market in Q2 [1] Group 1: Apple Performance - Apple's growth in May was primarily driven by promotional activities for the iPhone 16 series, with three models ranking among the bestsellers [3] - The timing of Apple's price adjustments in May was strategic, coinciding with the 618 promotional period, which positively impacted sales [3] - Despite the recent growth, Apple's revenue in the Greater China region has faced a decline, with a 0.34% drop year-on-year in Q4 FY2024 and a 7.73% decrease for the entire fiscal year [3][4] Group 2: Pricing Strategies - Apple implemented significant price reductions for the iPhone 16 series, with discounts reaching up to 2530 yuan (approximately 351 USD) to maintain competitiveness [4] - The iPhone 16 Pro 128GB model saw its price drop to 5499 yuan, a 31% reduction from its original price of 7999 yuan, marking a significant pricing strategy shift [4][6] Group 3: Market Challenges - Analysts predict that iPhone sales in China may decline in the second half of the year due to weak consumer spending and the aging product cycle of the iPhone 16 [6] - The limited upgrades expected with the iPhone 17 may not stimulate strong demand, while local competitors like Huawei are aggressively targeting the high-end smartphone market [6]

Group 1 - The total sales of old-for-new related products have exceeded 1.4 trillion yuan this year, with the third batch of funds for the program to be distributed in July [1] - The third round of funds will follow principles of "timeliness" and "balance," aiming to achieve dynamic equilibrium in the consumer market through macro policy adjustments [1] - The implementation of the "two new" policies has significantly enhanced consumer vitality, with a notable increase in sales of energy-efficient home appliances [2][3] Group 2 - In Shanghai, the old-for-new policy has led to over 1.1 million orders and sales exceeding 26 billion yuan in home appliances, mobile phones, and home decoration categories [3] - The sales of 3C digital products have surged, particularly among students, with some stores reporting a year-on-year increase of over 30% in sales [4] - In Shandong Province, the sales of home appliances under the old-for-new policy have reached over 131 million yuan, with a year-on-year growth of 27% [4] Group 3 - The industrial equipment upgrade investment has shown a positive growth trend, with a year-on-year increase of 10.7% from January to May [5][6] - The government has allocated 200 billion yuan in special bonds to support equipment upgrades, with the first batch of approximately 173 billion yuan already distributed to various projects [6] - The third round of funding is expected to not only stimulate terminal consumption but also create a positive cycle of "consumption growth - industrial upgrading - economic development" [6]

Core Insights - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1][4] - Huawei is projected to be the fastest-growing brand in the Chinese market during this period, potentially reclaiming the top sales position [1][4] - Apple's sales growth in May was attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1][4] Market Performance - The actual sales during the 618 promotional period remained flat year-on-year, with most growth concentrated in May [3] - Apple ranked first in sales during the promotional period, with three iPhone models among the top-selling list [3] - Huawei's growth during the promotional period is notable, as it continues to enjoy strong loyalty from its core user base, who are replacing old devices with new ones [4] Policy Impact - The sales performance in Q2 was partially supported by national smartphone subsidy policies, although there is uncertainty regarding the market growth in the second half of the year as these policies may gradually reduce [4]

Core Insights - The Chinese smartphone market is expected to see a slight year-on-year growth in Q2 2025, driven primarily by Huawei and Apple [1] Group 1: Market Overview - According to Counterpoint Research, preliminary data indicates that smartphone sales in China will experience a modest increase in Q2 2025 compared to the previous year [1] - Huawei is projected to be the fastest-growing brand in terms of year-on-year sales growth in the Chinese market during this period [1] - Apple’s sales growth in May was attributed to promotional activities for the iPhone 16 series, particularly the iPhone 16 Pro and iPhone 16 Pro Max [1]