据IDC数据，华为今年第二季度在中国智能手机市场的份额达到约18%，而vivo和OPPO等品牌的市场份额下滑。分析师表示，华为时隔四年多重回榜首，彰 显了其强大的品牌号召力和高效的出货管理。华为此前推出多款搭载国产芯片的智能手机，其中包括全球首款商用"三折叠屏"手机。 | Company | 2025Q2 Shipments | 2025Q2 Market Share | 2024Q2 Shipments | 2024Q2 Market Share | | --- | --- | --- | --- | --- | | 1. Huawei | 12.5 | 18.1% | 12.9 | 18.0% | | 2. vivo | 11.9 | 17.3% | 13.3 | 18.5% | | 3. OPPO | 10.7 | 15.5% | 11.3 | 15.7% | | 4. Xiaomi | 10.4 | 15.1% | 10.1 | 14.1% | | 5. Apple | 9.6 | 13.9% | 9.7 | 13.5% | | Others | 13.8 | 20.0% | 14.5 | 20.2% ...

Group 1: eSIM Market Overview - The eSIM business in China is expected to fully restart after years of dormancy, with Huawei's Mate XTs and Apple's iPhone 17 Air competing for the first commercial launch of eSIM phones in the domestic market [1][2] - eSIM technology has been commercially deployed in various countries and regions globally, with a mature industrial ecosystem, while in China, it faced a pause in 2023 due to "business maintenance upgrades" [1][2] Group 2: Evolution of SIM Technology - The evolution of SIM cards has seen a transition from large physical cards to smaller Nano SIM cards, and now to embedded SIM (eSIM) technology, which offers significant space savings and better performance for modern devices [3][5] - eSIM technology allows for remote configuration and management, making it suitable for a variety of devices, including smart glasses and rings, which require compact designs [5][20] Group 3: Benefits of eSIM - eSIM provides advantages for both terminal manufacturers and telecom operators, enabling easier user acquisition and reducing logistics costs associated with physical SIM cards [6][7] - The technology enhances user convenience, particularly for travelers who can switch networks without changing physical SIM cards, thus saving time and costs [7][10] Group 4: Global and Domestic eSIM Landscape - The number of countries offering eSIM services has increased significantly, from 24 in 2018 to an expected 123 by mid-2024, with the number of operators providing eSIM services growing from 45 to 441 in the same period [7][10] - Major international players in the eSIM ecosystem include NXP, STMicroelectronics, Infineon, and telecom operators like Vodafone and AT&T, while China has developed a complete eSIM industrial chain but faced challenges in commercial deployment [14][15] Group 5: Future Opportunities and Challenges - The rise of AI is expected to drive the demand for eSIM technology, as AI-enabled devices require smaller, more efficient connectivity solutions [18][20] - eSIM is seen as a foundational technology for secure connections in various devices, but it faces challenges related to policy and technology, including the need for support in satellite communication and integration of multiple applications [21][22]

Core Insights - The rise of the plush toy "Labubu" symbolizes China's transformation from a "world factory" to a "global creative center," showcasing the increasing appeal of high-quality cultural products to overseas consumers [1][2][4] - The success of Labubu reflects a broader trend of growing cultural influence from China, with platforms like Douyin and Xiaohongshu attracting Western users and reshaping global entertainment and social interactions [2][5] - China's cultural soft power is expanding through innovative design and storytelling, as evidenced by the popularity of various cultural products and the increasing interest in Chinese cuisine and digital content globally [3][5][6] Cultural Products and Trends - Labubu has become a cultural symbol in places like Brooklyn and Los Angeles, representing a new wave of "Eastern visual absurdism" in contemporary art and fashion [2] - The popularity of Chinese micro-dramas is rising in countries like Mexico and Indonesia, enhancing the global influence of Chinese digital culture [3] - Chinese cuisine is gaining attention worldwide, with significant investments by Chinese restaurant brands in Southeast Asia, leading to a more positive perception of Chinese brands among local populations [3][6] Global Perception and Soft Power - Recent data indicates an improvement in China's global image, with a rise in soft power rankings from eighth to second place, only behind the United States [6] - Surveys show a significant increase in positive perceptions of China, with 80% of respondents in 96 countries expressing favorable views [6][9] - The global interest in learning Chinese is surging, with over 180 countries offering Chinese language education, and a notable increase in American students learning the language [8][9] Digital and Social Media Influence - The proliferation of Chinese video games, films, and TV shows on digital platforms is fostering cross-cultural understanding, with international audiences increasingly engaging with Chinese narratives [8] - Social media influencers and platforms are playing a crucial role in reshaping the narrative around China, showcasing a more authentic and multifaceted image of the country [7][9] - The ease of travel and cultural exchange initiatives by the Chinese government are enhancing its soft power and global engagement [6][9]

【CNMO科技消息】博主"数码闲聊站"透露，今年下半年华为还将推出迭代三折叠新机；雷军本 人："我们坚持做大量路测，就是为了进一步提升产品品质。"；苹果公司发布了其委托进行的第二份 App Store全球生态系统研究报告；东风汽车集团公布了集团5月产销量以及1-5月累计产销量。 去年，华为全球首发了三折叠屏手机Mate XT 非凡大师，当时引发了不少人争相抢购。而博主"数码闲 聊站"透露，今年下半年华为还将推出迭代三折叠新机。 小米YU7 工信部公示及小米官方信息显示，小米第二款纯电SUV——YU7已于2024年12月9日进入申报目录，预 计将于2025年7月正式上市。为确保产品可靠性，小米团队很早便启动了大规模路测。雷军表示，提前 公布YU7的外观设计，正是为了"尽早拆除重伪装，进行更全面、更细致的长时间大规模测试"，以验证 车辆在真实路况下的性能表现，包括NVH（噪声、振动与声振粗糙度）测试、能耗评估及耐久性验证 等。 近日，苹果公司发布了其委托进行的第二份App Store全球生态系统研究报告。 报告显示，2024年全球App Store生态系统支持的商品和服务销售及账单总额达到了惊人的1.3万亿美 元 ...

Core Viewpoint - The consumer market is experiencing positive changes driven by personalized, quality, and scenario-based consumption upgrades, leading to a rich supply of quality products and services that enhance life quality and happiness [1][7]. Group 1: Quality Supply - Quality supply is defined as products and services that resonate with consumers, aligning with trends of intelligence, sustainability, and health, rather than being synonymous with luxury [1]. - In 2024, over 21 million new consumer goods are expected to be introduced, with many quality products becoming favorites among consumers [1]. - There are 180,000 large-scale consumer goods enterprises in China, accounting for 38% of the national industrial enterprises, indicating a robust supply system [1]. Group 2: Demand-Driven Supply - Effective demand should drive supply, and high-level supply should create demand, necessitating enterprises to accurately grasp consumption trends and innovate proactively [2]. Group 3: Technological Innovation - Technological innovations, such as Haier's three-tub washing machine that addresses specific consumer pain points, exemplify how companies can leverage technology and market insights to enhance product offerings [3]. - China holds 67.34% of global home appliance patent applications, showcasing its leadership in technology innovation [3]. Group 4: Digital Transformation - The digital transformation of the supply chain is exemplified by the rapid production capabilities of leading automotive companies, with new digital models emerging for networked collaboration and personalized customization [4]. - Over 80% of light industry enterprises are using digital design tools, and nearly half have achieved networked collaboration, indicating a shift towards flexible production and smart logistics [4]. Group 5: Service Experience - Companies like Pang Donglai are enhancing customer experience through thoughtful services, such as free alterations and charging stations, which contribute to a positive shopping environment [5]. - E-commerce logistics are improving service speed and expanding delivery areas, deepening the connection between businesses and consumers [5]. Group 6: Cross-Industry Integration - The integration of traditional arts with modern trends, such as the collaboration between Pop Mart and artist Chang Shana, illustrates how cross-industry partnerships can create new consumer products and experiences [6]. - Chinese brands are moving from quantity to quality, with companies like Huawei and Anta infusing cultural elements into their products, showcasing a shift towards high-end manufacturing [6]. Group 7: Circular Economy - The continuous interaction between effective demand and quality supply is essential for the growth of Chinese manufacturing, enabling it to meet the aspirations of consumers for a better life [7].

2025年5月20日起，《中华人民共和国民营经济促进法》施行。 "党和国家对民营经济发展的基本方针政策，已经纳入中国特色社会主义制度体系，将一以贯之坚持和 落实，不能变，也不会变。"今年2月17日召开的民营企业座谈会上，习近平总书记语气坚定。 站在这一节点，回望改革开放40多年来民营经济快速发展的历程，审视广大民营企业和民营企业家在发 展大局中的重要作用，更能理解法治护航的重大意义，更能读懂民营经济的广阔未来。 推动民营经济高质量发展具备坚实基础 出台实施民营经济促进法，一个重要背景是，我国民营经济已经形成相当的规模、占有很重的分量，推 动民营经济高质量发展具备坚实基础。 浙江义乌，从"鸡毛换糖"走向"世界超市"；福建晋江，从"贴牌代工"到"品牌出海"；深圳华强北，从"中 国电子第一街"迈向"全球硬件创新创业中心"……40多年来，民营经济体量规模与日俱增、作用地位越 发凸显。 实体经济底盘中，民营企业举足轻重。 2.9亿美元！4月10日，安踏宣布将全资收购德国服装品牌狼爪。从来料加工，到创设品牌，再到引领国 际潮流，安踏已拥有迪桑特、始祖鸟等多个差异化品牌，成为世界第三大综合体育用品集团。 "实实在在、心无旁 ...

美国政府滥施关税，严重损害国际经贸秩序，外部环境严峻复杂。当前，世界经济面临很大不确定性。 一季度，国内生产总值同比增长5.4%，国民经济起步平稳、开局良好，高质量发展扎实推进。中国经 济"一季报"彰显高质量发展的确定性。 "70多年来，中国发展始终靠的是自力更生、艰苦奋斗，从不靠谁的恩赐，更不畏惧任何无理打压。" 4月25日召开的中共中央政治局会议强调，以高质量发展的确定性应对外部环境急剧变化的不确定性。 在以习近平同志为核心的党中央坚强领导下，各地区各部门迎难而上、主动作为，坚定不移办好自己的 事，全球第二大经济体无惧风雨、勇毅前行。 （一） 稳定表现，有硬核实力作支撑。 "技术日新月异，产品应有尽有。"4月15日，第137届广交会第一期启幕，美国采购商菲利普·理查德森 很快找到多家音响设备供应商，"从图纸到样品，中国工厂72小时内就能响应。产品从工厂装货到摆上 货架，顶多1个月。" "中国拥有全球最先进的技术""世界离不开中国制造""中国供应商研发速度快，性价比高"……近15万名 境外采购商"用脚投票"，成为中国制造实力的生动写照。 实力，产品为证。全球最快高铁CR450加紧试验、全球陆上首台12000 ...

Core Viewpoint - The surge in popularity of Shenzhen's innovative products, particularly the Insta360 X5 camera, highlights the city's ability to reshape global manufacturing through technological advancements and brand development [1][2][3]. Group 1: Product Launch and Market Response - On April 22, 2023, New Yorkers queued for hours to purchase the Insta360 X5, a 360-degree camera with advanced features, indicating strong demand for Chinese technology abroad [1][2]. - The Insta360 X5 achieved top sales on major Chinese e-commerce platforms and led in the action camera category across eight international markets, including the US and Europe [2]. - According to Frost & Sullivan, Insta360 has maintained the largest global market share in panoramic cameras for six consecutive years, projected to reach 81.7% by 2024 [2]. Group 2: Shenzhen's Manufacturing and Innovation Landscape - Shenzhen's industrial output surpassed 5.4 trillion yuan in 2024, with strategic emerging industries contributing significantly to GDP [4]. - The city has seen substantial growth in sectors such as smart connected vehicles and artificial intelligence, with respective increases of 38.8% and 12.7% [4]. - Shenzhen's R&D investment is notable, with 6.46% of GDP allocated to research, and over 90% of this funding coming from enterprises [5]. Group 3: Global Market Strategy and Competitiveness - Shenzhen is actively enhancing its international competitiveness by fostering a robust innovation ecosystem and supporting talent development [5]. - The city has initiated plans to promote "hot-selling" products and strengthen supply chains to boost global market presence [5][6]. - Shenzhen's approach includes deepening participation in global industrial cooperation and expanding partnerships with emerging markets [6].

向前发展，需要更大的推动力 任 平 今年全国两会上，5%左右的增长目标引发关注。 不少国外媒体和分析机构认为，这是一个"雄心勃勃"的目标，表明中国保持增长的决心"非常明确"。 在高基数基础上推动高质量发展，"更大的推动力"在哪里？ 从中观视角看，科技创新和产业创新加快融合形成新质生产力，为高质量发展提供了强劲的推动力。 从更宏阔视野进行多维度考量，我们能看到更奇伟的风景。 是决心，更是信心。今年前两个月，中国经济发展态势向新向好。 "经济体量大，向前发展就需要更大的推动力。" 习近平总书记的重大论断，揭示了新时代中国经济高质量发展的底层逻辑，蕴含着马克思主义政治经济学的认 识论和方法论。 2024年，我国经济总量突破130万亿元，增量相当于一个中等经济体一年总量；多年来，我国经济增速在主要 经济体中位居前列，对世界经济增长的贡献率保持在30%左右…… 决胜"十四五"规划、阔步新征程，以"更大的推动力"赋能当下、蓄势未来，我们满怀信心和力量。 （一） 在充满困难和挑战的条件下，我国发展不断跃上新台阶、实力持续增强，党的创新理论释放了强大引领力。 前不久，《习近平经济文选》第一卷出版发行。这部重要著作，系统反映了 ...

晚上复盘的时候惊闻国足领先了，赶紧打开电梯查比分，还真是1:0，14分钟的时候沙特队后卫乌龙球，我还来不及感慨，场上又传来惊喜，沙特队员犯 规吃到红牌，被罚下1人。 好家伙，上一场7:0把人品攒爆，全在这一场释放出来，主场不到20分钟对面送一个乌龙，再领一张红牌，这开局梦幻的不能再梦幻了，3分强行塞国足嘴 里啦。 先写夜报，等我写完的时候比赛也正好结束，到时候蹲一个结果。 …… 今天a股先跌后涨，迎来了一个日内反转。中午收盘的时候全市场中位数下跌1.3%左右，到了收盘中位数已经涨至+0.46%，也就是说下午反弹了将近 2%。 a股目前的熊市有很多内在原因，但总归归纳出一个最直接的因素，就是信心缺失，资金外流。整个上半年除了国家队增持了几千亿，几乎其它所有的参 与者主体都在往外卖，我想不出办法能在短期内改变这个趋势，可能唯一的解法就是让市场下跌，跌到位了，跌到场内的人实在舍不得卖了，跌到场外的 人看不过去要冲进来买了。 昨天说了本周内会止跌反弹，不涉及中国经济基本面，完全是技术指标上的判断。理由有三个，2月初低位的左右底，持续4个月下跌的周线乖离，以及上 证指数趋势衰竭前的跳空缺口。 流出少，流入多，一旦过了那 ...