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iPhone为何无法在美国制造?英媒这样解读
Xin Hua She· 2025-04-30 07:37
英国《金融时报》网站近日发表一篇题为《特朗普为何不能在美国制造iPhone》的文章,分析苹果公司 将iPhone组装迁往美国的可行性,并犀利指出"上一次有企业在美国开设智能手机工厂,经营不到一年 就关闭了"。 文章说,早在2013年,摩托罗拉公司曾宣布要挑战美国制造成本过高的传统观念。但12个月后,其位于 得克萨斯州沃思堡的工厂因销售业绩不佳和成本过高而关闭。如果美国总统特朗普的想法得以实施,那 么苹果公司将成为下一个测试上述理论的科技公司。 2024年9月9日,在美国加利福尼亚州丘珀蒂诺市举行的苹果新品发布会后,人们体验新品。新华社发 (董旭东摄)美国商务部长霍华德·卢特尼克4月初说,还记得数百万人拧着小螺丝制造iPhone手机的情 景吗?这种事情将会在美国发生。不过,供应链专家认为,特朗普的计划将面临与摩托罗拉相同的问题 ——有人预测,如果完全在美国组装,一部iPhone的成本可能高达3500美元(约合25407元人民币)。 文章指出,苹果公司的生产很难转移到美国,原因不单纯是卢特尼克提到的人工问题,更大的问题在于 转移几十年间建立起来的复杂全球供应链。查看iPhone手机内部就能清楚看到苹果的供应链已经 ...
金砖国家外长对无差别提高对等关税及非关税措施表示关切。他们警告称,此类措施将扰乱全球供应链,并给全球经济带来更多不确定性。
news flash· 2025-04-29 18:02
Group 1 - The foreign ministers of BRICS countries expressed concerns over indiscriminate increases in reciprocal tariffs and non-tariff measures [1] - They warned that such measures would disrupt global supply chains and introduce more uncertainty into the global economy [1]
关税战下,酒店餐饮正在悄悄涨价
Hu Xiu· 2025-04-29 00:06
Core Viewpoint - The article discusses the rising prices in Beijing's hotel dining sector, primarily driven by increased costs of imported beef and other food materials due to trade tensions and supply chain disruptions. Group 1: Price Increases - The price of a signature ribeye steak at a well-known restaurant in Beijing has increased from over 300 yuan to 420 yuan, indicating a significant price adjustment [4][5][11] - Many high-end hotels in Beijing are adjusting their menus and prices, reflecting a broader trend of rising costs across the industry [11][12] Group 2: Causes of Price Increases - The increase in food prices is attributed to a reduction in the supply of imported beef, pork, and soybeans due to trade tensions, leading to higher raw material costs [13][17] - Recent data shows a 12.3% year-on-year decline in imported beef, with March imports dropping to 210,000 tons [15] - The cost of imported beef from countries like Brazil, Argentina, and Australia has risen by 15% to 25% [17] Group 3: Impact on the Industry - High-end hotels are particularly affected due to their reliance on imported ingredients, with average customer spending ranging from 300 yuan to over 1,000 yuan [16] - The rising costs force hotels to make difficult choices between increasing prices or compromising on quality, which could lead to customer dissatisfaction [30][31] - The supply chain's unpredictability adds pressure, with delays in receiving high-quality ingredients becoming common [33] Group 4: Consumer Perception - Customers may not understand the reasons behind price increases, leading to potential backlash if they perceive a decline in quality [34] - The article suggests that the changes in pricing and quality will become more apparent in everyday dining experiences, reflecting broader economic trends [38][39]
扎心了!日本贸易谈判代表送特朗普礼物,中国造
Guan Cha Zhe Wang· 2025-04-28 08:32
当天有一个细节被在场的人忽略了。 据路透社27日报道,日本首席贸易谈判代表、经济再生担当大臣赤泽亮正带给特朗普的礼物——日本大 阪世博会吉祥物"脉脉"(Myaku-Myaku)造型存钱罐,乃中国制造。 在被问及此事时,赤泽亮正表示,这件礼物仅鼓励特朗普参观世博会,并称"特朗普喜欢金色"。但他拒 绝评论这件礼物的产地。 世博会官网上将该商品列为"中国制造",该产品的生产商也证实了这一点。 【文/观察者网 张菁娟】美国与盟友日本近日正如火如荼地展开关税谈判。月中,身为美国国家元首的 特朗普还罕见参与部长级会谈,直接与级别较低的日本谈判代表会面。 一些分析人士预计,日本首相石破茂和特朗普将于今年6月在加拿大阿尔伯塔省举行的春季峰会上宣布 达成协议。另有一些人提醒说,日本政府在7月举行的参议院选举之前,就棘手问题做出让步是有风险 的。 据报道,民调显示,执政联盟可能在即将举行的选举中会失去多数席位,这一结果可能迫使石破茂下 台,去年他在权力更大的众议院选举中也遭遇了类似挫败。 作为美国的亲密盟友,日本受到了24%"对等关税"税率的打击,远超市场预期,作为其经济基石的汽车 业更面临25%的惩罚性税率。 当地时间2025 ...
仙乐健康(300791) - 300791仙乐健康投资者关系管理信息20250418
2025-04-17 23:54
Company Overview - Xianle Health has a strong foundation in pharmaceutical soft capsule research and production, emphasizing its "pharmaceutical DNA" [4] - The company is positioned as a leader in global nutrition and health solutions, with a comprehensive capability matrix and impressive performance [4] Market Opportunities - The Chinese nutrition and health food market is valued at 2,602 million RMB, with expected mid-to-high single-digit growth [4] - The global nutrition and health food retail market is projected to grow at a steady rate of 5.8%, reaching 226.8 billion USD by 2026 [4] Competitive Advantages - The company identifies four key competitive advantages: 1. As an industry integrator, it defines market authority through scale and capability [5] 2. As an ecosystem leader, it empowers partners through global insights and innovative R&D [5] 3. As an international pioneer, it opens new growth avenues through local expansion [5] 4. By leveraging AI and digitalization, it aims to enhance industry efficiency [5] Financial Performance - In 2024, the company achieved a revenue of 4.211 billion RMB, a year-on-year increase of 17.56% [6] - The net profit attributable to shareholders, excluding non-recurring items, was 328 million RMB, reflecting a growth of 16.70% [6] - The company plans to distribute a cash dividend of 6.5 RMB per 10 shares and a capital increase of 3 shares per 10 shares to shareholders [6][7] Future Strategy - The company aims to enhance its global smart supply chain capabilities [6] - It seeks to expand its domestic market leadership while leveraging its foundational capabilities to support international business growth [6]
美国群众“刷到”贸易战真相,“敦煌网”成全美最火APP
导 语 :视频纠正了美国群众的认知,即使是美国消费者认为的高端欧洲品牌,产品也在中国 制造。 特朗普的贸易战在TikTok上"火了",推动中国电商平台Dhgate登上美国应用商店榜首。 在特朗普将美国对中国进口商品的关税提高145%之后,许多中国供应商和制造商开始制作TikTok视 频,向消费者解释全球奢侈品市场的真实运作方式。这些视频解释说,许多人以为是在欧洲制造的 服装、手袋和其他配饰,实际上都来自中国的工厂。 受这一趋势影响,中国批发电商平台Dhgate的排名飙升,截至周一上午,成为美国应用商店中排名 第三的免费iPhone应用。 作为对比,根据应用情报提供商Appfigures的数据,截至4月11日周五,该应用在美国的非游戏类免 费iPhone应用中排名第352位,随后在周日跃升至第6位,周一达到第3位。周一,Dhgate还在免费 iPhone应用的总排行榜(包括游戏)上攀升至第3位。 该公司向记者表示,4月12日周六,Dhgate应用在应用商店和谷歌商店的下载量达到35400次,比30 天平均值增长了56%。其中,美国占了17300次安装,比30天平均值增长了98%。 4月13日周日,iOS上的安装 ...
“世界第八大奇迹”烂尾,特朗普的“关税梦”碎
商业洞察· 2025-04-14 09:25
以下文章来源于凤凰网财经 ,作者凤凰网财经 凤凰网财经 . 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢 迎访问:http://finance.ifeng.com/ 作者: 凤凰网财经 来源: 凤凰网财经(ID:finance_ifeng) 威斯康星州麦迪逊电——芒特普莱森特(Mount Pleasant)这片曾经被寄予厚望的土地,本应 成为美国制造业复兴的标杆,如今却成了经济民族主义政策困境的鲜明注脚。 杂草丛生的道路旁,一座孤零零的玻璃穹顶建筑矗立于此,这里曾是富士康承诺投资100亿美元 打造的"世界第八大奇迹"——这一项目被美国总统特朗普奉为关税政策能让制造业重归美国的力 证。 然而,现实却与愿景背道而驰。美国前总统拜登在视察这片土地时,怒斥该项目为"一场骗局", 同时宣布微软将在此投资人工智能数据中心。 这场闹剧揭示了一个残酷的现实:即便有数十亿美元的税收优惠和无理的对华贸易战加持,全球 供应链的底层逻辑——从高昂的劳动力成本到支离破碎的产业生态——依然难以被华盛顿的政策 意志所撼动。 如今,随着特朗普再度以加征关税为竞选纲领,经济学家和企业高管纷纷警告, ...
上海合作组织声明
券商中国· 2025-04-10 13:04
10日晚,上海合作组织发表声明,全文如下: 上海合作组织成员国支持以世贸组织为核心的开放、透明、公正、包容、非歧视的多边贸易体制,致力于 促进开放型世界经济发展。 成员国坚定维护和加强以世贸组织为核心的多边贸易体制,以有效应对贸易挑战。 A股,大反攻!见证历史:两天买入超1780亿! 千亿级别!大资金,疯狂买入! A股重磅!上市公司,集体行动!商务部最新发声 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 成员国重申在世贸组织框架下加强发展议题讨论的重要意义,强调支持开放,包容、可持续、稳定、多元 化和可靠的全球供应链的必要性。 来源:上海合作组织秘书处 责编:汪云鹏 校对: 刘榕枝 百万用户都在看 紧急空运!苹果手机,刷屏! ...
苹果3天向美国空运了5架飞机iPhone产品
半导体芯闻· 2025-04-08 10:33
Core Viewpoint - Apple is taking urgent measures to transport iPhones and other products from India to the U.S. to avoid the impact of new tariffs, which could significantly increase import costs and affect pricing strategies [1][3]. Group 1: Tariff Impact - The U.S. will implement a 26% tariff on Indian-made iPhones, raising the import cost by $120 to $420 per unit, which is 15% to 26% of the retail price [1][3]. - Apple has already built up over $15 billion in iPhone inventory in the U.S., equivalent to three times the expected sales for Q4 2024 [1]. - Analysts predict that if Apple passes the tariff costs onto consumers, iPhone prices could rise by 30% to 40%, potentially increasing the price of the iPhone 16 from $799 to approximately $1,142 [3][4]. Group 2: Production and Supply Chain - Apple has increased its iPhone production capacity in India from 0% to 14% over the past five years, with a goal of reaching 25% by 2028 [3]. - However, India faces significant supply chain challenges, with local component sourcing below 30%, relying heavily on imports for critical parts like A-series chips and OLED screens from China and South Korea [3]. Group 3: Market Reaction - Following the announcement of the tariff policy, Apple's stock fell by 3.67%, with a total decline of 19% over three trading days, resulting in a market capitalization loss of $638 billion [4]. - Analysts suggest that without price increases, Apple's earnings per share could drop by 15% due to the tariff impacts [4].
国际工商界人士热议:“如果想走得远,我们就要一起走”
精打细算的企业家们,正在为全球经济碎片化带来的一系列麻烦寻找出路。 全球著名矿业公司英美资源集团首席执行官万德昆近日在中国发展高层论坛上讲述了一个"铜的全球之 旅"的故事:铜从南美洲的铜矿中开采出来,在中国被制成铜丝,再销往世界各地,最终用在消费者驾 驶的汽车或电子产品之中。 而如今,这条全球供应链受到了冲击。"给我们带来了很多额外的成本支出。"万德昆说,各种各样的障 碍导致了材料通胀、价格上涨。采矿业只是通向世界各地消费者的长长链条的一个起点。 在当今世界经济碎片化加剧、不稳定不确定性上升的背景下,更需要国家开放市场、企业共享资源,携 手抵御风险挑战、实现共同繁荣。这成为很多国际工商界人士的一个共识。宝马集团董事长齐普策说, 全球贸易尽管遭遇了逆流,但新的合作机遇亦如雨后春笋般不断涌现。他分享了宝马扎根中国30多年、 双方持续合作实现互利共赢的经验,认为唯有合作才能让全球供应链化身"世界共赢链"。 全球供应链处在一个转折点 经济全球化的核心在于,在全球市场最高效率地配置各种生产要素。TCL创始人、董事长李东生见证了 过去20多年,以WTO规则为基础的全球投资贸易自由化加快了全球经济的发展。他说:"全球产业链 ...