6月24日，观察者网查询苹果公司官网发现，苹果国补页面注释更新为："国补仅限 Apple Store 在线商 店（北京收货地址）及零售店（上海）。在线商店还可享24个月免息分期"。指定产品享国家补贴，至 高省2000元。 限定的产品型号为：iPhone 16、iPhone 16e、iPhone 15 和 iPhone 15 Plus，iPad Air、iPad、iPad mini， 多款Apple Watch Series 10和Apple Watch SE，MacBook Air、MacBook Pro、iMac (仅限蓝色、粉色、绿 色和银色机型)、Mac miniMac Studio。 此前，苹果因 "官方渠道不参与国补" 的策略，导致部分用户转向了第三方平台。此次苹果官方接入国 补，让消费者在官方渠道直接享受"国补+官方服务"双重保障，打破此前仅第三方平台支持补贴的局 限。 电商平台在国补之外，往往还可搭配优惠券等购买，部分机型优惠超过了2000元，相较苹果官方渠道更 具价格优势。 目前，Apple 产品京东自营旗舰店显示："可享国家补贴地区"包括：吉林（吉林市）、安徽（亳州 市）、山东、浙江（宁波市 ...

Group 1 - The trend of Apple's supply chain shifting to India is driven by US-China trade tensions and favorable Indian policies, providing cost advantages for iPhone production in India [1] - India theoretically has the capacity to supply 66 million iPhones annually to the US market, but currently lacks the mass production capability for high-end models, relying on Chinese supply chain collaboration in the short term [1][3] - Foxconn and Tata Electronics are accelerating their operations in India, with Foxconn's factories covering 2.5 million square feet and a $2.6 billion investment aimed at producing 25 to 30 million iPhones annually by 2025 [3] Group 2 - Despite local production of iPhone 15/15 Plus in India, challenges remain for high-end models due to engineering collaboration issues, yield fluctuations, and supply chain response delays [3] - India's localization efforts through the PLI scheme still heavily depend on imports for key components, with only 35% localization rate currently, far from the 60% target by 2027 [4] - Investment opportunities are identified in local assembly firms benefiting from Apple's supply chain expansion in India and Chinese companies facing stock price declines due to supply chain transfer rumors, despite low short-term production transfer likelihood [4]