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]

不过一如三折叠手机发布时的热度，这款折叠屏电脑高昂的起售价仍未影响它的火爆。6月9日，记者在 华为智能生活馆（湖滨in77店）见到两款最新发售的鸿蒙电脑，与此同时，两种型号都没有现货，需要 预约等待。店员告诉记者，目前店中预约MateBook Fold非凡大师系列的人数更多，但顾客具体能拿到 货的时间还不确定，"6号首发拿到现货的顾客都是上个月19号就预约了的，现在预约要等多久我们也不 好说。" 除此之外，店员还告诉记者，另一款起售价为7999元的MateBook Pro虽然同样处于缺货状态，但预约后 等到现货的速度会比较快，其中，该型号中售价为9999元的32GB/1TB/柔光版目前预约人数最多。 高售价难抵高人气 华为首款折叠屏电脑MateBook Fold非凡大师 商报记者 吕文鹃 文/摄 6月6日，华为首款搭载原生鸿蒙系统的笔记本电脑——MateBook Pro和MateBook Fold非凡大师正式发 售。早在上个月8日，在鸿蒙电脑技术与生态沟通会上，华为带着首款鸿蒙电脑正式亮相，并在会上详 细介绍了HarmonyOS 5鸿蒙电脑操作系统的设计。5月19日，华为鸿蒙电脑正式发布并开启预售。延续 了此 ...

【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].

以下文章来源于真叫卢俊 ，作者真叫卢俊团队 真叫卢俊 . 认认真真聊地产，实实在在谈买房。 本文来自微信公众号： 真叫卢俊 （ID：zhenjiaolujun0426） ，作者：Moon，题图来自：AI生成 来啦，又是五一时间到。 截至4月24日，"五一"国内航线机票预订量超542万张，比去年同期增长约31%。体现在自驾出行上，五一假期，全国高速公路日均流量约为6200万 辆，跨省车流量与新能源车流量双增长。 包括各大景区：黄山的山道、长沙的五一广场、川西的国道318也一如既往开启了堵堵堵模式。珠穆朗玛峰都能堵成停车场的那种。 但也正是人流量激增，各位有没有发现，今年五一的画风又开始突变了。 首先，盼着五一机票跳水的打工人们，率先破防了。 要知道，过往五一乃至国庆，鉴于每逢佳节必降价定律，作为无数次被机票背刺过的倒霉蛋，这次我提前做足了功课。 不知道此时各位是奔赴在高铁，还是早已穿上自家最花哨的衣服挑选最靓丽那条丝巾，疯狂在各大景点门口花坛前拍拍拍了？ 第一个小长假有多期待？我敢说，今年五一就是奔着破纪录去的。 "请4休11"这种请假方式越来越狂野，也就是传说中的请假5月6日～5月9日，最终获得5月1日～5月 ...

来啦，又是五一时间到。 不知道此时各位是奔赴在高铁，还是早已穿上自家最花哨的衣服挑选最靓丽那条丝巾，疯狂在各大景点门口花坛前拍拍拍了？ 第一个小长假有多期待？我敢说，今年五一就是奔着破纪录去的。 "请4休11"这种请假方式越来越狂野，也就是传说中的请假5月6日～5月9日，最终获得5月1日～5月11日共11天假期。我朋友圈已经有在印度尼西亚晒太阳 的打工人。 哪怕从数据来看，根据同城旅行，2025年五一假期热度或达近3年峰值。 截至4月24日，"五一"国内航线机票预订量超542万张，比去年同期增长约31%。体现在自驾出行上，五一假期，全国高速公路日均流量约为6200万辆，跨 省车流量与新能源车流量双增长。 包括各大景区：黄山的山道、长沙的五一广场、川西的国道318也一如既往开启了堵堵堵模式。珠穆朗玛峰都能堵成停车场的那种。 但也正是人流量激增，各位有没有发现，今年五一的画风又开始突变了。 首先，盼着五一机票跳水的打工人们，率先破防了。 要知道，过往五一乃至国庆，鉴于每逢佳节必降价定律，作为无数次被机票背刺过的倒霉蛋，这次我提前做足了功课。 没想到的是，今年热门目的地有七成以上机票价格都在涨，涨幅大多在2%～5% ...

(文/汤普济 编辑/吕栋） 魅族新机撞脸华为三折叠？ 4月29日，星纪魅族中国区总经理肖波发布微博，解释魅族Note 16经过多方调研，设计源于中华千年藻井，并称华为三折叠也"心有灵犀"，更是在文末直接 抽送魅族Note 16与华为三折叠。 微博 有媒体调侃，魅族是要"联名"华为三折叠。 此前原定于4月22日发布的魅族Note 16系列宣布推迟上市时间至5月中旬，原因是要确保Note 16系列出厂能原生搭载Flyme 12系统，该系统首发魅族AI技 术。 此外，据博主爆料，魅族Note16将搭载紫光展锐芯片T765，支持5G双卡双待。 微博 其他参数方面，据博主爆料，魅族Note 16还将配备LCD直屏，电池容量为6600mAh，充电功率达40w。 | | 魅族 Note 16 | | | --- | --- | --- | | 发布价格 | 预测 1099 (8+128G) | | | 5G 支持 | 5G 双卡双待 | | | 电池 | 6600mAh | | | 充电 | 40W | | | 屏幕 | 6.68 英寸 120Hz LCD 护眼直屏 1080P | 6.67 英 | | 处理器 | 紫光展 ...

Group 1 - Some Chinese suppliers have resumed shipments to the US at original prices, with customers bearing the tariff costs [1] - Walmart has shifted its stance on tariffs, now requiring US customers to absorb the new import tariff costs while resuming orders from Chinese suppliers [6] - Volvo Cars announced a cost-cutting plan of approximately 18.7 billion USD due to a significant drop in operating profit in Q1 [20] Group 2 - Suining E-commerce reported Q1 revenue of 12.894 billion CNY, a year-on-year increase of 2.5%, and a net profit of 17.96 million CNY, marking a return to profitability [25] - Zhejiang Commercial Bank's total customer deposits exceeded 2 trillion CNY as of the end of Q1, reflecting a 4.4% growth since the beginning of the year [28]