众多迹象显示，在国内蛰伏多年的eSIM业务有望全面重启。 终端商层面，将于今年三季度发布的华为三折叠屏手机Mate XTs据称会使用eSIM技术，并与苹果 iPhone17Air抢夺国内eSIM手机商用"首发"桂冠。运营商层面，在前不久举行的上海世界移动通信大会上， 运营商人士高调宣称"中国的eSIM将进入'快车道'"。如果不重启，eSIM何谈进入发展"快车道"。 eSIM作为电信卡技术的重要演进方向，已在全球多个国家和地区商用落地，并形成了较为成熟的产业生 态。在我国，多年前电信运营商就开展eSIM业务试点，相继推出一号双终端和独立eSIM服务，应用于智能 手表、平板电脑等。但在2023年，eSIM因"业务维护升级"被摁下暂停键。 如今，AI的快速发展，正加速推动终端变革，给eSIM带来了巨大的机会。可以说，是AI掀开了eSIM发展的 新篇章。 34年"瘦身记" 对很多人来说，手机SIM卡是一位熟悉又陌生的朋友。现在人们经常所见的SIM卡，是一张指甲盖大小的卡 片。但这不是它与生俱来的模样，也不是它将来的形态。 34年前，全球首张用于移动电话的SIM卡出现，类似银行信用卡大小，主要用于存储用户身份信息、通讯 ...

Core Insights - Apple is accelerating the development of its first foldable iPhone, entering the prototype phase after six years of commercialized foldable phones by Android manufacturers [1][2] - The foldable iPhone is expected to complete its main prototype testing by the end of 2025, with a potential release in the second half of 2026 [2][3][9] Development Timeline - Apple initiated the first prototype phase (P1) in June 2023, which will last approximately two months before moving to subsequent phases (P2 and P3) [2][8] - The timeline from P1 to mass production typically spans about a year, indicating a possible market entry in late 2026 if all goes smoothly [9] Technical Challenges - Apple has faced significant challenges in the foldable screen product line, including the shelving of a planned foldable iPad due to manufacturing difficulties and increased production costs [10] - The company must address various technical and product definition challenges before the launch, ensuring that the foldable iPhone offers sufficient innovation to justify its late entry into the market [12] Competitive Landscape - By 2026, Apple will enter a mature foldable smartphone market dominated by competitors like Samsung, Huawei, Xiaomi, OPPO, and vivo, who have refined their foldable technologies over the years [10] - Samsung has been in the foldable market for six years, and the competition has already produced thinner devices compared to flagship iPhones [10] Strategic Approach - Apple's strategy has historically been to wait for technology to mature before launching products, aiming to create benchmark products that define categories rather than being the first to market [12]

【#氪星播报#｜7月2日晚间都有哪些#今日大事件#？】 [星星]Top3大新闻 1、央行发布新规，#8月起现金买黄金珠宝超10万需上报# 2、#一个3C认证至少3个月花费两三万#，认证趋向严格 [星星]科技财经互联网热点 1、#华强北禁售无3C认证充电宝#，目前不少商家正积极清理库存 2、#苹果最薄iPhone17Air再曝#，渲染图曝光 3、#鼠头鸭脖涉事公司将决议解散#，此前该公司因违法被罚款10万元 3、#猫眼就误放周杰伦演唱会回流票致歉#：补偿200元代金券 4、#白云机场回应寄存充电宝20一天太贵#：与行李寄存收费统一 5、#多家中介机构仍在进行私募壳交易#，#中介称60万可拿私募牌照# 6、#盗版LABUBU像卖菜一样摆摊卖#，商家称生意越发难做 7、#折叠iPhone开发进展#：已进入P1原型开发阶段 8、#Switch2被吐槽过热噪音大#的问题 [星星]还有哪些其他要闻 1、#上海交大回应学生被打躺地#：坚决保护学生人身安全 2、#南京大屠杀幸存者照片墙的灯又熄2盏#，在世的幸存者仅有26人 央行最新规定,2025年8月1日起,贵金属 和宝石单笔或者日累计金额人民币 10万元以上 (含 10 ...

Group 1 - Apple has launched a direct sales channel for the national subsidy program, but there are several restrictions in place [5][6] - The eligible products for the subsidy include various models of iPhone, iPad, Apple Watch, and Mac, with specific limitations on refunds and exchanges [6] - The iPhone 17 Air is expected to feature a 6.6-inch screen with a resolution of approximately 1260×2740, aligning with new wallpaper resolution leaked in iOS 26 Beta2 [5] Group 2 - Xiaomi's founder Lei Jun expressed confidence that the upcoming YU7 model will be as popular as the SU7, with user interest significantly exceeding expectations [11] - The YU7 will have 90% of its components newly developed, differentiating it from the SU7, and will be officially launched on June 26 [11] Group 3 - Nvidia's CEO Jensen Huang has begun a stock sell-off plan, with a total of 6 million shares expected to be sold, amounting to approximately $865 million [17][18] - As of now, Huang still holds over 900 million shares, which is nearly 4% of Nvidia's total shares [19] Group 4 - Meta's acquisition discussions with AI video startup Runway AI are currently on hold, with no formal offer made yet [20] - Runway AI was valued at over $3 billion earlier this year, and Meta has been actively pursuing AI company acquisitions [20] Group 5 - Snowcap Compute, an AI chip startup, has raised $23 million in seed funding and appointed former Intel CEO Pat Gelsinger to its board [22] - The company aims to develop commercially viable AI computing chips using superconductors, with plans to launch its first chip by 2026 [21][22] Group 6 - Starbucks China is evaluating options for future growth amid reports of investment interest from firms like Hillhouse Capital and Carlyle Group, with the business valued at approximately $5 to $6 billion [43]

据最新消息，中国三大运营商正计划于2025年下半年全面重启eSIM业务，目前该项业务已暂停两年。 各运营商进展如下： 中国联通：已在天津、北京、河北等25个省市重启eSIM功能，其他城市的具体重启时间尚未确定。 中国移动：正在优化系统，逐步开放全国范围内的eSIM业务，具体开放时间需关注官方公告。 中国电信：目前eSIM业务尚未完成升级，暂不支持开通，具体升级完成时间待定。 这项业务最早于 2018 年开始试点，主要用于智能手表的通信。然而在2023年，三大运营商以业务维护升级为由，暂停受理eSIM手表一号双终端业务及独立eSIM 卡的办理申请。 相较于一般SIM卡，eSIM在信息安全方面管控风险较大。 我们办理实体eSIM卡时，需要填写自己的身份证信息，有一个实名认证的过程。但eSIM的优势之一就是"空中写号"，用户在发送请求后获得运营商的授权就能直 接入网使用，实名认证的环节无法保证，这就使得电信诈骗可能会更加难以管控。 其技术便利性易被不法分子利用，通过虚假身份信息批量注册eSIM号码，用于电信诈骗和垃圾短信群发。 此外，在eSIM业务暂停前，还出现过"eSIM 改实体卡"的情况。在一些社交平台，有不少 ...

2025 年 06 月 18 日 消费电子平台型公司，布局人形机器人赛道打造 第二增长曲线 买入(首次) 投资要点 分析师：吕卓阳 S1050523060001 lvzy@cfsc.com.cn 联系人：何鹏程 S1050123080008 hepc@cfsc.com.cn | 基本数据 | 2 0 2 5 -0 6-1 8 | | --- | --- | | 当前股价（元） | 22.03 | | 总市值（亿元） | 1098 | | 总股本（百万股） | 4983 | | 流通股本（百万股） | 4966 | | 52 周价格范围（元） | 15-29.88 | | 日均成交额（百万元） | 1243.53 | —蓝思科技（300433.SZ）公司动态研究报告 ▌ 公司业绩双增，产业链垂直整合彰显优势 2024 年，公司实现总营业收入 698.97 亿元，同比增长 28.27%；实现归母净利润 36.24 亿元，同比增长 19.94%。公 司业绩提升主要原因系公司的产业链垂直整合战略开始发挥 成效，组装业务快速增长。 ▌ iphone 17 Air 极致轻薄 5.5mm，玻璃材料解决 方案供应商有望受益 ...

手机品牌大厂掀起超薄手机大战，继非苹龙头三星率先推出旗下首款超薄AI手机S25 Edge之后，苹果传 出将在9月发表超薄手机iPhone 17 Air迎战。在二大手机品牌厂齐推下，超薄手机有望掀起新一波买 气，法人看好将助攻鸿海、台积电、大立光、美律、晶技、稳懋等供应链。 业界分析，随着手机用户对便捷的要求日益严苛，加上生产技术进步，催生超薄手机问世。超薄手机最 大特色是机身厚度比一般主流手机更轻薄，目前业界标准是机身厚度必须小于6mm，三星新问世的S25 Edge机身仅5.85mm，iPhone 17 Air据传更薄，仅5.65mm。 供应链方面，鸿海、台积电、大立光、美律、晶技、稳懋等台厂均有望受惠。法人表示，超薄手机销售 量若能开出红盘，台系手机链将雨露均沾。 而三星S25 Edge未来销量将成为市场风向球，并可能牵动后续其他品牌厂布局。 法人指出，相较于折叠机外型大幅改变，超薄手机仍与主流手机相似，加上因规格略低于旗舰机种，因 此售价也可能较便宜，预料市场接受度也会较好，商机规模也有望快速扩大，对手机供应链而言有正面 帮助。 超薄手机成为今年市场热门话题，不仅是机身厚度更薄，主要是用户对于俐落、简约的 ...

Group 1: Rare Earth Export Restrictions - China has tightened export controls on certain rare earth alloys, mixtures, and magnets, leading to warnings from major automotive companies about potential production halts due to supply shortages [3][5] - China dominates the global rare earth market, producing 92% of high-purity and refined rare earths, with the U.S. relying on China for 70% of its rare earth needs [3][5] - The automotive industry is particularly affected, as the shortage of rare earth magnets could disrupt production lines globally [3][5] Group 2: Huawei Pura80 Series Launch - Huawei's new Pura80 series is set to be officially unveiled next week, with over 100,000 pre-orders already recorded [5] - The Pura80 features a distinctive triangular Deco design and is expected to have significant upgrades in its camera module, possibly including a one-inch sensor [5] - The Mate XT model is anticipated to be the first to support eSIM technology, eliminating the physical SIM card slot for a more streamlined design [5] Group 3: NIO's Financial Performance - NIO reported over 12 billion yuan in revenue for Q1, although it has not yet achieved profitability, yet its stock price rose following the earnings announcement [7] - CEO Li Bin expressed frustration over the prevalence of online smear campaigns against the company, estimating monthly costs related to these attacks at 30 to 50 million yuan [7] - NIO is positioned in a competitive market, and maintaining product and technology leadership is crucial for its future success [7] Group 4: Elon Musk and Trump Feud - Elon Musk publicly criticized former President Trump, leading to a significant drop in Tesla's market value, exceeding 100 billion yuan in a single night [10] - The fallout from Musk's departure from the Trump administration has resulted in a public dispute, highlighting the contrasting interests of both figures [10] - Tesla has faced challenges with stagnant growth, and Musk's return to focus on technology may be critical for revitalizing the company's narrative [10] Group 5: Rise of "Su Chao" in Sports - The "Su Chao" phenomenon has gained immense popularity, with ticket prices skyrocketing from 10 yuan to nearly 600 yuan due to increased public interest [12] - Local businesses have capitalized on this trend, with innovative marketing strategies leading to significant sales increases for related products [12] - The success of "Su Chao" illustrates the importance of local engagement and tailored strategies in the sports industry, moving beyond mere imitation of successful models [12][13]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 硅碳负极 赛道的竞速 ，正悄然转换节奏。 2025 年 CIBF 上传递出的明确信号是，行业已告别单纯追求比容量等性能指标的 " 上半场 " ， 正式进入考验大规模量产稳定性与一致性的 " 下半场 " 。 性能突破之后，谁能稳定、可靠地把产品造出来，成了新的决胜点。 产业共识：性能达标，工艺精进 CIBF 展会期间，业界展示了硅基负极的多项共同进展。 首先 在核心指标上， 硅碳负极比容量普遍超过 2000mAh/g ，达到了硅理论比容量（ 4200mAh/g ）的近一半 。 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 消费电子 依然 是当前硅碳技术应用的主要领域 。荣耀 最新 发布的 " 青海湖电池 3.0" 采用硅 含量超 10% 的技术 ，实现 8000mAh ...

小米第一季度收入同比增长47.4% 小米集团发布2025年第一季度财报。财报显示，小米第一季度营收1112.93亿元，同比增长47.4%；经调 整的净利润106.76亿元，同比增长64.5%，首次突破百亿。小米第一季度智能手机业务收入506亿，智能 手机毛利率达12.4%，创历史新高；小米SU7系列自上市以来累计交付 25.8 万台。财报会议上，集团总 裁卢伟冰称自研芯片表现超预期，希望外界多些耐心。 近日，社交平台上流传着不少"微信朋友圈有访客记录了"的相关内容，并附有详细使用教程。但不少已 购买的用户也评论称："千万不要购买""还是看不到"。随后媒体以用户身份联系腾讯客服，工作人员回 应称："微信暂无查询访客功能"，并强调"不建议轻信此类信息，以免造成资金损失。" 字节辟谣大额存款可获实习机会 针对近日网传"通过银行大额存款可获得字节实习机会"的消息，字节跳动招聘官方账号澄清称：相关传 闻不属实，字节实习岗位录用均需符合公司业务招聘需求。 深蓝向老车主投放降价广告引争议 27日，大量深蓝汽车老车主公开吐槽称，深蓝汽车在没经过车主同意的情况下，给48万老车主投放车机 开屏广告，发放10000元S09专属购车 ...