【ZOL中关村在线原创行业观点】2025年，华为继续在全球科技领域扮演着关键角色。根据凯度BrandZ 榜单显示，华为品牌价值已达近647亿美元，全球排名大幅跃升至第39位。与此同时，华为继2024年后 再次蝉联《时代》周刊"全球百大最具影响力企业"。 2025年更是华为在压力中深化战略布局、实现核心业务爆发增长的实战之年。在消费者业务领域，随着 鸿蒙操作系统独立生态的持续推进，手机、穿戴、电脑及全屋智能等全场景业务保持全面增长；同时， 以鸿蒙智行为代表的汽车业务也正展现出强劲的发展势头。 从历经低谷到重回行业之巅，华为凭借数十年如一日的技术积累与研发投入，不断推动核心技术走向自 主可控，并最终沉淀为"软硬芯云"协同发展的系统化竞争力，正是靠着这份"向下扎根、向上生长"的战 略定力，使华为即便面对复杂的外部环境，依然具备不断拓展技术边界、回应真实需求、持续向上突破 的底气，最终演绎了这个时代下最打动人心的逆袭剧本。 2025年的中国手机市场，正在经历新一轮格局重塑。相关机构数据显示，华为在2025年第48周和第49周 连续两周以27.81%和22.89%的市场份额，稳居中国手机市场第一，重申其在高端与主流市场 ...

进入2026年，新一轮的"国补"政策已然落地，补贴幅度与去年相似。 去年年底，苹果官网的活动界面截图 另一方面，在京东、淘宝等电商平台上，仍有部分地区的iPhone 17享受国补。以京东平台为例，经向客服确认，目前仅辽宁、福建、四川、江西、广东、 湖南、山东、浙江、北京、江苏等地可享受国补购买iPhone 17。目前尚不清楚后续是否有更多省市加入这一名单。 对于消费电子品类，除了2025年已有的手机、平板、智能手表等产品，智能眼镜首次被纳入补贴范围。补贴力度与去年相同，按售价15%补贴，单件最高 500元，仅支持单价6000元以内的产品。 1月5日，观察者网查询发现，苹果官网似乎并未在2026年后更新支持国补，其国家补贴的活动界面已不可见，仅有教育优惠和以旧换新等常规活动。 苹果官网去年底的活动界面曾显示，北京及上海两地的Apple Store零售店可享受国家补贴，覆盖iPhone、iPad、Apple Watch、Mac等产品，根据不同种类产 品最高可享500元及2000元不等的优惠。当时，iPhone 17标准版的256GB版本补贴后的到手价为5499元。 指定产品或可享国家 至高省 RMB 20( 仅限 ...

Group 1 - The new Honor Power 2 smartphone has sparked discussions due to its design similarities with the iPhone 17 Pro Max, particularly in the rear camera module and color options [1][4] - The Honor Power 2 features a 6.79-inch 1.5K LTPS display, MediaTek Dimensity 8500 Elite processor, a 16MP front camera, a 50MP main camera with a 5MP secondary camera, and a large 10,080mAh battery with 80W fast charging, expected to be priced around 2,000 yuan [4] - There is a divided opinion among consumers regarding the design; some prioritize performance and value over originality, while others express concerns about the lack of distinctiveness in design affecting brand reputation [8] Group 2 - As of December 21, the iPhone 17 series has sold approximately 14.86 million units in the Chinese market, while Honor's Magic 8 series has sold about 454,000 units, indicating a significant gap in market performance [9] - Other domestic brands have also seen varying sales figures, with OPPO Find X9 series at approximately 747,500 units, vivo X300 series at about 973,600 units, Huawei Mate 80 series at around 1.23 million units, and Xiaomi 17 series at approximately 2.69 million units [9]

据第三方统计数据显示，截至2025 W51，华为Mate 80系列上市23天销量达123.49万台，日均超5万台。 标准版占出货大头，5499元16+512GB版销量最高，约为4699元入门版的5倍。系列热销带动华为手机连 续两周位居中国市场份额第一。 根据相关统计，华为Mate 80系列的出货比例大概是标准 版占据大头，之后则是Pro Max版本、Pro版本、非凡大 师版本。按照行业专家的说法，目前华为Mate 80标准版 销售占比，其中4699元的入门版本销量最低，这多少让 人感到意外。 整个Mate 80系列系列中卖的最好的是5499元的 16+512GB版，其销量近乎5倍于入门版本。Mate 80系列 卖的好也助推了华为手机整体销量，其已连续两周拿下 中国市场份额第一。 据第三方统计数据显示，截至2025 W51，华为Mate 80系列上市23天销量达123.49万台，日均超5万台。 标准版占出货大头，5499元16+512GB版销量最高，约为4699元入门版的5倍。系列热销带动华为手机连 续两周位居中国市场份额第一。 根据相关统计，华为Mate 80系列的出货比例大概是标准版占据大头，之后则是Pro ...

根据第三方统计数据，截至2025年第51周，华为Mate 80 系列上市23天内销量达到123.49万台，日均销量超过5万 台。其中标准版出货量占主导地位，售价5499元的 16GB+512GB版本成为最畅销型号，销量约为4699元入 门版的5倍。该系列的强劲表现推动华为手机连续两周在 中国市场占据份额首位。 根据第三方统计数据，截至2025年第51周，华为Mate 80系列上市23天内销量达到123.49万台，日均销 量超过5万台。其中标准版出货量占主导地位，售价5499元的16GB+512GB版本成为最畅销型号，销量 约为4699元入门版的5倍。该系列的强劲表现推动华为手机连续两周在中国市场占据份额首位。 从产品结构来看，Mate 80系列的出货分布以标准版为主，随后依次为Pro Max版、Pro版及非凡大师 版。行业分析指出，标准版中4699元的入门配置销量最低，这一现象在当前高端机型消费趋势下略显意 外。 在全系列中，5499元的16GB+512GB版本表现尤为突出，成为销售主力。Mate 80系列的整体热销显著 提升了华为手机的市场表现，助力品牌稳居国内市场份额榜首。 从产品结构来看，Mate 80 ...

在产品结构方面，Mate 80系列中标准版出货量占比最高，随后依次为Pro Max版、Pro版以及非凡大师 版。值得注意的是，在标准版机型中，售价4699元的入门配置销量最低，这一现象略显意外。反观售价 5499元的16GB+512GB版本，成为整个系列中最受欢迎的型号，其销量接近入门版本的五倍。 Mate 80系列的热销显著带动了华为手机整体市场表现，推动品牌连续两周在中国市场占有率位居首 位，进一步巩固了其在高端智能手机领域的竞争优势。 推动品牌连续两周在中国市场占有率位居首位，进一步巩固了其在高端智能手机领域的竞争优势。 2025年12月29日，华为Mate 80系列自上市以来市场表现强劲，销量迅速突破百万大关。根据第三方统 计数据，截至2025年第51周，该系列累计销量已达约123.49万台，从发布至销量破百万仅用时23天，日 均销量超过5万台，展现出极高的市场热度。 2025年12月29日，华为Mate 80系列自上市以来市场表现 强劲，销量迅速突破百万大关。根据第三方统计数据， 截至2025年第51周，该系列累计销量已达约123.49万 台，从发布至销量破百万仅用时23天，日均销量超过5万 台，展 ...

Core Viewpoint - The technology industry in 2025 has shown strong beginnings and endings, highlighted by the launch of DeepSeek and the Huawei Mate 80 series, representing both the sharpness and breadth of Chinese technology [2]. Group 1: DeepSeek and Huawei Mate 80 Series - DeepSeek emerged as a benchmark in the large model sector, providing high-performance AI tutoring to children in remote areas [2]. - The Huawei Mate 80 series has established a complete technology ecosystem, from hardware to software, and surprised many by choosing to lower prices despite rising storage chip costs [2]. - The Mate 80 series achieved a market share of 27.81% in a single week (W48), with Huawei maintaining a 32% share in the $600-$800 price range and a 30% share in the high-end market above $800 for the first three quarters of 2025 [2][4][6]. Group 2: Market Performance and Brand Strength - The perception that the Mate 80 series' success is solely due to price reduction is challenged; the brand's strength and innovation history play crucial roles [7][8]. - The Mate series has consistently led industry trends in design and imaging technology, with significant innovations such as the ten-stop physical variable aperture in the Mate 50 series [11]. Group 3: Technological Innovations - The Mate 80 series features a classic star-ring design and advanced materials, enhancing both aesthetics and user experience [13][15]. - The Mate 80 RS expands color representation to the BT.2020 color space, crucial for photography enthusiasts [17]. - The second-generation red maple imaging technology in the Mate 80 series has upgraded from a 3x3 to a 4x4 spectral array, hinting at future advancements [19]. Group 4: Performance and Operating System - The Mate 80 Pro Max shows a 42% performance improvement over its predecessor, a significant leap in the Mate series [20]. - The HarmonyOS has seen rapid adoption, with user upgrades increasing from 1.61 million to 32.82 million within a year, indicating a successful ecosystem development [22][23]. Group 5: Future Outlook - The Mate 80 series represents a significant transformation for Huawei, showcasing advancements in both hardware and software, and setting the stage for future innovations in the high-end smartphone market [29][31]. - The success of the Mate 80 series is not just a victory for Huawei but also for the entire Chinese technology industry, marking a shift from passive following to active definition of global tech development [31][32].

2025年末，中国手机市场迎来一轮实质性的「洗牌时刻」。 当以内存为首的关键元器件进入涨价周期，手机行业的定价逻辑随之被重塑，600美元加速成为一道鲜明的市场分水岭。中低端市场在成本压力下持续收 缩，而高端市场则借助AI、影像以及系统生态，成为少数仍具确定性的增长板块。 在2025年中国手机市场的竞争末尾，华为终于强势回归。根据市场研究机构BCI的数据显示，自华为Mate 80系列发布以来，华为手机国内市场份额连续2周 超越苹果，重夺国内市场份额第一。 其中，在2025年第48周，华为拿下国内手机市场27.81%的份额，以显著优势超越苹果17.12%的市场份额。而在第49周，华为则以22.89%的市场份额，再度 登顶国内手机市场，苹果以18.65%的份额位居第二。 不只是重新登顶中国手机市场第一，华为在「厮杀」最为激烈的高端旗舰市场也增长显著。根据Counterpoint Research数据显示，2025年前三季度，华为在 600至800美元价位段以32%的份额保持中国市场第一，并在800美元以上市场份额增长至30%，稳居国内高端市场前二。 这些市场信号并非短期动销或单点爆款带来的份额波动，而是中国手机高端 ...

Core Insights - The core message of the articles is that the Harmony ecosystem has transitioned from initial technological expansion to a user experience-focused development phase, emphasizing the importance of user satisfaction and application integration [1][3]. Group 1: Ecosystem Development - Harmony has become the fastest-growing operating system in the history of smart terminals, indicating a successful market response to developer investments and user experience demands [3]. - The release of Harmony 6 on October 22 marks a strategic shift from basic functionality to enhancing user experience, focusing on making the system more user-friendly [3]. - The ecosystem's growth is supported by over 35 million applications and services available, with more than 10 million registered developers contributing to its development [5]. Group 2: Head Applications Integration - Major applications like WeChat, Alipay, Douyin, and Meituan are crucial for user experience, with their integration directly affecting user acceptance of the Harmony ecosystem [4]. - By 2025, head applications will have moved beyond basic compatibility to deeper integration with system capabilities, enhancing user interactions in social and payment scenarios [4]. - Innovations in applications such as WPS and DingTalk have improved efficiency by enabling seamless task transitions across devices, showcasing the system's capabilities [7]. Group 3: Mid-Tail Applications and Innovation - The ecosystem has seen significant contributions from mid-tail applications, with nearly 400 government and public service applications now available, enhancing user access to essential services [10]. - The gaming sector has also seen over 20,000 adaptations, with titles like "Genshin Impact" optimized for performance on Harmony, setting benchmarks for user experience [12]. - Unique applications that leverage Harmony's features, such as "Xiaoyuzhou" and "Orange Ledger," demonstrate the ecosystem's ability to foster diverse and innovative solutions [12]. Group 4: Developer Community and Support - The Harmony developer community has surpassed 10 million registered members, with over 7.32 million participating in training programs, indicating a robust support system for innovation [14]. - Huawei invests over 6 billion annually to incentivize developers, providing comprehensive support from technical assistance to business implementation [15]. - Successful applications like "Remy" and "Buque" exemplify the collaborative spirit between developers and Harmony, showcasing the potential for unique offerings within the ecosystem [15]. Group 5: National and Future Implications - The growth of the Harmony ecosystem aligns with national strategies for developing new productive forces and building a digital China, reflecting broader technological advancements [16]. - The ongoing evolution from application expansion to high-quality experience innovation signifies a collective effort towards a more integrated and user-centric digital landscape [18]. - Looking ahead to 2026, the Harmony ecosystem is poised for continued breakthroughs, emphasizing collaboration and shared growth among developers and users [18].

Core Insights - The event "Hongmeng Starry Night" showcased the confidence in the Hongmeng ecosystem, highlighting the contributions of over 10 million registered developers and 40,000 partners, along with 32 million devices [1][6] Group 1: Ecosystem Development - The transition from Hongmeng OS 5 to 6 represents a significant ecological evolution rather than a mere version update, marking a milestone in the ecosystem's growth [3] - The ecosystem has reached a critical point with over 32 million devices and 350,000 applications, indicating a maturity level of 95% [5] - The collective participation of 32 million users signifies a strong endorsement of digital sovereignty [6] Group 2: User Experience Philosophy - The concept of "good usability" is defined through three dimensions: smart functionality, seamless connectivity, and enhanced security, emphasizing user-centric design [7][8] - The integration of AI in Hongmeng 6 aims to provide intuitive user experiences, making technology an invisible yet essential part of daily life [7] - The ecosystem's evolution is driven by user interactions, where each engagement contributes to its continuous improvement [10] Group 3: New Infrastructure Thinking - Hongmeng is positioned as a crucial component of China's digital economy, representing a shift towards a self-developed operating system that can compete globally [11] - The system aims to provide efficient, secure, and intelligent solutions for the interconnected world, moving beyond traditional operating system paradigms [11][12] Group 4: Collaborative Ecosystem - The Hongmeng ecosystem fosters a "co-evolution" model, where developers, users, and partners contribute to its growth, creating a symbiotic relationship [14] - The ecosystem encourages active participation from developers and users, transforming them into co-creators rather than passive consumers [14][15] Group 5: Future Outlook - By December 2025, Hongmeng aims to achieve what other ecosystems might take years to accomplish, driven by technological strength, user experience, and ecological value [16] - The launch of the Mate 80 and Mate X7 series marks the beginning of a new phase for the ecosystem, with optimism for its future growth [16][17]