3月16日，OPPO针对部分已发售产品进行价格调整，这标志着因内存涨价潮，如今业界手机全面 进入涨价时代。 值得一提的是，继OPPO、一加之后，vivo与iQOO也在今日官宣部分产品建议零售价调整。 综合公告信息，目前涉及价格调整的已发售产品包括OPPO A系列、K系列以及一加，不包含 OPPO Find系列、Reno系列以及OPPO Pad系列。 vivo表示，受全球半导体及存储成本持续大幅上涨的影响，经慎重评估，公司将于2026年3月18 日10:00起，调整部分产品的建议零售价。具体机型及价格以官方渠道商品详情页展示为准。 根据TrendForce集邦咨询最新手机面板调查，由于占手机成本极高的存储器缺货与价格攀升，冲 击了品牌对2026年的出货规划，更削弱面板出货动能。预估2026年全球手机面板出货量约为 21.4亿片，较2025年23.1亿片下滑约7.3%，结束了自2023年以来的成长周期，首度转为年减态 势。 AMOLED手机面板出货量占比将从2025年的41.2%成长至2026年43.2%。反观LTPS LCD生存 空间遭严重挤压，预估占比将从4.4%萎缩至2.5%，主攻低阶机型的a-Si LCD ...

记者丨 张嘉钰 骆轶琪 编辑丨江佩霞 今年初就有存储从业者对21世纪经济报道记者表示，在这种上游存储芯片持续大幅涨价的背景 下，国内存储厂商的策略是尽力保住Tier1手机客户的需求，但1000元价位段上下的手机出货 预测正被厂商大幅下调。"存储缺货行情下，我们预判手机市场会出现'大浪淘沙'。" 手机涨价行情或许才刚开始，多家第三方机构都预测，存储芯片的持续涨价，预计将令今年全 球手机市场出现承压。【 详情 】 此前3月10日，OPPO在旗下官方商城发布公告称：面对包括高速存储硬件在内的多项手机关 键零部件成本上升，公司谨慎评估后做出决定：自2026年3月16日零时起，OPPO将针对部分 已发售产品进行价格调整。涉及价格调整的已发售产品包括OPPO A系列、K系列以及一加， 不包含OPPO Find系列、Reno系列以及OPPO Pad系列。 不难发现，OPPO此次宣布率先涨价的机型，是处在偏低价位段的产品系列。电商平台显示， A和K系列产品大约处在1000-2000元价位段。 3月16日，vivo发布《关于vivo及iQOO部分产品建议零售价调整的说明》称，受全球半导体及 存储成本持续大幅上涨的影响，经慎重评 ...

电子行业 强于大市（维持） 平安证券研究所 电子团队 分析师：杨钟 S1060525080001（证券投资咨询） 徐勇 S1060519090004（证券投资咨询） 证券研究报告 OPPO发布涨价函，2026年全球PC出 货量预计下降 邮箱： YANGZHONG035@pingan.com.cn XUYONG318@pingan.com.cn 2026年3月16日 请务必阅读正文后免责条款 核心摘要 OPPO发布涨价函，2026年全球PC出货量预计下降。OPPO在其官方商城发布公告，宣布自3月16日0:00起对部分已发售 产品进行价格调整，以此应对高速存储硬件等关键零部件成本上升的压力，保障产品品质和用户体验。自3月16日起， OPPO及一加的部分已发售产品将调整价格，涉及OPPO A系列、K系列以及一加品牌。展望2026年，根据counterpoint research的数据，DRAM 价格上涨推升手机BoM成本，低、中、高价位段机型分别增加约25%、15%与10%。受存储成 本上升影响，2026年全球智能手机出货量预期将年减2.1%。建议关注具备规模优势、较完整产品线（尤其是高价位段 机种）以及垂直整合能 ...

以下文章来源于凤凰WEEKLY ，作者王动 凤凰WEEKLY . 有温度、有情感、有趣味 智能手机，正在迎来史诗级大涨价。 来源丨 凤凰WEEKLY （ phoenixweekly ） 作者丨 王动 编辑丨闫如意 图源丨Midjourney AI还没改变手机，但已经改变了手机价格。 每年春天，都是手机厂商密集发布新机型的时间，也是很多人换手机的时间。 不过，今年春天，很多人恐怕要推迟自己的换机大业了—— 率先吹响涨价号角的是三星Galaxy S26系列。 Galaxy S26 标准版和 S26+ 预约起售价分别为 6999 元、 7999 元，相比上代上涨了 1000 元。 昨天，国产厂商 OPPO 也在官方商城发布了通知，称OPPO A系列、K系列以及一加都将迎来"价格 调整"。 这还只是开始。即将到来的3月份，明里暗里地涨价的手机厂商，恐怕会越来越多。 不是厂商想涨，实在是孩子大了上游卡了脖子。 涨价会是未来一年的主旋律，大家恐怕都得学着习惯。 智能手机，告别性价比时代？ 很多人说，韩国人不讲武德，不是一次两次了。 三星手机在国内的市场份额早就沦为"others"，只要咱用双手投票，不买它的，市场会狠狠教 ...

| 申万期货品种策略日报——股指 | 2026/3/11 | 星期三 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 申银万国期货研究所 贾婷婷（从业资格号：F3056905；交易咨询号：Z0016232 ）jiatt@sywgqh.com.cn;15921620356 | 申银万国期货研究所 柴玉荣 （从业资格号：F03111639；交易咨询号：Z0018586）chaiyr@sywgqh.com.cn;18802979529 | | | | | | | | | | | 一、股指期货市场 | IF当月 | IF下月 | IF下季 | IF隔季 | | | | | | | | 前两日收盘价 | 4599.20 | 4580.20 | 4537.00 | 4464.60 | 前日收盘价 | 4664.00 | 4646.40 | 4601.00 | 4533.00 | | | 涨跌 | 60.80 | 61.40 | 63.40 | 66.40 | 沪深300 | 涨跌幅 | 1.32 ...

要闻提示 NEWS REMIND 1.宝马销售直播狂踩小米汽车：180天速成鸡可以吃，但180天造的车不敢开！小米高管回应 2.小鹏NGP上大分！4名儿童在马路上"COS减速带"险被碾，车主：太后怕 3.博主发吉利广告被指责：把女性塑造成拜金刻薄形象，官方客服回应 4.无惧荷兰断供晶圆！安世中国恢复量产、本土制造 5.董明珠建议：促消费首先要加工资 6. MiniMax市值大涨，超越百度！"龙虾"上大分 7.曝某公司招聘要求员工跑步配速8分以内！公司回应：已实行3年，老板带头跑 8.大众集团拟 2030 年前裁员 5 万人，涉及奥迪、保时捷等部门 今日头条 HEADLINE NEWS 宝马销售直播狂踩小米汽车：180天速成鸡可以吃，但180天造的车不敢开！小米高管回应 3月10日消息，近日，一宝马汽车销售在门店直播时，公开发表大量针对小米汽车及车主的极端贬低、侮 辱性言论，该视频引发全网热议。视频片段显示，该销售在直播中称，"还是宝马质量好，比大米汽车好 多了，那个是杂粮，大米我不敢买也不敢开。"（ 宝马销售为何要拉踩小米汽车，欢迎有兴趣的读者添加 微信 jinyuan-0428 交流爆料 ） 她还表示："哪 ...

Group 1 - The article discusses the volatility in international oil prices, with U.S. oil prices dropping over 19% on March 10, amid geopolitical tensions involving Iran and the U.S. [4][19] - The U.S. government has indicated a willingness to engage in dialogue with Iran, while also planning to exempt certain oil-related sanctions and provide naval escorts for oil tankers through the Strait of Hormuz [4][19] - The Iranian military has denied claims of U.S. naval escorts for oil tankers, asserting that any such statements are false [4][19] Group 2 - The Chinese Ministry of Transport has held discussions with major shipping companies, including Maersk and Mediterranean Shipping Company, regarding international shipping operations [4][5] - China's foreign trade has shown a recovery, with a two-month growth rate returning to double digits, although imports and exports to the U.S. have decreased by 16.9% [5] - The Shanghai Stock Exchange is considering policies to support technological innovation and expand listing standards for new industries [6] Group 3 - Industrial Fulian reported a projected revenue of 902.887 billion yuan for 2025, a year-on-year increase of 48.22%, with a net profit growth of 51.99% [7] - NIO achieved its first quarterly profit in Q4 2025, with an adjusted operating profit of 1.251 billion yuan and expected vehicle deliveries of 80,000 to 83,000 units in Q1 [7] Group 4 - The article highlights the launch of an AI platform by Nvidia, named NemoClaw, aimed at enabling businesses to deploy AI agents in their workflows [12] - Tencent is developing an AI agent for its WeChat ecosystem, set to undergo testing mid-year, which could challenge competitors like Alibaba and ByteDance [12] - Amazon is initiating a significant corporate bond issuance to fund its investments in AI infrastructure, targeting a fundraising goal of approximately $37 billion to $42 billion [12]

Market Overview - Major indices showed positive performance with ChiNext Index up by 3.04%, STAR 50 up by 2.16%, Shenzhen Component Index up by 2.04%, North 50 up by 1.94%, and Shanghai Composite Index up by 0.65% [1] - TMT sector led the gains with SW Communication Cables and Accessories up by 7.67%, SW Discrete Devices up by 7.07%, and SW Printed Circuit Boards up by 6.10% [1] - TMT sector saw a slight decline in SW Film and Animation Production down by 0.28% [1] Domestic News - OPPO announced a price adjustment for certain products effective from March 16, 2026, affecting A series, K series, and OnePlus, excluding Find series, Reno series, and OPPO Pad series [2] - Anshi China announced small-batch production of 12-inch bipolar discrete devices based on its self-developed 12-inch platform, optimizing chip structure and manufacturing processes [2] - China's customs reported a total import and export value of $10,995.4 billion in the first two months, a year-on-year increase of 21.0%, with integrated circuit exports accelerating from 11.91% to 72.6% [2] Semiconductor Industry Insights - Counterpoint reported that rising memory prices are altering the cost structure of smartphone BOMs, with a projected 25% increase in BOM costs for low-end smartphones in Q1 2026 [2] - Infineon announced that its latest generation CoolGaN Transistors G5 has been selected by Chicony Power Technology for use in multiple laptop power adapters for a top-tier client [2] - Omdia forecasts a 1% decline in the global DDIC market in 2025, stabilizing in 2026 due to structural changes in TV panel demand and pressure from memory shortages on IT and smartphone display demand [2] - TrendForce estimates that to maintain existing profit margins, the retail price of a mainstream laptop model originally priced at $900 may increase by nearly 40% due to rising memory and CPU prices [2] AI Developments - Picsart launched AI Playground, integrating over 90 generative AI models from 24 vendors into a unified interface, allowing users to generate content with a single prompt [3] - Colucat, an AI companion robot, received the 2026 Global Recognition Award, utilizing local Edge AI technology without internet connectivity [3] - DingTalk announced unlimited free calling quotas for developers using OpenClaw until March 31, 2026, enabling automation and project management through its API [3] - Tencent is currently testing QClaw, a local AI assistant that allows users to control their computers via WeChat commands [3] Industry Tracking - Changguang Satellite held a launch ceremony for eight satellites, including "Postal Savings Bank No." and "Jixing" high-resolution satellites, set to be launched from Jiuquan Satellite Launch Center [4] - Wuxi High-tech Zone released measures to support the integration of OpenClaw and OPC community projects, offering up to 5 million yuan in support [4] - OpenClaw has been embedded in Unitree G1 humanoid robots, enabling physical space memory and autonomous physical intelligence [4] - Fujian Sangang achieved breakthroughs in high-end steel products, successfully completing R&D and trial production of ZSCM440 cold heading steel [4]

Market Overview - Major indices showed positive performance with the ChiNext Index up by 3.04%, the STAR Market 50 Index up by 2.16%, and the Shenzhen Component Index up by 2.04% [1] - The TMT sector led the gains, particularly in communication cables and supporting components, which rose by 7.67%, and discrete devices, which increased by 7.07% [1] Domestic News - OPPO announced a price adjustment for certain products effective from March 16, 2026, affecting the A series, K series, and OnePlus, while excluding the Find and Reno series [2] - Anshi China reported small-scale production of 12-inch bipolar discrete devices based on its self-developed 12-inch platform, optimizing chip structure and manufacturing processes [2] - China's customs reported a total import and export value of $10,995.4 billion in the first two months, a year-on-year increase of 21.0%, with integrated circuit exports accelerating from 11.91% to 72.6% [2] Semiconductor Industry Insights - Counterpoint Consulting noted that rising memory prices are altering the cost structure of smartphone BOMs, with a projected 25% increase in BOM costs for low-end smartphones by Q1 2026 [2] - Infineon announced that its latest generation of CoolGaN Transistors G5 has been selected by Chicony Power Technology for use in multiple laptop power adapters for a top-tier client [2] - Omdia forecasts a 1% decline in the global DDIC market in 2025, stabilizing in 2026, reflecting structural changes in TV panel demand and pressure from memory shortages on IT and smartphone display needs [2] - TrendForce estimates that to maintain existing profit margins, the retail price of a mainstream laptop model originally priced at $900 may increase by nearly 40% due to rising memory and CPU costs [2] AI Developments - Picsart launched the AI Playground feature, integrating over 90 generative AI models from 24 vendors into a single interface, allowing users to generate content with a single prompt [3] - The AI companion robot Colucat received the 2026 Global Recognition Award, utilizing local Edge AI technology without internet connectivity [3] - DingTalk announced unlimited free calling quotas for developers using OpenClaw until March 31, 2026, enabling direct access to various DingTalk functionalities [3] - Tencent is currently testing QClaw, a local AI assistant that allows users to control their computers via WeChat commands [3] Industry Tracking - Longlight Satellite held a launch ceremony for eight satellites in Jilin Province, set to be launched from the Jiuquan Satellite Launch Center [4] - Wuxi High-tech Zone released measures to support the integration of open-source community projects with a maximum single support of 5 million yuan [4] - The OpenClaw framework has been embedded in the Unitree G1 humanoid robot, enabling it to form short-term world memory and act as a physical intelligent agent [4] - Fujian Sangang achieved breakthroughs in high-end steel products, successfully completing the R&D and trial production of ZSCM440 cold heading steel [4]

记者丨骆轶琪 编辑丨倪雨晴 张伟贤 手机涨价传言陆续落地。 3月10日，OPPO在旗下官方商城发布公告称：面对包括高速存储硬件在内的多项手机关键零 部件成本上升，公司谨慎评估后做出决定：自2026年3月16日零时起，OPPO将针对部分已发 售产品进行价格调整。 据称，目前涉及价格调整的已发售产品包括OPPO A系列、K系列以及一加，不包含OPPO Find系列、Reno系列以及OPPO Pad系列。 不难发现，OPPO此次宣布率先涨价的机型，是处在偏低价位段的产品系列。电商平台显示， A和K系列产品大约处在1000-2000元价位段。 这本质是存储持续涨价，对千元价位段机型的成本冲击最大，手机厂商不得不进行应对。 今年初就有存储从业者对21世纪经济报道记者表示，在这种上游存储芯片持续大幅涨价的背景 下，国内存储厂商的策略是尽力保住Tier1手机客户的需求， 但1000元价位段上下的手机出货 预测正被厂商大幅下调 。"存储缺货行情下，我们预判手机市场会出现'大浪淘沙'。" 手机涨价行情或许才刚开始，多家第三方机构都预测，存储芯片的持续涨价，预计将令今年全 球手机市场出现承压。 这也意味着，倘若厂商不能在高价位段 ...