Core Insights - The report highlights a significant increase in electricity consumption in October, with a total of 857.2 billion kWh, representing a year-on-year growth of 10.4% [2] - The Chinese smartphone market experienced a notable recovery in October, with overall sales increasing by 8% year-on-year, driven by strong performances from brands like Apple and Xiaomi [5] - The airline industry showed positive trends in October, with an increase in passenger load factors and capacity deployment, indicating a favorable supply-demand relationship [7][8] Electricity Consumption - In October, the total electricity consumption reached 857.2 billion kWh, with the first industry consuming 12 billion kWh (up 13.2%), the second industry 568.8 billion kWh (up 6.2%), and the third industry 160.9 billion kWh (up 17.1%) [2] - Cumulative electricity consumption from January to October was 8,624.6 billion kWh, reflecting a year-on-year increase of 5.1% [2] Smartphone Market - The smartphone market in China saw a significant uptick in October, with Apple leading the market with a 37% year-on-year increase in sales, capturing a 25% market share [5] - Xiaomi ranked second for the first time in over a decade, with a 7% increase in sales, attributed to its diverse product offerings [5] - OPPO also contributed to market growth with a 19% increase in sales, while other brands like vivo and Honor experienced minor fluctuations [5] Airline Industry - Domestic airline capacity increased by approximately 3.6% year-on-year in October, with a corresponding rise in passenger load factors by about 1.8 percentage points [8] - International airline capacity saw a year-on-year increase of 14.3%, with a slight rise in load factors, indicating a healthy demand despite some overcapacity risks [9] - The report notes that the recent travel advisories may impact demand for certain international routes, particularly to Japan [10][11] Financial Sector - The report indicates a continued decline in social financing growth, with a year-on-year increase of 8.5% as of October, reflecting a slowdown in credit demand [14][15] - The total new RMB loans in October amounted to 220 billion, with a year-on-year decrease of 280 billion, highlighting a weak credit environment [16] - The M1 growth rate decreased to 6.2%, while M2 grew by 8.2%, indicating a trend towards "de-banking" in the financial sector [18]

智通财经APP获悉，根据 Counterpoint Research 的中国 Market Pulse 智能手机月度销售追踪报告的初步数据显示，10 月份智能手机销量在苹果 (AAPL.US)37% 的同比增长的推动下增长了 8%。"iPhone 17 系列继续为苹果带来佳绩，其中基础款和 Pro 机型的增长最快，"高级分析师 Ivan Lam 表示，"新款 iPhone 的销量占比极高，超过 80%，因此随着平均售价的上涨，我们预计整体销量将进一步提升。" 数据来源：Counterpoint Research Market Pulse 智能手机月度销售追踪报告 数据来源：Counterpoint Research Market Pulse 智能手机月度销售追踪报告 这是苹果有史以来在 Q4 的最佳开局表现，其总销量已经远远超过了 2021 年 10 月创下的历史纪录。该月，中国市场中每售出四部智能手机就有一 部是 iPhone ——这一标志性的成绩此前仅在 2022 年出现过一次，当时苹果在高端市场的竞争对手相对较少。 2025-2026 年全球 eSIM 市场出货量份额 OPPO 凭借其拥有出色的摄像头和 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 在苹果以及中国主要 OEM 厂商的推动下，10 月中国智能手机销量同比增长 8%。 根据 Counterpoint Research 的中国 Market Pulse 智能手机月度销售追踪报告 的初步数据显示，10 月份智能手机销量在苹果 37% 的同比增长的推动下增长了 8%。"iPhone 17 系列继续为苹果带来佳 绩，其中基础款和 Pro 机型的增长最快，" 高级分析师 Ivan Lam 表示，"新款 iPhone 的销量占比极 高，超过 80%，因此随着平均售价的上涨，我们预计整体销量将进一步提升。" 数据来源：Counterpoint Research Market Pulse 智能手机月度销售追踪报告 这是苹果 有史以来 在 Q4 的最佳开局表现，其总销量已经远远超过了 2021 年 10 月创下 ...

10 月 28 日， OPPO 于西班牙巴塞罗那举办 Find X9 系列全球发布会，正式面向全球市场推出 OPPO 30 周年重磅旗舰。 Find X9 系列当地售价高达 1299 欧元（约合人民币 10700 元 ），为 全球用户带来高端影像旗舰新体验。 据 IDC 预测， 2025 年智能手机平均售价将增长 5% ，中高端机型在整体销量中的占比持续提 升， OPPO 正加速顺应这一趋势， 2025 年第二季度其 400 美元以上中高端机型出货量同比暴涨 46.6% ， Counterpoint 数据更显示同期 OPPO 手机平均售价同比增长 14% ，增速位列全球前 五手机品牌之首。随着全新一代旗舰 Find X9 系列全球发布，将继续助力 OPPO 推进高价值出 海，持续提升高端市场份额。 ...