炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经） 2025年的智能手机大战中，Air是一个关键的变量。 2025年10月发布的iPhone Air，是去年关注度最高的苹果新品之一。它的亮点在于极致轻薄，机身厚度 仅5.6mm。但也由于追求轻薄，iPhone Air牺牲了续航（电池容量仅为3149mAh）与部分影像功能，这 也间接影响了它的销量。 据《The Information》报道，苹果重要供应商富士康已拆除了大多数iPhone Air生产线，"仅留下了一条 半的生产线"。而在今年1月，苹果官方旗舰店宣布iPhone Air全系产品直降2000元，从7999降至5999 元，这也是苹果进入中国市场以来速度最快、力度最大的一次调价。 iPhone Air的市场冷遇，在一定程度上影响了国内手机厂商的规划。智通财经曾在去年11月报道，小 米、OPPO、vivo等手机厂商都取消了各自的Air机型项目，并将原本搭载在Air机型上的eSIM方案放到 常规机型中。 多家头部厂商相继砍掉Air项目，荣耀却成为少数仍在推进的厂商之一。1月19日，荣耀Magic8 Pro Air ...

过去一年，关于消费的讨论几乎都围绕着一个关键词展开：谨慎。 但在中国市场，春节往往会有一些"新气象"。根据国家统计局数据显示，2025年春节期间(1-2月)，粮油 食品类消费同比增长11.5%；化妆品、金银珠宝类增速环比显著改善，化妆品类增速由负转正至 +4.4%，金银珠宝类回升6.4个百分点至+5.4%。 春节增长的背后，本质上是"年货"意义正在发生变化。如今，除了吃什么、穿什么，如何"记录、分享 与表达"也已成为过年体验不可或缺的一部分。 巨量引擎数据显示，截至2026年2月10日，抖音#过年 话题播放量已达1920.8亿次，#春节 话题播放量达 815.7亿次；去年春节期间更是成为平台全年内容互动的高峰时段，#晒出我家年夜饭 话题的UGC发布 量高达日常的2倍，话题播放量达3.4亿。 而随着这股"新年味"在抖音中持续被记录、放大，也逐步影响了人们的春节消费习惯。抖音电商数据显 示，今年年货节期间，年夜饭相关产品销售额同比增长92％，新中式服装订单量同比增长66%，擦窗机 器人订单量同比增长209%，洗地机订单量同比增长101%，宠物相关用品成交额同比增长83%。这股充 满烟火气的消费情绪，在今年春节正进 ...

Core Viewpoint - The article discusses the strategies of various Chinese smartphone manufacturers as they launch new products ahead of the Lunar New Year, emphasizing the shift from traditional red-themed designs to more sophisticated and nuanced color choices that cater to evolving consumer preferences [1][39]. Group 1: Product Strategies - Several manufacturers have adopted distinct strategies for their Lunar New Year offerings, including traditional approaches, ecosystem-focused designs, and innovative marketing tactics [3]. - Redmi's Note 15 Pro features a "cherry red" color, appealing to consumers looking for a durable and practical gift option for family members, particularly older generations [4][8]. - Vivo's X300, marketed as a flagship device in "good luck red," targets younger consumers who desire a high-quality smartphone as a personal reward during the festive season [9][11]. - OPPO has opted for a clever marketing strategy by focusing on accessories rather than new phone models, offering a range of themed accessories that allow consumers to refresh their existing devices [20][24]. Group 2: Color Trends and Consumer Preferences - This year, orange has emerged as a notable color trend alongside traditional red, with brands like Honor introducing "light orange" and "sunrise orange" models, reflecting a shift in consumer aesthetics [25][27]. - The disappearance of zodiac-themed designs indicates a broader trend where manufacturers are moving away from overly customized products that may not retain value over time, focusing instead on timeless color choices [28][31]. - The evolving consumer mindset shows that younger buyers are now seeking premium, sophisticated designs rather than the traditional festive colors, leading to the introduction of more subdued shades like "cherry red" and "light-catching red" [38][39]. Group 3: Emotional and Cultural Significance - The article highlights that the competition among smartphone manufacturers has evolved from purely technical specifications to a focus on cultural and emotional value, aligning products with the sentiments associated with the Lunar New Year [39]. - Companies are leveraging the emotional significance of the holiday by incorporating elements like auspicious colors and health-related features into their products, aiming to enhance the festive experience for consumers [42].

Core Insights - The recent price drop of Apple's ultra-thin flagship iPhone Air by 2000 yuan has sparked discussions, leading to a promotional price cut of 300 yuan for Honor's Magic8 Pro Air [1][7]. Group 1: Promotional Activities - Honor Magic8 Pro Air is running a Valentine's Day limited-time promotion from February 10 to February 14, offering a discount of 300 yuan, which, when combined with national subsidies, totals an 800 yuan discount [2][8]. - The promotional prices for the Magic8 Pro Air after the discount are as follows: - 12+256GB version originally priced at 4999 yuan is now 4699 yuan, with a final price of 4199 yuan after subsidies - 12+512GB version originally priced at 5299 yuan is now 4999 yuan, with a final price of 4499 yuan after subsidies - 16+512GB version originally priced at 5599 yuan is now 5299 yuan, with a final price of 4799 yuan after subsidies [5][11]. Group 2: Product Specifications - The Honor Magic8 Pro Air features a lightweight design at 155g, a slim profile of 6.1mm, and a 6.31-inch display with a 1.5K resolution and 1-120Hz LTPO technology [5][11]. - It is powered by the MediaTek Dimensity 9500 processor, equipped with a 5500mAh battery, and supports 80W wired and 50W wireless charging. The camera setup includes a 50MP front camera and a triple rear camera system [5][11]. Group 3: Industry Trends - There is a growing interest in "wide foldable" devices, with expectations that three smartphone brands will launch such models by 2026, following the trend initiated by Huawei's Pura X [11][12]. - Additionally, a new "wide screen" straight phone with a 16:9 or 16:10 aspect ratio is reportedly in development by a top five smartphone manufacturer, indicating a shift in design trends within the industry [12].

最近，上线仅3个多月的苹果iPhone Air大降价引起关注。原价7999元起的iPhone Air直降2000元，叠加补贴到手价5499元起。 此前报道：不到一周就降价2500元？网友：退钱！ 如此大幅降价背后，源于销量的遇冷。2025年10月22日，iPhone Air在中国上市，但市场表现低迷。供应链数据显示，截至2026年1月24日，iPhone Air累 计激活量不到20万台，销量不及预期。 iPhone Air"不好卖"，eSIM卡技术是主要困境之一。许多网友吐槽，eSIM卡办理流程"太麻烦"，还不如实体卡方便。记者发现，在华强北已有针对 iPhoneAir改卡槽的服务，直接可以"改装"成实体卡槽。不过商家表示技术不成熟，建议谨慎考虑。 iPhone Air为何销量遇冷？在把手机做薄这一块，为何不容易？ 机身太薄，eSIM卡槽"爆改"也难 为此，华强北出现了"爆改"eSIM卡的服务，价格400元~600元，不过仅有少数几家表示可以改。 近日，记者走访华强北发现，能提供改装iPhone Air的eSIM卡服务的商家并不多，大部分表示机身太薄了改不了。能改的商家也表示目前技术还不成熟， 需要拆机、装卡 ...

有意思的是，其实这已经不是荣耀方面第一次对"镜头膜"发声了。此前在去年11月，荣耀影像系统专家 @Aaron是个理工男 就曾在微博上表示，强烈建议用户不要使用"镜头膜"，因其会严重恶化成像清晰度和 对比度。 2026年1月23日，就在荣耀Magic8 RSR、Magic8 Pro Air这两款新机开售的同一天，@荣耀官方旗舰店 发文 称，用户应避免使用一体式全包镜头膜，因其"易堵塞泄气孔，可能导致扬声器杂音"。 图片来自荣耀官方社区 更早之前，荣耀首席影像工程师罗巍也曾发文，建议用户"不用贴镜头膜"，因为现在手机用的都是高强度 玻璃，"不需要"靠镜头膜来额外保护，且镜头膜会影响拍照效果，还会导致扬声器杂音。 不难看出，荣耀方面为了劝阻用户使用镜头贴膜，几乎到了每发布一次重点产品，都要提一回的程度。但 这也反过来说明，部分用户对于"镜头膜"的迷信，可能已经到了难以纠正的地步。而且很可能这些用户在 贴了镜头膜后，发现手机拍照变差了，扬声器也出现了杂音，还不"舍得"撕掉镜头膜，反而会找手机厂 商"扯皮"，所以才逼得荣耀方面不得不一次又一次地发声。 那么，为什么镜头膜会导致拍照效果劣化，并影响到手机扬声器的效果，又为 ...

荣耀Magic8 Pro Air终结了"轻薄不影像"的行业桎梏，在极限的机身体积里，塞入了一套全焦段Pro级影 像系统。对于热爱记录生活的用户而言，这就是一台轻薄的"出片神器"。得益于高密度青海湖电池的技 术增益，它机身内放入了电池能量密度高达917Wh/L的5500mAh超大容量电池，打破了"轻薄必短续 航"的行业魔咒。 售价方面，荣耀Magic8 Pro Air售价4999元起，国补到手价为4499元起。2026年1月23日正式开售，首销 购机赠价值999元的尊享服务。文/图 顾立 1月19日，荣耀在珠海举办荣耀Magic8 Pro Air及荣耀联名设计系列新品发布会，荣耀Magic8系列迎来新 成员——荣耀Magic8 Pro Air。它不仅是荣耀对工程美学与用户体验的探索结晶，更是对用户追求"轻盈 生活"与"强大实力"的深度洞察：它既是掌心的温柔陪伴，也是生活中的强力帮手。 这款新品以时尚的设计和满配影像展现出年轻的惊叹美学。它不仅以155g的重量和6.1mm的厚度实现 了"Air级轻盈"；更以一步不退的姿态在影像、续航、可靠性等维度实现了"Pro级实力"。 轻薄绝不意味着脆弱。荣耀Magic8 Pr ...

Group 1 - Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, according to CEO Elon Musk, although Tesla China has not confirmed this information [3] - Li Auto has denied rumors of mass store closures and layoffs, stating that only a few low-efficiency stores will be shut down this year, with a total of 548 retail centers planned by the end of 2025 [5] - The "Did You Die?" app's developer has been listed in the business anomaly directory due to being unreachable at their registered address, which the founder attributed to remote work [8] Group 2 - Suzuki plans to sell its vehicle manufacturing plant in Thailand to Ford, with the sale amount undisclosed, as Suzuki is set to withdraw from local production by 2024 [12] - MTG, the parent company of ReFa, announced the dissolution of its subsidiary in China due to continuous losses, despite the brand's online presence remaining operational [13] - The global humanoid robot market is projected to see explosive growth, with an estimated shipment of 18,000 units by 2025, marking a 508% year-on-year increase [21]

Core Viewpoint - The launch of the Honor Magic8 Pro Air eSIM phone marks a significant milestone in the collaboration between China Unicom, Honor, and JD.com, indicating a new phase in the eSIM market in China [1][3][7]. Group 1: Strategic Collaboration - China Unicom, Honor, and JD.com have established a strong partnership, which is expected to enhance the development of the domestic eSIM mobile market [3]. - The unveiling of the eSIM phone symbolizes the deepening of strategic cooperation among the three companies, highlighting the importance of ecosystem partners in the commercialization of eSIM technology [7]. Group 2: Product Features and Offerings - The Honor Magic8 Pro Air eSIM phone features a leading configuration of "two physical SIM cards + two eSIM cards," combined with a lightweight design and a large-capacity battery [5]. - To enhance user experience with eSIM, China Unicom has introduced the upgraded "e Supplement" policy, which includes immediate billing for calls, 200GB of nationwide data for a year, and convenient online services for international business travelers [5]. Group 3: Future Outlook - The collaboration is seen as a catalyst for accelerating the transition to a user-centered, all-scenario smart experience era [7]. - China Unicom aims to continue deepening partnerships to promote eSIM technology, making it accessible to more households and paving the way for a smarter, more convenient digital lifestyle [8].

随着eSIM手机逐步走向市场，运营商也同步推出适配的eSIM套餐及尝鲜优惠。联通华盛通信有限公司 终端销售部总经理陈立在现场介绍，中国联通目前推出办理eSIM卡赠送话费、搭配大流量且月末不清 零等优惠。"出国旅游时，可直接秒切换eSIM境外流量包，上网更加便捷。" eSIM手机市场迎来新成员。继苹果、华为等厂商陆续推出相关机型后，荣耀也在今年年初发布了旗下 首款支持eSIM功能的手机，标志着eSIM技术在主流品牌中的进一步普及。 1月23日上午，荣耀首款eSIM手机Magic8 Pro Air在中国联通西单营业厅开启首销。北京市民陈先生一早 来到现场领取自己预订的新机："第一次用上eSIM手机，仅有155克重，手感很轻薄！" 首销会现场 据介绍，该款手机支持"四卡双待"功能，可同时容纳两张实体SIM卡和两张eSIM卡，为用户提供更灵活 的通信组合选择。 工作人员展示荣耀eSIM新机。 去年10月下旬，首款支持eSIM的国行版iPhone Air正式发售，取消了实体SIM卡槽。此后，国内手机厂 商纷纷跟进，目前OPPO Find X9 Pro卫星通信版、华为Mate 80 RS非凡大师等机型均已搭载eSIM功能 ...