Apple(US:AAPL) Sou Hu Cai Jing·2025-08-04 17:36Core Viewpoint - The article highlights the conflicting strategies of Apple in China, showcasing a dual approach where it closes stores while simultaneously opening new ones, reflecting the broader anxiety among American companies in the Chinese market due to rising tariffs and geopolitical tensions [1] Group 1: Apple's Market Strategy - Apple closed a direct store in Dalian, which was interpreted by Indian media as a retreat from the Chinese market [1] - On the same day, Apple announced a new store opening in Shenzhen, emphasizing its commitment to the Chinese market with the slogan "We love China" [1] - This duality illustrates Apple's struggle between maintaining a presence in the lucrative Chinese market and the pressures to relocate manufacturing to India [1] Group 2: Industry Context - The article mentions that 79% tariffs on steel and aluminum, along with rising tariffs on shoes, electronics, and automobiles, are creating a challenging environment for American companies operating in China [1] - Companies are faced with a dilemma: either stay in China to access a market worth $600 billion annually or relocate and risk incurring losses in the trillions [1] - The situation reflects a collective anxiety among approximately 70,000 American companies in China, highlighting the lack of a clear winning option for these businesses [1]