第一财经智享会员：高效读财经，AI助决策！

Group 1 - The core viewpoint of the article highlights the acceleration of humanoid robot technology and the anticipated release of Apple's SE4 model in March 2025, indicating a positive outlook for Apple's supply chain in Q1 [6][9] - The SE4 model is expected to introduce a full-screen OLED display and utilize Apple's self-developed 5G baseband, along with an upgraded 48-megapixel rear camera, suggesting significant hardware innovations [6] - The article mentions that by 2027, the ratio of total logistics costs to GDP in China aims to be reduced to around 13.5%, indicating a strategic focus on optimizing logistics costs and enhancing efficiency [9] Group 2 - The plan includes increasing the share of railway freight volume and turnover to 11% and 23% respectively, reflecting a commitment to boost railway infrastructure investment and development [9] - The article also notes that the Apple supply chain is expected to see a positive performance in Q1, with potential high growth in earnings due to the upcoming product launches and innovations [6] - The introduction of AI capabilities in Apple's hardware and software is anticipated to enhance competitive advantages in the market, with innovations expected to drive sales growth from 2025 to 2026 [6]