要闻提示 NEWS REMIND 1月15日消息，据官方媒体消息，当地时间2026年1月14日，美国白宫宣布，从15日起对部分进口半导 体、半导体制造设备和衍生品加征25%的进口从价关税。此前，当地时间2025年8月6日，美国总统特朗 普表示，美国将对芯片和半导体征收约100%的关税。特朗普称，如果在美国制造，将不收取任何费用。 特朗普当天在白宫表示，这一税率将适用于"所有进入美国的芯片和半导体"，但不适用于已承诺或已启动 程序在美国制造相关产品的企业。 值得一提的是，当地时间2026年1月14日，美国联邦最高法院未就特朗普政府关税政策的合法性作出裁 决，相关案件仍未有最终判定。当天，美国联邦最高法院公布了三项裁决，但并未对涉及总统特朗普实施 全球大规模关税措施的合法性的案件作出决定。特朗普政府2025年上台后援引美国《国际紧急经济权力 法》，以不经过国会批准、直接颁布行政令的方式出台一系列加征关税措施，在美国国内引发一系列法律 诉讼。在美国联邦巡回上诉法院和美国国际贸易法院分别裁定特朗普政府一揽子关税政策违法后，特朗普 政府向联邦最高法院提出上诉。 联邦最高法院原本宣布将在1月9日就关税政策合法性作出裁决， ...

2026年新年伊始，新一轮"国补"政策正式落地生根，625亿元首批超长期特别国债资金精准注入市场， 为消费升级与民生改善注入动力。 去年12月份，国家发展改革委、财政部联合印发《关于2026年实施大规模设备更新和消费品以旧换新政 策的通知》，相关政策被简称"国补"。此次政策以大规模设备更新、消费品以旧换新为核心，覆盖汽 车、家电、数码智能产品等多个重点领域，还新增老旧小区加装电梯、养老机构设备等民生关切项目。 与2025年相比，2026年补贴规则持续优化。汽车按车价比例进行补贴，家电以旧换新调整为补贴1级能 效或水效产品，补贴产品售价的15%，单件补贴上限为1500元，智能眼镜首次纳入支持范围。这场兼顾 精准性与普惠性的政策红利，正点燃市场消费热情，推动产业升级，助力绘就2026年经济高质量发展的 开篇图景。 数码消费新增长极崭露头角 今年，数码和智能产品购新补贴迎来了调整与升级。2025年补贴政策聚焦手机、平板、智能手表手环三 类数码产品，今年"国补"政策将智能眼镜纳入补贴范围，这一调整不仅体现了国家对智能穿戴产业发展 的支持，也契合了消费升级的新趋势。 智能眼镜作为新兴的智能穿戴设备，具备语音互动、增强现 ...

Group 1: Company Overview - Longqi Technology is a leading global provider of smart products and services, offering solutions for renowned smart product brands and leading technology companies, including product research, design, manufacturing, and support [2] - The company has established a diverse product portfolio covering smartphones, AIPC, automotive electronics, tablets, smartwatches/wearables, and smart glasses, serving a wide range of core clients such as Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo [2] - According to Frost & Sullivan, Longqi Technology is the second-largest consumer electronics ODM manufacturer globally, with a market share of 22.4% based on ODM shipment volume in 2024, and the largest smartphone ODM manufacturer with a market share of 32.6% [2] Group 2: Financial Performance - Longqi Technology's revenue for the years 2022 to 2024 and the first nine months of 2025 were 29.343 billion RMB, 27.185 billion RMB, 46.382 billion RMB, and 31.332 billion RMB respectively, with corresponding net profits of 562 million RMB, 603 million RMB, 493 million RMB, and 514 million RMB [3] Group 3: Recent Developments - The company has initiated an A+H listing, launching a global offering of 52.2591 million shares, with a maximum share price of 31.00 HKD, and expects to raise approximately 1.521 billion HKD, with 40% allocated for expanding production capacity and 20% for R&D [1] - Longqi Technology has secured a domestic leading client's AI glasses project, indicating early market entry and long-term strategic partnerships, with optimistic sales growth projected for AI glasses in 2025 compared to 2024 [3] - The company has attracted several notable cornerstone investors, including Qualcomm Ventures LLC, Jiangxi Guokong, and Well Semiconductor Hong Kong, with total subscriptions amounting to approximately 440.2 million HKD, representing about 27.17% of the global offering [1]

近期，光因科技联合联想、德施曼、鹿客等企业发布钙钛矿太阳能门锁；炎和科技携手客户推出光 能电子纸相框、智能眼镜、智能门铃等十余款产品；光翼创新近期发布钙钛矿光伏窗帘、光伏电子 铭牌和便携式太阳能卷轴；尚柔新能源推出钙钛矿自发电猫眼门铃…… 光因科技创始人、CEO温言杰向经济观察报表示，相比于晶硅电池，钙钛矿的光电转换效率更 高，能满足消费电子产品表面积通常较小的需求；弱光效应更好，即使在手机自带手电筒的光照强 度下依然可以发电，适配室内使用需求；产品参数定制化程度高，可根据终端不同需求调整配方和 划片、封装等工艺，实现多SKU（最小库存单位）生产。 炎和科技创始人、CEO冯凡向经济观察报表示，适合搭载钙钛矿的消费电子产品主要分为三类： 第一类是超低功耗，仅凭毫瓦级功率即可实现完全供电，覆盖常见的蓝牙、射频、Zigbee（一种 应用于短距离、低速率场景的无线通信技术）等低功耗协议的设备，或是具备简易显示功能的IoT （物联网）产品；第二类是功率中等、对续航有极高要求的产品，比如智能门锁、传感器等需要 24小时不间断待机的产品；第三类是高功耗产品，这类产品可通过钙钛矿为高频使用的特定模块 进行补能。 目前，钙钛矿 ...

Core Insights - Numerous perovskite startups that have not yet entered the ground station market are shifting focus to the consumer electronics sector to seek opportunities [1][2] - Perovskite technology offers higher photoelectric conversion efficiency and better performance in low-light conditions, making it suitable for small-surface consumer electronic products [1][2] - The current market for perovskite-based consumer electronics is still in the promotional phase, with acceptance yet to be validated [2] Consumer Electronics Demand - The demand for perovskite products in consumer electronics is driven by three main factors: replacement of existing silicon batteries, expansion into new product categories, and regulatory pressures for greener energy solutions [3] - The EU's new battery regulations are expected to increase the cost of traditional batteries, prompting manufacturers to seek alternative energy solutions like perovskite [3] Product Development and Manufacturing - Transitioning from traditional photovoltaic markets to consumer electronics requires perovskite companies to adapt to a different operational logic, focusing on customization and direct consumer engagement [5] - The production process for consumer electronics involves more intricate post-processing techniques compared to large-scale photovoltaic components, necessitating a shift in manufacturing strategies [5][6] - Different consumer electronic products have varying requirements for perovskite components, such as impact resistance for smart locks and flexibility for mouse devices [6] Market Potential and Competition - The potential market for perovskite components in smart locks could reach 100 MW if the market share reaches 50%, highlighting the need for scalable production capabilities [7] - Competition in the consumer electronics sector will initially focus on performance metrics, followed by mass production capabilities and cost efficiency [7]

河南日报记者 王歌 1月12日傍晚，位于河南郑州市金水区的苏宁易购花园路超级体验店迎来了一拨又一拨客人。"今天 我们店人流量环比增加了10倍。"店长薛森忙得不可开交。当天，郑州启动了新一轮消费品以旧换新， 市场反应立竿见影。 扩围的品类戳中了年轻人的心。"以前觉得像智能眼镜这类产品有些'未来感'，现在有补贴就可以 考虑入手。"郑州市民张先生在一款智能穿戴设备前驻足很久，向导购仔细询问。 也有消费者期望继续给生活加点新意。"今年我们准备换台电视，正在和线上平台对比，考虑入手 一款性价比最高的。"郑州市民孔女士说。 电商平台在承接新一轮以旧换新的同时，也加大了普惠性和服务力度。"到店选好产品，店员协助 操作，补贴直接抵扣货款，旧空调还能上门回收，太方便了。"洛阳的张女士前几天换了一款新家电， 对便捷的服务流程赞不绝口。 "以旧换新不仅刺激了当前消费，还可以有效引导居民消费转型，也是产业升级的催化剂和经济发 展的风向标。"中国商业经济学会副会长宋向清说。 "便利店文学"里藏着的巧思 今年，提振消费依然是经济工作的重头戏。新年伊始，作为拥有近1亿常住人口的大市场，河南消 费市场有何新意？近日，记者走访多个商业地标，感 ...

Core Viewpoint - The "Guangdong Products Going Global" spring campaign will kick off a series of promotional activities aimed at showcasing the diverse charm of Guangdong manufacturing, highlighting its evolution from traditional goods to advanced technology products like smart appliances and drones [1][2]. Group 1: Geographic and Trade Advantages - Guangdong's geographic location provides significant advantages for trade, facilitating industrialization and attracting foreign investment, which are foundational for the success of Guangdong products [2]. - The historical success of Guangdong products is attributed to its trade structure, which evolved from initial processing trades to attracting foreign capital and advanced manufacturing techniques, laying the groundwork for Guangdong's economic development [2]. Group 2: Technological Advancements and Industry Evolution - The current competitive edge of Guangdong products is driven by smart manufacturing, moving from traditional appliances to innovative products like smart glasses and drones, reflecting a shift towards intelligent production [3]. - Guangdong has established nine trillion-yuan industrial clusters, with projected revenues exceeding 19 trillion yuan by 2025, and is home to over 800,000 industrial enterprises, leading the nation in industrial output [3]. Group 3: Traditional and Emerging Industries - Traditional industries remain crucial for Guangdong's economic foundation, with significant contributions to the production of consumer electronics, such as televisions and air conditioners, and advancements in production efficiency through technology [4]. - Guangdong is a major hub for the smartphone industry, producing a significant portion of the world's smartphones and achieving breakthroughs in semiconductor technology, which supports the ongoing innovation in the sector [5]. Group 4: Future Prospects - Initiatives like "Smart Electric Guangdong," "Fashion in Guangdong," and "Guangdong Quality Products" are set to enhance the technological capabilities of Guangdong products, ensuring continuous innovation and market expansion [5].

新年伊始，河南积极落实2026年国家"以旧换新"补贴新政，迅速释放政策红利，汽车、电子消费品等市场消费热情高涨，迎来"开门红"。 "国补"政策落地 消费市场热力全开 本月1日起，四川省家电以旧换新、数码和智能产品购新补贴新政正式落地。全省统一"补贴立减"模式，消费者申领补贴券即可享受优惠，新政点燃消费热 情，成都、德阳等地市场热度持续攀升，为开年消费市场注入强劲动力。 据四川省商务厅此前发布的补贴政策公告，6类家电、4类数码和智能产品以旧换新或购买新产品可享15%的补贴，消费者通过"云闪付"平台就能领取补贴 券。新政实施以来，成都重点消费领域率先升温，商场内咨询选购国补商品的消费者络绎不绝。 "国补"+"企惠" 激发消费热潮 在河南鹤壁一处新能源汽车销售展厅内，消费者正在看车、咨询价格及补贴。今年"国补"新政采用按新车售价比例计算补贴，成为消费者关注的焦点。 除"国补"外，不少车企也推出多样化优惠，对限定车型展开新年降价促销，包括限时购置税兜底、金融贴息、置换报废额外补贴等。多重优惠叠加，让促消 费政策转化为市场实际销量。 在河南安阳，数码产品也迎来消费热潮。在当地一家大型商场，不少店铺在"国补"的基础上，还 ...

新年伊始，河南积极落实2026年国家"以旧换新"补贴新政，迅速释放政策红利，汽车、电子消费品等市场消费热情高涨，迎来"开门红"。 据四川省商务厅此前发布的补贴政策公告，6类家电、4类数码和智能产品以旧换新或购买新产品可享15%的补贴，消费者通过"云闪付"平台就能领取补贴 券。新政实施以来，成都重点消费领域率先升温，商场内咨询选购国补商品的消费者络绎不绝。 "国补"政策为消费者带来了实实在在的利好，商家也顺势积极推出各类优惠活动，与政策红利形成叠加效应，进一步拉动了消费。 "国补"政策落地 消费市场热力全开 本月1日起，四川省家电以旧换新、数码和智能产品购新补贴新政正式落地。全省统一"补贴立减"模式，消费者申领补贴券即可享受优惠，新政点燃消费热 情，成都、德阳等地市场热度持续攀升，为开年消费市场注入强劲动力。 "国补"+"企惠" 激发消费热潮 在河南鹤壁一处新能源汽车销售展厅内，消费者正在看车、咨询价格及补贴。今年"国补"新政采用按新车售价比例计算补贴，成为消费者关注的焦点。 除"国补"外，不少车企也推出多样化优惠，对限定车型展开新年降价促销，包括限时购置税兜底、金融贴息、置换报废额外补贴等。多重优惠叠加，让促 ...

Group 1 - The core viewpoint of the articles highlights the positive impact of the new subsidy policies in China, particularly in Henan and Sichuan, which have stimulated consumer spending in the automotive and electronics sectors [1][8][22] - In Henan, the new national subsidy policy for vehicle trade-ins has led to increased consumer interest, with many taking advantage of the subsidies to purchase new cars [1][3] - Consumers in Henan reported significant savings, with one individual noting a total discount of over 40,000 yuan when combining national and manufacturer subsidies [3] Group 2 - Sichuan's new subsidy policy for home appliances and digital products has also been implemented, offering a 15% discount for consumers who trade in old products [8][11] - The policy has resulted in a surge in consumer activity, particularly in cities like Chengdu and Deyang, where many consumers are actively purchasing new appliances [14][20] - The focus on energy-efficient and smart products has led to a shift in consumer preferences, with younger demographics showing increased interest in new categories such as smart glasses and watches [17][22]