中国仍然是全球最大的二手和翻新智能手机交易中心。出口至多个市场的交易量持续增长，且规范 化市场的参与者在这一增长中发挥着主导作用。由翻新机和"原样机"（即未经过任何技术处理，直 接转售的二手手机）组成的二手智能手机市场，如今已占中国整体（新机+二手）智能手机行业的 20% 。这 20% 包括国内翻新机销售以及出口业务。 根据 Counterpoint Research 最新的 《全球二手智能手机市场报告》 ，2024 年中国翻新智能手机市场 同比增长 6% 。由于中国大陆对翻新手机的需求增长，国内消费市场也出现了增长。 中国二手智能手机市场增长情况（2020-2024 年） 中国的二手智能手机市场由翻新机和"原样机"组成，如今已占整个（新机+二手）智能手机行 业的 20% 。 中国的规范化二手智能手机市场正在快速增长。货源国相对集中，但出口市场更加广泛。因 此，在海外贸易方面，大型零售商通常使用中国香港作为中转站。 非规范化二手智能手机市场自 2023 年以来竞争愈发激烈。较新的 A 级机型（尤其是 iPhone ） 供应短缺，而旧款 iPhone 仍在大量销售，导致 2024 年的平均售价（ASP）下降。 ...

期数： 2 0 2 5年3月刊 * 如 需了解更多 相 关 信 息 ， 请 订 阅 C I N N O R e s e a r c h 《中国智能手机市场销量分析报告 》 。 联系我们 马女士 Ms . Ceres TEL：（+86）137-7604-9049 Emai l：CeresMa@cinno.com.cn 1 . 0 1 ' 2 4 - 0 1 ' 2 5 中国市场智能机销量及同比趋势 2 . 0 1 ' 2 4 - 0 1 ' 2 5 中国市场智能机价格段趋势 3 . 0 1 ' 2 5 Vs 0 1 ' 2 4 中国市场智能机价格段同比 4 . 国补政策1：3C单品在6 , 0 0 0元以下解读 5 . 国补政策2：手机单品在6 , 0 0 0元以上解读 6 . 其他手机补贴相关政策汇总 7 . 补贴对行业与消费者的影响 8 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) a -Si LCD智能机面板价格趋势 9 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) LTPS LCD智能机面板价格趋势 1 0 . 0 1 ' 2 3 - 0 4 ' 2 5 (E) 刚性OLED智能机面 ...

然而，与上一季度相比，智能手机出货量下降了近 2% 。这一情况发生的原因是许多品牌已在 2024 年 Q3 开始发货，以确保在假期季节开始前完成分销。几乎所有拉丁美洲国家都有自己版本的"黑色 星期五"购物活动，许多活动持续一整周。一些国家，如墨西哥的"El Buen Fin"和阿根廷的"网络星 期一"，活动时间甚至更早。 根据 Counterpoint 市场监测服务的最新报告 ，2024 年 Q4 ，拉丁美洲智能手机市场的出货量同比增 长 9.3% ，这是连续第六个季度实现同比增长。阿根廷、智利、秘鲁等地区市场是这一增长的主要 推动力。 点击阅读原文下载完整版 PDF 报告 三星 继续在拉丁美洲地区占据领先地位，其市场份额比最接近的竞争对手高出约 9 个百分点。这 家手机品牌厂商提前推出了入门级机型，这使得其出货量同比有所增加，不过由于拉丁美洲的潜 在市场总量有所扩大，其市场份额并未发生变化。 摩托罗拉 的出货量实现了小幅同比增长。其成功主要得益于在较低价格区间的表现，以及推出的 5G 智能手机产品大幅降价促销，这也助力其在该地区扩大了市场。然而，其市场份额同比下降了 几个百分点。 小米 实现了两位数的增长， ...

Group 1 - Alibaba's 1688 platform has announced the complete cancellation of the "refund only" policy, with annual active buyers exceeding 100 million, marking a historical high for the platform [2] - The new "Source Selection" business focuses on providing high-quality products at one-third the price of major brands, catering to family procurement needs [2] - Huawei's concept stocks surged after the announcement of a new product that is a phone but not just a phone, with significant stock price increases for related companies [3][4] Group 2 - BYD launched the world's fastest charging technology, allowing a 5-minute charge to provide a range of 400 kilometers, equating charging time with refueling time for traditional vehicles [5][6] - BYD's market capitalization reached 1.16 trillion yuan, surpassing CATL for the first time since June 2018, indicating strong market performance [7][8] - Xiaomi emerged as the biggest beneficiary of national mobile phone subsidies, with a brand awareness of 60.9%, significantly higher than competitors [7][8] Group 3 - JD.com is innovating in talent acquisition through a reality show aimed at recruiting young sales talents, offering high salaries and practical training [19][20] - The company is also launching a large-scale internship program, providing over 10,000 internship offers to university students [19] - The collaboration between Zhiji Auto, Ele.me, and Zebra Smart Travel aims to develop the first "AI ecological cockpit," enhancing user interaction and safety [21] Group 4 - Microsoft announced a significant breakthrough in quantum computing, claiming to have developed a chip capable of producing Majorana fermions, although the authenticity of the results is debated [22][23] - Apple is facing an AI crisis, with a major meeting planned to address the company's challenges in AI development and product marketing [24][25] - Samsung's chairman emphasized the need for the company to invest for the future despite current challenges, urging executives to adopt a "do-or-die" mentality [26][27]

Core Viewpoint - Apple faces significant challenges in China, a crucial market, as iPhone shipments decline, impacting its stock performance and overall growth prospects [1][6]. Group 1: iPhone Shipments and Market Performance - iPhone shipments in China dropped 20.6% year-over-year to 4.4 million units in January, contributing to a broader decline in the smartphone market, which saw total shipments decrease by 14.3% to 27.2 million units [2][3]. - The decline in iPhone sales is attributed to increased competition from domestic brands like Huawei and Xiaomi, macroeconomic pressures, and a shift in consumer preferences towards more affordable options [3][4]. Group 2: Impact of U.S.-China Trade Relations - The ongoing U.S.-China trade tensions, including tariffs, are expected to further hinder iPhone shipments, as the demand for premium smartphones in China softens [4][6]. - Apple struggles in the premium segment due to a lack of AI features compared to local competitors, which have successfully introduced feature-rich devices and advanced operating systems [5][6]. Group 3: Strategic Responses and Market Outlook - In response to declining market share, Apple has partnered with Alibaba to introduce Apple Intelligence in China, aiming to enhance its presence in the competitive AI market [7][8]. - Analysts are divided on Apple's prospects; while some express skepticism about the effectiveness of the partnership, others maintain a bullish outlook, predicting significant iPhone sales and potential revenue growth from AI initiatives [9][10]. Group 4: Analyst Ratings and Price Targets - Morgan Stanley reduced its price target for Apple from $275 to $252, citing weak iPhone demand, while maintaining an 'Overweight' rating [10]. - Despite mixed sentiments, the average price target among analysts is $249.38, suggesting a potential upside of nearly 17% over the next 12 months, with the highest target set at $325 [10].

2024 年 Q4 全球智能手机市场总结 数据来源：Counterpoint Research 市场监测服务 全球智能手机市场份额 Q2 2023 - Q4 2024 尽管 2024 年 Q4 全球智能手机市场整体持平，但全年仍实现 4% 的增长，主要得益于加勒 比和拉美以及欧洲市场的增长。 苹果以 23% 的市场份额领先 2024 年 Q4 全球智能手机市场，三星以 16% 的份额位居第 二。 小米排名第三，出货量同比增长 5%，而 vivo 同比增长 13%，成为 2024 年 Q4 前五大品牌 中增长最快的品牌。 OPPO 在 2024 年 Q4 出货量同比下降 3%，但在中国、拉美和西欧市场表现良好。 在 5G 细分市场，苹果以 32% 的市场份额占据全球领先地位，三星以 16% 紧随其后。 在前五大品牌中，小米以 33% 的同比增长率成为 5G 领域增长最快的品牌，主要受中国、 印度和俄罗斯市场的强劲需求推动。 低成本 5G 机型的普及以及 GenAI 在中低价位段的渗透，将成为 2025 年需要关注的关键趋 势。 OPPO 自 Q3 2021 起包含 OnePlus 扫码跳转 阅读全文 Count ...

Core Insights - The global smartphone production reached 335 million units in Q4 2024, a quarter-on-quarter increase of 9.2%, driven by Apple and consumer subsidies in China [1][2] - Total smartphone production for 2024 is projected at 1.224 billion units, reflecting a year-on-year growth of 4.9% [1] - For 2025, production growth is expected to slow to 1.5% due to conservative consumer spending and international factors like increased import tariffs [1] Apple - Apple produced 80.1 million units in Q4 2024, a significant quarter-on-quarter increase of 57.4%, securing the top market share position [2][3] - The total production for 2024 was approximately 223 million units, remaining stable compared to the previous year [3] - The anticipated launch of multilingual AI features in April 2025 is expected to boost sales [3] Samsung - Samsung's Q4 2024 production was 52.4 million units, a quarter-on-quarter decrease of 10.6%, resulting in a drop to the second position in market share [2][4] - The total production for 2024 was 224.3 million units, reflecting a year-on-year decline of 2.1% [4] - The decline is attributed to the end of flagship model inventory and strong competition from Chinese brands in emerging markets [4] Xiaomi - Xiaomi ranked third with a Q4 2024 production of 44.5 million units, a quarter-on-quarter increase of 4.7% [2][5] - The total production for 2024 reached 169.9 million units, marking a year-on-year increase of 15.3% [5] - The brand's strategy of offering a full range of products at competitive prices has gained traction amid economic slowdown [5] OPPO - OPPO produced 36.8 million units in Q4 2024, a slight quarter-on-quarter decrease of 1.1%, maintaining the fourth position [2][6] - The total production for 2024 was 143.4 million units, reflecting a year-on-year increase of 3.1% [6] - The brand benefited from China's subsidy policies, particularly in the high-end smartphone segment [6] Vivo - Vivo's Q4 2024 production totaled 28.6 million units, a quarter-on-quarter increase of 5.9%, ranking fifth in market share [2][7] - The total production for 2024 was 103 million units, with a year-on-year growth of 10.2% [7] - The brand's sales growth is significantly driven by subsidy policies in China [7] Transsion - Transsion produced 27 million units in Q4 2024, a quarter-on-quarter increase of 5.9%, ranking sixth [2][8] - The total production for 2024 reached 105.9 million units, driven by inventory replenishment in the first quarter [8] - The brand's performance in the second half of 2024 was weaker compared to Vivo, as it primarily operates in emerging markets outside of China [8]

各位童鞋搭嘎猴啊，上周" 2024年中国移动互联网年度大报告"看的怎么样？有童鞋在后台 留言："终于，太阳有了暖意，春天总算来了……"O(∩_∩)O哈哈~过去一段时间确实是跌宕 起伏，不只是气温，AI技术和产业也是如此，不过，轻舟已过万重山，春意盎然，所有没 被"倒春寒"冻死的，春天将会更强大！ 言归正传，今天就给大家分享一下 "她经济"洞察报告。Qu e s tMobi l e数据显示，截止到 2025年1月，女性用户活跃规模已经达到6.24亿，同比增加了2.6%。其中，80后、90 后、00后占比近五成；00后增长较快，同比增加了1.4%。 相比大盘，女性用户线上高消费能力一直都很强，2000元以上消费能力用户占比达到 33.1%，品牌、价格、品质、健康是她们消费时关注的核心要素；同时，女性用户中终端价 格超过2000元的占比超过六成，华为、Appl e、OPPO位居前三，占比分别为22.3%、 22.2%、21.4%。 具体到领域上看，女性用户在移动视频、生活服务以及社交、购物等领域活跃量、粘性较 高，形成了"社交消费"、"生活消费"、"耐用品消费"三大场景：微博、小红书等沉浸式平 台"社交货币"价值彰 ...

2024年，全球智能手机市场增长7.1%，达到12.23亿部，超过了早前在2024年11月发布的预测。年末需求强劲和 智能手机厂商积极补充库存是这一增长的重要因素。然而，Canalys预测显示，市场增长预计将在2025年快速放 缓至1.5%。市场表现将因地区而异，某些地区将达到增长拐点并开始下滑。 市场即将放缓的核心逻辑 在全球宏观经济和供应链的临时性背景下，上述驱动因素只能为市场提供短期动力。与此同时，2025年的智能 手机市场将面临几项新挑战。 ..............更多挑战， 扫描下方二维码 获取全文报告 需要监测的潜在市场风险 一些风险因素可能会在短期内影响市场趋势，Canalys正在密切关注这些因素以评估是否应调整预测。 俄乌局势 过去一两年内，战争对全球智能手机市场的初步影响已经减弱，因为包括物流瓶颈、全球食品价格上涨和通 胀、货币波动和经济衰退在内的干扰大部分已经被消化或释放。只有特定市场（如俄罗斯和乌克兰等）仍面临 直接挑战，包括人口流失、渠道重组、经济压力、通胀和营商环境不确定性等。根据当前的地缘政治局势，战 争可能在2025年结束或达成可行的解决方案。Canalys概述了如果战争得到 ...

以下文章来源于凤凰WEEKLY ，作者王动 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 逆袭人生。 作者 | 王动 来源 | 凤凰WEEKLY （ID：phoenixweekly） 2月27日早盘时段，小米股价盘中一度上涨4%，按这个价格计算，雷军手中的2 4 . 2%小 米股份市值约为3 4 1 2亿元人民币。 由于雷军手上还有金山系、顺为资本的股份以及一系列投资，有媒体估算，雷军已经超 越钟睒睒，成为中国首富。 不过，这个首富是限时体验的。午饭时间还没到，小米就大跌8%： 对雷军来说，股价的起起落落只是个数字，昨晚发布的小米 SU7 Ultr a，才是他当下最 重要的大考。 对网友来说，雷军还有另一个身份：网红。 去年，雷军的抖音账号涨粉超过了2000万。从80（岁）后到0 0后，雷军可能是目前网红 的最大公约数。 雷军的人生履历，被看作是当代中国语境下的成功样板：名校学霸、白手起家，没有隐 秘的贵人，也没有不可说的往事，但靠两手一切达到。 难怪有人说，雷军的人生是爽文范本。 雷军当然不同意，他说：人生是脚踏实地的历程。 雷军具体"登顶"了多长时间，众说纷纭。 有人说，是四分钟； 也有人说，是 ...