B[A new round of price increases for domestic mobile phones, some models have increased by as much as 1,000 yuan] News on October 9, reporters learned from Huawei offline stores on October 9 that starting from 0:00 on October 9, 2026, Huawei will make price adjustments for the nova16 series: the recommended retail price (RRP) of nova16 and nova16 Pro will be increased by 400 yuan, nova16 SE will be increased by 200 yuan, and the channel delivery price (STP) will be increased simultaneously. On the same day, the price of the entire Mi 17 Ultra series also increased by 1,000 yuan: the starting price of the standard version increased from 6,999 yuan to 7,999 yuan, and the starting price of the higher-positioned Leica version increased from 7,999 yuan to 8,999 yuan. The pricing of the versions currently on sale on Xiaomi’s official website has been adjusted. (Interface News) B[Can’t play Honor of Kings on “Doubao Mobile”? Company response] On September 28, Doubao Mobile Assistant released "Instructions on Abnormal Usage of Nubia Navi On XUltra, when logging into Honor of Kings or engaging in a match, there will be a message that the device environment is abnormal and the user is forced to be kicked offline. "Doubao Mobile Assistant stated that after confirmation, Doubao Mobile Assistant did not perform any operations on the Tencent game system throughout the process, and the AI did not have any illegal clicks, plug-ins, or simulation behaviors. The team is still continuing to communicate with Tencent related parties, but has not received a clear reply from the other party so far. We sincerely apologize for this. At the same time, Doubao Mobile Assistant also advises users not to repeatedly try to log in to Honor of Kings on Nubia NaviX Ultra for the time being. "If your account has been banned, it is recommended to file an appeal/complaint through the official game customer service channel at the same time to restore the account faster. If there are any latest developments, we will synchronize everyone in a timely manner." Tencent has not publicly responded to this. The reporter learned from people familiar with the matter on September 28 that in terms of mechanism, Honor of Kings uses various security risk strategies to ensure game fairness. These strategies have been used for some time in the past without any targeted adjustments. (Beijing News) B[AI computing power and new hardware layout are implemented, and consumer electronics performance continues to be realized] Judging from the information released at the semi-annual performance briefings of many A-share consumer electronics companies, the industry is gradually getting rid of reliance on traditional businesses such as mobile phones and PCs, and is accelerating its layout in tracks such as AI computing power, robots, and AI glasses. On the computing power track, many companies have taken advantage of technological breakthroughs, production expansion and mergers and acquisitions to increase core links such as complete computing power machines and liquid cooling. A number of products are expected to be mass-produced in the second half of the year. In addition, relying on the advantages of precision manufacturing, many companies have invested in new businesses such as folding screen materials and AI wearables, cultivating new growth drivers on multiple fronts. (Shanghai Securities News) B[Intensive new folding screen mobile phones are driving market demand for flexible circuit boards] September 22, as Huawei, Apple, Xiaomi and other leading mobile phone brands intensively launch new folding screen products, flexible circuit boards, as the core component of folding screens, are entering a golden development period with both volume and price rising. Listed companies in the industrial chain are accelerating technology iteration and production capacity layout to seize high-end flexible circuit board market share. Yang Changlong, senior investment consultant of Shaanxi Jufeng Investment Information Co., Ltd., said in an interview with reporters: "Unlike the straight model, the folding screen model puts forward higher requirements for the usage, circuit accuracy, and material grade of the flexible circuit board, which directly promotes the increase in the value space of the flexible circuit board." (Securities Daily) B[The price of "electronics industry rice" has increased by up to ten times, and the market has fluctuated violently] MLCC (multilayer ceramic capacitors) are called "electronics industry rice" in the industry. From mobile phones and home appliances to AI servers and new energy vehicles, almost all electronic devices are inseparable. Recently, the component market has gone through extreme polarization: AI has driven high-capacity model shortages to skyrocket, and some spot stocks have surged several times; ordinary consumer-grade products have surged and fallen. Behind the cold and hot trends is the stirring of the wave of AI computing power. The market began to ferment at the end of May. News of the explosive demand for AI computing power has been transmitted to the component market. Major overseas manufacturers have shifted a large amount of consumer-level production capacity to high-end AI products. The market is worried about the tightening supply of conventional materials, and channel dealers have been hoarding goods. Entering June, the spot market has entered a hot state of "one price a day, or even one price an hour". Some popular models have increased by 7-8 times in just one month, and spot prices have been speculated up to 2-10 times the original price. By early July, spot prices reached their highest peak and then quickly turned around. Channel dealers who had stocked up in large quantities in the early stage concentrated on shipping, but the demand for downstream consumer electronics terminals was weak and there was a lack of sufficient capacity to take orders. Consumer MLCC prices have experienced a significant correction. Merchant Chen Zhixiao gave the example of the most common material number 0603-104 on the market: "This is the most commonly used material among all capacitors. In the second quarter, 1,000 pieces were sold for about 5 yuan; at the peak at the end of June, they could be sold for 30 yuan, but now they have dropped to 10 yuan." (CCTV Finance) B[Apple 18 Pro series goes on sale, Pro Max premium exceeds 1,000 yuan, Pro was rejected] September 18th, today, reporters visited the launch of Apple 18 Pro series in Shanghai, Guangzhou and Shenzhen, and there were long queues at the scene as in previous years. In terms of second-hand recycling, recycling prices in the three places are similar. The reporter asked several "scalpers" who were recycling on-site and learned that around 10:30 a.m., ProMax can generally be recycled at an additional price of more than 300 yuan. Among them, many "scalpers" said that the red ProMax was more popular, with a maximum price increase of 900 yuan when it went on sale, and now it has dropped to about 500 yuan; blue is also popular, with a maximum price increase of 1,000 yuan when it went on sale, and the current price increase is about 400 yuan. As for the Pro model, many "scalpers" said they would temporarily refuse to accept it, and some people said it could be recycled at the same price as the official website. (Reporter Wang Biwei) B[Apple responds to the iPhone Duo fever, saying that iPhone Duo bloggers’ reviews are one-sided] September 17th, Film and Television Hurricane Tim recently released a review video of Apple’s first folding screen mobile phone, iPhone Duo. Tim said that the temperature of the Duo's body is controllable during daily use, but during video recording and high-load operation, the area under the camera heats up significantly, calling it "one of the hottest phones" he has ever reviewed. In addition, Tim said that when he tested it on the day of the Apple launch event, he unfolded the unfolded fuselage and found no abnormalities at the scene. Looking back at the video, I found that the external screen of the phone had flickered. In response to the above situation, Apple customer service responded that iPhone Duo has not yet started pre-sale in mainland China. The single device test by online bloggers is relatively one-sided. It is recommended that consumers go to offline stores to experience the product after it is officially released. Regarding the heating problem of the equipment, customer service said that it may take 3 to 5 days to adapt to the new equipment after it is received; if there is a heating problem caused by the hardware, it can be detected and dealt with by the technical team and offline stores. (China-Singapore Jingwei)
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