2024年9月10日，新款苹果iPhone16手机正式发布，这款苹果手机当时吸引了来自全球的目光。 iPhone16手机备受瞩目的原因，就是该款手机加入了RFID（射频识别）功能，而要实现射频识别，主 要是在目标载体和手机上，要配备专门的射频芯片。iPhone16可以通过射频芯片识别，在智能家居管 理、物品追踪、以及零售支付上，实现新的生活应用场景。 其实，射频芯片在我们的生活里现在已经不少见，当你"嘀"的一声，在超市完成手机接触支付时，射频 芯片其实已经在为你服务了。随着5G时代到来和国产智能化手机的普及，国产射频芯片行业在国产替 代的东风里，迎来快速发展。 昂瑞微抓住美国打压带来的国产替代红利，紧跟头部大客户，并在2023年成功开发出可用于高端旗舰手 机的射频前端芯片系列，跻身国产射频前端厂商的第一梯队。 2025年9月，昂瑞微向上交所递交招股说明书，正式开启了科创板IPO之路，而从公司目前的状况来 看，这条路并非坦途。 国产替代伪命题 昂瑞微上市，不仅是企业寻求资本支持，更是中国半导体产业在国产替代浪潮下挣扎与崛起的缩影。 随着全球通信技术从4G迈入5G时代，终端设备对RFFE芯片提出了更高的要求，包括 ...

什么时候全球制造业和中国死死绑定在一起的呢？ 不知道，起码不是20世纪，因为那是个崇拜"洋货"的年代，甚至不少家庭还以有德国货、日本货为荣。 当然，这也不怪当年的消费者。 尤其是新中国刚成立的时候，国内制造业那可真称的上是一地鸡毛，除了纱、布、火柴、肥皂等再基础 不过的产品，甚至一辆拖拉机都造不出来。 可如今，再谈起制造业，一切都变了。 美、欧等老牌工业强国也仅在全球占比17%，曾被视为亚洲经济奇迹的日韩更是只有8%，反观中国一 家就占了近30%，其规模相当于美、日、韩三国总和。 这期间到底发生了什么，中国又是如何做到弯道超车的呢？ 2025年德国慕尼黑车展的展厅里，一场意外的"拆解"让在场记者哗然。 大众最新发布的ID.NEXT电动概念车，工作人员掀开底盘，电池管理系统上"宁德时代"的标识、驱动电 机旁"比亚迪"的印记，赫然暴露在镜头前。 这并不是偶然。 更让人唏嘘的是反差。 1983年，中国第一拖拉机制造厂为了造出符合标准的东方红-75拖拉机，还得从苏联进口齿轮。 2024年，中国航天科技集团却能把"嫦娥六号"送上月球，带回2公斤月壤。 美国英特尔亚利桑那芯片工厂里，价值1.5亿美元的EUV光刻机突然停工 ...

Group 1 - The core idea of the article revolves around Xiaomi's strategic decision to skip the iPhone 16 and launch the 17 series, which signifies a challenge to traditional industry norms and a shift in consumer perception [1][4] - Xiaomi's naming strategy is a clever cognitive alignment that disrupts the long-standing tradition of sequential product iterations in the smartphone industry [4][6] - The Xiaomi 17 series gained significant traction, achieving 1.8 billion views within 48 hours, leveraging Apple's brand presence to position itself competitively [6] Group 2 - Traditional automotive companies, while expressing support for Xiaomi, remain stagnant in their approach, focusing on slogans rather than actionable strategies, which highlights their inability to adapt to disruptive innovations [7] - Xiaomi's advancements in technology, such as the development of 2nm chips, reflect a commitment to physical innovation that contrasts with the more superficial support from traditional industries [7][8] - The commentary from figures like Lei Jun emphasizes Xiaomi's transformation from a follower to a rule-maker in the industry, showcasing aggressive product strategies and technological investments [8] Group 3 - The article discusses the implications of disruptive innovation, suggesting that while Xiaomi's strategy may yield short-term success, it necessitates substantial technological backing for long-term sustainability [9] - The repeated themes of "open collaboration" in the automotive sector hint at a potential path forward for traditional manufacturers, emphasizing the need for both courage and foundational principles in innovation [9]

2025.09.19 本文字数：559，阅读时长大约1分钟 记者注意到，店内对iPhone16的价格进行了下调，目前仅128GB版本在售，售价为5399元。该款产品 2024年发售价为5999元。店员称iPhone16pro现已停产。 微信编辑| 苏小 9月19日，iPhone17系列新品正式开售，引发市场关注。今天上午9点多，第一财经记者来到位于北京一 家苹果门店外，店外不少黄牛堆放着苹果纸袋和未拆封的iPhone17系列手机，正在进行加价售卖，不时 有闪送人员接单。记者了解到其中，pro 256G版本加价约300-400元，而17pro max的1T款加价幅度更是 高达1000元。 （注：我们会对线索进行核实。您的隐私将严格保密。） 0:00 平时10点开门的苹果门店，今天提前至8点开门。店员透露，在早上开门前，早上5、6点钟，门外就已 经开始有人排队，其中不少是已经预定前来取货的用户。 不过iPhone air并未在店内展示，这款产品尚未正式发售。门店工作人员表示，目前门店所有17系列现 货均已售罄，即便现在预定，最早也要到10月中下旬到11月初才能拿到现货。 第一财经持续追踪财经热点。若您掌握公司动态 ...

Core Viewpoint - The release of the iPhone 17 series has generated significant consumer interest, leading to a surge in pre-orders and a notable increase in cross-regional purchasing behaviors, particularly in the context of "reverse purchasing" from regions like Hong Kong and Taiwan [6][8][21]. Group 1: Consumer Behavior and Market Trends - The iPhone 17 series saw a nearly threefold increase in pre-orders on Tmall compared to previous models, with over 2 million reservations within the first six hours on JD.com [6][8]. - There is a notable trend of consumers engaging in "reverse purchasing," where individuals are willing to pay a premium for iPhones from regions like Hong Kong due to favorable pricing and specific configurations [8][9]. - Consumers are increasingly savvy, comparing different versions and prices across regions, and are willing to pay extra for unique features or configurations not available in their local markets [9][27]. Group 2: Pricing and Configuration Differences - For example, the 512GB iPhone 17 from Hong Kong is approximately 140 yuan cheaper than the mainland version, while the 1TB iPhone 17 Pro is over 1000 yuan less expensive [17][18]. - The pricing strategy in regions like Hainan's duty-free shops is also attracting attention, with some consumers finding better deals on older models like the iPhone 16 series [19][26]. Group 3: Challenges and Risks in the Resale Market - Despite the apparent boom in the iPhone resale market, there are underlying risks associated with warranty and service issues, particularly for models purchased from overseas [29][33]. - The trend of "gray market" purchasing raises concerns about legality and potential complications at customs, as well as the reliability of third-party repair services for high-value electronics [32][33].

Core Viewpoint - Apple is closing its first retail store in China, the Dalian Baijiancheng store, due to the exit of other retailers in the area, while continuing to expand in other regions [1] Group 1: Store Closures and Openings - Apple will close the Dalian Baijiancheng store on August 9, 2025, marking its first retail closure in China [1] - The company plans to open a new store in Shenzhen on August 16 and intends to open more stores in Beijing and Shanghai within the next year [1] - Other store closures include locations in Bristol, Michigan, and Hornsby, Australia, indicating a more cautious approach to lease renewals [2] Group 2: Financial Performance - In Q2 of FY2025, Apple reported revenue of $95.36 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, also up 5% [2] - The Greater China region saw a revenue decline of 2%, with Q2 revenue at $16.00 billion [2] Group 3: Market Competition - Apple faces intense competition in the Chinese market, with Huawei leading in market share and a 12% year-over-year sales increase in Q2 [2] - iPhone sales in China grew by 8% year-over-year in Q2, attributed to discounts and trade-in promotions, marking the first growth since Q2 2023 [2][3]

Group 1 - The LPL third stage will commence on July 19, featuring 14 teams competing for the championship title in the 2025 season [1][3] - The tournament will adopt a three-stage promotion format, with group matches running from July 19 to August 27, followed by the "Knight's Path" phase and playoffs starting on September 7 [3] - Key matches include IG vs. TES and WBG vs. FPX, highlighting the return of players like TheShy and Rookie, and the dramatic encounters between former teammates [3] Group 2 - Douyu will provide a unique viewing experience with its dual commentary and interactive bullet screen features, enhancing audience engagement [1][4] - The commentary team includes popular streamers from various generations, offering professional insights and entertaining interactions during the matches [4] - Douyu has introduced various interactive features and substantial prizes for viewers, including iPhone 16, cash rewards, and team merchandise [4] Group 3 - Douyu has adopted a selective copyright acquisition strategy to balance content costs with user demand, focusing on major esports events while integrating personalized content [5] - The platform aims to enrich its content ecosystem by leveraging streamer resources and engaging with fans through event commentary and post-match analysis [5] - The upcoming LPL third stage will showcase a combination of official events and self-produced content, marking a peak moment for esports this summer [5]

Core Viewpoint - The Chinese smartphone market is experiencing a decline in shipments, with a total of 69 million units shipped in Q2 2023, marking a 4% year-on-year decrease, the first negative growth in six quarters [1][2]. Group 1: Market Overview - In Q2 2023, Huawei led the market with 12.5 million units shipped, reclaiming the top position for the first time in over four years due to the impact of U.S. sanctions on smartphone production and sales [1]. - Vivo and OPPO followed closely behind Huawei, while Xiaomi ranked fourth with a 3% increase in shipments, making it the only major brand to see growth during this period [1]. - Apple ranked fifth, facing continued pressure from Chinese competitors, and adjusted the prices of iPhone 16 and iPhone 16 Pro to fall within the range of government subsidies, which helped mitigate the decline in shipments [2]. Group 2: Government Policies and Market Dynamics - The Chinese government has been issuing subsidies for old-for-new exchanges, but the effectiveness of these measures is diminishing due to confusion in implementation at the local government level [1]. - Smartphone manufacturers are strategically reducing shipments and managing inventory levels, utilizing promotional events like the 6.18 sales to facilitate inventory clearance [1]. - IDC forecasts that the Chinese smartphone market will remain sluggish until the second half of 2025, citing a challenging economic environment and low consumer confidence as key factors [2].

Core Viewpoint - The three major players in the Apple supply chain, Lens Technology, Luxshare Precision, and GoerTek, are at a crossroads, signaling a shift away from their reliance on Apple as they explore different strategic paths for growth and stability [2][4][20]. Group 1: Company Strategies - Lens Technology has successfully completed its listing on the Hong Kong Stock Exchange, raising HKD 4.768 billion with a share price of HKD 18.18, indicating strong market recognition [5][6]. - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and attract talent [10][13]. - GoerTek is pursuing a unique strategy by spinning off its semiconductor business for independent listing, aiming to optimize its business structure and reduce reliance on the consumer electronics cycle [15][16]. Group 2: Financial Performance - Lens Technology reported a revenue of CNY 69.897 billion in 2024, a year-on-year increase of 28.27%, with net profit rising by 19.94% to CNY 3.624 billion [6]. - Luxshare Precision achieved a revenue of CNY 268.79 billion in 2024, reflecting a 15.9% growth, and a net profit of CNY 13.37 billion, up 22% [10][11]. - GoerTek's revenue reached CNY 100.954 billion in 2024, a slight increase of 2.41%, while net profit surged by 114.93% to CNY 2.665 billion [16]. Group 3: Market Trends and Challenges - The three companies are navigating a changing landscape characterized by Apple's supply chain adjustments and a decline in consumer electronics demand, leading to increased risks associated with dependency on a single client [18][20]. - The shift towards diversification is evident, with Lens Technology expanding into automotive sectors, Luxshare focusing on automotive and AI communications, and GoerTek exploring opportunities in AI smart hardware [6][11][17].

Core Viewpoint - Apple is offering national subsidies on selected products, specifically for the App Store retail store in Shanghai and online store with delivery to Beijing addresses [1] Group 1 - The designated products for the subsidy include iPhone 16 and iPhone 15 [1]