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<\/figure>\n

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11\u670823\u65e5\uff0c\u8363\u8000\u53ec\u5f00\u65b0\u8363\u8000\u4e09\u5468\u5e74\u66a8\u8363\u8000100\u7cfb\u5217\u65b0\u54c1\u53d1\u5e03\u4f1a\uff0cCEO\u8d75\u660e\u5728\u4f1a\u540e\u5a92\u4f53\u91c7\u8bbf\u73af\u8282\u660e\u786e\u4e86\u8fd9\u4e00\u70b9\u3002\u8d75\u660e\u8868\u793a\uff0c\u5728\u8363\u8000IPO\u6ca1\u6709\u53ef\u5bf9\u6807\u7684\u5bf9\u8c61\uff0c\u4f46\u80af\u5b9a\u4f1a\u9009\u62e9\u5728\u4e2d\u56fd\u4e0a\u5e02\u3002<\/p>\n

<\/figure>\n

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1\u3001\u8363\u8000\u5230\u4e86\u5e94\u8be5\u4e0a\u5e02\u7684\u65f6\u5019<\/strong><\/h2>\n

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11\u670823\u65e5\u665a\uff0c\u8363\u8000CEO\u8d75\u660e\u4f1a\u540e\u63a5\u53d7\u5a92\u4f53\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u65b0\u8463\u4e8b\u957f\u7684\u52a0\u5165\u4f1a\u8ba9\u8463\u4e8b\u4f1a\u66f4\u52a0\u591a\u5143\uff0c\u8fd9\u4e5f\u662f\u8363\u8000\u5728\u8d70\u5411\u8d44\u672c\u5e02\u573a\u8fc7\u7a0b\u4e2d\u7684\u9700\u8981\u3002<\/p>\n

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<\/figure>\n

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2020\u5e7411\u6708\uff0c\u8363\u8000\u4ece\u534e\u4e3a\u62c6\u5206\u3002\u8363\u8000\u7684\u6536\u8d2d\u65b9\u4e3a\u6df1\u5733\u5e02\u667a\u4fe1\u65b0\u4fe1\u606f\u6280\u672f\u6709\u9650\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u7531\u6df1\u5733\u5e02\u667a\u6167\u57ce\u5e02\u79d1\u6280\u53d1\u5c55\u96c6\u56e2\uff08\u6df1\u5733\u56fd\u8d44\u63a7\u80a1\uff09\u4e0e30\u4f59\u5bb6\u8363\u8000\u4ee3\u7406\u5546\u3001\u7ecf\u9500\u5546\u5171\u540c\u6295\u8d44\u8bbe\u7acb\uff0c\u56fd\u8d44\u6301\u80a1\u8d85\u8fc79\u6210\u3002<\/p>\n

2021\u5e7410\u6708\uff0c\u8363\u8000\u542f\u52a8\u4e86\u516c\u53f8\u80a1\u4efd\u7684\u5185\u90e8\u8ba4\u8d2d\uff0c\u6839\u636e\u5458\u5de5\u7684\u804c\u7ea7\u3001\u7ee9\u6548\u7ed9\u4e88\u76f8\u5e94\u8ba4\u8d2d\u989d\u5ea6\uff0c\u6bcf\u80a1\u4ef7\u683c\u4e3a1.06\u5143\u3002\u5185\u90e8\u8bf4\u6cd5\u662f\uff0c\u5e0c\u671b\u666e\u901a\u5458\u5de5\u4e5f\u80fd\u5206\u4eab\u516c\u53f8\u7684\u6210\u957f\u7ea2\u5229\u3002<\/p>\n

2022\u5e7411\u6708\uff0c\u8363\u8000\u901a\u8fc7\u5b9a\u5411\u589e\u53d1\u7684\u65b9\u5f0f\uff0c\u4ece\u4eac\u4e1c\u65b9\u3001\u4e2d\u91d1\u8d44\u672c\u3001\u56fd\u4fe1\u8d44\u672c\u3001\u9cb2\u9e4f\u8d44\u672c\u7b49\u83b7\u5f97\u4e86\u6570\u5341\u4ebf\u5143\u6218\u7565\u6295\u8d44\u3002\u5176\u4e2d\uff0c\u65b0\u589e\u80a1\u4e1c\u4eac\u4e1c\u65b9\u80cc\u540e\uff0c\u662f\u5317\u4eac\u5e02\u56fd\u8d44\u59d4\u3002\u81f3\u6b64\uff0c\u8363\u8000\u7684\u80a1\u4e1c\u589e\u81f315\u5bb6\u3002<\/p>\n

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\u6839\u636e\u8c03\u7814\u673a\u6784IDC\u516c\u5e03\u7684\u4e0a\u534a\u5e74\u4e2d\u56fd\u9ad8\u7aef\u624b\u673a\u5e02\u573a\u54c1\u724c\u4efd\u989d\u6392\u884c\u699c\u663e\u793a\uff0c\u82f9\u679c\u4ee567.0%\u7684\u5e02\u573a\u4efd\u989d\u6392\u540d\u7b2c\u4e00\uff0c\u4f4d\u5217\u7b2c\u4e8c\u7684\u5219\u662f\u5360\u523015.6%\u7684\u534e\u4e3a\uff0cOPPO\u3001\u5c0f\u7c73\u3001\u8363\u8000\u3001vivo\u7684\u5360\u6bd4\u5219\u5206\u522b\u4e3a4.2%\u30013.7%\u30013.2%\u30013.0%\u3002<\/p>\n

\u636e\u4e2d\u4fe1\u5efa\u6295\u8bc1\u5238\u8fd1\u65e5\u53d1\u5e03\u7684\u7814\u62a5\u663e\u793a\uff0c\u534e\u4e3a\u662f9\u6708\u4ee5\u6765\u589e\u957f\u52bf\u5934\u6700\u5f3a\u7684\u624b\u673a\u5382\u5546\uff0c\u57282023\u5e74\u7b2c40\u5468\uff0810\u67082\u65e5~10\u67088\u65e5\uff09\u5185\uff0c\u534e\u4e3a\u624b\u673a\u7684\u9500\u91cf\u4efd\u989d\u589e\u957f\u81f319.4%\uff0c\u4f4d\u5c45\u5e02\u573a\u7b2c\u4e00\u3002<\/p>\n

\u968f\u7740\u534e\u4e3a\u643a\u201c\u9065\u9065\u9886\u5148\u201d\u7684Mate60\u56de\u5f52\uff0c\u9ad8\u7aef\u624b\u673a\u5e02\u573a\u5c06\u518d\u5ea6\u56de\u5230\u82f9\u679c\u3001\u534e\u4e3a\u7684\u201c\u53cc\u5be1\u5934\u201d\u65f6\u4ee3\uff0c\u8fd9\u52bf\u5fc5\u4f1a\u5f71\u54cd\u8363\u8000\u7684\u5e02\u573a\u4efd\u989d\uff0c\u5c24\u5176\u662f\u51b2\u51fb\u9ad8\u7aef\u4e4b\u8def\u3002<\/p>\n

\u8fc7\u53bb\u4e09\u5e74\uff0c\u8363\u8000\u7684\u6210\u957f\u79bb\u4e0d\u5f00\u534e\u4e3a\u65f6\u671f\u7559\u4e0b\u7684\u54c1\u724c\u7ea2\u5229\uff0c\u4e5f\u79bb\u4e0d\u5f00\u81ea\u8eab\u7684\u7a81\u56f4\u80fd\u529b\u3002\u5e02\u573a\u5bd2\u51ac\u4ecd\u5728\u6301\u7eed\uff0c\u4e0a\u5e02\u662f\u8363\u8000\u4e0e\u5176\u4ed6\u624b\u673a\u5382\u5546\u9519\u4f4d\u7ade\u4e89\u7684\u673a\u4f1a\uff0c\u4e5f\u610f\u5473\u7740\u5b83\u5c06\u8d70\u5165\u65b0\u7684\u9636\u6bb5\u3002<\/strong><\/p>\n

2\u3001\u5411\u4e0a\u663e\u9732\u91ce\u5fc3\u3001\u5411\u4e0b\u9891\u53d1\u65b0\u673a\uff0c\u8363\u8000\u5728\u538b\u529b\u4e0b\u51b2\u523a<\/strong><\/h2>\n

\u201c\u505a\u534e\u4e3a\u5168\u7403\u6700\u5f3a\u7684\u7ade\u4e89\u5bf9\u624b\uff0c\u8d85\u8d8a\u534e\u4e3a\uff0c\u751a\u81f3\u53ef\u4ee5\u558a\u6253\u5012\u534e\u4e3a\u201d\uff0c\u4e09\u5e74\u524d\uff0c\u4efb\u6b63\u975e\u5982\u6b64\u5bf9\u8363\u8000\u4f5c\u51fa\u5631\u6258\u3002<\/p>\n

\u90a3\u65f6\u7684\u8363\u8000\u6b63\u6323\u624e\u5728\u624b\u673a\u4e1a\u52a1\u7684\u751f\u6b7b\u7ebf\u4e0a\uff0c\u56fd\u5185\u7684\u5e02\u573a\u4efd\u989d\u4e00\u5ea6\u53ea\u5269\u4e0b3%\u3002\u91cd\u538b\u4e4b\u4e0b\uff0c\u8363\u8000\u5fc5\u987b\u8981\u51b2\u523a\u3002<\/strong><\/p>\n

\u66fe\u7ecf\u80cc\u9760\u7740\u534e\u4e3a\u8fd9\u68f5\u5927\u6811\uff0c\u8363\u8000\u5e76\u6ca1\u6709\u72ec\u7acb\u7684\u4f9b\u5e94\u94fe\u4f53\u7cfb\uff0c\u800c\u662f\u4e00\u76f4\u4f9d\u9644\u4e8e\u534e\u4e3a\u7684\u4f9b\u5e94\u4f53\u7cfb\u3002\u72ec\u7acb\u4e4b\u540e\uff0c\u8363\u8000\u8981\u81ea\u5df1\u642d\u5efa\u4e00\u5957\u5b8c\u6574\u7684\u6db5\u76d6\u91c7\u8d2d\u3001\u751f\u4ea7\u3001\u4ea4\u4ed8\u3001\u552e\u540e\u7b49\u5404\u4e2a\u73af\u8282\u7684\u4f9b\u5e94\u94fe\u4f53\u7cfb\u3002<\/p>\n

\u7814\u53d1\u81ea\u5df1\u7684\u65b0\u54c1\uff0c\u642d\u5efa\u81ea\u5df1\u7684\u670b\u53cb\u5708\uff0c\u52a0\u5f3a\u548c\u4f9b\u5e94\u94fe\u4e0a\u4e0b\u6e38\u7684\u5408\u4f5c\uff0c\u5f88\u5feb\uff0c\u8363\u8000\u8fce\u6765\u4e86\u624b\u673a\u4e1a\u52a1\u7684\u8f6c\u6298\u70b9\u2014\u2014\u8363\u800050\u7cfb\u5217\u7684\u53d1\u5e03\u3002<\/p>\n

2021\u5e746\u670816\u65e5\uff0c\u8363\u800050\u7cfb\u5217\u7684\u53d1\u5e03\u4f1a\u73b0\u573a\uff0c\u6b64\u524d\u7684\u7ecf\u5386\u88ab\u8d75\u660e\u603b\u7ed3\u4e3a\u201c\u9ece\u660e\u524d\u7684\u9ed1\u6697\u5df2\u7ecf\u8fc7\u53bb\u201d\u3002\u8363\u800050\u7cfb\u5217\u53d1\u552e\uff0c\u627f\u8f7d\u7684\u662f\u590d\u5174\u8363\u8000\uff0c\u8ba9\u8363\u8000\u8fc8\u8fc7\u751f\u6b7b\u7ebf\u7684\u4f7f\u547d\u3002<\/strong><\/p>\n

<\/figure>\n

\u8363\u800050\uff0c\u56fe\u6e90\u8363\u8000\u5fae\u4fe1\u516c\u4f17\u53f7<\/p>\n

\u90a3\u4e4b\u540e\uff0c\u8363\u8000\u7f55\u89c1\u5730\u5f00\u542f\u4e86\u201c\u673a\u6d77\u6218\u672f\u201d\uff0c\u51e0\u4e4e\u6bcf\u4e2a\u6708\u90fd\u4f1a\u6709\u4e00\u6b3e\u65b0\u54c1\u53d1\u5e03\u3002<\/p>\n

\u8363\u8000X20SE\u3001Magic3\u7cfb\u5217\u3001play5 \u6d3b\u529b\u7248\u3001\u7545\u73a920PRO\u3001X30i\u3001\u8363\u800060\u7cfb\u5217\u3001X30\u7b49\u4e00\u7cfb\u5217\u65b0\u673a\u76f8\u7ee7\u95ee\u4e16\u3002<\/p>\n

\u91cd\u65b0\u68b3\u7406\u4ea7\u54c1\u3001\u4f9b\u5e94\u94fe\u3001\u6e20\u9053\uff0c\u8ba9\u9500\u91cf\u89e6\u5e95\u7684\u8363\u8000\uff0c\u5f88\u5feb\u8fce\u6765\u65b0\u4e00\u8f6e\u7684\u589e\u957f\u3002<\/strong><\/p>\n

\u6839\u636eIDC\u6570\u636e\uff0c2021\u5e74\u8363\u8000\u5728\u56fd\u5185\u4ee511.7%\u6392\u540d\u7b2c\u4e94\u3002\u5230\u4e862022\u5e74\uff0c\u5176\u4ee518.1%\u7684\u4efd\u989d\u8dc3\u5347\u5230\u4e2d\u56fd\u7b2c\u4e8c\u3002<\/p>\n

\u91cd\u751f\u662f\u8363\u8000\u5f53\u65f6\u7684\u5173\u952e\u8bcd\uff0c\u4f46\u624b\u673a\u5e02\u573a\u98ce\u4e91\u53d8\u5316\uff0c\u5c24\u5176\u6574\u4e2a\u5927\u76d8\u8fdb\u5165\u5b58\u91cf\u9636\u6bb5\uff0c\u8363\u8000\u7684\u538b\u529b\u4e00\u76f4\u6709\u3002<\/strong><\/p>\n

\u57282022\u5e74\u4e09\u5b63\u5ea6\u51fa\u8d27\u91cf\u4e0b\u8dcc\u540e\uff0c\u8363\u8000\u4fbf\u518d\u6b21\u8fdb\u5165\u4e86\u4e0b\u884c\u72b6\u6001\u3002IDC\u6570\u636e\u663e\u793a\uff0c2023\u5e74Q1\u8363\u8000\u7684\u5e02\u573a\u4efd\u989d\u6392\u540d\u7b2c\u56db\uff0c\u964d\u81f316%\uff0c\u540c\u6bd4\u964d\u5e45\u8fbe\u523022.8%\u3002<\/p>\n

\u672c\u8d28\u4e0a\uff0c\u79bb\u5f00\u534e\u4e3a\u540e\uff0c\u8363\u8000\u4e0d\u518d\u662f\u534e\u4e3a\u5e74\u8f7b\u5316\u7684\u5b50\u54c1\u724c\uff0c\u76ee\u6807\u4e5f\u4e0d\u518d\u662f\u5bf9\u6807\u5c0f\u7c73\uff0c\u800c\u8981\u6210\u4e3a\u4e00\u4e2a\u4ea7\u54c1\u4f53\u7cfb\u5b8c\u6574\u7684\u624b\u673a\u54c1\u724c\uff0c\u751a\u81f3\u5bf9\u6807\u82f9\u679c\u3001\u534e\u4e3a\u3002<\/strong><\/p>\n

\u6362\u8a00\u4e4b\uff0c\u8363\u8000\u60f3\u8981\u5360\u9886\u5e02\u573a\u4efd\u989d\uff0c\u4e0d\u4ec5\u8981\u5411\u4e0b\u6293\u4f4f\u4e2d\u4f4e\u7aef\u5e02\u573a\uff0c\u8fd8\u8981\u51b2\u51fb\u9ad8\u7aef\u5e02\u573a\u3002<\/p>\n

2021\u5e748\u6708\uff0c\u8d75\u660e\u5728\u884c\u4e1a\u91cc\u7387\u5148\u558a\u51fa\u4e86\u201c\u548c\u82f9\u679c\u7ec8\u6709\u4e00\u6218\u201d\uff0c\u63a8\u51fa\u4e86\u9ad8\u7aef\u4ea7\u54c1\u7ebfMagic3\u7cfb\u5217\uff0c\u552e\u4ef7\u4ece4599\u5143\u4e00\u76f4\u4e0a\u63a2\u52307999\u5143\u3002<\/p>\n

\u201c\u5b83\u662f\u627f\u8f7d\u8363\u8000\u9ad8\u7aef\u7cfb\u5217\u5d1b\u8d77\u7684\u4ea7\u54c1\u3002\u201dMagic3\u53d1\u5e03\u65f6\uff0c\u8d75\u660e\u5f3a\u8c03\uff0c\u8d75\u660e\u5bf9\u8363\u8000Magic3\u7684\u671f\u671b\u5f88\u9ad8\uff0c\u79f0\u5176\u4e3a\u201c\u884c\u4e1a\u6700\u9876\u7ea7\u7684\u65d7\u8230\u4ea7\u54c1\uff0c\u8fbe\u5230\u548c\u8d85\u8d8a\u534e\u4e3aMate\u548cP\u7cfb\u5217\u7684\u6c34\u5e73\u201d\u3002<\/p>\n

Magic\u7cfb\u5217\u5e2e\u52a9\u8363\u8000\u62ff\u5230\u4e86\u9ad8\u7aef\u5e02\u573a\u5165\u573a\u5238\uff0c\u4f46\u4e0d\u8db3\u4ee5\u6539\u53d8\u9ad8\u7aef\u624b\u673a\u5e02\u573a\u7684\u6392\u4f4d\uff0c\u968f\u5373\u8363\u8000\u627e\u5230\u4e86\u9ad8\u7aef\u5316\u65b0\u7684\u7a81\u7834\u53e3\u2014\u2014\u6298\u53e0\u5c4f\u3002<\/strong><\/p>\n

2022\u5e74\u521a\u5f00\u5e74\uff0c\u8363\u8000\u53d1\u5e03\u4e86\u7b2c\u4e00\u6b3e\u6298\u53e0\u5c4f\u624b\u673a\uff0c\u8363\u8000MagicV\u7cfb\u5217\uff0c\u4ef7\u683c\u66f4\u662f\u88ab\u62c9\u5230\u4e869999\u5143\u3002\u4eca\u5e74\u4e0b\u534a\u5e74\uff0c\u8363\u8000\u63a5\u8fde\u53d1\u5e03\u4e86Magic V2\u3001V Purse\u548cMagic Vs2\u4e09\u90e8\u6298\u53e0\u5c4f\u624b\u673a\u3002<\/p>\n

11\u670823\u65e5\uff0c\u8363\u8000\u5ba3\u5e03\u5168\u5e74\u7b2c100\u4e07\u53f0\u6298\u53e0\u5c4f\u624b\u673a\u6b63\u5f0f\u4e0b\u7ebf\uff0c\u5176\u4e2d\u8fd1\u516b\u6210\u4e3a\u8363\u8000Magic V2\u3002\u540c\u65f6\uff0cIDC\u6570\u636e\u663e\u793a\uff0cMagic V2\u6210\u4e3a\u4eca\u5e74Q3\u7684\u6298\u53e0\u5c4f\u5355\u54c1\u5e02\u573a\u4efd\u989d\u7b2c\u4e00\uff0c\u8fd9\u4e5f\u52a9\u63a8\u4e86\u8363\u8000\u5728\u9ad8\u7aef\u5e02\u573a\u83b7\u53d6\u4efd\u989d\u3002<\/p>\n

<\/figure>\n

\u8363\u8000Magic V2\uff0c\u56fe\u6e90\u8363\u8000\u5b98\u7f51<\/p>\n

\u5b9e\u9645\u4e0a\uff0c\u9ad8\u7aef\u5316\u5bf9\u4e8e\u8363\u8000\u800c\u8a00\uff0c\u662f\u4e00\u6761\u5341\u5206\u8270\u96be\u7684\u8def\u3002<\/strong><\/p>\n

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\u597d\u6d88\u606f\u5728\u4e8e\uff0c\u5411\u4e0b\u3001\u5411\u4e0a\u4e24\u624b\u6293\uff0c\u8363\u8000\u5728\u4eca\u5e74\u4e09\u5b63\u5ea6\uff0c\u91cd\u65b0\u95ee\u9f0e\u56fd\u5185\u624b\u673a\u5e02\u573a\u4efd\u989d\u7b2c\u4e00\u3002\u5e02\u573a\u5206\u6790\u673a\u6784Canalys\u62a5\u544a\u663e\u793a\uff0c2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u51fa\u8d276670\u4e07\u90e8\uff0c\u8363\u8000\u4ee518%\u7684\u5e02\u573a\u4efd\u989d\u91cd\u8fd4\u7b2c\u4e00\uff0c\u51fa\u8d27\u91cf\u4e3a1180\u4e07\u90e8\u3002<\/p>\n

\u8fd9\u4e09\u5e74\uff0c\u8363\u8000\u4ece\u79bb\u5f00\u534e\u4e3a\uff0c\u5230\u6210\u4e3a\u81ea\u5df1\uff0c\u4e00\u76f4\u5728\u538b\u529b\u4e0b\u51b2\u523a\u3002\u5982\u4f55\u5728\u6301\u7eed\u4e0b\u6ed1\u7684\u624b\u673a\u5e02\u573a\u8bb2\u51fa\u6027\u611f\u7684\u6545\u4e8b\uff0c\u8ba9\u8d44\u672c\u5e02\u573a\u4e70\u5355\uff0c\u8003\u9a8c\u7740\u63a5\u4e0b\u6765\u7684\u8363\u8000\u3002<\/strong><\/p>\n

3\u3001\u8981\u53d7\u5230\u8d44\u672c\u9752\u7750\uff0c\u8363\u8000\u9700\u8981\u505a\u66f4\u591a<\/strong><\/h2>\n

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<\/figure>\n

\u56fe\u6e90Counterpoint Research\u5b98\u7f51<\/p>\n

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