Apple(US:AAPL) Guan Cha Zhe Wang·2025-10-15 23:51Group 1 - The core message of the meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, is the commitment to strengthen cooperation in the electronic information sector and Apple's continued investment in China despite ongoing US-China trade tensions [1][2]. - Apple has announced a new investment fund of 720 million RMB aimed at expanding its renewable energy capacity in China, contributing to its goal of achieving 100% renewable energy usage in its supply chain by 2030 [2][3]. - A new "China Renewable Energy Infrastructure Fund" led by Apple's suppliers, with a total scale of 1 billion RMB, aims to add 1 million MWh of clean electricity to China's power grid by 2030 [3]. Group 2 - Compared to other US companies like Nvidia and Qualcomm, Apple has been less affected by the US-China trade war, maintaining a cautious approach while still committing to investments in China [2]. - The meeting emphasized the importance of US companies in stabilizing US-China relations and promoting pragmatic cooperation, with a focus on collaborative innovation with Chinese enterprises [3][5].