华泰:印度或成苹果供应链“新支点” 但关键环节仍依赖中国

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【环球网财经综合报道】全球贸易格局重构背景下,苹果供应链向印度转移的趋势引发市场关注。华泰证券最新研究报告分析认为,受中美贸易摩擦及印度相关政策推动,当前美国对印度进口智能手机实施零关税,而对中国产品征收关税,为印度承接iPhone产能提供成本优势。报告分析认为,从产能规划看,印度理论上已具备向美国市场年供6600万台iPhone的能力,但受制于高端机型量产能力不足,短期仍需依赖中国供应链协同。...

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