新浪科技讯 12月31日下午消息，荣耀EMT管理团队今日发布题为《实干铸就新征程，信心开启新未 来》的2026新年致辞。 致辞中提到，2025年，荣耀全球市场版图持续扩张，手机发货首次突破7100万台，增长9%。中国区顶 住了压力，稳住了业务基本盘；海外销量增长47%，占比首次超过50%，拉美和中东非地区部出货量突 破千万台，17个重点国家份额超10%，构筑了新粮仓。随着本地化进程向深处扎根，荣耀海外市场的本 地布局也在加速推进。 在AI终端方面，今年10月亮相的ROBOT PHONE——阿尔法手机机器人，计划于明年量产发布；具身 智能机器人也即将面世，未来将走进每个人的生产生活；同时，荣耀持续加强原创性、引领性科技攻 关，聚焦关键方向，建设阿尔法实验室，致力于打造边端智能技术的创新策源地。 对于2026年，致辞提到，AI浪潮正加速重构产业格局，不断突破既有边界；全球内存供需承压、价格 大幅上涨……荣耀将以坚定信念迎接机遇与挑战。"越是寒冬时刻，越是考验我们在剧烈变化中识别风 险、灵活应对、抓住机会、快速调整的能力，稳步推进用户思维驱动全面2C变革，坚定目标、奋勇前 行！" 荣耀方面称，要坚定向AI终端生态公 ...

在具体机型销量方面，苹果iPhone 17 Pro Max与iPhone 17 Pro持续领跑，包揽前三名中的全部席位。华为Mate 80排名第四，其后依次为荣耀X70、vivo S50等机型。 整体来看，高端市场仍由苹果主导，iPhone 17系列三款 机型全部进入前列，展现出强大的产品竞争力。华为依 靠Mate 80和Pura 80等旗舰机型，在高端领域保持稳定影响力。与此同时，荣耀、Redmi等品牌则依托 丰富的产品布局，在中低端市场维持活跃态势，持续吸引消费者关注。 2025年第51周中国手机市场最新份额数据近日公布，苹 果凭借iPhone 17系列的强劲表现，以18.7%的市场份额 重回榜首。vivo（包含iQOO）以17.1%的份额位居第 二，紧随其后。华为以16.0%的占比位列第三，OPPO （包含一加）则以15.0%排名第四。荣耀与真我 （realme）分别取得12.8%和1.4%的份额，分列第六与第 七位。 2025年第51周中国手机市场最新份额数据近日公布，苹果凭借iPhone 17系列的强劲表现，以18.7%的市 场份额重回榜首。vivo（包含iQOO）以17.1%的份额位居第二，紧随其 ...

根据权威第三方机构发布的最新数据，自华为Mate80系 列上市后，华为手机在国内市场的份额已连续两周超过 苹果，重新回到国内市场占有率首位。 数据显示，在第48周和第49周的中国市场手机销量统计 中，华为分别以27.81%和22.89%的市场份额位居第一， 领先优势明显。同期，苹果的市场份额分别为17.12%和 18.65%，位列第二。 另有数码博主公布的第49周单品销量排行榜显示， iPhone 17 Pro Max凭借强劲的市场表现，夺得当周销量 冠军。华为Mate 80紧随其后，排名第二，展现出不俗的 销售热度。iPhone 17和iPhone 17 Pro分别排在第三和第 四位。 榜单前十名还包括荣耀X70、vivo Y50 2025、OPPO Reno15、A5x、荣耀500以及vivo Y500，按顺序依 次入列。 根据权威第三方机构发布的最新数据，自华为Mate80系列上市后，华为手机在国内市场的份额已连续 两周超过苹果，重新回到国内市场占有率首位。 数据显示，在第48周和第49周的中国市场手机销量统计中，华为分别以27.81%和22.89%的市场份额位 居第一，领先优势明显。同期，苹果的市场份 ...

Core Insights - In October, Xiaomi and OPPO topped the list of activated devices for new flagship smartphones in China, indicating strong market performance for these brands [1] - The top three activated devices were the Xiaomi 17 Pro Max, Xiaomi 17 Pro, and OPPO Find X9 Pro, showcasing the popularity of these models [1] - The overall smartphone shipment in China from January to September 2025 reached 220 million units, with an average monthly shipment of 24.4 million units, reflecting a robust market demand [1] - AI capabilities are becoming a key driver for consumers when upgrading their devices, suggesting a shift in consumer preferences and a new growth cycle for the market [1]

Group 1 - The core viewpoint of this year's Double Eleven shopping festival reflects a shift towards rational consumption, with consumers focusing more on the actual value and quality of products rather than impulsive buying driven by promotions [2] - Instant retail has accelerated its entry into the Double Eleven market, catering to the growing demand for convenience and quick delivery, enhancing consumer satisfaction and revitalizing the shopping experience [3] - The widespread application of AI technology has added a technological dimension to this year's Double Eleven, improving shopping experiences and operational efficiency for businesses through smart recommendations and optimized logistics [5] Group 2 - Understanding user needs and providing seamless experiences through data-driven approaches are crucial for companies to stand out in the competitive landscape, with social media and live commerce further influencing consumer decision-making [7] - The smartphone category has shown diverse consumer preferences during Double Eleven, with notable sales of both budget-friendly models and high-end flagship products, indicating a broad spectrum of user demands [8] - The top three smartphone models sold during Double Eleven were all from the iPhone 17 series, highlighting Apple's strong market presence, followed by brands like Xiaomi, Vivo/iQOO, Huawei, and OPPO/OnePlus [10]

Core Viewpoint - The smartphone industry is witnessing a significant shift towards larger battery capacities, with several manufacturers testing devices featuring batteries exceeding 10,000mAh, potentially alleviating concerns about battery life [1][6]. Group 1: Battery Innovations - The recently released Honor X70 features a record battery capacity of 8,300mAh, but this record is expected to be surpassed soon with new models testing 10,000mAh batteries [1][6]. - The 10,000mAh battery could enhance video playback time to approximately 30 hours and enable daily usage to last up to three days on a single charge, assuming energy efficiency remains constant [6][8]. - The rapid evolution of battery technology has led to a significant increase in capacity, from an average of 4,000-4,500mAh in 2019 to the current trend of 10,000mAh [8][9]. Group 2: Market Trends - The trend of larger batteries is primarily observed in mid-range and low-end smartphones, as these devices can compromise on other specifications to accommodate the larger battery size [14]. - The Honor X70, priced starting at 1,399 yuan, is noted for its industrial-grade waterproofing and enhanced durability, appealing to outdoor users who prioritize battery life and ruggedness over high-end performance [14][15]. - The anticipated rise in prices for DRAM and NAND flash memory could impact the pricing of new smartphones featuring large batteries, particularly in the mid-range segment [15]. Group 3: Technological Advancements - The successful integration of silicon-carbon anode materials has been a key breakthrough, allowing for higher energy density in batteries compared to traditional graphite anodes [9][13]. - The introduction of fast charging technologies, such as 120W and above, addresses the potential slow charging issues associated with larger batteries, creating a balance between capacity and convenience [13]. Group 4: Future Implications - The trend towards larger batteries may not only influence smartphones but could also extend to electric vehicles, suggesting a broader impact on the technology landscape [16].

Core Insights - The Chinese smartphone market is experiencing a year-on-year decline of 3% in Q3 2025, indicating an ongoing adjustment phase with increasing competition among leading manufacturers [1][3] - Vivo regained the top position with a shipment of 11.8 million units, capturing an 18% market share, followed closely by Huawei with 10.5 million units (16% market share) and Apple with 10.1 million units (15% market share) [1][5] - The overall shipment volume for the Chinese smartphone market in Q3 2025 is 67.2 million units, down from 69.1 million units in the same period of 2024 [5] Market Dynamics - The market is gradually returning to normalcy after a period of fluctuations caused by national subsidy programs, with a more cautious shipment pace allowing manufacturers to maintain healthy inventory levels [3] - Major manufacturers are strategically updating their mid-range product lines, focusing on durability and reliability to meet consumer demands, with new models featuring large batteries and enhanced protection [3][5] Future Outlook - Despite the current decline, Omdia forecasts a moderate growth in smartphone shipments for the entire year of 2025, supported by national subsidies [5] - Local brands are differentiating their products through design, battery life, camera capabilities, and enhanced AI features to attract Chinese consumers, who are noted for their strong inclination towards AI [5]

Core Insights - The Chinese smartphone market is experiencing a 3% year-on-year decline in Q3 2025, indicating an ongoing adjustment phase with increasing competition among leading manufacturers [2][4] - Vivo regained the top position with 11.8 million units shipped, capturing 18% market share, followed closely by Huawei with 10.5 million units (16% market share) and Apple with 10.1 million units (15% market share) [2][6] - The overall smartphone shipments in China for Q3 2025 totaled 67.2 million units, reflecting a 3% decrease from 69.1 million units in Q3 2024 [6] Market Dynamics - The market's contraction over two consecutive quarters is showing signs of easing, suggesting that the fluctuations caused by the national subsidy program are subsiding, allowing for a return to normal market rhythms [4] - Manufacturers are strategically managing their inventory levels, preparing for the upcoming launch of flagship products and the Double 11 shopping festival [4] Product Strategy - Major manufacturers are updating their mid-range product lines, focusing on practical upgrades in response to rising component costs, with new models featuring large batteries (over 7000mAh) and enhanced durability [4] - The emphasis on battery technology and durability reflects manufacturers' responses to consumer demands for reliability and longevity in devices [4] Future Outlook - Despite the current market decline, Omdia forecasts a moderate growth in smartphone shipments for the entire year of 2025, supported by local subsidies [6] - Domestic brands are differentiating their products through design, battery life, and camera capabilities, while also enhancing AI functionalities to attract local consumers, who are notably inclined towards AI technologies [6]

Group 1 - The outdoor brand Arc'teryx and artist Cai Guoqiang faced backlash for an art fireworks display in the Himalayas, raising concerns about ecological impact despite claims of using biodegradable materials and taking measures to protect local wildlife [2][3] - Arc'teryx issued an apology and committed to cooperating with third-party assessments regarding the ecological effects of the event, promising to take corrective actions based on the evaluations [3] Group 2 - Luo Yonghao discussed the concept of pre-prepared meals, emphasizing the importance of consumer awareness and the need for clear definitions within the industry [5] - A classification system for pre-prepared meals was outlined, ranging from ready-to-eat dishes to those requiring significant cooking steps, indicating a structured approach to understanding meal preparation levels [6] Group 3 - Xibei denied allegations regarding a conversation about returning pre-prepared products, asserting that the claims were unfounded and that no such employee existed [8] Group 4 - Sam's Club responded to consumer concerns about frozen broccoli with a two-year shelf life, explaining that the freezing process preserves nutritional value and prevents spoilage [8] Group 5 - A conflict escalated between Huiyuan and its controlling shareholder, with allegations of unauthorized payments exceeding normal contract amounts, amounting to over 600 million yuan [11] Group 6 - Apple faced complaints regarding the iPhone Air's camera fogging issue shortly after its release, raising concerns about quality control for a high-end product priced at 7999 yuan [11] Group 7 - Elon Musk's AI startup xAI was reported to be seeking $10 billion in funding, with a valuation of $200 billion, although Musk later refuted these claims [14] Group 8 - The market share of Honor in China has rebounded, ranking fifth in the market, with only a 1% gap from the second, third, and fourth competitors, driven by new product strategies [17] - Lenovo reported that AI PCs now account for over 30% of its total PC shipments, indicating a growing demand for AI-integrated devices [18] Group 9 - JD.com announced plans to open its first mall in Hong Kong by 2026, expanding its retail footprint in key urban areas [18] Group 10 - The number of Chinese tourists traveling during the National Day holiday surged by 130% year-on-year, with significant interest in both domestic and international destinations [25] Group 11 - The market share of domestic flexible OLED smartphone screens exceeded 60%, with significant growth in shipments from Chinese manufacturers [26] Group 12 - The film "731" achieved a total box office of over 900 million yuan shortly after its global premiere [28]

Core Insights - Honor has made significant advancements in battery technology, launching the X70 with an 8300mAh battery, further addressing consumer concerns about battery life [1][2] - The X70 features a lightweight design at 7.76mm and 193 grams, enhancing user experience in the budget smartphone segment [1] - The device is equipped with a Snapdragon 6 Gen4 chip, offering competitive performance with a score exceeding 88W on AnTuTu, making it a strong contender in its category [1] Battery and Charging - The Honor X70 boasts an 8300mAh battery, setting a new standard for battery capacity in the budget smartphone market [1][2] - It supports 80W wired fast charging and high-end models offer 80W wireless charging, features typically found in flagship devices [2] Display and Performance - The smartphone includes a 6.79-inch OLED display with 1.5K resolution and 120Hz refresh rate, providing a clear and smooth visual experience [1] - The Snapdragon 6 Gen4 chip, built on a 4nm process, enhances performance while reducing power consumption [1] Camera and Imaging - The X70 is equipped with a 50MP rear camera with OIS, surpassing the imaging capabilities of other models in the same price range [2] Durability and Reliability - The device incorporates military-grade protection technologies, achieving SGS Gold Standard Five-Star Comprehensive Reliability Certification [2] - It can withstand drops from heights of up to 2.5 meters and is rated IP69K for water resistance, ensuring durability in various environments [2] Overall Value Proposition - The Honor X70 stands out in the budget smartphone market with its combination of performance, battery life, and durability, making it an attractive option for consumers seeking value [2]