On September 16, Counterpoint Research released its Q2 2025 report on the European smartphone market: after a sluggish first quarter, the market rebounded, with shipments up 4% year-on-year. Despite economic and geopolitical challenges compounded by pressure from new EU ecological regulations, manufacturers’ innovative products and promotional strategies effectively offset downside risks. In terms of brand competition, The biggest highlight is the year-on-year shipment surge of 42%, leading the TOP 5 manufacturers in growth and entering the top four in Europe. This growth is attributed to its foldable product lineup and technological innovation, with the Magic V series laying the foundation. The new Magic V5 is a hot seller thanks to its slim design and on-device AI features.

On September 12, the iPhone 17 series officially began pre-sales. With the official launch approaching, widespread discussion has arisen regarding rumors that metal phone cases may affect the signal of the iPhone 17 Pro. It is rumored that antennas are distributed around the camera module of the iPhone 17 Pro series, and if metal or other conductive materials are used to cover them, the phone's signal may be affected. In response to this, Customer service responded that they have not received any notification and will not comment on the online claims regarding the iPhone 17 Pro for the time being. However, customer service suggests that phone cases should avoid having metal accessories, especially near the camera. There have been cases where metal phone cases caused abnormal camera function on iPhones, but there is currently no claim that they affect the phone’s signal.

Panasonic Industrial, a leading company in copper clad laminates, has revealed some performance data of its 9th generation copper clad laminate, MEGTRON9, on its official website. The circuit loss of M9 copper clad laminate shows a significant reduction compared to the M8 copper clad laminate, and this performance gap becomes even more pronounced in high-frequency electrical signal environments. The high-frequency performance of the M9 copper clad laminate has seen a significant improvement over the M8, poised to lead a new revolution in high-speed bandwidth, with single-channel interface speeds rising to 224Gbps. The Df value of the M9 series copper clad laminate is lower than that of the M8 series, which means that the previously used PPO/PPE high-frequency high-speed resins are increasingly unable to meet the performance requirements of the M9 copper clad laminate. The breakthrough in dielectric performance has driven further upgrades in upstream resin materials. M9 copper clad laminates are likely to use more hydrocarbon resins and special hydrocarbon resins to meet the electrical performance demands.

Apple Inc. announced on September 11 local time that its hypertension detection system for the smartwatch has been approved by the U.S. Food and Drug Administration and will be officially launched next week. This feature will be compatible with Apple Watch Series 9, Series 10, Series 11, Ultra 2, and Ultra 3 models.

On September 11, it was rumored on social media that Wang Teng, former General Manager of Xiaomi's China Region Marketing Department and former General Manager of the REDMI brand, had joined JD.com to take on a Xiaomi procurement and sales position. There are differing claims about his level, with some saying P5 and others saying P7. A reporter contacted JD.com regarding this matter, and the company clearly stated, "We currently have no such arrangements or plans."

According to multiple sources, Xiaomi's founder Lei Jun is expected to deliver his annual speech in late September. As usual, the event will be accompanied by the launch of the new Xiaomi 16 series smartphones.

Recently, the Fujian Provincial Development and Reform Commission allocated the third batch of national 2025 ultra-long-term special government bonds to support the funds for the trade-in of consumer goods, with Quanzhou receiving 410.32 million yuan in government bond funds. It is reported that the third batch of ultra-long-term special government bonds will continue to support the scrapping and replacement of automobiles, as well as the renovation and replacement of home appliances and home furnishings, through funding for the trade-in of consumer goods. Promote trade-in programs in eight areas, including digital products, electric bicycles, old operational trucks, new energy city buses, and power batteries, to further unleash consumption potential.

On September 11th, according to marketing documents obtained by TechCrunch and information from two insiders, AI training startup Mercor is in talks with investors about its Series C funding round. Mercor is targeting a valuation of $10 billion or higher, an increase from the $8 billion discussed a few months ago, although the final terms of the deal may still change.

Gasgoo Auto News, September 3—Vishay Intertechnology announced the launch of a new DC-link metallized capacitor that complies with the AEC-Q200 standard.PolypropyleneThe film capacitor is specifically designed for harsh environments in automotive, energy, and industrial applications. The Vishay Roederstein MKP1848e can operate at high temperatures up to +125°C, provides ripple currents up to 44.5 A, and withstands Class III Temperature Humidity Bias (THB) as per IEC60384-16 ed.3—60°C / 93% relative humidity, operating continuously at rated voltage for 1344 hours.

According to Omdia's forecast, by 2032, the global shipment volume of foldable OLED screens will reach 124.6 million units, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units in 2024 and the projected 23.5 million units in 2025. Omdia believes that over the next eight years (from 2024 to 2032), the estimated shipment volume of foldable phones will surge fivefold.

Nanjing Julong (300644.SZ): Net profit for the mid-year report of 2025 is 57.3644 million yuan, an increase of 40.73% compared to the same period last year.

On July 10, Sichuan Changhong announced that it expects the net profit attributable to shareholders for the first half of 2025 to be between 439 million yuan and 571 million yuan. Compared to the same period last year, this represents an increase of 159 million yuan to 291 million yuan, or a year-on-year growth of approximately 56.53% to 103.59%. This significant growth is mainly due to a substantial increase in non-recurring gains and losses, particularly the increase in the fair value of Sichuan Huafeng Technology Co., Ltd., an investee company.

In the second quarter of 2025, global tablet shipments reached 39 million units, a year-on-year increase of 9% and a quarter-on-quarter increase of 5%. This strong performance was mainly driven by stable demand in China and the EMEA (Europe, Middle East, and Africa) regions. Meanwhile, the Chromebook market performed remarkably well, benefiting from the renewal of educational devices driven by Japan's GIGA School Program, with shipments reaching 11 million units in the first half of 2025.

On June 3, Lei Jun, founder of Xiaomi, disclosed at the Xiaomi Investor Conference that the latest Xiaomi YU7 could not be priced at the rumored 235,900 yuan, and the official pricing would be confirmed 1-2 days prior. Lei Jun stated that five years ago, Xiaomi started investing in the research and development of robotics, and currently, the automobile factory is testing related capabilities. Xiaomi's automotive chip is under development and is expected to be launched soon.

Hisense Air Division (in preparation) held a closed-door meeting, during which the Hisense Air Industry team conducted a four-hour closed-door communication with core partners. The Hisense home air conditioners and central air conditioners lineup, including brands such as Hisense, Hitachi, Kelon, York, and Brilliant, was collectively unveiled. The closed-door meeting revealed that all product lines are prepared for "offensive" actions. Based on the timeline, this closed-door meeting may be Yin Bitong's first major move after joining Hisense. Previously, Yin Bitong was...Midea GroupServed as Vice President, and transferred to Hisense on May 19 to serve as the President of the********************** (Hisense Air Conditioning Business Unit). Note: It seems there is a part missing in the original Chinese sentence, specifically "**" which is translated as "being prepared" or "under******," referring to the department being in the preparatory stage. For accurate translation, more context might be needed.

During the 2025 Global AI Terminal Exhibition and the 6th Shenzhen International Artificial Intelligence Exhibition, Honor launched its Alpha Strategy for the first time in China, announcing a comprehensive transformation from a smartphone manufacturer to a globally leading AI terminal ecosystem company. The company plans to invest $10 billion (approximately RMB 72 billion) over the next five years to build an AI ecosystem that covers all scenarios.

At Xiaomi's 15th anniversary strategic new product launch event, the Xiaomi 15S Pro was unveiled, starting at a price of 5499 yuan. It is the first to carry the "Xuanjie O1" 3nm flagship processor. It is reported that the Xiaomi 15S Pro, Xiaomi Tablet 7 Ultra, and Xiaomi Watch S4 all carry Xiaomi's independently developed and designed Xuanjie chips.

Recently, Shanghai Eastray New Materials Co., Ltd. (referred to as "Eastray New Materials") has completed its IPO tutoring filing with the Shanghai branch of the China Securities Regulatory Commission (CSRC). The tutoring institution is Kaiyuan Securities. As a national-level specialized, refined, unique, and innovative "Little Giant" enterprise, Eastray New Materials focuses on the research, production, and sales of functional high polymer hot melt adhesive materials. The company was established in 2010, with a registered capital of RMB 61.91 million. The actual controllers are Mr. Jin Jingdong and Ms. Guan Lu, who are a couple, holding a combined stake of 72.7%. Among them, Mr. Jin Jingdong serves as the chairman and general manager, directly holding 43.6% of the shares, and he possesses rich industry experience; Ms. Guan Lu currently serves as the director of the human resources department.

At today's regular press conference of the Ministry of Foreign Affairs, a reporter asked about the latest statement on the White House's official website, which indicated that due to China's retaliatory measures, the U.S. has increased tariffs on China to 245%. In response, Foreign Ministry spokesperson Lin Jian stated that for specific tariff rates, you may ask the U.S. side. China has repeatedly clarified its firm stance on the issue of tariffs. This tariff war was initiated by the U.S., and China has taken necessary countermeasures to safeguard its legitimate rights and interests as well as international fairness and justice, which is completely reasonable and lawful. There are no winners in a tariff war or trade war. China does not wish to fight, but will never shy away from it.

April 15th,ShenkangjiaA disclosed its latest financial report, showing that in 2024, the company's operating revenue further decreased to 11.115 billion yuan, a decline of 37.73% compared to 17.849 billion yuan in the same period in 2023; the loss situation remains severe, with a net loss attributable to shareholders reaching 3.296 billion yuan, expanding by 52.31% year-over-year; the net loss after deducting non-recurring gains and losses increased even more to 3.206 billion yuan.