最近几天，热度很高的iPhone 17系列终于正式发售了，不知道有没有差友们激情下单？ 我们的手机已经收到了，而且我们还额外去咱们的香港地区买了两台iPhone Air，准备给大家拆一拆。 今天我们也会带一点儿新iPhone的体验感受，不过我们主要想跟大家聊另外一件事儿： 不知道你们发现没，iPhone 17标准版一反以往的"谁买标准版啊"，成了今年呼声最高的购买选项。 在经过高刷和一系列升级之后，预约量在单个电商平台就超过了200万。 如果托尼没记错的话，去年标准版iPhone 16在相同平台的预约量也就三四十万左右，翻了将近十倍。 iPhone 17 Pro凭借着VC散热、更大的电池以及新的外观，也是怒刷了一波存在感。 无论如何，iPhone 17这一代让iPhone销量"起死回生"，可以说是板上钉钉的事情了。 就这么说吧，我司好几个主力机是安卓的同事，都怒冲了一台iPhone 17作为第二台手机，成为了双持党。 因为你有高刷我就买，没有就不买，就这么简单。 在过去一年的时间里，各家国产品牌对标、致敬、强行兼容苹果的各种骚操作不断，苹果在中国市场的份额也是跌到了第三，要说果果没压力，那是绝对 不可能的。 ...

Core Insights - The implementation of the "mobile national subsidy" policy on January 20 significantly impacted the smartphone market, with a reported doubling of foot traffic in stores on the first day of the subsidy [1][3] - OnePlus's Ace 5 Pro emerged as a standout model, with a price drop of 400 yuan, making it the lowest-priced Snapdragon 8 Gen 2 model in the market, leading to immediate stock shortages [3][4] - The national subsidy is seen as a catalyst for consumers to opt for higher-performance products within their budget, benefiting mid-range models like the OnePlus Ace 5 series [4][5] Industry Impact - The national subsidy policy, which offers a 15% rebate on smartphones priced under 6000 yuan, has led to a 5% year-on-year increase in smartphone shipments in Q1 2025, totaling 70.9 million units [4] - Industry experts note that while the subsidy has stimulated initial demand, its marginal benefits may diminish over time, raising questions about the sustainability of growth in subsequent quarters [4][5] - OnePlus is strategically targeting the small-screen smartphone market, which has a significant demand gap, with the upcoming OnePlus 13T positioned to meet this need [5]