最懂 iPhone 相机的人，回到苹果了。 据 Sebastiaan de With 本人披露，他将加入苹果 Human Interface Design (HID) Team，这是苹果的核心设计团队。 Sebastiaan 是谁？你可能会对这个名字感到陌生，但你熟悉 iPhone 摄影，那大概率听过甚至用过他开发的应用——Halide。 Sebastiaan 早年就是苹果的员工，曾参与 MobileMe 到 iCloud 的转型工作，也参与了查找我的 iPhone 和查找我的朋友等功能的设计工作，后者演变成现在 的「查找（Find My）」应用。 再之后，他遇到从 Twitter 离职的工程师 Ben Sandofsky，两人都对摄影很感兴趣，一拍即合！于是，2017 年，专业摄影应用 Halide 正式推出。 两年后，由 AI 驱动的长曝光摄影软件 Spectre Camera（Lux Optics）发布，这两个应用先后获得了 App Store Award 2019 年度最佳应用奖项与 Apple Design Award 2022 的最佳视觉与图形大奖。 在 Lux Optics 的底部，陈列着这个小 ...

资料显示，深圳雷柏科技股份有限公司位于广东省深圳市南山区科苑南路3099号中国储能大厦56楼，成 立日期2002年8月5日，上市日期2011年4月28日，公司主营业务涉及消费电子产品研发、销售。主营业 务收入构成为：计算机外设89.91%，租赁6.30%，其他消费电子3.31%，其他0.49%。 1月30日，雷柏科技跌2.68%，成交额7461.97万元。两融数据显示，当日雷柏科技获融资买入额691.81 万元，融资偿还817.49万元，融资净买入-125.69万元。截至1月30日，雷柏科技融资融券余额合计1.78 亿元。 机构持仓方面，截止2025年9月30日，雷柏科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股125.86万股，相比上期增加66.33万股。 融资方面，雷柏科技当日融资买入691.81万元。当前融资余额1.77亿元，占流通市值的3.48%，融资余 额超过近一年60%分位水平，处于较高位。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@ ...

苹果一直在寻求多元化生产，近年来不断扩大印度制造业务规模。研究机构Counterpoint Research的数 据显示，自2022年以来，iPhone在印度市场的份额已翻倍达到8%。与此同时，中国仍占全球iPhone出货 量的75%，但印度的占比自2022年以来已增长三倍达到25%。 凤凰网科技讯 北京时间2月2日，据路透社报道，印度政府周日向苹果公司送出了一项重大利好，该国 允许外国公司在特定领域向其代工商提供生产设备，五年内不会产生任何税务风险。 专注印度税务的律师事务所BMR Legal合伙人尚基·阿加瓦尔(Shankey Agrawal)表示："此项豁免消除了 在印度进行电子产品制造的一个关键性障碍风险。这将促使全球电子企业更快速地扩大在印生产规模， 并增强其'印度制造'的信心。" 截至发稿，苹果尚未就此置评。(作者/箫雨) 印度政府在周日表示，"为促进代工商的电子产品生产"，该国将修改相关法律，以确保不会因为仅仅拥 有这些设备而对外国公司征税。这一决定已在印度财政部长尼尔马拉·西塔拉曼(Nirmala Sitharaman)周日 提交的2026-27年度财政预算案中正式公布。 此举可能促使苹果及其 ...

2、国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示，2026年1 月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 3、香港特区政府财政司司长陈茂波2月1日表示，海外企业和投资者对投资香港的信心正在加强。去年 海内外企业的驻港公司以及香港的初创公司数目均大增逾一成，分别超过11000家和5200家。另据一些 外国商会最近所做的调查，其大部分会员企业对香港营商前景感到乐观，正面预期的比例亦创近年新 高。在第十九届亚洲金融论坛举行期间，陈茂波先后与来自欧美和中东的政商领袖，以及内地和国际多 边组织代表会面，他们都不约而同指香港的前景正面，并涌现更多新机遇。 4、受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，均 创下数十年来最大单日跌幅。分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。 此外芝加哥商品交易所于当地时间上周五宣布上调Comex黄金和白银期货的交易保证金要求。根据声 明，对于非高风险账户，黄金期货的保证金将从当前合约价值的6%提高至8%，高风险账户的保证金则 从6.6%上调至8.8%。白银方 ...

Core Viewpoint - The article discusses the significant financial performance of Apple, particularly in its services segment, and highlights the ongoing controversy surrounding the "Apple Tax" in China, which remains unchanged despite global regulatory pressures [6][11][19]. Financial Performance - Apple reported its Q1 FY2026 earnings, achieving record highs in several key financial metrics, with services revenue surpassing $30 billion for the first time, reaching $30.01 billion, a year-over-year increase of approximately 14% [7]. - The Greater China region contributed significantly to this growth, with revenues reaching $25.53 billion, driven by a 38% increase in demand for the iPhone 17, accounting for 17.7% of Apple's total revenue [8][11]. Services Revenue Growth - The services segment has shown consistent growth, with revenue figures from 2015 to 2026 indicating a strong upward trend, particularly in the Greater China region, which is crucial for Apple's service revenue [8]. - The gross margin for the services business is approximately 77%, significantly higher than Apple's overall gross margin of 46%, indicating a highly profitable segment [11]. "Apple Tax" Controversy - The "Apple Tax" refers to the commission Apple charges developers on its App Store, which is notably higher in China compared to other regions, with estimates suggesting it accounts for 10% of total revenue in China versus 8.8% in the U.S. and 4.6% in Europe [13]. - Analysts have indicated that any significant changes to the "Apple Tax" could impact Apple's earnings per share (EPS) by 2% to 6%, highlighting the sensitivity of Apple's profit margins to regulatory changes [16]. Regulatory Environment - Despite global movements to challenge the "Apple Tax," including court rulings in the U.S. and legislative actions in Europe and Australia, the policy remains firmly in place in China, with no signs of change [19][20]. - The article notes that consumer awareness and advocacy against the "Apple Tax" are growing in China, with recent complaints filed against Apple for its pricing practices and market dominance [26][27]. Future Implications - The article suggests that the ongoing regulatory scrutiny and consumer pushback could lead to significant changes in Apple's business model in China, potentially reshaping the digital market landscape [30][31]. - A more transparent and competitive market environment could enhance China's digital economy's adaptability and innovation, presenting both opportunities and challenges for major companies like Apple [31][32].

Core Insights - The smart hardware sector has gained significant attention and investment, driven by advancements in manufacturing, supply chain capabilities, and a growing pool of talent in China [7][8][10] - The emergence of AI is reshaping the hardware landscape, enhancing existing products and creating new opportunities for innovation [19][20][25] - The Maker economy presents unique opportunities, with a growing community of enthusiasts driving demand for innovative DIY products [26][27][29] Group 1: Reasons for the Surge in Smart Hardware - The resurgence of interest in smart hardware and consumer electronics can be traced back to increased attention and resources flowing into the sector since 2024 [7] - The rapid growth of manufacturing in recent years has led to a significant downscaling of technology, making it easier to meet existing consumer demand [8] - China's supply chain advantages and engineering talent density are key factors that will continue to support the growth of global hardware brands [10][11] Group 2: Characteristics of Successful Hardware Entrepreneurs - Successful hardware entrepreneurs often come from diverse educational backgrounds, including computer science, mechanical engineering, and design, but share a strong entrepreneurial spirit [14][15][16] - The best founders possess a comprehensive understanding of the entire product lifecycle, from supply chain management to software integration [16][17] - A significant portion of successful entrepreneurs in this space have engineering backgrounds, particularly in mechanical engineering [17] Group 3: AI's Impact on Smart Hardware - AI is expected to enhance hardware products by improving user experience through features like companionship, creativity, and efficiency [19][20] - The integration of AI into hardware is seen as a way to empower existing commercial value rather than creating entirely new demands [20][25] - Future advancements in AI capabilities are anticipated to further enhance the functionality of smart hardware products [24] Group 4: Opportunities in the Maker Economy - The Maker community is rapidly expanding, and the potential market size is much larger than previously estimated, driven by advancements in technology [26][27] - Engaging with the Maker community can provide valuable insights for product development, as these users are often early adopters and provide critical feedback [27][28] - The evolution of algorithms and design tools is lowering barriers for users, enabling more people to participate in the Maker economy [29] Group 5: Challenges Facing Smart Glasses - The smart glasses market faces significant challenges, including the complexity of integrating technology into wearable devices and user experience concerns [33][34] - Companies must navigate the balance between functionality and user comfort, as additional features can complicate the user experience [33] - Successful players in this market will need to clearly define their brand identity and product focus to stand out [34] Group 6: Strategies for Global Expansion - Chinese companies are increasingly leveraging their e-commerce capabilities to expand internationally, transitioning from manufacturing to brand development [42][43] - The mindset around globalization is shifting, with many startups considering global markets from the outset rather than as an afterthought [43] - Building strong brand recognition and channel capabilities is essential for successful international expansion [43][44] Group 7: Building Brands and Competitive Moats - Companies aiming to establish premium brands must focus on high-quality products and innovative designs rather than low-end copycat strategies [44] - Early market entrants often reap significant rewards, as the consumer electronics market tends to favor first movers [46] - Brands should aim to resonate with consumers by enabling them to achieve aspirations or capabilities they previously lacked [47] Group 8: Responding to Competition - Hardware startups can maintain a competitive edge by ensuring strong confidentiality during product development, allowing for an 18-month lead time before competitors can catch up [48] - Entrepreneurs should anticipate competitor actions and focus on minimizing vulnerabilities to remain competitive [49] - Rapid growth must be balanced with strategic planning to avoid becoming an easy target for larger competitors [49] Group 9: Future Product Expectations - There is a strong interest in innovative products that enhance personal experiences, such as flying vehicles and immersive technologies [50][51] - The DIY market for women presents a unique opportunity for products that encourage creativity and sharing within communities [52] - The potential for advanced AI-driven personal assistants remains a long-term aspiration for many in the industry [53][54]

Core Viewpoint - Apple is planning to release its first foldable iPhone and is already considering subsequent models, despite initial challenges with a larger foldable iPad project [1] Group 1: Product Development - Apple is exploring a smaller, square-shaped flip-style foldable phone, following similar products from Motorola and Samsung [1] - The first foldable iPhone is expected to be a book-style device, with an external screen size projected to be around 5.5 inches, with hopes to increase it closer to 6.5 inches [1] Group 2: Market Strategy - Apple aims for its first foldable iPhone to achieve significant success, thereby creating market demand for more diverse foldable products, similar to the acceptance of traditional iPhones [1] - There is potential for Apple to introduce a larger book-style foldable phone in the future, which could fit well within its existing product lineup [1]

Company Insights - Apple is prioritizing the production of three high-end iPhone models for 2026 while delaying the shipment of standard models, with a focus on launching a foldable iPhone and two non-foldable models in the second half of 2026 [1] - Analyst Ming-Chi Kuo predicts that Apple's pricing strategy for the new iPhone 18 will aim to keep the starting price unchanged, which is beneficial for marketing [1] - The upcoming shareholder meeting is expected to reveal Apple's future product development directions, supply chain optimization details, and global market strategies, particularly with the anticipation of new products like the foldable iPhone [1] Industry Insights - The launch of new Apple products, such as foldable iPhones, will influence the product design trends within the consumer electronics industry, accelerating innovation and exploration of new product forms and technologies [2] - Changes in component demand from Apple will directly impact the order structure and production planning of component manufacturers, prompting them to adjust raw material procurement and production schedules [2] - The introduction of new Apple products will lead related smart accessory manufacturers to develop compatible products, thereby expanding the consumer electronics supply chain and meeting diverse consumer needs [2] Supply Chain Companies - Luxshare Precision focuses on the R&D, production, and sales of connectors, cables, motors, wireless charging, and other components, providing a wide range of parts for Apple and demonstrating strong manufacturing and supply chain integration capabilities [3] - GoerTek specializes in precision components and smart hardware, with accumulated technological achievements in acoustics, optics, and microelectronics, participating in the production of acoustic components and smart hardware modules for Apple [3] - Lens Technology, centered on glass cover business, provides various glass protective panels and related structural components for Apple, showcasing strong capabilities in glass processing and customized production [3]

开栏的话 今年是中国共产党成立105周年，是"十五五"开局之年。新的一年，新的奋斗，新的进发。"一起为梦想 奋斗、为幸福打拼，把宏伟愿景变成美好现实"的殷殷期望催人奋进。 本报今起开设"新春走基层"专栏，编辑记者践行"四力"，奔赴基层一线采访，看山河壮丽、大地丰饶的 大国气象，听心有所悦、业有所成的百姓故事，展现中国式现代化的壮美华章。 临近春节，在消费品以旧换新政策带动下，各地商场的手机店吸引了大量客流，新品销售火热。 湖北武汉楚河汉街一家手机店里，消费者张先生正在体验折叠屏手机，"既方便携带，还能'尝鲜'新功 能。" 门店工作人员介绍，随着折叠屏等创新形态逐步进入主流手机市场，再加上人工智能语音助手等功能上 新，消费者购机热情高涨。2025年，我国手机市场规模突破万亿元。折叠屏手机市场出货量超过1000万 台，同比增长9.2%。 "折叠屏手机融合材料科学、先进制造和软件生态创新，我们在该领域持续研发超过8年，累计获得超过 3500件相关专利。今年，我们还将推出新一代产品。"OPPO首席知识产权官冯英介绍，截至2025年底， OPPO全球专利申请量超过11.8万件，全球专利授权数量超过6.6万件。其中，发明 ...

香 港 聯 合 交 易 所 有 限 公 司 與 證 券 及 期 貨 事 務 監 察 委 員 會 對 本 申 請 版 本 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 意 見，並 明 確 表 示 概 不 就 因 本 申 請 版 本 全 部 或 任 何 部 分 內 容 而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Ugreen Group Limited* 深圳市綠聯科技股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警 告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」） 的要求而刊發，僅用作提供資訊予香港公眾人士。 本申請版本為草擬本，其內所載資訊並不完整，亦可能會作出重大變動。 閣下閱覽本文件， 即代表 閣 下 知 悉、接 納 並 向 本 公 司、本 公 司 的 保 薦 人、整 體 協 調 人、顧 問 或 包 銷 團 成 員 表 示 同意： 倘 於 適 當 時 候 向 香 港 公 眾 人 士 提 出 要 約 或 邀 請，有 意 投 資 者 務 請 僅 依 據 經 香 港 公 ...