面对供应过剩、价格战以及欧盟、印度、巴基斯坦和巴西等主要出口市场日益增长的保护主义威胁，中国领先的光伏出口商——包括天合光能、隆基绿能和通威股份——承诺停止在海外市场的价格下调竞争。这一举措旨在稳定出口市场，推动行业可持续发展。 主要动态 行业协作： 由 中国机电产品进出口商会 牵头成立了由 22家光伏企业 组成的“自律”委员会，致力于促进健康竞争，稳定出口价格。 政策调整： 自 12月1日 起，硅片、电池片和组件的出口退税率将从 13% 降至 9% ，旨在鼓励出口高附加值产品，减少反倾销调查风险。 产能过剩危机： 过度生产导致价格下滑，造成大量亏损、裁员，甚至企业破产，给中国光伏企业带来沉重压力。 全球影响： 中国在光伏出口市场的主导地位受到越来越多的关注，外国市场可能采取反补贴措施，这为行业增加了更多的不确定性。 专家观点 大和证券分析师Dennis Ip： 退税率下调可能对光伏组件公司的短期财务状况产生负面影响，但从长期来看影响有限。 隆基绿能的观点： 行业领导者认为，这一举措是中国光伏行业的“转折点”，强调合作对于维持全球竞争力的重要性。 展望 随着中国光伏企业努力实现市场稳定，向高附加值产品和合作战略的转型有望改善行业的全球形象和长期韧性。然而， 产能过剩 和 退税减少 的直接挑战依然严峻。在国际市场压力下，如何平衡短期财务影响与长期发展需求，将成为行业关键议题
Huawei Technologies Co announced a bold move to completely abandon Google’s Android in its devices starting 2025. The company’s new flagship smartphone, the Mate 70, will debut with HarmonyOS Next, a fully independent operating system free of Android’s open-source remnants.
Key Highlights
HarmonyOS Next:
- Huawei’s proprietary operating system, HarmonyOS Next, is set to power all future devices, marking a milestone in Huawei’s efforts to build an ecosystem without reliance on US tech providers.
- While still needing 2–3 months of optimization, the software aims to enhance user experience and performance.
Mate 70 Launch:
- Available Dec 4, the Mate 70 starts at 5,499 yuan (US$760).
- Offers a 40% performance boost over its predecessor, powered by the new OS and Huawei’s in-house Kirin chip.
Other Products:
- Huawei unveiled a gold-plated smartwatch priced at 23,999 yuan and a new tablet, expanding its product ecosystem.
- Earlier this year, Huawei introduced the world’s first trifold phone, showcasing its innovation in hardware.
Breaking Free from US Sanctions
Huawei’s shift to indigenous technology is part of its strategy to navigate US trade restrictions that cut off access to advanced chipmaking and other technologies.
- The Mate 60 series, launched in 2023, demonstrated Huawei’s ability to rebound with made-in-China processors despite the challenges.
- However, chipmaking limitations (stuck at 7nm process nodes) pose significant hurdles compared to competitors like Apple, which is moving to 2nm technology.
Market Response and Challenges
- Growth in China:Huawei has recorded double-digit shipment growth in China for four consecutive quarters as of September, bolstered by its smartphone expansion.
- Global Competition:Analysts suggest that while HarmonyOS Next and the Mate 70 will solidify Huawei’s position in China, their appeal to non-Huawei Android users may remain limited due to processor performance gaps with Qualcomm and MediaTek.
Looking Ahead
Huawei’s push to create an Android-free ecosystem signals a turning point in its strategy to compete globally despite geopolitical and technical challenges. The company’s success will hinge on its ability to:
- Innovate within chipmaking constraints.
- Deliver a seamless user experience through HarmonyOS Next.
- Compete with global giants like Apple and Samsung.
Huawei’s journey reflects a resilient bid to reclaim its standing in the global tech industry while building a future less reliant on US technology.
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