It's about consumption subsidies, and the blockbuster press conference is coming!
On January 8, the Information Office of the State Council held a regular briefing on the policies of the State Council to introduce the relevant situation of the implementation of the "two new" policies. At the meeting, the relevant person in charge of the Ministry of Commerce said that in the process of implementing subsidies for the purchase of new products such as mobile phones, different brands and models of products that meet the requirements will be supported to participate in the subsidies.
It is mentioned that for individual consumers to buy mobile phones, tablets, smart watches and bracelets and other three types of digital products (the sales price of a single piece does not exceed 6,000 yuan), 15% of the sales price of the product will be subsidized, and each consumer can be subsidized 1 piece of each type of product, and the subsidy for each piece shall not exceed 500 yuan.
Regarding the brand and model of mobile phones that consumers are concerned about and can participate in the purchase of new subsidies, Li Gang, director of the Department of Market Operation and Consumption Promotion of the Ministry of Commerce, introduced at the meeting that fairness and justice will be adhered to. Support eligible products of different brands and models to participate in the subsidy. Whether it is a domestic or foreign-funded enterprise, or a state-owned or private enterprise, whether it is a large enterprise or a small and medium-sized enterprise, whether it is an online platform enterprise or an offline entity enterprise, they can openly and equally participate in the subsidy policy. Each region will reasonably determine and promptly update the list of participating entities, and those who are seriously untrustworthy and have serious violations of laws and regulations must not participate in subsidies.
It is worth noting that the upper limit of the price of three types of digital products such as mobile phones has clear regulations, and the sales price of a single piece does not exceed 6,000 yuan. The price of 6000 yuan is the watershed from the high-end to the high-end of domestic mobile phones, most of the current Apple and Huawei high-end products are priced above 6000, in addition to the prices of various folding screen mobile phones of major manufacturers are also above 6000 yuan.
Inventory of the current market mainstream mobile phones of more than 6,000 yuan
金融界梳理目前主流手机厂商在售产品发现,苹果iPhone 15、iPhone 16 、华为Mate70等大部分型号售价都在6000以上,其中iPhone 16 512G、iPhone 16 Plus,256G及以上、iPhone 16 Pro全系列、iPhone 16 Pro Max全系列定价6000元以上,iPhone 15各型号情况与iPhone 16 相同。
华为产品中,Mate X5/X6/XT 折叠屏全系列、华为Mate70 12GB+1TB以及华为Mate70Pro、Mate70Pro+全系列、华为 Pura 70Pro+、华为 Pura 70 Ultra全系列、华为 Pura 70Pro部分产品也都在6000元以上,此外,华为Mate60Pro部分型号以及华为Mate60Pro+、Mate60RS,也在在6000元以上以上,
In addition, Xiaomi, Samsung, Honor, OPPO, vivo, etc. also have some products above the 6000 yuan mark.
However, Huawei Mate70, iPhone 15, iPhone 16 have some models below 6000 yuan, reaching the threshold for participating in the national subsidy, and Xiaomi, Honor, OPPO, vivo and other manufacturers Most of the products are below 6000.
The price war between Huawei and Apple continues
At present, in the mobile phone market, the price war between Huawei and Apple continues.
On December 30 of the previous year, Huawei suddenly announced the Pura 70 series, Mate X5 and other hand price reduction promotions, among them, Huawei Pura 70 Ultra has a maximum discount of 2000 yuan, and Huawei Mate X5 folding screen mobile phone has dropped 2500 yuan. The Huawei Pura70 series is Huawei's imaging flagship launched in April 20244, while the Huawei Mate X5 is its previous generation of folding screen phones launched in September 2023. After the price reduction, the price of Huawei Pura 70 Ultra starts at 7499 yuan; The price of Pura70 Pro+ after the discount is 6699 yuan; Pura 70 Pro and Pura 70 dropped to 5,399 yuan and 4,699 yuan respectively. In addition, the Mate X5 folding screen mobile phone was lowered by 2500 yuan, and the price started at 10499 yuan.
Two days after Huawei's price cut, Apple quickly followed suit. On the first day of work in 2025, Apple's official website in China will hang out the "Powerful Benefits" New Year's promotion, during which customers can purchase designated products with eligible payment methods, each customer is limited to 2 pieces per product category, saving up to 800 yuan, and enjoying discounts for new iPhones.
This is the second time that Apple has cut prices for the iPhone 16 series in less than 2 months. During the 2024 Double 11 period, the entire iPhone 16 series released by Apple for only 1 month ushered in a price reduction, and the entire iPhone 16 series can receive a 500 yuan coupon, and the price after the coupon starts at 5499 yuan; After the discount of 500 yuan, the starting price of iPhone16 Pro Max is reduced to 9499 yuan.
According to the latest report on the number of new phone activations in China's mobile phone market in the fourth quarter of 2024 released by market research institutions, although Apple ranks among the top three, the number of new phone activations is only 12.4117 million units, with a market share of 17.11%, a sharp decline of 17.3% year-on-year. Huawei and Xiaomi occupy the top two. Among them, Huawei's new machine activation reached 13.0878 million units, with a market share of 18.04%, ranking first. Xiaomi's new device activations reached 12.4322 million units, with a market share of 17.14%, ranking second; For the whole year (W1-W52), domestic manufacturers took the top three, and Huawei and Xiaomi won the second and third places by virtue of their rapid growth. Apple dropped out of the top three to fourth.
Apple's "cheap version" of the new iPhone model is already on the way.
According to media reports, Apple's new spring "cheap version" iPhone models will start mass production in mid-January 2025. According to the report, Foxconn, the iPhone OEM manufacturer, is recruiting workers, according to industry chain sources, Foxconn's recruitment is to prepare for the mass production of new iPhone models. In addition, according to Apple's supply chain company, the company has supplied parts to Apple's new spring iPhone model, which is expected to be a relatively cheap iPhone product.
Analysts believe that the demand for Apple's iPhone 16 base model released in the fall of 2024 is lower than expected, and the sales of the iPhone 16 series are under pressure, and the launch of the new iPhone is expected to offset the impact of weak iPhone 16 sales.
Attached is the current mainstream flagship mobile phone in the market of more than 6000 yuan:
Apple:
iPhone 15,512G
iPhone 15 Plus,256G及以上
iPhone 15 Pro Full Series
iPhone 15 ProMax Full Series
iPhone 16 512G
iPhone 16 Plus,256G及以上
iPhone 16 Pro Full Series
iPhone 16 Pro Max全系列
Huawei
华为Mate60Pro12GB+1TB
HUAWEI Mate60Pro+ full series,
HUAWEI Mate60RS Extraordinary Master Full Series,
华为Mate7012GB+1TB
华为Mate70ProMate70Pro+ 全系列
华为 Pura 70Pro12GB+1TB
华为 Pura 70Pro+、华为 Pura 70 Ultra全系列
Huawei Mate X5/X6/XT full series
millet
小米15Pro16GB+1TB
小米14Ultra 16GB+1TB
Xiaomi MIX Flip 12 + 512GB or more
The entire Xiaomi MIX Fold series
Samsung
Samsung S24+12+512GB
The full range of Samsung S24 Ultra
glory
荣耀Magic7 Pro 16+512GB16GB+1TB
荣耀Magic Vs3全系列，荣耀Magic V3全系列，
OPPO
OPPO Find N3全系列
OPPO Find X8 Pro 16GB+1TB
alive
vivo X Fold3、X Fold3 Pro全系列
vivo X 200Pro 16GB+1TB
This article originates from the world of finance
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