<p>根据 <strong>Counterpoint Research</strong> 的报告，中国的 智能手机市场 在 2026 年五一假期期间疲软，因内存成本上升推高了手机价格，而 <strong>华为</strong> 加强了其市场领先地位，<strong>苹果公司</strong> (NASDAQ: AAPL) 则在更具竞争力的升级周期中应对挑战。</p>
<h2>组件成本上升对智能手机需求施加压力</h2>
<p><strong>Counterpoint Research</strong> 周二指出，在五一假期前后的两周内，中国的智能手机销量同比下降了 16%，主要是由于内存价格上涨导致智能手机成本增加，减少了消费者的升级需求。</p>
<p>该研究公司还指出，与往年相比，智能手机制造商在促销活动上有所收缩，更加注重盈利能力而非销售量。</p>
<p><strong>Counterpoint</strong> 补充说，由于组件成本上升，中国的安卓品牌对旧款机型的价格平均提高了 13%，这可能在短期内继续对需求造成压力。</p>
<p>然而，该公司预计在 618 购物促销期间，需求将在 6 月初出现适度回升。</p>
<h2>华为延续市场领导地位</h2>
<p><strong>Counterpoint Research</strong> 表示，华为在中国智能手机市场保持了领导地位，得益于对 Enjoy 90 Pro Max 的强劲需求，该机型因其电池续航和性价比而受到欢迎。</p>
<p>该研究公司补充说，自 4 月以来，华为的市场份额稳定在 25% 以上，得益于稳定的定价和 Pura 90 Pro 系列及可折叠 Pura X Max 的良好销售。</p>
<p><strong>Counterpoint</strong> 还表示，华为继续对旧款 Nova 15 和 Mate 80 机型进行促销。</p>
<p>与此同时，竞争对手提高了价格，突显了华为在国内供应链上的优势，帮助其获得了更多市场份额。</p>
<h2>苹果在竞争压力中稳住阵脚</h2>
<p><strong>Counterpoint Research</strong> 表示，尽管在四月份面临来自中国智能手机发布的更强竞争，苹果在假期期间仍实现了 3% 的同比增长。</p>
<p>该公司表示，iPhone 17 系列在经历了强劲的六个月后，进入了一个更为正常的需求阶段。</p>
<p>然而，由于内存成本通胀，苹果仍然受益于国内品牌的提价。</p>
<p><strong>Counterpoint</strong> 补充说，入门级补贴也帮助苹果在本季度保持了在中国的竞争力。</p>
<p><strong>AAPL 价格动态：</strong> 周二，苹果股价在盘前交易中下跌 0.50%，报 296.35 美元。该股接近其 52 周高点 303.20 美元， 根据 Benzinga Pro 数据。</p>
<p><em>图片来源于 Shutterstock</em></p>

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<p>中国的智能手机销售在五一假期期间下降了 16%，原因是组件成本上升，导致价格上涨和升级需求减少。华为凭借其 Enjoy 90 Pro Max 的强劲销售保持市场领导地位，而苹果在竞争加剧的情况下仍实现了 3% 的增长。研究公司预计，随着购物促销的推动，6 月初将出现温和复苏</p>

<p>China's smartphone market weakened during the 2026 May Day holiday as rising memory costs pushed up handset prices, while <strong>Huawei</strong> strengthened its lead and <strong>Apple Inc.</strong> (NASDAQ: AAPL) navigated a more compAetitive upgrade cycle, according to <strong>Counterpoint Research</strong>.</p>
<div class="lb-trans"><p>根据 <strong>Counterpoint Research</strong> 的报告，中国的 智能手机市场 在 2026 年五一假期期间疲软，因内存成本上升推高了手机价格，而 <strong>华为</strong> 加强了其市场领先地位，<strong>苹果公司</strong> (NASDAQ: AAPL) 则在更具竞争力的升级周期中应对挑战。</p>
</div><h2>Rising Component Costs Pressure Smartphone Demand</h2>
<div class="lb-trans"><h2>组件成本上升对智能手机需求施加压力</h2>
</div><p>Counterpoint Research noted on Tuesday that China's smartphone sales dropped 16% year over year during the two weeks surrounding the May Day holiday, largely because higher memory prices increased smartphone costs and reduced consumer upgrade demand.</p>
<div class="lb-trans"><p><strong>Counterpoint Research</strong> 周二指出，在五一假期前后的两周内，中国的智能手机销量同比下降了 16%，主要是由于内存价格上涨导致智能手机成本增加，减少了消费者的升级需求。</p>
</div><p>The research firm also noted that smartphone makers pulled back on aggressive promotions compared with previous years, prioritizing profitability over sales volume.</p>
<div class="lb-trans"><p>该研究公司还指出，与往年相比，智能手机制造商在促销活动上有所收缩，更加注重盈利能力而非销售量。</p>
</div><p>Counterpoint added that Chinese Android brands raised prices on legacy models by an average of 13% due to mounting component costs, which could continue weighing on demand in the near term.</p>
<div class="lb-trans"><p><strong>Counterpoint</strong> 补充说，由于组件成本上升，中国的安卓品牌对旧款机型的价格平均提高了 13%，这可能在短期内继续对需求造成压力。</p>
</div><p>However, the firm expects a modest recovery in early June, driven by 618 shopping promotions.</p>
<div class="lb-trans"><p>然而，该公司预计在 618 购物促销期间，需求将在 6 月初出现适度回升。</p>
</div><h2>Huawei Extends Market Leadership</h2>
<div class="lb-trans"><h2>华为延续市场领导地位</h2>
</div><p>Counterpoint Research said Huawei maintained its leadership position in China's smartphone market, supported by strong demand for the Enjoy 90 Pro Max, which gained traction because of its battery life and value-focused positioning.</p>
<div class="lb-trans"><p><strong>Counterpoint Research</strong> 表示，华为在中国智能手机市场保持了领导地位，得益于对 Enjoy 90 Pro Max 的强劲需求，该机型因其电池续航和性价比而受到欢迎。</p>
</div><p>The research firm added that Huawei sustained weekly market share above 25% since April through stable pricing and solid sales of the Pura 90 Pro lineup and foldable Pura X Max.</p>
<div class="lb-trans"><p>该研究公司补充说，自 4 月以来，华为的市场份额稳定在 25% 以上，得益于稳定的定价和 Pura 90 Pro 系列及可折叠 Pura X Max 的良好销售。</p>
</div><p>Counterpoint also said that Huawei continued to offer promotions on older Nova 15 and Mate 80 models.</p>
<div class="lb-trans"><p><strong>Counterpoint</strong> 还表示，华为继续对旧款 Nova 15 和 Mate 80 机型进行促销。</p>
</div><p>At the same time, competitors raised prices, highlighting the company's domestic supply-chain advantage and helping it capture additional market share.</p>
<div class="lb-trans"><p>与此同时，竞争对手提高了价格，突显了华为在国内供应链上的优势，帮助其获得了更多市场份额。</p>
</div><h2>Apple Holds Ground Amid Competitive Pressure</h2>
<div class="lb-trans"><h2>苹果在竞争压力中稳住阵脚</h2>
</div><p>Counterpoint Research said Apple posted 3% year-over-year growth during the holiday period despite facing stronger competition from Chinese smartphone launches in April.</p>
<div class="lb-trans"><p><strong>Counterpoint Research</strong> 表示，尽管在四月份面临来自中国智能手机发布的更强竞争，苹果在假期期间仍实现了 3% 的同比增长。</p>
</div><p>The firm said the iPhone 17 lineup entered a more normalized demand phase after a strong six-month run.</p>
<div class="lb-trans"><p>该公司表示，iPhone 17 系列在经历了强劲的六个月后，进入了一个更为正常的需求阶段。</p>
</div><p>However, Apple still benefited from domestic brands raising prices because of memory cost inflation.</p>
<div class="lb-trans"><p>然而，由于内存成本通胀，苹果仍然受益于国内品牌的提价。</p>
</div><p>Counterpoint added that entry-level subsidies also helped Apple remain competitive in China during the quarter.</p>
<div class="lb-trans"><p><strong>Counterpoint</strong> 补充说，入门级补贴也帮助苹果在本季度保持了在中国的竞争力。</p>
</div><p><strong>AAPL Price Action:</strong> Apple shares were down 0.50% at $296.35 during premarket trading on Tuesday. The stock is approaching its 52-week high of $303.20, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>AAPL 价格动态：</strong> 周二，苹果股价在盘前交易中下跌 0.50%，报 296.35 美元。该股接近其 52 周高点 303.20 美元， 根据 Benzinga Pro 数据。</p>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

智能手机价格的飙升抑制了中国消费者的升级需求