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iPhone18 Pro系列开售:部分版本已破发 还有人为苹果整晚“守夜”

杜志强 2026-09-20 08:39
杜志强 2026/09/20 08:39

邦小白快读

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本文梳理了iPhone18 Pro系列首销的全流程实用信息,对打算购机、了解新品行情的普通消费者有很高参考价值。

1. 线下取货相关提示:线下取货排队入口在商场内部而非门店正门,首销日门店比日常早2小时即8点开门,今年取消了店员门口列队鼓掌的欢迎仪式,无需特意过早到店等候仪式。

2. 购机实用技巧:官网Pro版本发货需等到10月14日、Pro Max等到10月20日,提前到货会发邮件通知,平时可多刷官网库存,不必纠结取货时间和门店,刷到即可下单;参与年年焕新计划有专属抢购通道,京东等第三方平台现货更充足,2TB版本Pro Max可直接购买。

3. 二手交易避坑:目前Pro版本已破发,Pro Max最高溢价仅800元左右,大内存版本溢价极低,黄牛常以行情差为由压价囤货,不必着急出给黄牛,官网支持14天无理由退货,可等待合适价位;带AC+、当场激活的机型黄牛不收,流通性差。

iPhone18 Pro系列的首销表现,为消费电子品牌做产品规划、用户运营、营销设计提供了可参考的真实样本。

1. 用户行为与消费趋势:高端消费电子的核心用户对品牌有极强的情感认同,哪怕新品被吐槽挤牙膏、万元起售,仍有果粉凌晨排队取货,甚至不购机也要到现场打卡感受氛围,线下场景提供的情绪价值是线上渠道无法替代的;当前用户购买节奏明显分化,核心用户抢首发,刚需用户等渠道优惠,非刚需用户等待更有吸引力的后续新品,京东预约破百万、天猫首销成交额较上代翻倍的数据也印证了核心需求的韧性。

2. 产品与定价参考:本次Pro系列升级集中在窄灵动岛、可变光圈镜头、2nm工艺A20 Pro芯片三个核心点,新配色中酒红色易沾指纹、冰川蓝实际颜色比包装展示更深,这些细节都会影响用户感知;存储涨价周期内苹果仅涨价1000元,对比国产机型2-3千的涨幅,用户感知性价比更高。

3. 营销节奏经验:苹果今年分两波发布新品,9月上Pro系列、10月上折叠屏Duo,有效拉长了市场热度周期。

iPhone18 Pro系列首销的行情波动、需求变化,为3C品类卖家明确了近期的经营机会与风险边界。

1. 现货经营的风险提示:目前Pro版本已经破发,Pro Max主流版本溢价仅小百到中百,预计仅开售前三天存在溢价窗口,大内存版本溢价极低,深圳等货源充足地区甚至出现仅溢价1元的情况,需快进快出避免囤货亏损;拼多多千元补贴款货量极少、易砍单,价格参考性低;不带AC+、未激活的机型流通性最好,已激活机型需比官方便宜300-400元才能顺利出手。

2. 后续增长机会:当前用户需求明显分流,上代iPhone17 Pro系列因新旧价差关注度显著提升,二手回收订单同比增长近60%;真正的高盈利点在1个月后的折叠屏iPhone Duo,机构预测其首年销量至少1000万部,首发溢价可能达上万元,三四线城市货源少加价更高,可提前布局跨区域调货网络。

3. 可借鉴的收单模式:目前已有校园组织者招募学生抢Pro Max机型,每台给参与学生100元酬劳后统一收货,这种轻量收单模式可快速积累首发货源。

本次iPhone18 Pro系列的市场反馈、折叠屏新机的市场预期,为消费电子供应链工厂、配件生产厂明确了产品优化方向与产能机会。

1. 产品设计优化参考:从用户实际反馈看,Pro系列三大核心升级(更窄的灵动岛、可变光圈后置镜头、2nm工艺A20 Pro芯片)是用户买单的核心卖点,后续产品可重点围绕交互、影像、性能三个方向做升级;新配色中酒红色款易沾指纹,提示表面防指纹工艺仍有优化空间,冰川蓝实际观感比包装盒展示色更深,后续产品宣发需注意减小实物与宣传物料的色差。

2. 产能布局机会:目前Pro系列官网发货周期长达3-4周,线下门店无稳定现货,说明热销版本(256GB银色、酒红色)产能仍有缺口;下个月发售的折叠屏iPhone Duo首年预计拿下25%的折叠屏市场份额,销量至少1000万部,相关结构件、屏幕、组装的产能需求将大幅提升。

3. 供应链适配提示:目前多平台实行签收即激活的防黄牛规则,工厂供货时可配套做货品溯源、激活绑定的数字化设计,帮助渠道稳定价格体系。

iPhone新品首销周期内的用户痛点、市场流通特征,为3C领域的零售服务、回收交易、售后类服务商指明了服务优化方向。

1. 行业趋势判断:苹果今年采用双新品节奏,9月发售Pro系列、10月发售折叠屏Duo,相关市场热度将持续两个月;从二手市场数据看,用户换新需求前置明显,发布会后到新机发售前,二手iPhone回收订单同比增长近60%,回收峰值预计出现在新机正式发售后第二日,需提前做好服务产能储备。

2. 客户痛点梳理:普通消费者存在抢首发难、不熟悉线下取货流程、怕被黄牛压价、难辨不同渠道货源可靠性的痛点,比如不少首次取货的用户因不知道排队入口在商场内耽误时间;渠道从业者存在不同区域行情信息差大、特殊机型(带AC+、已激活)流通性差的痛点。

3. 可落地的服务方案:针对C端用户可推出库存实时提醒、线下取货攻略、14天价保、以旧换新一站式服务;针对交易端可推出全国行情实时同步、未激活优质机优先撮合的服务;针对下月折叠屏首发可提前布局高价值机型的担保交易服务。

iPhone18 Pro系列首销期的用户反馈、渠道流通问题,为综合电商、线下零售平台优化3C品类运营、做好风险防控提供了参考。

1. 用户体验优化方向:目前普通用户抢首发时存在库存信息不透明的问题,平台可推出实时库存提醒功能,针对年年焕新等高价值用户设置专属抢购通道,提升用户留存;本次苹果官方取消了首销日的线下欢迎仪式,不少专程来打卡的果粉体验感不足,线下平台可配套组织果粉打卡、交流活动,补充用户需要的情绪价值。

2. 运营风险规避:当前黄牛囤货现象明显,有组织者招募学生代抢、压价收机准备十一期间加价卖出,平台需坚持签收即激活的防黄牛规则,避免黄牛套取平台补贴、扰乱正常价格体系;此前拼多多千元补贴因货量不足、大量砍单引发用户不满,平台做价格补贴时要匹配对应货量,保障用户体验。

3. 运营节奏把握:下月发售的折叠屏iPhone Duo预计将带来流量高峰,首发溢价空间大,平台可提前做好招商、备货规划;当前上代iPhone17 Pro系列因价差获得新关注,可上线新旧机型对比、专属以旧换新补贴,承接分化的用户需求。

iPhone18 Pro系列的首销表现、折叠屏新机的市场预期,反映出高端消费电子市场的多个新动向、新问题,具备较高的产业研究价值。

1. 消费行为新特征:高端智能手机市场的用户分层愈发清晰,核心果粉对品牌有极强的情感联结,愿意为首发仪式感投入大量时间成本,情绪价值成为高端品牌重要的粘性来源;同时用户消费决策更理性,万元起售的机型对比国产机涨幅后仍被认为有性价比,但购买节奏明显分化,核心用户抢首发、刚需用户等价差、非刚需用户等待重磅新品。二级市场上新品价格按小时浮动,仅首销前三天有明显溢价,部分大内存版本甚至出现1元溢价的特殊现象。

2. 产业发展新动向:苹果即将入局折叠屏市场,机构预测其首年即可拿下25%的全球折叠屏市场份额,销量至少1000万部,将重构现有折叠屏市场格局;二手消费电子流通的节奏加快,用户换新需求前置,发布会后到新机发售前回收量就同比上涨近60%,新旧机型形成直接价格竞争,上代机型在新品发售期反而获得关注度提升。

3. 待研究的新问题:新品发售期的黄牛生态出现新变化,组织化代抢、压价囤货、跨区域套利等模式依旧存在,平台防黄牛规则、补贴规则仍有被套利的空间,对消费电子流通体系的规范提出了新要求。

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Quick Summary

This article compiles practical, end-to-end guidance for the launch day of the iPhone 18 Pro series, serving as a highly useful reference for consumers planning to purchase the device or track latest market trends.

1. In-store pickup tips: The queuing entrance for in-store pickup is located inside the shopping mall, not at the store’s front entrance. On launch day, stores open two hours earlier than usual at 8 a.m. Apple has scrapped the traditional welcome ritual of staff lining up to applaud customers at the door this year, so there is no need to arrive extra early to wait for the ceremony.

2. Practical purchasing hacks: Online orders for the Pro model on Apple’s official website will not ship until October 14, while Pro Max orders will ship starting October 20, with email notifications sent if orders arrive early. Users can periodically check the official website for restocks instead of fixating on specific pickup times or store locations, as any available stock can be ordered immediately. Members of the iPhone Upgrade Program get access to an exclusive priority purchase channel. Third-party platforms such as JD.com have more ample spot inventory, where the 2TB Pro Max variant is available for direct purchase.

3. Second-hand trading pitfalls to avoid: The base Pro model is already trading below its official retail price, while the maximum premium for the Pro Max is only around 800 yuan, with large-storage variants carrying minimal premiums. Scalpers often cite sluggish market conditions to force down prices and hoard stock, so sellers do not need to rush to sell to them; Apple’s official website offers a 14-day no-reason return policy, allowing sellers to wait for a fairer price. Units with AppleCare+ or activated on the spot are rejected by scalpers and have poor market liquidity.

The launch performance of the iPhone 18 Pro series provides a real-world reference for consumer electronics brands to inform product planning, user operations, and marketing design.

1. User behavior and consumption trends: Core users of high-end consumer electronics hold strong emotional affinity for brands. Even when new products are criticized for incremental upgrades and 10,000-yuan starting prices, loyal Apple fans still line up overnight for pickup, with many visiting launch sites just to experience the atmosphere even without buying a device. The emotional value delivered by offline scenarios remains irreplaceable by online channels. Current purchasing rhythms are clearly segmented: core users rush to buy at launch, price-sensitive users with immediate needs wait for channel discounts, and non-urgent users hold out for more compelling upcoming products. Data showing over 1 million reservations on JD.com and doubled first-day sales on Tmall compared to the previous generation further confirms the resilience of core demand.

2. Product and pricing insights: This year’s Pro series upgrades center on three core features: the slimmer Dynamic Island, variable-aperture camera, and 2nm A20 Pro chip. Among new color options, the wine red variant easily shows fingerprint smudges, while the glacier blue variant appears darker in person than depicted on packaging—details that directly shape user perception. Amid a broad NAND flash price hike, Apple raised prices by only 1,000 yuan, which users perceive as better value for money compared to the 2,000–3,000 yuan increases seen across domestic competitor models.

3. Marketing rhythm takeaways: Apple adopted a two-phase launch strategy this year, releasing the Pro series in September and the foldable Duo in October, effectively extending the market hype cycle.

The price fluctuations and demand shifts during the iPhone 18 Pro series launch clarify near-term business opportunities and risk boundaries for 3C category sellers.

1. Spot inventory risk alerts: The base Pro model is already trading below official retail price, while mainstream Pro Max variants carry only low to mid-hundred yuan premiums, with the premium window expected to last no more than the first three days after launch. Large-storage variants see minimal premiums, and in supply-saturated regions such as Shenzhen, premiums as low as 1 yuan have been reported. Sellers should adopt a fast-in, fast-out strategy to avoid inventory losses. Pinduoduo’s 1,000-yuan subsidy offers extremely limited stock with high order cancellation rates, making its prices a poor market reference. Units without AppleCare+ and unactivated have the strongest liquidity; activated units require a 300–400 yuan discount below official prices to sell smoothly.

2. Follow-up growth opportunities: User demand is clearly diverging, with last year’s iPhone 17 Pro series gaining significant traction due to price gaps between new and old models, driving a nearly 60% year-over-year increase in second-hand recycling orders. The real high-margin opportunity lies in the foldable iPhone Duo launching in one month. Institutions forecast its first-year sales will reach at least 10 million units, with launch premiums potentially exceeding 10,000 yuan; smaller premiums and higher price markups in lower-tier cities with limited supply make advance cross-regional inventory distribution networks a worthwhile pre-deployment step.

3. Proven inventory acquisition model: Campus organizers are currently recruiting students to grab Pro Max units, paying each student 100 yuan per device before collecting units centrally. This lightweight sourcing model allows rapid accumulation of launch-day inventory.

Market feedback on the iPhone 18 Pro series and expectations for the upcoming foldable model clarify product optimization directions and capacity opportunities for consumer electronics supply chain factories and accessory manufacturers.

1. Product design optimization takeaways: Real user feedback shows that the Pro series’ three core upgrades—the slimmer Dynamic Island, variable-aperture rear camera, and 2nm A20 Pro chip—are the key selling points driving purchases, indicating future products should prioritize upgrades across interaction, imaging, and performance. Among new colors, the wine red variant’s tendency to show fingerprints points to remaining room for improvement in anti-smudge surface coatings, while the darker-than-advertised appearance of the glacier blue variant highlights the need to reduce color discrepancies between physical products and marketing materials in future launches.

2. Capacity layout opportunities: Current shipping times for Pro models on Apple’s official website stretch to 3–4 weeks, with no stable spot stock at offline stores, signaling persistent capacity gaps for popular variants (256GB silver and wine red). The foldable iPhone Duo launching next month is projected to capture 25% of the global foldable phone market in its first year, with sales of at least 10 million units, driving sharp increases in capacity demand for related structural components, displays, and assembly.

3. Supply chain adaptation notes: Multiple platforms have implemented anti-scalper rules that activate devices upon delivery. When supplying goods, factories can integrate digital designs for product traceability and activation binding to help channels stabilize price systems.

User pain points and market circulation patterns during the iPhone launch cycle point to service optimization directions for 3C retail, trade-in, after-sales, and recycling service providers.

1. Industry trend judgment: Apple’s two-phase launch strategy—releasing the Pro series in September and the foldable Duo in October—will sustain market hype for two months. Second-hand market data shows that user upgrade demand is front-loaded: from the product announcement to official launch, second-hand iPhone recycling orders rose nearly 60% year-over-year, with the recycling peak expected on the second day after the new device launch, requiring advance service capacity preparation.

2. Customer pain point sorting: Ordinary consumers face pain points including difficulty securing launch-day stock, unfamiliarity with in-store pickup processes, fear of scalpers forcing down buyback prices, and difficulty verifying the reliability of inventory across different channels; for example, many first-time pickup users wasted time because they did not know the queue entrance was located inside the mall. Channel practitioners face pain points including large information gaps in regional market pricing and poor liquidity for special units (those with AppleCare+, or already activated).

3. Actionable service solutions: For C-end users, providers can launch real-time inventory alerts, in-store pickup guides, 14-day price protection, and one-stop trade-in services. For transaction participants, services can include real-time synchronized national market pricing and priority matching for high-quality unactivated units. For next month’s foldable launch, providers can pre-deploy escrow transaction services for high-value devices.

User feedback and channel circulation issues during the iPhone 18 Pro series launch provide reference for comprehensive e-commerce and offline retail platforms to optimize 3C category operations and strengthen risk control.

1. User experience optimization directions: Ordinary users currently face opaque inventory information when rushing to buy launch-day stock. Platforms can launch real-time inventory alert functions and set up exclusive purchase channels for high-value users such as iPhone Upgrade Program members to improve retention. Since Apple canceled the official offline welcome ritual on launch day this year, many loyal fans who traveled specifically for the launch event reported underwhelming experiences; offline platforms can organize complementary fan check-in and exchange events to deliver the emotional value users seek.

2. Operational risk mitigation: Scalper hoarding is currently widespread, with organizers recruiting students to purchase devices on their behalf and buying up stock at depressed prices to resell at higher markups during the National Day holiday. Platforms must uphold anti-scalper rules activating devices upon delivery to prevent scalpers from exploiting platform subsidies and disrupting normal pricing systems. The previous backlash against Pinduoduo’s 1,000-yuan subsidy, caused by insufficient stock and widespread order cancellations, shows that price subsidy campaigns must be matched with corresponding inventory levels to protect user experience.

3. Operational rhythm alignment: The foldable iPhone Duo launching next month is expected to drive a traffic peak with significant launch premium space, so platforms can prepare merchant recruitment and inventory planning in advance. As last year’s iPhone 17 Pro series gains renewed attention due to price gaps, platforms can launch new-old model comparison tools and exclusive trade-in subsidies to capture segmented user demand.

The launch performance of the iPhone 18 Pro series and market expectations for the upcoming foldable model reflect multiple new trends and issues in the high-end consumer electronics market, carrying high industrial research value.

1. New consumer behavior characteristics: User segmentation in the high-end smartphone market is growing increasingly clear. Core Apple fans maintain strong emotional bonds with the brand, willing to invest significant time costs for launch-day ritual experiences, making emotional value a key driver of loyalty for premium brands. Meanwhile, consumer decision-making is more rational: even with a 10,000-yuan starting price, the new iPhones are perceived as cost-effective compared to price increases from domestic competitors, though purchasing rhythms are clearly segmented: core users rush to buy at launch, users with immediate needs wait for price gaps, and non-urgent users hold out for blockbuster upcoming products. Prices on the secondary market fluctuate on an hourly basis, with notable premiums lasting only the first three days after launch; some large-storage variants even saw the unusual phenomenon of a 1-yuan premium.

2. New industry development trends: Apple is poised to enter the foldable phone market, with institutional forecasts projecting it will capture 25% of the global foldable market share in its first year, with sales of at least 10 million units, a move that will reshape the existing foldable market landscape. Second-hand consumer electronics circulation is accelerating, with user upgrade demand front-loaded: recycling volumes rose nearly 60% year-over-year between the product announcement and official launch. New and old models now form direct price competition, with previous-generation models seeing increased attention during new product launch periods.

3. Emerging issues for further research: The scalper ecosystem during new product launches is evolving, with organized proxy purchasing, price-suppression hoarding, and cross-regional arbitrage remaining prevalent. Gaps that allow arbitrage of platform anti-scalper rules and subsidy policies continue to exist, posing new requirements for the regulation of consumer electronics circulation systems.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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iPhone18 Pro开售便破发,全民都在等待iPhone Duo。

今年的iPhone18 Pro系列,虽然只是配菜,但开售首日依旧火爆。

9月18日早上6点50分左右,刚看完升旗的刘晨来到王府井Apple Store直营店排队签到,等待领取上周六晚上下单的iPhone18 Pro Max 256GB银色版本。作为一名在京的大二学生,他用暑假做家教的收入购买了自己的第一台iPhone。

幸运的是,他抢到了首发,但可惜的是,由于对流程的不熟悉,导致一开始没找到排队的队伍,最后取完手机回去差点没赶上早课。“我也是第一次来,以为是在正门排队,后来才知道签到队伍是在商场里面,当时还心想怎么除了黄牛门口一个排队的都没有,要不起码能早半小时完事。”

今天是iPhone18 Pro系列正式开售的日子,虽说即时零售以及快递配送更为方便,但仍有许多果粉选择更有仪式感的线下交付,早早来到官方直营门店排队。作者七点赶到门店,现场已经有二十多个人在排队,其中排在第一位的凌晨1点就来了。

当然,除了取货的消费者、苹果员工以及现场维护秩序的工作人员,一早在Apple Store门口蹲守的还有等着收货的黄牛们。通常来说,发售首日基本是新品iPhone溢价最高的时刻,之后的价格按小时浮动,没人想错过这一年一次的“赚钱”机会。

只不过,相较于去年iPhone17带来的惊喜,iPhone18 Pro系列在二级市场的反响比较一般,Pro已经破发,Pro Max北京这边溢价最高也就800左右,不同内存、颜色各有差异。现场的一名黄牛直言:“估计今年也就前三天还有溢价,能出就赶紧出,深圳那边有的档口老板就溢价1块钱恶心你。”

万元起步,还有人为苹果“守夜”

年年唱衰,年年火爆,网上没赢过,现实没输过,这算是对iPhone最真实的写照。每当iPhone新品被吐槽挤牙膏、创新不足、不会有人买之时,开售首日的火爆,总会给质疑者一击。

今天早上8点,Apple Store比往常早两小时开门营业。当作者来到门店,现场在工作人员的组织下,已经排起了两列的队伍,等到七点半左右,安保为了安全单独拉出来一个新方阵。现场的一位工作人员对作者透露,“商场半夜关门,六点才开门,凌晨一点就有人拿着板凳在大门口排队,他们叫什么‘守夜’的仪式感,我是理解不了,北京秋天晚上多冷啊。”

不过,对比几年前成群熬夜排队的场景来说,这种只能说是小场面。当然,像澳门这种取消了线上预约的城市,线下还是很火爆,头一天晚上取完号,为了买到心仪的配色和内存,不乏熬通宵的人。

还有一些果粉很痴迷,即便是不取货,也把首销日作为自己的信仰,必须要来现场打卡。小啤就是其中的一员,他在等下个月的iPhone Duo,所以并没有下单iPhone18 Pro系列,但今天依旧来了。用他的话来说,目的就是为了感受这一年只有一次的party时刻。

“不对,今年应该会有两次了,希望下个月能站在队伍里与果粉、苹果店员一起倒计时并接受欢呼,这点是快递给不了的情绪价值。”

但是,今天可能由于日子相对特殊,苹果一贯的庆祝仪式取消了,直到7点55才出来一个员工,开门前一分钟所有员工才归位,但也并没有分两列站在门前鼓掌欢迎,而是直接开门迎客。

从配置上来看,iPhone18 Pro系列的升级点主要是在三个方面,一是机型灵动岛整体更为窄小,交互能力进一步增强;二是后置镜头升级了可变光圈,可根据不同拍摄环境,自动调整镜头开合程度;三则是芯片升级为2nm工艺的A20 Pro,重新设计了GPU架构,性能最高提升约40%。

同时,这次iPhone18 Pro系列有四款配色,除了中规中矩的黑色和银色,冰川蓝和勃艮第酒红色完全就是看个人喜好了。在实际体验中,冰川蓝要比包装盒展示的颜色要深,个人感觉不如远峰蓝好看。酒红色一看就容易“醉”,也比较容易沾染指纹。这次升级的屏下红外摄像头,日常也看不到,基本没什么影响。

值得一提的是,由于存储涨价,iPhone18 Pro系列9999元起售,而在几年前,这个价格可以买到一部顶配iPhone。但即便是万元起售,仍阻挡不住消费者的热情。现场一名用户认为,国产手机都涨了2、3千了,苹果才涨1000元,相对还是有性价比的。

电商平台的数据也证明了消费市场的热情,京东预约量上百万,截至9月15日,天猫平台iPhone 18 Pro系列成交额较上一代iPhone 17 Pro系列翻倍,并创下历史新高。

上周六晚8点,作者也参与了预售的抢购,头五分钟左右基本可以抢到第一批,但手速稍慢一点就要等半个月。目前,官网iPhone18 Pro快递要10月14日才有货,线下部分门店还有现货,iPhone18 Pro Max则是要等到10月20日,第三方电商平台相对来说要更容易抢到一些,早上京东等平台上可以直接购买2TB版本的iPhone18 Pro Max。

苹果店员告诉作者,目前店内严格来说是没有现货的,你可以线上刷刷试试,刷到了可能就是更新库存了。据了解,在正式开售后,苹果会根据产能调整到货时间,下单显示要等待半个月,可能十天时间就到了,如果提前到货的话,官方会给用户发送邮件通知。

“你可以在官网多刷刷,也不要挑取货时间和店铺了,看到有库存就下单”,该店员表示。同时,参加了年年焕新计划的用户,还会多一个抢购的渠道,每年苹果都会留一些货给这些用户,也算是购买AppleCare+的福利。

Pro破发、Max溢价中百,黄牛压价收货

在现场,激动的除了店员和果粉之外,还有门口等待的一众黄牛们。

他们之中有的是前一天线上约好,线下面交收货的,有的是手里拿着需求订单,只收固定版本的,更多的是无差别有货就收,方式也很朴实,出来一个问一个,但价格对比前两者浮动相对也会更大。

“你看到那种取完货还在门口犹犹豫豫的,大概率不是自己用的,在找人出货”,一名黄牛对作者透露,“别看排队的人那么多,这里面有一小半都是跟我们一样的‘小黄牛’。”

的确,作者在门口看到,一名刚取完三台iPhone新机的消费者,出门就给了黄牛。还有学生党,取完货后统一交到一个人手里,据其中一人透露,“学校里有人专门组织我们抢,只抢Pro Max,拿到货后统一给到负责人,一台赚个100元的零花钱。”

“一小时一个价格,要出就要上午出,货够了我们就不收了。”该黄牛表示,别看现在我们追着你们,等再过俩小时,该你们找我了。

据现场了解到的报价,iPhone18 Pro在正式开售之前就已经破发,Pro Max在北京的溢价也较少,直营门店收货价格最低,银色、酒红色的行情比较稳定,但整体最多也就800,512GB和2TB这种内存的加价最少的只有一块钱。

得物平台的价格成交趋势也印证了这一点,iPhone 18 Pro系列正式发售后,多数热门版本成交价仍高于官方售价,但较预售首日高点已经明显回落。iPhone18 Pro Max目前还有小百到中百的溢价,成交内存以256GB和512GB为主。

不过,不同地区因为需求不同,导致价格也有所差异,北京相对均衡一些,深圳一些三四线城市货源少加价相对较多一些。在某个交易群中,就有花1000元找256GB iPhone18 Pro Max的。不过,这种都不是常态价格,一般是有下家需求了才去花高价去收,整体还是不如去年iPhone17 Pro Max首销的表现。

而在发售之前,拼多多就进行了一系列补贴,最高优惠1000元,直接抹平了涨价的价差。但黄牛则表示,这个价格没什么参考价值,看着是便宜,但货量太少,即便下单成功,后续也避免不了被砍单。

同时,对于货源,黄牛要求也较多,全系带AC+的不收,用黄牛的话来说,有AC+的不好卖,并不是所有人都需要AC+。并且,京东、得物等三方授权平台为了防黄牛,多数都要求签收的同时要激活机器,这种也被黄牛拒之门外。“一般激活的会比官方价便宜个3、400左右,也有人是为了信用卡套现和返利低价出。”

只是,仍有不少人认为这个价格是黄牛在压价。其中一位没谈妥价格的用户指出,“着急出的都是新手,我抢过好几年苹果了,每年这时候黄牛都会用行情不好去压价,攒货之后再高价出手,估计十一前八成的货都到了黄牛的手里。深圳一档口从周一到昨天,每天回收的价格都涨一百,再等等,反正官网14天无理由退货,又不会亏钱。”

全民等待iPhone Duo

值得注意的是,iPhone18 Pro系列复杂的首销表现,带动了上代机型的行情。什么值得买相关负责人表示,今年新旧机型交替之后,一个比较明显的现象是,上一代iPhone 17 Pro系列反而获得了新的关注,新旧机型之间形成了非常直接的价格比较。

“iPhone 18 Pro系列目前呈现出的不是简单的热或者冷,而是核心用户仍然愿意为首发和新品买单,刚需用户开始根据渠道价格选择入手时点,非刚需用户的等待倾向更加明显。新品涨价并没有消灭需求,但正在让不同消费者的购买节奏进一步分化。”

伴随而来的,二手iPhone市场也出现了新的变化。转转平台数据显示,自9月10日苹果发布会以来,截至苹果新机正式发售前,二手手机回收估价量较去年发布会后相比,同比增长超45%,回收订单量增长近60%,其中同比增长最高日在发布会后第四日。分析师指出,今年二手手机回收订单量增长确实有前置趋势,但在苹果新机发布周期内手机回收订单量峰值预计仍在苹果新机正式发售后第二日。

有意思的是,今天来店的很多用户都是冲着iPhone Duo来的,但店员表示,只有等到下个月开售时才会有样机,这也是苹果的惯例。一边解释一边还不忘推销今天的主角:“折叠屏确实是挺大的创新,但其实您也可以看看iPhone18 Pro,可变光圈这些提升还是挺大的。”

但,效果似乎并不是很明显,听到没有iPhone Duo展示机,一些人只是大概摸了摸iPhone18 Pro便走了。

从产品设计来看,iPhone Duo和华为的阔折叠以及小米的中折叠思路近似。合上外侧是一块5.4英寸的屏幕,展开之后变成一块7.6英寸XDR屏幕。但由于产品形态受限,iPhone Duo在影像等地方还是做了妥协。

根据Counterpoint Research发布的数据,苹果入局首年就有望斩获25%的市场份额,跃居全球第二。瑞银分析师戴维·沃格特预计,苹果首年将至少售出1000万部折叠手机。

作为设计党,小啤从iPhone Duo发布之际就迷上了,即便现阶段还有很多缺点。“别说凌晨一点排队了,要是我抢到了iPhone Duo,我会头天晚上就来,就想第一个拿到机器。”

不止小啤,一同兴奋的还有黄牛党,相比较iPhone18 Pro系列,iPhone Duo才是真正大赚一笔的时刻,首发溢价甚至会达到上万。说到这,现场一起讨论的黄牛还不忘感谢新上任的CEO特努斯:“听说这家伙是个激进派,今年折叠屏只是个开始,明年20周年还有大招,有点回到黄金时代的意思了。”

可以预见的是,一个月后的iPhone Duo才是疯狂开启的时刻。但对于苹果来说,要回答的不仅仅是二级市场的价值,更是产品力能否真正站得住脚。

注:文/杜志强,文章来源:钛媒体(公众号ID:taimeiti),本文为作者独立观点,不代表亿邦动力立场。

文章来源:钛媒体

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FAQ回顾

iPhone18 Pro系列有哪些核心配置升级?

iPhone18 Pro系列2026年首销9999元起售,核心升级包括三点:一是灵动岛设计更窄、交互能力进一步增强;二是后置镜头升级可变光圈,可根据拍摄环境自动调整开合程度;三是搭载2nm工艺A20 Pro芯片,GPU架构重构,性能最高提升约40%,共推出四款配色。

2026年iPhone18 Pro首销二级市场价格表现如何?

iPhone18 Pro在正式开售前就已破发;iPhone18 Pro Max北京地区最高溢价约800元,不同内存、颜色版本价差明显,大内存版本最低仅溢价1元,整体溢价表现不及上一代iPhone17 Pro系列,预计仅开售前三天存在溢价空间。

苹果首款折叠屏iPhone Duo的配置和市场预期怎样?

苹果预计2026年10月推出首款折叠屏手机iPhone Duo,产品形态类似华为阔折叠、小米中折叠:合屏为5.4英寸,展开后为7.6英寸XDR屏幕。机构预测其首年有望拿下25%全球折叠屏市场份额,至少售出1000万部,首发溢价或达上万元。

iPhone18 Pro首销阶段哪些渠道更容易买到?

iPhone18 Pro系列首销期可通过苹果官网、线下直营店、京东天猫等官方授权电商、拼多多等渠道购买。目前官网发货需等到10月中下旬,第三方电商平台货量相对充足,参与苹果年年焕新计划的用户拥有专属抢购通道,更容易买到。

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