印美谈判，过招不断

Core Viewpoint - The ongoing trade negotiations between the US and India are marked by tension and uncertainty, with both sides making conflicting statements and proposals regarding tariffs and trade agreements [1][4]. Group 1: US-India Trade Negotiations - The US has expressed intentions to impose a 25% tariff on non-US manufactured smartphones starting from late June, with President Trump indicating he does not support Apple establishing manufacturing in India [4][5]. - India has proposed retaliatory tariffs on US products worth $19.1 billion in response to US steel and aluminum tariffs, affecting $7.6 billion worth of Indian goods [8][12]. - India's trade representatives are showing flexibility on certain products like almonds, while maintaining high tariffs on sensitive agricultural products such as wheat and dairy [9][10]. Group 2: Economic Implications for Apple - A Bloomberg report indicates that manufacturing iPhones in the US is impractical due to high labor costs and a lack of necessary skilled workers, suggesting that Apple may continue to diversify its production in low-cost regions like India and Vietnam [4][5]. - The report highlights that even with a 25% tariff on a $1,000 iPhone, the cost would be $250, which is significantly lower than the estimated $3,500 cost of producing the same iPhone in the US [5][6]. Group 3: India's Trade Strategy - India is seeking to protect its sensitive agricultural sectors, which employ millions, while negotiating trade terms that reflect recent agreements with other countries, such as the UK [11][12]. - The Indian government aims to double bilateral trade with the US to $500 billion by 2030, indicating a strategic long-term vision for trade relations [11].