Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China. https://t.co/jDCwpIlbu5📷: Dhiraj Singh/Bloomberg https://t.co/Bz5VglFDra ...

Core Insights - Apple has significantly increased its iPhone production in India, assembling approximately 55 million units in 2025, a 53% increase from 36 million in 2024, now accounting for about a quarter of its global production of 220 to 230 million iPhones annually [1][9]. Group 1: Production and Expansion - The expansion in India is supported by Prime Minister Narendra Modi's production-linked incentives, aimed at establishing India as a global manufacturing hub [2][9]. - Apple is currently assembling all versions of the iPhone 17 lineup in India, including high-end models, and its suppliers are also producing older models for local sales and exports [8][9]. - The rising output in India reflects Apple's long-term strategy to develop a second major manufacturing base to meet global demand [9]. Group 2: Market Dynamics and Challenges - Shipments from China faced challenges due to US tariffs, prompting Apple to shift a larger share of its production to India as an alternative manufacturing destination [4][9]. - Despite the growth, manufacturing costs in India remain higher than in China and Vietnam, leading companies like Apple to seek additional government support [6][7]. - Discussions are ongoing with the Indian government for new incentives to support export growth, as current production subsidies are set to expire on March 31 [7]. Group 3: Market Opportunities - Apple's sales in India have surpassed $9 billion, indicating a growing consumer market, and the company is preparing to launch Apple Pay in India later this year [9]. - The expansion of Apple's retail network in India, which now includes six stores, highlights the country's increasing importance as both a production hub and a consumer market [9].

Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo ...

市场消息：苹果公司目前约有25%的iPhone在印度生产。 ...

市场消息：苹果公司2025年将印度的IPHONE产量提高了53%。 ...

每日港股評析 港股早晨快訊 2026 年 3 月 10 日星期二 2012-01- 17 市場回顧 中港股市短期展望 恒指支持參考 24,696 點：美國和以色列向伊朗開戰，中東局勢日趨嚴峻。 另外，美國總統特朗推動的 15%全球關稅可能即將實施，未來 5 個月內 將恢復原有稅率。特朗普曾表示或於 3 月底訪華，惟行程或產生變數。內 地全國兩會召開，《政府工作報告》提出 2026 年 GDP 增長目標為 4.5% 至 5%，總理李強提出實施更加積極的財政政策，並實施適度寬鬆貨幣政 策，持續放大「組合拳」效應。《報告》多次提到「改革」和「創新」， 加強反壟斷、深入整治「內卷式」競爭等，市場關注政策對各行業帶來的 影響。港股進入業績期，企業業績及展望將左右大市表現。目前地緣政治 局勢不明朗，資金料再次流出亞洲股市。技術上，恒指自 1 月起營造頭肩 頂，近日跌穿頸線支持，若失守 25,000 點，料下試 24,696 點，相當於 2025 年 4 月低位 19,260 點升至 2026 年 1 月高位 28,056 點，按黃金比 率調整 0.382 倍幅度計算。 短期看好板塊 AI 股：AI 大模型密集升級，半導體 ...

U.S. equities closed higher after a volatile session, buoyed by President Donald Trump‘s remarks suggesting the conflict with Iran might be nearing its end. The Dow Jones Industrial Average closed 0.5% higher at 47,740.80, while the S&P 500 added 0.83% to 6,795.99 and the Nasdaq climbed 1.38% to 22,695.94.These are the top stocks that gained the attention of retail traders and investors through the day:Hims & Hers Health (NYSE:HIMS)Hims & Hers Health saw its stock soar by 40.79%, closing at $22.16. The stoc ...

要点 Omdia研究显示，2025年， 东南亚智能手机出货量达到1亿部，同比下降1%，主要因前三季度表现疲软拖 累了整体市场。然而，该地区在2025年第四季度恢复增长，出货量同比上升2%至2,580万部，结束连续三个 季度的下滑趋势，并展示出年底市场动能有所改善。 | | | | 东南亚地区智能手机市场领导地位仍呈分散格局 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 印尼 | | | 菲律宾 | | | | | 走星 | | | | Xiaomi | 19% | | TRANSSION | 33% | | | | Samsung | 20% | | #2 # | TRANSSION | 18% | | Xiaomi | 15% | | | #2 # | OPPO | 19% | | #3 + | Samsung | 17% | | Samsung | 11% | | | #3 # | Xiaomi | 16% | | #4 # | OPPO | 16% | | vivo | 11 ...

Group 1 - CATL expects a net profit of 72.201 billion yuan in 2025, a year-on-year increase of 42.28%, with revenue of 423.702 billion yuan, up 17.04%. The company plans to distribute a cash dividend of 69.57 yuan per 10 shares (tax included) [2] - CATL achieved lithium-ion battery sales of 661 GWh, a year-on-year increase of 39.16%, and power battery sales of 541 GWh, up 41.85%, with a global market share reaching a historical high [2] - Tencent's AI agent OpenClaw has gained global attention, with the launch of its full-scenario AI agent WorkBuddy, which is compatible with OpenClaw's features [2] Group 2 - Apple plans to release its first foldable iPhone, the iPhone Fold, in the second half of the year, increasing supply chain stock levels by 20% compared to initial targets [3] - Anthropic has filed a lawsuit against the U.S. Department of Defense over concerns that its AI technology poses risks to the U.S. supply chain [3] Group 3 - Pop Mart confirmed the establishment of a regional headquarters in California, marking a significant step in its internationalization strategy [5] - Alibaba has made new management arrangements following the sudden departure of Lin Junyang, with key personnel taking over the Qwen model's development [5] - Tianqi Lithium expects a revenue of 16.65 billion yuan in 2025, a year-on-year increase of 33.0%, and a net profit of 1.362 billion yuan, up 181.43% [6] Group 4 - NVIDIA's CEO expressed confidence in memory supply, stating that the company will utilize as much as the suppliers can produce [8] - Microsoft launched the Copilot Wave 3 update and AI software suite, including features developed in collaboration with Anthropic [8] - Tesla plans to expand its supercharging stations globally to 400 stalls, despite facing sales declines in the European market [8] Group 5 - Samsung Electronics faces potential strikes due to failed salary negotiations, which may impact HBM and memory chip supplies [11] - SK Hynix has been selected as a supplier for NVIDIA's Rubin HBM4, with shipments expected to start in March [11] - Toyota has launched the 2026 Corolla Altis in Thailand, introducing a hybrid version [11] Group 6 - ASML announced the appointment of former ASM International CEO Benjamin Lee to its supervisory board at the 2026 annual shareholder meeting [14] - BMW launched the limited edition Alpina XB7 Manufaktur, marking the end of its collaboration with Alpina [14] - Porsche plans to merge the Taycan and Panamera series, offering three powertrain options to reduce R&D costs [14]

美国总统特朗普表示，美国对伊朗的战争可能很快就会结束。 整理 ｜胡同 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 特朗普称对伊朗战事"已基本结束"：比预计快得多 记者当地时间3月9日获悉，美国总统特朗普表示，美国对伊朗的战争可能很快就会结束。据悉，特朗普在一次电话采访中 说："我觉得这场战争已基本结束了，差不多了。他们已经没有海军，没有通信系统，也没有空军了。" 特朗普还说，这比他最 初预计的4到5周的时间框架"进展快得多"。 国内成品油零售调价将开启上调窗口，加满一箱油将多花27.5元 2026年中国电影票房在全球占比超28%，领跑全球电影市场 中国有望成首个在月球找到水的国家 腾讯据称将以新资金重返派拉蒙收购华纳兄弟的交易 腾讯：旗下全场景AI智能体WorkBuddy正式上线 消息称苹果上调首款折叠机备货量，较原定目标增加20% 当被问及伊朗新任最高领袖穆杰塔巴·哈梅内伊时，特朗普表示："我对他没什么可说的，完全没有。"特朗普声称"心中已有人 选来接替哈梅内伊"，但没有进一步说明。 （央视新闻） 胖东来12名店长共分2.4亿资产利润，超8成员工拒绝"降薪 ...