我国6G专利申请量全球第一，上市公司抢占技术制高点 日前，《中国互联网发展报告2025》在2025年世界互联网大会乌镇峰会上正式发布。《报告》显示，截至 2025年6月份，中国6G专利申请量在全球约占40.3%，位居全球第一。同时，中国已成为全球人工智能专利 最大拥有国，占比达60%。我国正加速推进6G技术研发与产业化布局，多家上市公司近日也频频表态已经 切入关键技术领域，抢占下一代通信技术制高点。 我国在全球最大"人造太阳"项目取得重要进展 11月10日，从核工业西南物理研究院（下称西物院）获悉，由该院自主研发的全球最大"人造太阳"国际热核 聚变实验堆（ITER）朗缪尔探针系统，近日在法国ITER组织总部通过了探针体、电源系统、仪控设备等关 键核心技术与工艺的最终设计评审。这标志着我国在ITER计划关键诊断系统研制中取得重要进展，为后续 系统制造和整体交付打下坚实基础。 10月我国新能源汽车销量首次超总销量的50% 中国汽车工业协会11日发布的最新数据显示，今年1至10月份，我国新能源汽车产销量继续实现较高增长。 其中，10月份新能源汽车月度新车销量首次超过了汽车新车总销量的50%。最新数据显示，今年1至1 ...

Core Viewpoint - Apple has decided to delay the launch of the second-generation iPhone Air, originally scheduled for fall 2026, to spring 2027, in response to market criticism regarding the high price and low specifications of the first-generation iPhone Air [1][3]. Group 1: Product Specifications and Changes - The new iPhone Air will retain the existing 48-megapixel Fusion main camera and will add a new ultra-wide-angle lens, forming a dual-camera setup [3]. - Apple’s engineering team is rearranging the motherboard, battery, and cooling components to fit the new design, which is only about 1mm thinner than the Pro series, and is considering using higher-density battery cells and liquid cooling solutions to balance imaging performance and battery life [3]. Group 2: Market Performance and Sales - The iPhone Air, priced at $999, has seen lower-than-expected sales since its launch in September, with a 30% decrease in quarterly shipments compared to expectations, making it the worst-performing flagship model for Apple in the past two years [3]. - The iPhone Air is only $100 cheaper than the $1,099 iPhone 17 Pro, but lacks the telephoto lens and larger battery capacity, leading to multiple reports of production cuts [3].

Core Insights - Apple has delayed the release of the next-generation iPhone Air due to disappointing sales of the current model, leading to a halt in production lines [1][3][12] - The iPhone Air accounted for only 3% of total iPhone sales in September, significantly lower than the iPhone 17 Pro and iPhone 17 Pro Max, which accounted for 9% and 12% respectively [7][11] Production and Sales Impact - Manufacturing partners Foxconn and Luxshare have drastically reduced or halted production of the iPhone Air, with Foxconn dismantling most of its production lines and Luxshare ending its production run in October [5][4] - Only about 10% of Apple's iPhone manufacturing capacity was allocated to the Air, yet this limited output has been difficult to sell [5] Product Features and Consumer Feedback - The iPhone Air was criticized for its single-camera setup, short battery life, and weaker speakers compared to Pro models, which contributed to its lackluster sales [4][6] - Engineers were exploring a redesign for the iPhone Air 2, which would include a second rear camera and improvements in battery and cooling technology [8][11] Future Prospects - Although the iPhone Air 2 was initially planned for a fall 2026 release, it has now been removed from the release schedule without a new date set, indicating uncertainty in its future [1][14] - Some engineers and suppliers are still working on the device, suggesting a potential launch in spring 2027 alongside other iPhone models [11]

NEWS ◆ 苹果新动向 ◆ 苹果 iPhone Air 2 被曝大幅推迟：富士康已拆除大部分生产线，仍保留 2027 年发布的希望 11 月 11 日消息，据《The Information》今日报道，由于 iPhone Air销量不佳，苹果公司已无限期推迟下一代 iPhoneAir 的发布。 该报道援引了三位参与该项目人士的消息。消息人士透露，苹果最近「通知工程师和供应商，将下一代 iPhone Air从开发日程中移除，但未提供新的发布 时间表」。 iPhone Air 2 原计划于明年秋季与 iPhone 18 Pro / Max 及 iPhone Fold 一同亮相。该机型设计目标是比现有的 iPhone Air 更轻，同时配备更大容量的电池。 另外，苹果还计划将此前首次在 iPhone 17 Pro 上使用的 VC 均热板散热系统引入该机型。还有供应链传闻称，iPhone Air 2 可能会采用双摄像头设计。 不过，苹果尚未完全取消 iPhone Air 的后续版本，部分工程团队和制造合作方仍在继续相关工作。但目前没有任何确定的发布时间，而这一做法被认为 「极为罕见，甚至可称前所未有」。（新闻来源： ...

据报道，苹果因iPhone Air销量远低于预期，已决定推迟发布iPhone Air 2。据悉，富士康已拆除绝大部 分iPhone Air生产线。 ...

【环球网科技综合报道】11月11日消息，据the information报道称，由于市场表现未达预期，苹果公司 已决定推迟其下一代iPhone Air机型的发布。这一罕见举措标志着苹果在产品线战略上做出重大调整， 引发供应链连锁反应。 然而，当前一代iPhone Air的市场销量表现不佳，成为苹果此次决策的关键因素。尽管苹果尚未完全取 消iPhone Air后续版本的开发，部分工程团队仍在推进相关工作，但项目前景已变得不明朗。 三位参与该项目的知情人士透露，苹果近期已通知内部工程师及外部供应商，将原定的iPhone Air 2开 发项目从2026年秋季发布日程中移除，且未提供新的时间表。该机型原计划与iPhone 18 Pro系列及 iPhone Fold同期亮相。 据了解，iPhone Air 2的设计目标是在前代基础上进一步减轻机身重量，同时配备更大容量电池，并引 入已在iPhone 17 Pro上首发的VC均热板散热系统。供应链传闻还指出，该机型可能升级至双摄像头配 置，以提升影像能力。 来源：环球网 供应链层面的影响已迅速显现。消息人士称，主要代工伙伴富士康已拆除了除一条半以外的全部iPhone Ai ...

Core Insights - Apple has indefinitely postponed the release of the next-generation iPhone Air due to poor sales performance of the current model [1] - Foxconn has dismantled most of the iPhone Air production lines, with plans to cease production entirely by the end of the month [2] Group 1: Product Development - Apple has removed the next-generation iPhone Air from its development schedule without providing a new timeline for release [1] - The iPhone Air 2 was initially planned to launch in the fall alongside the iPhone 18 Pro/Max and iPhone Fold, featuring a lighter design and larger battery capacity [1] - There are rumors that the iPhone Air 2 may adopt a dual-camera design and incorporate a VC thermal plate cooling system previously used in the iPhone 17 Pro [1] Group 2: Production Changes - Foxconn has reportedly dismantled all but one and a half of the iPhone Air production lines, with complete cessation of production expected by the end of the month [2] - Another production partner, Luxshare Precision, has already ended production of the iPhone Air model as of the end of October [2] - There are indications that the iPhone Air may undergo significant redesign, with a potential release alongside the standard iPhone 18 and a more affordable iPhone 18e in spring 2027 [2]

Core Insights - Apple is indefinitely delaying the release of the next generation iPhone Air due to poor sales performance of the first model [1][3] - The iPhone Air 2 was initially planned for a fall release alongside iPhone 18 Pro/Max and iPhone Fold, but has now been removed from the development schedule without a new timeline [1][3] - Despite the delay, some engineering teams and manufacturing partners are still working on the iPhone Air 2, indicating that the product has not been completely canceled [1][2] Product Details - The iPhone Air 2 was designed to be lighter than the current model and to feature a larger battery capacity [1] - It was expected to incorporate a VC thermal plate cooling system, first used in the iPhone 17 Pro, and possibly a dual-camera design [1] - There are rumors that the iPhone Air 2 could be released in spring 2027 alongside the standard iPhone 18 and a more affordable iPhone 18e [2]

2025.11.11 本文字数：1563，阅读时长大约3分钟 作者 |第一财经 樊志菁 随着市场对美国历史上最长时间联邦政府停摆有望很快结束的预期不断增强，叠加通信服务和科技板块 领涨的普涨行情，美股周一收盘走高。道指上涨381.53点，涨幅0.81%，收于 47368.63点；纳斯达克综 合指数上涨522.64点，涨幅2.27%，收于23527.17点，标准普尔500指数上涨103.63点，涨幅1.54%，收于 6832.43点。 明星科技股表现不俗，英伟达大涨5.8%，一扫上周颓势，谷歌涨3.9%，特斯拉涨3.6%，亚马逊和Meta 涨1.6%，甲骨文涨0.6%，苹果涨0.4%，消息称公司或推迟发布iPhone Air 2。 纳斯达克中国金龙指数大涨2.3%。唯品会涨5.5%，百度涨5.0%，携程涨4.7%，拼多多涨1.7%，网易涨 0.9%，阿里巴巴跌0.3%，京东跌1.2%。 目前，投资者仍在密切关注议员们就通过联邦拨款法案的谈判进展，该法案将终结美国政府停摆状态。 一项程序性议案于周一获得通过（此类议案需至少60票赞成），该议案为后续就协议进行其他投票铺平 了道路。此前，民主党核心小组中有8名参议员 ...

机构认为，上证指数围绕4000点附近蓄势整固的可能性较大。 【财经日历】 第12届中国（苏州）电池新能源产业国际高峰论坛11月11日至13日举行。 第二十届花旗中国峰会11月11日至12日在深圳、11月13日至14日在上海举行。 | 树 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业平均 | 47368.63 381.53 3 | | 0.81% | | 纳斯达克指数 | 23527.17c 522.63 2.27% | | | | 标普500 | 6832.43 103.63 1.54% | | | 当地时间周一，美股三大股指尾盘冲高，道指涨近400点。截至收盘，道指涨0.81%，纳指涨2.27%，标普500指数涨1.54%。 明星科技股表现不俗，英伟达大涨5.8%，谷歌涨3.9%，特斯拉涨3.6%，亚马逊和Meta涨1.6%，甲骨文涨0.6%。苹果涨0.4%，消息称公司或推迟发布iPhone Air 2。 纳斯达克中国金龙指数大涨2.3%。唯品会涨5.5%，百度涨5.0%，携程涨4.7%，拼 ...