苹果中国首次关店！扛不住了？

Core Viewpoint - Apple is set to close its first direct store in Dalian next month, marking the first closure of a direct store in China, despite the company's ongoing expansion efforts in the market [1][2] Group 1: Financial Performance - In Q1 of fiscal year 2025, Apple reported revenue of $95.359 billion, a year-on-year increase of 5.08%, with a net profit of $24.780 billion, up 4.84% [1] - Revenue from Greater China was $16.002 billion, reflecting a year-on-year decline of 2.26% compared to $16.372 billion in the same period last year [1] Group 2: Market Dynamics - The closure of the Dalian store is attributed to a decline in foot traffic and the exit of other brands from the shopping center, rather than issues with Apple's own operations [1][2] - The shift in consumer behavior post-pandemic has led to reduced mall visits, with shopping becoming more purpose-driven rather than leisurely [2] - The closure signals a broader market trend where traditional retail experiences are evolving, and Apple is adapting to these changes [2] Group 3: Competitive Landscape - Apple faces increasing competition from local brands like Huawei, which are rapidly capturing market share in China [1] - The lack of innovation in new iPhone models has contributed to a decline in consumer interest, impacting Apple's sales performance in the region [1]