IT之家 1 月 8 日消息，华为终端官方今日宣布，Mate 70 系列手机保值焕新服务进入履约期，满足回收标准可享受折抵优惠（官方介绍显示，至少保值 50%），同时还有专属换机通道。 IT之家从官方海报获悉，本次履约仅针对在 2024 年 12 月 4 日-2025 年 6 月 4 日期间购买 HUAWEI Care+ 所获得保值焕新权益的 Mate 70 系列用户。华为保 值焕新服务官方介绍如下： 保值焕新是自权益生效之日第 3 个月起至第 13 个月底止，若原设备满足保值焕新回收标准，即可享受原设备官方建议零售价的至少 50% 折抵优 惠，购买同系列下一代新机。 保值设备 焕新机型 HUAWEI Pura 80 系列 HUAWEI Pura 80 系列下一代所有机型（不包含折叠机） HUAWEI Mate 70 HUAWEI Mate 70 Pro HUAWEI Mate 80、HUAWEI Mate 80 Pro、HUAWEI Mate 80 Pro Max HUAWEI Mate 70 Pro+ HUAWEI Mate 70 RS 非凡大师 HUAWEI Mate 80 系列所有机型 HUAWEI ...

未来，华为将持续开放核心能力、深化技术创新，期待有更多 出境生态伙伴加入，共同丰富出境场景服务生态。 作者：郑晨烨 封图：图片资料室 然而，当他们带着这种对数字化生活的极高预期落地海外时，遭遇的却是一场严重的"体验降 级"。 在国内行云流水地操作，在异国街头变得举步维艰。 取而代之的，是不得不重新找回取卡针更换电话卡，是无奈在应用商店里下载数个本地APP，是 面对全英文界面的茫然，以及在断断续续的漫游信号中等待一个迟迟不来的验证码。 这种体验上的巨大落差，并非因为海外缺乏服务，而是因为服务的分发机制与国内用户的习惯之间 存在巨大的鸿沟。 面对这一行业痛点，华为在深圳举办的"出境体验生态论坛"上，华为给出了新的解题思路，试图 跳出仅从应用层修补的传统路径，转而利用HarmonyOS操作系统的底层能力，通过"一卡、一 区"一站式的升级，联合全球伙伴对出境服务的连接方式进行一次重构。 2025年，中国出境游市场正在经历一轮强劲复苏，年均增长率达到了44.3%。 但在增长的数据曲线之下，一个更本质的变化是，人变了，玩法也变了。 过去那种"上车睡觉、下车拍照"的跟团游正在退潮，自由行已经占据了超过70%的比例。被称 为 ...

Core Insights - The outbound tourism market in China is experiencing a strong recovery with an average annual growth rate of 44.3% by 2025 [1] - The traditional group tours are declining, with over 70% of travelers now opting for independent travel, primarily driven by the "digital natives" of Generation Z [2] Group 1: Industry Challenges - There is a significant "experience downgrade" for travelers accustomed to a highly integrated digital lifestyle in China when they travel abroad [2][3] - The outbound tourism experience is hindered by three major structural gaps: infrastructure connectivity, information exchange, and local service access [4] - The "infrastructure connectivity gap" arises from differences in network standards, complex roaming agreements, and varying levels of communication infrastructure across countries [5] - The "information exchange gap" is characterized by increased decision-making costs due to fragmented information sources and language barriers, making it difficult for travelers to navigate unfamiliar environments [7] - The "local service access gap" reflects the challenges faced by short-term visitors in establishing a digital identity to access local services, which often requires extensive setup [9][10] Group 2: Solutions Proposed by Huawei - Huawei aims to address these gaps by providing a comprehensive solution that integrates services across the entire travel experience, from pre-trip planning to post-trip sharing [11][12] - The proposed solution includes a unified service platform that aggregates travel information, visa updates, personalized itinerary suggestions, and easy booking options [14] - During the trip, Huawei's services will offer seamless connectivity, navigation, and local recommendations, enhancing the overall travel experience [15][16] - Huawei is also focusing on upgrading its core technologies and services, such as the Petal Maps and Tianji Tong app, to support global connectivity and enhance user experience [17] Group 3: Ecosystem Development - Huawei is building a collaborative ecosystem by empowering partners and developers to enhance outbound travel services, ensuring users have access to high-quality offerings [18][20] - The integration of services like Grab and Keeta into Huawei's ecosystem has significantly improved user experience, with Grab reporting an 18-fold increase in monthly orders after joining [18][19] - As of now, over 120 outbound service cards have been launched within the HarmonyOS ecosystem, covering essential travel needs such as dining, accommodation, and shopping [20] - The number of devices equipped with HarmonyOS has surpassed 32 million, indicating a substantial market opportunity for global partners [21]

（来源：另镜） ■豆包AI助手引发手机生态系统权限博弈 ■国产手机正抢占高端市场心智卡位 ■明年高端手机市场竞争必将进一步白热化，苹果正加速融入中国的社交与内容电商生态 但很快，所谓豆包AI手机就因登不上微信、支付被支付宝截停等生态适配问题迅速遇冷，跨应用操作触碰风控边界。豆包AI手机被大厂集体拉黑，也引 发AI助手与APP生态系统权限博弈。 产品的创新一直是手机企业捍卫行业地位关键，当年的诺基亚就是因为系统和产品的后知后觉，渐渐消失在市场。而如今，豆包打响第一枪，对手机厂商 而言，让AI深度操控应用是高端化的关键。 作者：萌萌 编辑|陈秋 另镜ID：DMS-012 进入12月后，国产手机进入本年度最后的搏杀阶段。 12月第一天，搭载"豆包AI手机助手"的努比亚M153亮相，试图以"AI对话"重塑手机交互，"赛博保姆"上线。只要给豆包AI助手看下想要的商品，豆包AI 助手就可以自己通过各平台自动比价，找出最便宜的链接下单，就像有人在替操作手机。 可见豆包AI手机想变革的是手机底层底层系统权限，想成为手机智驾系统供应商。豆包AI手机被周鸿祎喊话"手机操作要变天了，美团淘宝的高管们可能 要连夜开会了"。 与此同时 ...

2025年12月4日，位于珠江之畔的广州迎来了一场科技盛宴—2025数智科技生态大会！会上，作为中国电信的重要合作伙伴，华为在琶洲中国进出口商品交 易会展馆B区C01展位构建了一个468平米的"未来空间"。 同时，HUAWEI WATCH Ultimate 2也将运动健康监测提升到了新的维度。数据不再沉睡于手表之中，而是通过原生鸿蒙实时同步至全场景设备，为用户构 建出一份全天候的数字化健康档案。 通过这次的华为展台，我们可以更清晰的看到：当行业还在讨论单一硬件的性能极限时，华为早已将目光投向了更宏大的命题——如何打破设备间的物理壁 垒，构建一个无缝流转的智慧生活空间。 办公与创作：打破物理边界 在传统的数字生活中，手机、平板和PC往往是割裂的信息孤岛。而在全场景专桌，我们看到了HUAWEI Mate 80系列与PC和平板之间的深度协同，这并非简 单的文件传输，而是基于操作系统底层逻辑的打通。 尤其是搭载了全新HarmonyOS NEXT的HUAWEI Mate 80系列带来的"隔空传送"功能，以极具未来感的自然手势重塑了交互体验。用户只需隔空"抓取"屏幕 内容，再朝向接收设备"放开"，即可实现毫秒级的跨设备传 ...

Market Overview - The market experienced a mixed performance with the Shanghai Composite Index rising by 0.29% while the Shenzhen Component and ChiNext Index fell by 0.25% and 0.44% respectively. The total trading volume in the Shanghai and Shenzhen markets was 1.71 trillion yuan, a decrease of 73.6 billion yuan compared to the previous trading day [2] - Over 2,700 stocks in the market saw an increase, with sectors such as organic silicon, batteries, and consumer electronics leading the gains, while sectors like Hainan, film and television, and AI applications faced declines [2] Real Estate Sector - Vanke A experienced a significant decline, with its stock price dropping by 7.13% to 5.47 yuan, resulting in a total market capitalization of 65.2 billion yuan [6] - In the bond market, Vanke's bonds also suffered, with "21 Vanke 02" dropping over 70%, "21 Vanke 06" down over 23%, and "23 Vanke 01" down over 32% [9] - Vanke announced a creditors' meeting to discuss the extension of its "22 Vanke MTN004" notes, scheduled for December 10 [9] Technology Sector - The technology sector showed strong performance, particularly in the semiconductor, consumer electronics, and computing power industries [10] - The consumer electronics sector saw a boost following Huawei's product launch event, which introduced several new devices [14] - The AI-driven consumer electronics sector reported a 19% year-on-year increase in revenue for Q3, with a 26.5% quarter-on-quarter growth, and a 26% increase in net profit year-on-year [14] Battery Industry - The lithium battery sector experienced a surge, particularly in solid-state batteries, with companies like Yishitong and Haike New Energy hitting the 20% daily limit [17][19] - Recent reports highlighted advancements in solid-state battery production, with expectations for global shipments to reach 614 GWh by 2030, and significant growth in the Chinese market anticipated [20] - The industrialization of solid-state batteries is accelerating, with large-scale production expected to begin around 2030 [20]

Market Overview - The market experienced a mixed performance with the Shanghai Composite Index rising by 0.29%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.44% respectively [1] Key Sectors Consumer Electronics - The consumer electronics sector showed strong performance, driven by the launch of new products from Huawei, including the HUAWEI Mate 80 series and other devices [2][5] - The sector is expected to benefit from AI technology integration, with a focus on high-end markets and a structural recovery rather than a broad-based rebound [5] Semiconductor - The semiconductor sector saw significant gains, with companies like Saiwei Electronics rising over 15% [7] - Google's push to challenge NVIDIA's dominance in AI chips is expected to drive demand for AI-related semiconductor products [7] Solid-State Batteries - Solid-state battery stocks experienced a surge, with companies like Yishitong hitting the daily limit [9] - The global solid-state battery market is projected to exceed 700 GWh by 2030, with full solid-state batteries expected to enter a critical testing phase between 2026 and 2027 [9] Organic Silicon - The organic silicon sector showed upward movement, with companies like Jinyinhe and Chenguang New Materials seeing significant gains [14] - Price increases of 10-20% for major products in the organic silicon business are expected to support industry profitability [14] CPO (Co-Packaged Optics) - The CPO concept gained traction, with Cambridge Technology rising over 5% [12] - Meta's plans to utilize Google Cloud's TPU for AI capabilities are anticipated to boost demand in the AI computing supply chain [12] Market Sentiment - Analysts suggest that the overall market fundamentals remain stable, with short-term adjustments likely to set the stage for future growth [4][16] - The market is expected to continue a "slow bull" trend, with potential for a narrow upward movement in December [17]

Group 1: Technology Sector Performance - The technology sector saw a significant rise, particularly in the computing power industry chain, with stocks like New Yisheng, Zhongji Xuchuang, and Tianfu Communication experiencing notable gains [2][4] - The Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.38%, and the ChiNext Index went up by 0.56% [2] Group 2: Semiconductor and Consumer Electronics - The semiconductor industry chain and consumer electronics concepts also showed strong performance, with a notable increase in the consumer electronics sector, which saw a 19% year-on-year revenue growth and a 26.5% quarter-on-quarter growth in Q3 [8] - Huawei's recent product launch event showcased several new devices, contributing to the positive sentiment in the consumer electronics market [6][8] Group 3: Lithium Battery Industry - The lithium battery industry experienced a rebound, particularly in the solid-state battery segment, with companies like Yishitong and Huazi Technology seeing significant stock price increases [10][12] - The establishment of a large-capacity solid-state battery production line by GAC Group marks a significant advancement, with the potential for batteries to achieve over 1000 km range by 2030 [12] - According to China International Capital Corporation, the lithium battery industry's price stabilization and improved supply-demand structure indicate a potential upward trend starting in 2026, driven by energy storage demand and new technology breakthroughs [12]

Group 1: Technology Sector Performance - The technology sector saw a significant rise, particularly in the computing power industry chain, with stocks like New Yisheng, Zhongji Xuchuang, and Tianfu Communication showing notable gains [1][2] - The Shanghai Composite Index increased by 0.49%, the Shenzhen Component Index rose by 0.38%, and the ChiNext Index climbed by 0.56% by the end of the morning session [1] Group 2: Consumer Electronics - The consumer electronics sector experienced a boost, with a reported 19% year-on-year increase in revenue and a 26.5% quarter-on-quarter increase in Q3 [5] - Huawei launched several new products, including the HUAWEI Mate 80 series and HUAWEI Mate X7, which contributed to the positive sentiment in the consumer electronics market [4][5] Group 3: Lithium Battery Industry - The lithium battery sector rebounded, with solid-state battery stocks leading the gains, and companies like Yishitong and Penghui Energy showing significant increases [7][8] - GAC Group announced the establishment of the first large-capacity all-solid-state battery production line in China, which is expected to enhance energy density and extend vehicle range significantly [9] - According to China International Capital Corporation, the lithium battery industry's price stabilization and improved supply-demand structure indicate a potential upward trend starting in 2026, driven by energy storage demand and new technology breakthroughs [9]

Core Insights - Huawei held a product launch event on November 25, 2025, showcasing multiple flagship products including the HUAWEI Mate 80 series, HUAWEI Mate X7 foldable phone, and various smart devices, emphasizing innovation in smart office, audio-visual entertainment, and smart home scenarios [1][13] Product Highlights - The HUAWEI Mate 80 series features four industry-first technologies: ultra-transparent Linglong display, outdoor exploration mode, emergency communication without a network, and the second-generation Hongfeng imaging system. The Mate 80 Pro Max shows a 42% performance improvement over its predecessor [3] - The HUAWEI Mate X7 foldable phone incorporates a "time-space door" lens module design and boasts a 42% performance increase compared to the Mate X6, with a starting price of 12,999 yuan [6] - The HUAWEI WATCH ULTIMATE DESIGN is priced at 24,999 yuan and features a handcrafted design with 18K gold, while the HUAWEI WATCH Ultimate 2 supports underwater communication and is priced at 6,499 yuan [8] - In the laptop and tablet segment, the HUAWEI MateBook Fold and MateBook Pro are priced at 26,999 yuan and 8,999 yuan respectively, both supporting HarmonyOS 6 [10] - The HUAWEI FreeBuds Pro 5, the first wireless earphones supporting Star Flash audio technology, is priced at 1,499 yuan, while the HUAWEI X3 Pro router starts at 1,299 yuan [11] Market Strategy - The launch event covered a wide range of products including smartphones, wearables, laptops, tablets, audio devices, routers, and smart screens, indicating Huawei's strategy to enhance the all-scenario smart living experience through software-hardware synergy and ecosystem integration [13]