截至2025年12月31日，卫星直播中心累计发展高清用户1016万户。2025年新增高清用户176万户，各机顶盒企业发 展高清用户数见上图。 截至2025年12月31日，卫星直播中心累计发展高清用户1016万户。2025年新增高清用户176万户，各机顶盒企业发 展高清用户数见上图。 格视智库热门内容推荐，可直接搜网址查阅 http://www.vdata360.com/html/report/reportList.do 截至2025年12月31日，卫星直播中心累计发展直播卫星用户15524万户，月累计用户数见上图。 6G发展 拓展智能新终端 国内机构积极布局海外FAST市场 运营商竞逐万亿卫星市场 视频平台2025年三季度财报简析 广电大力推进插入式微型机顶盒落地 2025年第三季度中国广电业务季度发展简报 2025年11月中国视听产业月报 OpenAI的软硬件生态布局与进展 2025年中国新能源企业AI数智化转型白皮书 全球人工智能标准发展报告 AI赋能数字融合：用人工智能助力新型智慧城市建设方案 网络安全标准实践指南——生成式人工智能服务安全应急响应指南 通向AGI之路-2025年全球人工智能展望报告 移 ...

Core Insights - The domestic smartphone market in 2025 saw vivo (including iQOO), Xiaomi (including REDMI), and Apple each surpassing 40 million units in activation sales, ranking as the top three brands [2][3] - The competition among leading brands is extremely tight, with the top two brands differing by only 200,000 to 300,000 units, indicating a highly concentrated market structure [2][3] - In terms of annual target completion rates, vivo achieved 95.90%, iQOO slightly exceeded its target at 100.82%, Xiaomi reached 103.93%, and Apple led with a completion rate of 107.39%, reflecting better-than-expected sales performance [2][3] Market Performance - From January to November 2025, the total smartphone shipment in the domestic market reached 282 million units, representing a year-on-year growth of 0.9% [2][3] - The shipment of 5G smartphones was approximately 244 million units, showing a year-on-year increase of 1.3%, which accounted for 86.6% of the total shipments, indicating that 5G devices have become a mainstream consumer choice [2][3] Strategic Outlook - Looking back at 2025, vivo, Xiaomi, and Apple maintained their leading positions through solid product strategies and precise market tactics [4] - Apple's performance exceeded expectations, reinforcing its strong brand appeal [4] - As the industry moves into 2026, the focus will be on exploring growth opportunities within a saturated market and continuously optimizing product structure and user experience to solidify positions [4]

2025年度国内手机市场表现揭晓，vivo（含iQOO）、小米（含REDMI）与苹果在全年激活销量方面均 突破四千万台，位列市场前三。数据显示，三者之间的销量差距极为接近，前两名品牌的激活量仅相差 20至30万台，竞争态势胶着。 在年度目标完成度方面，各品牌表现也相继浮出水面。 vivo整体完成率达95.90%，旗下子品牌iQOO表现出色， 完成度达到100.82%。小米系整体达成率为103.93%，而 苹果则以107.39%的完成率位居榜首，反映出其实际销 售表现超出既定目标，市场势头强劲。 根据官方统计机构发布的数据，2025年1月至11月期间， 国内手机市场总出货量为2.82亿部，同比增长0.9%。其 中，5G手机出货量达2.44亿部，同比增长1.3%，占整体 出货量的86.6%，持续占据主导地位。这一数据进一步 印证了消费者对5G终端产品的高度认可与广泛接受。 从整体格局来看，2025年头部品牌的市场竞争力依然集 中，vivo、小米与苹果凭借持续的产品迭代、精准的用 户定位以及高效的渠道管理，在激烈的行业环境中保持领先优势。特别是苹果，其超出预期的市场表现 彰显出强大的品牌吸引力和用户忠诚度。 202 ...

4000 95% 92% 91% 3500 89% 88% 90% 3000 2500 85% 1500 1000 75% 500 70% 4月 5月 6月 7月 8月 9月 10月11月12月 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月11月 2024年 2025年 5G手机占比 权威发布: 2025 年 11 月国内市场手机出货量 3016. 1 万部, 其中 5G 手机占比 91. 6%。 一、国内手机市场总体情况 2025年 11月,国内市场手机出货量 3016.1 万部,同比增长 1.9%,其 中,5G 手机 2761.4 万部,同比增长 1.1%，占同期手机出货量的 91.6%。 2025年 1-11 月,国内市场手机出货量 2.82 亿部,同比增长 0.9%,其中, 5G 手机 2.44 亿部，同比增长 1.3%，占同期手机出货量的 86.6%。 2 3500 100% 90%89% 88920922% 83%83%82%85%83% 90% 80%790 3000 80% 2500 70% 60% 2000 50% 1500 40% 30% 1000 20% 500 10% ...

【重点关注】 ·商务部回应TikTok将在美成立合资公司：希望企业达成符合中国法律法规、利益平衡的解决方案 ·广州首个游戏电竞产业专项扶持政策发布 ·人民币汇率破"7" 创2024年9月底以来新高 【国内要闻】 ·在商务部25日举行的例行新闻发布会上，有记者问：据报道，TikTok已与三家投资者签署协议，并将 成立新的TikTok美国合资公司，确保其继续在美运营。请问发言人对此有何评论？商务部新闻发言人 何咏前表示，中国政府希望企业达成符合中国法律法规、利益平衡的解决方案。 ·在商务部25日举行的例行新闻发布会上，有记者问：美东时间12月23日，美国贸易代表办公室发布针 对中国半导体政策301调查结果，宣布对部分中国半导体产品加征301关税，目前税率为0%，18个月 后，即2027年6月再提高税率。商务部对此有何评论？商务部新闻发言人何咏前表示，中方注意到有关 情况，已通过中美经贸磋商机制向美方提出严正交涉。中方不认同美方301调查的所谓结论，坚决反对 美对华半导体产品加征301关税。 ·在商务部25日举行的例行新闻发布会上，有记者问：根据美国一些市场人士透露，中国仍在限制一些 稀土元素，如一些稀土磁体，而美 ...

Group 1: Financial Reports and Market Trends - The Shanghai Stock Exchange has released the annual report disclosure schedule, with Chipway Technology set to disclose its report on February 3, leading the list [1] - The main board will see *ST Huawang disclose its report on February 13, followed by Shangwei Co. on February 14 [1] - Multiple international financial institutions predict a decline in the attractiveness of dollar-denominated assets by 2026, leading to a continued rise in gold prices as a hedge against risks [2] - The asset management firm Schroders highlights increasing uncertainty in U.S. policies and fiscal vulnerabilities, which are driving investors towards gold for diversification [2] Group 2: Private Equity and Investment Activity - In 2025, 54 new private equity firms were registered in China, marking a 10.20% increase from 49 in 2024, with 98.15% being domestic firms [2] - Notable new private equity firms include three with management scales exceeding 5 billion yuan, indicating a significant influx of insurance capital into the private equity sector [2] Group 3: Semiconductor and Technology Sector - Major silicon wafer manufacturers have significantly raised prices due to increased costs of upstream silicon materials, with average price hikes reaching 12% [3] - Kingston has led the price increase in DDR4 and DDR5 memory products, with overall market prices remaining strong despite a slight slowdown in growth [3] Group 4: Automotive Market Insights - The automotive market is experiencing a quiet end-of-year period, with consumers showing a tendency to wait for new subsidy policies, impacting sales [4][5] - The China Automobile Industry Association notes that the withdrawal of subsidy policies has led to increased consumer hesitation in making purchases [5] Group 5: AI and Technology Forecasts - Global spending on generative AI is projected to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21% [5] - The AI dialogue platform segment is expected to see the fastest growth, with monthly active users projected to exceed 5 billion by 2030 [5] Group 6: Corporate Financing and Investments - Starry Space has completed nearly 300 million yuan in Pre-A round financing, led by Shenzhen Innovation Investment Group, to enhance its global satellite control network [9] - Zhi Li Technology has secured 100 million yuan in B round financing to establish a manufacturing base for battery swap systems [9] - Deep Blue Automotive has announced a C round financing totaling 6.122 billion yuan, backed by major investors [9] Group 7: Corporate Governance and Compliance - Shanghai Washba has announced penalties for executives due to short-term trading violations, with fines of 100,000 yuan and 150,000 yuan imposed [10] - Haotou Co. has reported the resignation of its general manager, Zhang Xianjun, due to work relocation [11]

Group 1: Domestic Smartphone Market Performance - In November 2025, the domestic smartphone shipment volume reached 30.16 million units, a year-on-year increase of 1.9%, with 5G smartphones accounting for 27.61 million units, up 1.1%, representing 91.6% of total shipments [1] - From January to November 2025, the total smartphone shipment volume was 282 million units, a 0.9% increase year-on-year, with 5G smartphones making up 244 million units, a 1.3% increase, constituting 86.6% of total shipments [1] - In November 2025, the number of new smartphone models launched was 31, a decrease of 27.9% year-on-year, with 5G models totaling 24, an increase of 26.3%, representing 77.4% of new models [1] Group 2: Domestic Brand Performance - In November 2025, domestic brand smartphone shipments were 23.23 million units, a year-on-year decline of 12.6%, accounting for 77.7% of total shipments [1] - From January to November 2025, domestic brand smartphone shipments totaled 241 million units, a 1.2% increase year-on-year, representing 85.4% of total shipments [2] - The number of new models from domestic brands launched from January to November 2025 was 451, a year-on-year increase of 15.6%, constituting 95.1% of total new models [2] Group 3: Smart Device Market Trends - In November 2025, the smart smartphone shipment volume was 28.75 million units, a year-on-year increase of 2.0%, making up 95.3% of total shipments [2] - From January to November 2025, the smart smartphone shipment volume was 262 million units, a slight decline of 0.1% year-on-year, representing 92.8% of total shipments [2] - The number of new smart smartphone models launched from January to November 2025 was 309, a year-on-year increase of 6.2%, accounting for 65.2% of total new models [2] Group 4: Future Market Outlook - Multiple institutions predict a decline in smartphone and laptop shipments in 2026 due to rising storage prices, with a forecasted year-on-year decrease of 2% for smartphones and 2.4% for laptops [3] - The increase in DRAM and NAND Flash prices is expected to significantly raise the overall cost of smartphones and laptops, leading manufacturers to raise prices, particularly affecting low-end models [3] - If supply-demand imbalances worsen, shipment volumes may face further pressure, with the laptop market experiencing dual pressures from rising costs and weak demand [3]

人民财讯12月25日电，中国信通院发布2025年11月国内手机市场运行分析报告，2025年11月，国内市场 手机出货量3016.1万部，同比增长1.9%，其中，5G手机2761.4万部，同比增长1.1%，占同期手机出货量 的91.6%。 2025年1-11月，国内市场手机出货量2.82亿部，同比增长0.9%，其中，5G手机2.44亿部，同比增长 1.3%，占同期手机出货量的86.6%。 ...

新华财经北京12月11日电（罗浩）沪深两市三大股指11日早间普遍小幅高开，沪指全日呈震荡下行态 势，深成指在窄幅整理后震荡下行，创业板指则在显著上涨后震荡下行。至收盘时，沪深两市三大股指 均显著下跌。当日，北证50指数早盘期间高开后回落整理，午后出现异动拉升，盘中一度涨约6.68%， 收盘时上涨3.84%。 11日，摩尔线程上涨28.04%，叠加北证次新股多有大幅上涨，带动次新股板块整体涨幅靠前。可控核 聚变、银行、科创成长层等板块亦有显著上涨，水产品、海南板块、网红经济等板块跌幅靠前。 截至收盘，沪指报3873.32点，跌幅0.70%，成交额约7644亿元；深成指报13147.39点，跌幅1.27%，成 交额约10928亿元；创业板指报3163.67点，跌幅1.41%，成交额约5187亿元；科创综指报1583.91点，跌 幅1.29%，成交额约1862亿元；北证50指数报1443.17点，涨幅3.84%，成交额约283亿元。 机构观点 中汽协：11月汽车产销同比分别增长2.8%和3.4% 月度产量首次超过350万辆 据中汽协12月11日消息，11月，中国汽车产销分别完成353.2万辆和342.9万辆，环比分 ...

智通财经APP获悉，12月11日，中国信通院发布2025年10月国内手机市场运行分析报告。2025年10月，国内市场手机出货量3226.7万部，同比增长8.7%， 其中，5G手机2932.6万部，同比增长9.7%，占同期手机出货量的90.9%。 2025年1-10月，国内市场手机出货量2.52亿部，同比增长0.8%，其中，5G手机2.17亿部，同比增长1.3%，占同期手机出货量的86.0%。 国内手机市场国内外品牌构成 2025年10月，国产品牌手机出货量2524.0万部，同比增长7.6%，占同期手机出货量的78.2%;国产品牌上市新机型43款，同比增长4.9%，占同期手机上市新 机型数量的95.6%。 2025年1-10月，国产品牌手机出货2.18亿部，同比增长2.9%，占同期手机出货量的86.4%;国产品牌上市新机型421款，同比增长20.6%，占同期手机上市新 机型数量的95.0%。 国内智能手机发展情况 图1 国内手机市场出货量及5G手机占比 2025年10月，国内手机上市新机型45款，同比增长9.8%，其中5G手机19款，同比下降26.9%，占同期手机上市新机型数量的42.2%。 2025年1-10 ...