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小米上调手机出货目标，存储涨不动了？_我的网站

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Photo: Xinhua
Chinese President Xi Jinping on Monday held talks with King of the Hashemite Kingdom of Jordan Abdullah II ibn Al Hussein in Beijing, calling on the two countries to further deepen the alignment of development strategies. The Chinese leader also exchanged views on the situation in the Middle East with the King who is on a state visit to China, which runs through August 18 to 24, the Xinhua News Agency reported.
The state visit marks King Abdullah II 's ninth visit to China since his accession to the throne, according to Chinese Foreign Ministry. It takes place more than a decade after the establishment of the strategic partnership between the two nations in 2015 and shortly before the 2027 commemoration of the 50th anniversary of diplomatic relations.
Following the talks, the two heads of state jointly witnessed the signing of multiple cooperation documents in areas including diplomacy, economy and trade, industrial and supply chains, and judicial affairs, Xinhua said.
The two sides issued a joint statement on deepening the strategic partnership between the two countries, per Xinhua.
Upgrading ties
The essence of China-Jordan cooperation is mutual benefit and win-win outcomes. China and Jordan should further deepen the alignment of development strategies, Xi said. Both sides should enhance cooperation in traditional fields including economy and trade, infrastructure construction, transportation and mining, expand new drivers of cooperation in digital economy, artificial intelligence and green energy, and comprehensively deepen exchanges in education, culture, science and technology, tourism and other areas, Xi noted, according to Xinhua.
Jordan firmly adheres to the one-China policy and recognizes that Taiwan is an integral part of China's territory, the King said, Xinhua reported.
The King also noted that Jordan attaches great importance to its relations with China and is committed to deepening cooperation and exchanges with China in areas including economy and trade, manufacturing, agriculture, science and technology, medicine, culture and education. Jordan welcomes more Chinese enterprises to invest in the country to achieve common development and prosperity, per Xinhua.
Before the top-level engagement in Beijing, King Abdullah II started his China visit in Shanghai and Shenzhen.
In Shanghai, the King visited AgiBot, one of China's leading robotics companies, on August 18, followed by discussions on August 19 with representatives from the Trip.com Group, a leading global travel service provider, about strengthening cooperation in tourism sector with China, according to the Jordan News Agency (Petra).
During his trip in Shenzhen on August 20, the King visited the T Capital Showcase for Advanced Air Mobility and Robotics in Shenzhen, featuring leading Chinese companies' innovations in robotics, air transport solutions, and logistics services, per a separate Petra report.
Wang Jin, an associate professor at the Institute of Middle Eastern Studies at Northwest University in Xi'an, told the Global Times that the King's special trips to Shanghai and Shenzhen to observe scientific‑technological innovation and advanced industries send a positive signal that China‑Jordan cooperation is expanding from traditional economic‑trade, energy and infrastructure collaboration toward scientific‑technological innovation and industrial upgrading.
It shows that China‑Jordan strategic partnership is evolving from cooperation in traditional sectors toward all‑round, high‑quality and sustainable collaboration, injecting fresh impetus into the future growth of bilateral ties, Wang added.
"China and Middle‑Eastern countries including Jordan enjoy highly aligned development strategies and prominent industrial complementarity. Solid cooperation in traditional sectors has laid a firm foundation for the quality improvement and upgrading of bilateral ties," Zhu Yongbiao, an expert on Middle East affairs at Lanzhou University, told the Global Times.
Per data from the Jordan Chamber of Commerce (JCC), in 2025 China became Jordan's largest trading partner, with bilateral trade exceeding $6.7 billion, representing growth of more than 25 percent. The cumulative value of Chinese direct investments implemented in Jordan between 2010 and 2025 exceeded $3.56 billion across 71 projects, according to the JCC, which noted that "these investments have made an important contribution to the Jordanian economy and have helped create thousands of employment opportunities."
In an opinion piece in the Ammon News, Jordanian scholar Mahmoud Gudra Anakrih said the relationship with China offers Jordan the possibility of diversifying its economic partnerships at a time when regional instability is making traditional sources of growth increasingly vulnerable.
In another opinion piece for the Jordan News, political commentator Nidal Al-Majali said the China-Jordan ties have extended beyond trade to political, economic and strategic cooperation. "Jordan can serve as a bridge between China and the Arab region, rather than merely being an importer of Chinese products," he said.
According to Li Xi, an expert from the Center for Jordanian Studies, School of Foreign Studies, Northwestern Polytechnical University, China boasts a complete industrial chain and advanced manufacturing capacity, enabling in‑depth integration of scientific‑technological innovation and industrial development. Meanwhile, Jordan sits at the core hub of the Arab world, with political stability and close ties with regional countries, including Iraq, Israel, Syria and Palestine, allowing it to enjoy unique geopolitical strengths.
Jordan's "bridge role" is not merely serving as a transit point for Chinese goods entering Arab markets. More importantly, it can act as a bond for trade, investment, industrial collaboration, people‑to‑people exchanges and regional communication, Li noted.
By utilizing Jordan's regional connectivity, China and Arab countries can further realize complementary strengths and win‑win outcomes, said the expert, "This will drive China‑Arab cooperation to expand beyond energy and infrastructure into broader areas including industrial upgrading and scientific‑technological innovation."
2026 marks the 70th anniversary of diplomatic relations between China and Arab countries, and China is expected to host the second China-Arab States Summit in 2026.
A shared strategic choice
Four principles should be followed to push for the resolution of the Palestinian question, which is at the heart of the Middle East issue, Xi stressed, Xinhua said.
First, a political settlement should be upheld. Second, the principle of "Palestinians governing Palestine" should be followed in advancing the governance of the West Bank and the post-war reconstruction of Gaza. Third, humanitarian principles must be upheld. Fourth, fairness and justice must be upheld, Xi said, per Xinhua.
"For Amman, deeper cooperation with Beijing therefore carries both an economic and diplomatic dimension: attracting Chinese capital and expertise while building support among major global powers for Jordan's position on regional security and the Palestinian issue," says The Arab Weekly.
Located in the geopolitically volatile Middle East, Jordan is directly affected by the Palestine-Israel conflict, the Syria crisis and other regional security challenges. Its intensified communication with China represents a pragmatic move to pursue steady development amid regional turbulence, Wang noted.
"The King's visit enables China and Jordan to bolster strategic communication and coordinate stances on regional flashpoints. It also empowers development cooperation to serve as a pillar of regional stability," Wang said, noting that "the visit carries dual significance: It consolidates bilateral strategic mutual trust and facilitates peace, development and cooperation across the Middle East."
Coinciding with King Abdullah II's state visit to China, Iranian Deputy Foreign Minister for Legal and International Affairs Kazem Gharibabadi and Kuwaiti Foreign Minister Sheikh Jarrah Jaber Al-Ahmad Al-Sabah visited China to hold talks with senior Chinese officials, amid a flurry of Middle‑Eastern diplomatic outreach to China.
Taylor Luck, a Middle East correspondent for The Christian Science Monitor, told the Al-Monitor that the significance of the king's visit "lies in its timing." He added that a weeklong visit by the King to China at the time of a deep regional crisis signals a recognition in Jordan that "over-reliance on America is not sustainable in the long term, and increasingly, not even in the short term."
"With no end in sight to the war in Iran and an unchecked Israeli policy across the region, the kingdom is hedging against future uncertainty and a less predictable White House," reads the Al-Monitor's report.
Wang said the recent spate of high‑level engagements between Middle‑Eastern countries and China demonstrates their growing readiness for China‑related cooperation. Amid shifting international dynamics, regional states value diversified cooperation and strategic autonomy more, and seek less reliance on a single external power.
China adheres to mutual respect, non‑interference in internal affairs and mutually beneficial cooperation. It supports Middle‑Eastern countries in pursuing development paths suited to their national conditions and has earned solid political credibility in the region, the expert added.
According to Zhu, the so‑called "Looking East" trend should not be viewed as a camp‑alignment move. Rather, it is a pragmatic choice by regional states in pursuit of development, stability and strategic autonomy. "It also shows that China's vision of peaceful development and win‑win cooperation resonates with regional aspiration and is gaining wider recognition," he noted.
。（文/汤普济编辑/吕栋） 7月21日，有媒体消息称，小米近期重新上调了2026年手机出货量预期，全年出货目标较此前约9000万部上调至约1.1亿部，新增部分主要落在入门级产品线上。

B | 消息人士表示，此次上调的原因是小米内部判断对当前存储行情将出现变化。此前受DRAM和NAND价格持续攀升影响，小米已连续压缩全年出货规划：最初约1.7亿部的目标先降至1.35亿部，年中又一度下探至约9500万部。观察者网就此事联系小米方面，对方暂未回应。值得注意的是，小米在2026年第一季度业绩公告中表示，公司为优化产品组合，减少了中端和低端智能手机的出货。而此次上调的出货增量主要来自低端机型，与一季度的产品策略截然相反。有行业人士指出，此次小米上调出货目标意味着手机厂商对存储连续涨价的接受能力正在接近上限。该人士补充道，OPPO和vivo近期未接受三星提出的第三季度报价。随着下游厂商对存储涨价的承受能力接近极限，原厂继续议价的空间正在收窄，价格涨势可能由此从供应商主导转向由疲软的需求制约。

C | 持续上涨的存储成本，正在从厂商采购端辐射终端市场。市场调研机构Omdia的数据显示，存储在低于400美元（约合人民币2706.36元）手机物料成本中的占比已接近60%，在售价低于99美元（约合人民币669.82元）的机型中更超过64%。低端手机利润空间有限，厂商难以将全部成本转嫁给消费者，只能减产、压缩配置或者退出部分价格段。 TrendForce发布的报告也反映出这一趋势。

D | 该机构预计，2026年第三季度传统DRAM合约价仍将环比上涨13%至18%，NAND Flash上涨10%至15%，但涨幅较上半年明显放缓。TrendForce认为，个人电脑和智能手机厂商已经接近成本承受上限，消费市场需求低迷，使存储原厂难以延续此前的提价速度。 2026年第二季度与第三季度内存与闪存价格预测TrendForce TrendForce补充道，手机厂商对存储的采购需求在明显减弱。多数品牌已在上半年完成主要新品生产和零部件采购，下半年较明确的存储升级需求主要来自旗舰机型，中低端产品的采购活动仍将低迷。手机销售疲软削弱了供应商的议价能力；NAND市场也因高价抑制采购、终端需求疲弱而出现降温。此前存储涨价迫使厂商收缩低端产品，如今终端需求下降又反过来开始限制存储厂商继续提价。价格越高，手机厂商削减的订单越多，原厂涨价所依赖的需求基础也会随之减弱。存储厂商并非没有意识到问题。

E | SK集团会长崔泰源近日表示，目前的存储价格处于“不正常”的高位，个人电脑和手机厂商不可能持续将成本上涨转嫁给消费者，价格应当逐步回落。他补充道，过高的价格可能压缩终端销量，并吸引新的供应商进入市场。 TrendForce指出，国内的移动DRAM供应增长，为国内手机厂商提供了更多选择。

F | TrendForce以长鑫存储为例，称其通过扩产和提高良率扩大了LPDDR4X供应，填补了韩国和美国厂商留下的部分成熟制程产能缺口，重塑了智能手机移动DRAM的供应结构。不过，即使经过此次出货量回调，小米的最新出货量目标仍低于小米去年1.652亿部手机的规模。有媒体援引多位行业人士消息指出，目前存储芯片短缺的事实仍未改变，AI服务器仍在吸收大量HBM和服务器内存产能，第三季度DRAM和NAND合约价预计仍将上涨。