作者｜陈思竹 编辑｜黄绎达 张帆 苹果近年来在印度市场实现高增的宏观原因之一，正是印度经济高速发展下，人均可支配收入保持强劲增长势头。Wind数据显示，2013-2023年，印度人 均国民可支配收入从68572.48卢比（约5514.60元人民币）增长至108786.18卢比（约8748.58元人民币），10年间增长约1.59倍，年复合增长率约4.72%。 当下印度的人均可支配收入与2007的中国相当，GDP增速水平则对标2013~2015年的中国。回顾苹果在中国的发展历程，2008-2016年间，是苹果在中国的 快速扩张期，随着产业链向中国的深度迁移，产品销量增长明显。由此可见，苹果在印度的相关布局，意在复刻其在华的成功经验。 iPhone 17系列在印度又卖爆了。 据印度媒体报道，9月19日，iPhone 17系列一经上市，便引发印度果粉的狂热抢购，现场不仅排队队伍长达数百米，孟买BKC Jio中心的苹果直营店外甚至 因拥挤而发生过短暂的肢体冲突，最终闹事人员被警卫带离现场，秩序才逐渐恢复。 iPhone 17系列在印度引发的"全民狂欢"，绝非偶然。除了iPhone 17系列的配置大幅升级外，印度也已成为 ...

Core Viewpoint - The article discusses the rapid expansion of Chinese electric two-wheeler companies into international markets, highlighting their strategies, market adaptations, and the robust supply chain that supports their global operations [10][30][55]. Group 1: Market Dynamics - The Chinese two-wheeler electric vehicle market is highly competitive, with Yadea and Aima holding a combined market share of 43.2% in 2022 [11]. - The domestic market is nearing saturation, with an estimated 400 million electric two-wheelers in use by the end of 2023, leading companies to seek growth opportunities abroad [12][13]. - Yadea achieved a 23% year-on-year increase in overseas sales in 2023, indicating a successful shift towards international markets [14]. Group 2: Regional Strategies - Chinese electric vehicle brands are customizing their products and strategies based on local market conditions, such as climate and consumer preferences [20][22]. - In Southeast Asia, the shift from fuel to electric vehicles is supported by government policies and rising fuel prices, prompting local adaptations in product design [21][22]. - In Europe, the focus is on high-end electric vehicles, with companies like Niu Electric targeting premium segments with advanced features [24][25][27]. Group 3: Supply Chain and Production - China's dominance in lithium battery production is a key factor, with over 82% of global capacity as of 2023, providing a strong foundation for electric vehicle manufacturing [34]. - The integration of local supply chains in overseas markets, such as the establishment of factories and partnerships in Indonesia, enhances operational efficiency and reduces costs [45][49]. - The collaboration between Chinese companies and local partners in Africa and the Middle East is facilitating the development of infrastructure, such as battery swapping stations, to support electric vehicle adoption [50][51]. Group 4: Future Outlook - The article emphasizes that the comprehensive capabilities of Chinese manufacturers, including product, technology, and supply chain integration, will continue to drive their global expansion [52][55]. - As the global shift towards electrification accelerates, Chinese two-wheeler electric vehicles are expected to capture more market share and establish "Chinese standards" in international markets [55][56].