中美和解达共识！印度关税成最高，迁印外企后悔，苹果遭重大打击

Core Insights - The article discusses how U.S. tariff policies have led many foreign companies to relocate production lines to India, but subsequent high tariffs in India have caused regret and withdrawal from the country [1][4][10] Group 1: Impact of Tariff Policies - Initially, India was seen as a "safe haven" for foreign investment due to its low labor costs and favorable trade relations with the U.S. [2][8] - The shift occurred in late 2025 when U.S.-China trade negotiations resulted in tariff adjustments, while India continued to impose high tariffs, making it less attractive for foreign companies [4][11] Group 2: Challenges Faced by Companies - Companies like Apple, which invested heavily in India, faced unexpected high tariffs and punitive tax assessments, leading to significant financial strain [17][19] - The dual pressure of high import and export tariffs has resulted in a situation where increased production leads to greater losses for companies operating in India [22][20] Group 3: Comparison with China - The article highlights that compared to China, India lacks a complete industrial chain, leading to higher production costs and inefficiencies [23][26] - China's established manufacturing ecosystem, characterized by stable policies and lower costs, remains a more favorable environment for foreign companies [34][35] Group 4: Future Outlook - If India continues its protectionist policies and fails to address the concerns of foreign investors, it risks losing out on global manufacturing opportunities [30][32] - The article concludes that companies must recognize the core value of the Chinese market and abandon unrealistic "hedging" fantasies to achieve long-term success [38]