数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2026-2032年中国笔记本电脑行业市场全景调查及战略咨询研究报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年11月中国笔记本电脑出口数量为954万台，同比下降14.7%，出口金额 为52.13亿美元，同比下降25.3%。 近一年中国笔记本电脑出口情况统计图 ...

特朗普上台后，就开始大刀阔斧搞贸易脱钩，尤其是针对中国的那一套关税和禁令，简直是下狠手。想想看，从2025年1月他就职那天起，白宫就忙着推高 关税墙，本来想让美国制造业重振雄风，结果呢？ 数据摆在那，美国制造业就业岗位从2024年底开始就一路下滑，到2025年9月，已经丢了差不多10万个工作机会。局劳工统计局的报告清楚写着，9月份制造 业又减了6000个岗位，这已经是连续第五个月负增长了。 为什么会这样？移民政策收紧，劳动力短缺是主要原因，高技能工人进不来，基础岗位也招不到人，企业成本直线上升。钢铁铝材这些原材料，因为关税一 加，价格水涨船高，美国本土工厂在竞争中根本站不住脚。 原本拜登时代搞的芯片法案和新能源补贴，刺激了一波建厂热，但到2025年下半年，这股劲头明显凉了，建筑支出连续7个月往下掉。彭博社的分析说，那 些数万亿美元的投资承诺，很多就是纸上谈兵，水分太大。企业宁愿把生产线挪到墨西哥或越南去，那儿成本低，规避关税还容易。 结果，美国自己的工厂没起来，失业工人越来越多，铁锈带地区经济复苏成了一句空话。贸易逆差呢？本来想通过脱钩缩小，结果2025年8月逆差反而扩大 到近8900亿美元，比前一年涨了17 ...

Group 1 - Gree Electric Appliances, led by Dong Mingzhu, will not adopt aluminum technology for air conditioning until it achieves the same level of technical assurance as copper [1] - The Chinese home appliance technology annual conference has released relevant standards to promote the application of aluminum in the air conditioning sector [1] Group 2 - Huawei's HarmonyOS installation has surpassed 30 million units, increasing by 3 million in less than a month [3] - The latest data shows that the number of devices equipped with HarmonyOS 5 and HarmonyOS 6 was 27 million as of November [3] Group 3 - The price of DDR5 memory has surged due to increased demand driven by AI, leading many users to revert to the AM4 platform due to its cost-effectiveness [4] - The AM4 platform is now seen as a viable option due to its mature technology and affordability, even contributing to environmental benefits [4] Group 4 - SPhotonix has announced a plan to implement its 5D glass storage technology in data centers, with a single 5-inch glass disc capable of storing up to 360TB of data [8] - The stability of this storage technology is projected to last for 13.8 billion years [8] Group 5 - The China Iron and Steel Association has called for steel companies to avoid "involution" and hopes for a response from automotive companies [10] - The demand for automotive steel is expected to grow in the future [10] Group 6 - China Mobile has released a white paper on 6G transmission technology, emphasizing the core concept of "beyond connectivity" [16] - The white paper details the architecture and key technological directions for 6G transmission networks [16]

完整早报音频，请点击标题下方小耳机收听 【马斯克或成全球首位万亿美元富豪， SpaceX 或明年上市】 本周，马斯克与科技媒体人在社交媒体的互动中透露 出，旗下的太空探索技术平台 SpaceX 可能很快会上市。报道称， SpaceX 正在寻求在明年的中后期上市，目标估 值约为 1.5 万亿美元，这一估值规模也将媲美沙特阿美在 2019 年创下的约 1.7 万亿美元纪录。根据彭博财富指 数，马斯克持有 SpaceX 大约 42% 的股权。这意味着，马斯克有望成为全球首位"万亿美元富豪"。（央视财经） 【甲骨文：与 OpenAI 的合作安排"没有延迟"】 当地时间 12 月 12 日，甲骨文公司否认为 OpenAI 建造的数据中 心完工时间从 2027 年推迟至 2028 年的报道。甲骨文发言人称，选址和交付时间表是在协议签署后与 OpenAI 密 切协调后确定的，并经双方共同同意。所有需要满足合同承诺的节点均未出现延误，所有里程碑仍 按计划推进。（搜狐） 【知情人士回应豆包手机被曝被约谈：消息不实】 字节跳动旗下AI大模型"豆包"12月1日宣布上线手机助手并与中 兴通讯合作推出"豆包手机"——努比亚M153。近 ...

TrendForce强调，降低配置规格或推迟硬件升级已成为智能手机和笔记本电脑制造商控制成本的必要手段，对于在存储成本中占比最大的DRAM来说，这 一点尤为明显。在中高端机型中，DRAM容量预计将分别向该市场的最低标准集中，放缓提升速度。其中，高端机型或将放缓往16GB推进的速度，而 12GB内存或将逐渐消失于中端机型，回落至8GB。 受影响最大的将是低端智能手机市场，2026年其入门机型可能会回退至4GB内存。相反，对于入门级笔记本电脑而言，受限于处理器搭配需求和操作系统 的限制，DRAM容量无法迅速缩减。 "等等党真的亏麻了，如果在618换手机就没这么多事了..."有网友说道。 12月11日，TrendForce集邦咨询的最新调查认为，由于内存价格预计在2026年第一季度继续大幅上涨，全球终端产品面临艰巨的成本考验，因此智能手机 和笔记本电脑厂商提高产品价格、降低配置规格，并进一步下调出货量预测目前看来已不可避免，资源优势将向少数龙头品牌高度集中。 TrendForce表示，对于智能手机和个人电脑等消费电子设备，，内存在物料清单（BOM）成本中的占比正日益增加。即使对于盈利能力表现相对优异的苹 果公司而言 ...

Core Viewpoint - Chongqing aims to establish a product carbon footprint management system by 2030, focusing on green and low-carbon transformation for foreign trade enterprises [1][2]. Group 1: Implementation Plan - The plan includes the development of over 10 national product carbon footprint accounting rules involving enterprises and social entities by 2030 [1]. - It targets over 50 key products for carbon footprint accounting in sectors such as new energy vehicles, laptops, automotive parts, natural gas chemicals, new materials, equipment manufacturing, and specialty agricultural products [1][2]. - The establishment and operational exploration of a product carbon footprint factor database will be a significant focus [1]. Group 2: Support and Services - The plan emphasizes the need for a dynamic classification management directory to support the development of the export foreign trade industry [2]. - It encourages research institutions and enterprises to participate in the formulation of national and industry-specific carbon footprint accounting standards [2]. - A one-stop comprehensive service platform will be created to provide data monitoring, information collection, carbon footprint accounting, and carbon labeling certification services for enterprises [2]. Group 3: Market Integration and Incentives - The plan promotes the integration of carbon footprint accounting with local carbon markets and green electricity policies, making it a key indicator for cultivating green trade demonstration enterprises [3]. - It encourages government and state-owned enterprises to prioritize the procurement of products with lower carbon footprints [3]. - Financial institutions are urged to use carbon footprint certification as a basis for green finance initiatives, including innovative applications linked to carbon footprint [3].

来源：中国新闻网 中新社重庆12月10日电 (张旭)"据我了解，香港和重庆之间的合作已在多个产业渐入佳境，例如物流、 科技、金融以及现代服务业。"香港中华工商总会秘书长萧耀钦10日在重庆接受中新社专访时表示，渝 港合作正在不断深化。 2024年，渝港进出口额达575.3亿元人民币，经贸往来密切。萧耀钦介绍，渝港合作正在通过贸易展览 和投资项目等不断深化，例如，两地在新能源汽车和电子信息制造等领域，已签署了多个项目。 港企理文造纸已落户重庆永川多年，发展势头较好。萧耀钦认为，这说明港商在进入内地市场时，不仅 可以输出产品，还可通过资本和技术投资，建立长期竞争优势，尤其在制造业领域，通过规模化和自动 化实现可持续增长。 "重庆、香港各有优势，互补性很强。"萧耀钦说，重庆的优势在于工业生产，特别是在新能源汽车、电 子消费产品和笔记本电脑等领域表现出色，这些产业依托大规模制造和创新驱动。香港的优势则在金 融、贸易、专业人员服务等方面。重庆的制造业实力可以与香港的金融和贸易网络结合，实现资金、技 术和市场的对接。 为促进香港与内地交流和经贸往来，萧耀钦建议港企，可将贸易方面的成功经验和国际视野分享给内地 厂家，帮助后者 ...

Core Viewpoint - A modification involving the addition of a single resistor has allowed an RTX 4090 gaming laptop to outperform an RTX 5090 in certain benchmarks, highlighting the significant impact of power consumption on performance [1][10]. Group 1: Power Consumption and Performance - Power consumption is a critical factor that directly influences the performance of gaming laptops, with high-end models often boasting total power consumption exceeding 200W [3][5]. - The total power consumption typically refers to the combined power of the CPU and GPU, where higher power levels correlate with better performance due to enhanced cooling and power supply requirements [5][12]. - A user modified their ROG Zephyrus M16 by adding a resistor, effectively lowering the circuit resistance and allowing the RTX 4090 to draw nearly double its original power limit, resulting in performance that rivals the RTX 5090 [9][10]. Group 2: Benchmark Comparisons - After the modification, the performance of the RTX 4090 in the ROG M16 surpassed that of the RTX 5090 in most 3DMark tests, with the highest score in the Speedway benchmark showing a 9.6% lead [10][11]. - The overall performance improvement from the modification was over 20% in most benchmarks, with some tests showing increases of more than 35% [11][12]. Group 3: Manufacturer Limitations - NVIDIA is identified as the entity that sets power consumption limits for mobile GPUs, which restricts manufacturers from fully utilizing the hardware's potential [13][15]. - Despite the potential for higher performance through increased power limits, manufacturers often adhere to NVIDIA's restrictions to maintain product differentiation and avoid market conflicts [15][16]. - There are indications that NVIDIA may consider lifting power limits for future high-end models to cater to hardcore gaming enthusiasts seeking significant performance boosts [15][16].

Core Insights - The notebook computer market is expected to enter a new replacement cycle driven by technology and demand for commercial laptops due to aging performance and system upgrades, with a recovery in shipment volumes anticipated in 2025 [2][3] Market Overview - In the first half of 2025, the U.S. tariff policy negatively impacted the notebook market, but by the second half, leading brands' overseas production capacity in Southeast Asia is expected to meet North American demand [2] - The overall shipment volume for notebooks is projected to rebound from approximately 184 million units in 2024 to around 194 million units in 2025, with a compound annual growth rate (CAGR) of 5.6% to 2.8% from 2025 to 2027 [3] Technological Advancements - The market will see significant growth starting in 2026, driven by continuous upgrades in CPU and GPU technologies [6] - Intel's 18A process technology is set to enter mass production in early 2026, enhancing CPU performance, while NPU computing power is expected to exceed 50 TOPS [6] - NVIDIA's next-generation GPUs are anticipated to launch between late 2026 and early 2027, further stimulating demand in the gaming and content creation sectors [8] Display Technology Trends - The adoption of OLED and Touch technology in notebooks is expected to accelerate from 2025 to 2028, with OLED shipments projected to reach 11.5 million units in 2025 and approximately 17.4 million units in 2026 [11] - Lenovo is leading the push for OLED technology in notebooks, with a significant increase in demand expected [11] - Touch panel shipments are forecasted to rise from about 25.4 million units in 2025 to 28.6 million units in 2026, with In-cell Touch panels gaining market share [14][17]

Core Insights - The article highlights the resilience of Chinese exports despite ongoing trade tensions with the U.S., suggesting that many Chinese products remain indispensable to the U.S. market, thereby enhancing China's bargaining power in upcoming trade negotiations [1][4]. Trade Performance - Chinese exports to the U.S. reached over $100 billion in Q3 2023, contributing to a trade surplus of nearly $67 billion, despite an overall decline in trade volume [1][4]. - In September, China's exports grew by 8.3% year-on-year, surpassing economists' expectations, indicating a robust export performance [9][11]. Product-Specific Insights - Certain products, such as electric bicycles and refined copper, saw significant export growth, with electric bicycle exports valued at over $500 million and refined copper exports rising to $270 million [4][5]. - The export of smartphones, laptops, and computer components to the U.S. amounted to nearly $8 billion, despite being less than half of the previous year's figures [5]. Market Dynamics - The article notes that the U.S. tariffs have had limited impact on the import of certain Chinese goods due to their critical role in global supply chains, particularly in sectors like rare earths and electronics [1][4]. - Analysts suggest that the restructuring of supply chains to replace Chinese goods would take time, indicating a continued reliance on Chinese products [1][8]. Future Outlook - There is speculation that the U.S. and China may seek to ease trade tensions in the coming weeks, with both sides potentially making concessions [11]. - The Chinese government emphasizes the need for continued efforts to stabilize foreign trade amid a complex external environment [11].