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01.
新德里 9 月 25 日（路透社）——据政府消息人士周三称，印度联邦劳工部长要求南部泰米尔纳德邦解决三星电子工人长达数周的罢工。
此次抗议活动是近年来印度规模最大的一次，发生在这家韩国集团位于钦奈附近的工厂，扰乱了工厂运营，1800 名工人中有 1,000 多人要求提高工资并承认工会。
NEW DELHI, Sept 25 (Reuters) - India's federal labour minister asked the southern state of Tamil Nadu to resolve a weeks-long strike by workers at Samsung Electronics, a government source said on Wednesday.
The protests - the biggest such in India in recent years - at the South Korean group's plant near Chennai has disrupted operations, with over 1,000 of the 1,800 workers demanding higher wages and union recognition.
02.
印度投资者为投资中国市场支付了巨额溢价，中国股市创下了近 16 年来的最大单周涨幅。
精明的投资者纷纷投资国内市场上仅有的两只以中国为重点的交易所交易基金 (ETF)。
周五，未来资产恒生科技 ETF 在 NSE 收盘价为 16.9 卢比，比其指示性净资产价值 (iNAV) 或公允价值 15.9 卢比高出近 7%。同样，Nippon India ETF Hang Seng BeES 收盘价比其 iNAV 溢价 6%。
据共同基金 (MF) 官员称，溢价是由于 ETF 需求旺盛，加上新 ETF 单位供应不足。
Indian investors are paying hefty premiums to invest in China markets, with stocks there posting their biggest weekly gain in nearly 16 years.
Savvy investors were seen making a dash to invest in the only two China-focused exchange-traded funds (ETFs) available in the domestic markets.
On Friday, Mirae Asset Hang Seng Tech ETF closed at Rs 16.9 on the NSE, nearly 7 per cent higher than its indicative net asset value (iNAV) or the fair value of Rs 15.9. Likewise, the Nippon India ETF Hang Seng BeES ended the session at a 6 per cent premium over its iNAV.
According to mutual fund (MF) officials, the premium was a result of high demand for the ETFs coupled with a lack of supply of new ETF units.
03.
新德里 9 月 27 日（路透社）——印度主要钢铁制造商组织周五警告称，在美国决定对中国钢铁进口征收 25% 的关税后，印度从中国的进口量将进一步增加。
NEW DELHI, Sept 27 (Reuters) - India's leading steelmakers' group warned on Friday of a further increase in imports from China following a U.S. decision to impose 25% tariffs on Chinese steel imports.
04.
印度霍苏尔 9 月 28 日（路透社）——周六，塔塔电子公司位于印度南部的一家重要工厂发生大火，导致至少 10 人接受救治，其中 2 人住院。该工厂生产苹果 iPhone 零部件。
火灾发生在泰米尔纳德邦霍苏尔市的一家工厂，该工厂生产部分 iPhone 零部件。火灾发生在塔塔综合大楼内另一栋建筑附近，该建筑将在未来几个月生产完整的 iPhone。
HOSUR, India, Sept 28 (Reuters) - At least 10 people received medical treatment, with two hospitalised, after a major fire on Saturday disrupted production at a key Tata Electronics plant in southern India which makes Apple iPhone components.
The fire occurred at the plant in the city of Hosur in Tamil Nadu state which makes some iPhone components. It broke out near another building inside the Tata complex which will in coming months turn out complete iPhones.
05.
新德里：根据 Axis Securities 的报告，未来几年全球电动汽车 (EV) 市场将大幅增长，预计到 2033 年市场规模将达到 21080 亿美元。
目前价值 2550 亿美元的市场从 2024 年到 2033 年的复合年增长率 (CAGR) 为 23%。
报告进一步指出，到 2033 年，印度电动汽车市场的年销量可能达到 1000 万辆，2024 财年将增加 170 万辆，这主要归功于政府的支持性政策、新产品的推出、物料清单 (BoM) 成本的下降以及技术的进步。
与此同时，印度中央政府已在未来两年内拨款 1090 亿卢比补贴，用于支持销售 247.9 万辆 e-2W、31.6 万辆 e-3W 和 14028 辆电动公交车。
此外，到 2025 年 3 月，每辆电动两轮车将获得 10000 卢比的补贴，而电动三轮车将获得 50000 卢比的补贴。
新德里：据金融服务公司 Chryseum 报道，印度的快消商务行业实现了强劲增长，过去两年销售额增长了 280% 以上。
NEW DELHI: The global electric vehicle (EV) market is set to grow significantly in coming years, with projections indicating it could reach $ 2,108 billion by 2033, according to a Axis Securities report.
The market currently valued at $255 billion grew at a compound annual growth rate (CAGR) of 23 per cent from 2024 to 2033.
The report further suggests that India’s EV market could achieve annual volumes of 10 million units by 2033, up by 1.7 million units in FY24, primarily due to a combination of supportive government policies, the launch of new products, declining bill of materials (BoM) costs, and advancements in technology.
Meanwhile, Centre has allocated Rs 10,900 crore in subsidies over the next two years to support the sale of 24.79 lakh e-2Ws, 3.16 lakh e-3Ws, and 14,028 e-buses.
Additionally, each electric two-wheeler will receive a subsidy of Rs 10,000, while electric three-wheelers will receive Rs 50,000 until March 2025.
06.
新德里 9 月 28 日（路透社）——据路透社看到的法庭文件显示，在沃尔玛旗下的 Flipkart 上运营的三家在线卖家已起诉印度反垄断监管机构，原因是一项调查发现，Flipkart 及其竞争对手亚马逊违反了竞争法。
据路透社报道，在 8 月份结束的反垄断调查发现亚马逊和 Flipkart、他们的一些卖家和智能手机品牌违反了当地竞争法，给予特定在线卖家不适当的优惠并优先考虑某些商品。
NEW DELHI, Sept 28 (Reuters) - Three online sellers operating on Walmart-owned Flipkart have sued the Indian antitrust watchdog over an investigation which found they, Flipkart and rival Amazon, breached competition laws, according to court filings seen by Reuters.
The filings come after antitrust investigations concluded in August found Amazon and Flipkart, some of their sellers and smartphone brands, violated local competition laws by giving undue preference to select online sellers and prioritizing certain listings, Reuters has reported.
07.
报告显示，印度快消商务的商品交易总额 (GMV) 从 22 财年的 5 亿美元增长到 24 财年的 33 亿美元。
报告进一步指出，在 2023-24 财年，印度快消商务实现了 73% 的年增长率，而电子商务行业的年增长率为 14%，突显出消费者偏好转向更快、更便捷的配送解决方案。
此外，报告显示，到 2029 年，快消商务行业预计将从目前的 33.4 亿美元增至 99.5 亿美元，预测期内 (2024-2029) 的复合年增长率 (CAGR) 将超过 4.5%。
NEW DELHI: India's quick commerce sector has recorded robust growth, with sales increasing by over 280 per cent in the past two years, as reported by Chryseum, a financial services company.
The report revealed that the Gross Merchandise Value (GMV) of quick commerce in India grew from $ 0.5 billion in FY22 to $ 3.3 billion in FY24.
It further states that while India's quick commerce has achieved 73 per cent annual growth rate during FY 2023-24 while the e-commerce industry grew an annual rate of 14 per cent, highlighting a shift in consumer preferences towards faster and more convenient delivery solutions.
Additionally, the quick commerce industry is expected to reach $ 9.95 billion by 2029 from the current valuation of 3.34 billion, with a compound annual growth rate (CAGR) of over 4.5 per cent during the forecast period (2024-2029), as per the report.
08.
新德里：在需求强劲的推动下，黄金和白银价格呈上升趋势，这种势头似乎将持续到这个节日季结束。
在本财年，黄金和白银价格分别上涨了近 10% 和 24%。
孟买 Kedia Advisory 公司负责人 Ajay Kedia 表示，他预计黄金期货价格近期将上涨至 77000 卢比。
目前黄金价格约为每 10 克 75000 卢比，略低于历史最高价 75,400 卢比。在本财年开始时，价格约为 68700 卢比。
NEW DELHI: Gold and Silver prices are on an upward trajectory backed by firm demand, and the steam seems to remain till the end of this festival season.
In the current financial year, gold and silver prices have appreciated by nearly 10 and 24 per cent, respectively.
Ajay Kedia, head of Mumbai-based firm Kedia Advisory, said he sees futures prices of gold rallying towards Rs 77,000 in the near term.
Gold prices are currently at around Rs 75,000 per 10 grams, marginally lower than the all-time high of around Rs 75,400. At the start of the financial year, the prices were around Rs 68700.
09.
新德里 9 月 28 日（路透社）——印度周六批准恢复非巴斯马蒂白米出口，因为该国库存激增，农民准备在未来几周收获新季大米。
贸易商表示，印度大米出货量增加将增加全球大米供应总量，并迫使巴基斯坦、泰国和越南等其他主要大米出口国降低价格，从而压低国际价格。
政府命令称，新德里将非巴斯马蒂白米出口底价设定为每吨 490 美元。此前一天，政府刚刚将白米出口税降至零。
NEW DELHI, Sept 28 (Reuters) - India gave the go-ahead on Saturday for exports of non-basmati white rice to resume as inventories in the world's biggest exporter of the grain surge and farmers prepare to harvest a new crop in the coming weeks.
Bigger rice shipments from India would beef up overall global supplies and soften international prices by forcing other major exporters of the staple such as Pakistan, Thailand and Vietnam to reduce their rates, traders said.
New Delhi set a floor price for non-basmati white rice exports of $490 per metric ton, a government order said. That came a day after the government cut the export tax on white rice to zero.
10.
印度商务部长拒绝加入全球最大的贸易协定《区域全面经济伙伴关系协定》，坚称与中国签署自由贸易协定不符合印度的利益。
印度商务部长皮尤什·戈亚尔在接受 CNBC 的 Tanvir Gill 采访时表示：“印度不会加入 RCEP，因为它既没有反映东盟成立时的指导原则，也不符合印度的利益。”
India's commerce minister rejected the idea of joining the Regional Comprehensive Economic Partnership, the world's largest trade deal, maintaining that it is not in the country's interest to be part of a free trade agreement with China.
"India is not going to join the RCEP because neither did it reflect the guiding principles on which ASEAN was started, nor is it in the nation's interest to do a free trade agreement with China," India's Minister of Commerce and Industry Piyush Goyal told CNBC's Tanvir Gill in an interview.
11.
印度外交部长苏杰生表示，中印关系是亚洲未来的关键，它不仅会影响亚洲，还会影响整个世界。他指出，两国的“平行崛起”在当今的全球政治中提出了一个“非常独特的问题”。
苏杰生表示，目前两国关系“严重受阻”。
苏杰生最近表示，与中国脱离接触的问题大约有 75% 已经得到解决，这一言论在亚洲协会互动期间被提及。
谈到这些言论，部长说：“当我说 75% 的问题已经解决时——有人要求我量化——这只是脱离接触的问题。所以这是问题的一部分。目前的主要问题是巡逻。你知道，我们双方如何巡逻到实际控制线。”
苏杰生表示，2020 年后的巡逻安排受到了干扰。“因此，我们已经能够解决大部分脱离接触问题和摩擦点，但一些巡逻问题需要解决。”
他说，一旦我们解决了脱离接触问题，“就会出现更大的问题，因为我们双方都向边境派遣了大量军队。因此，这就是我们所说的缓和问题，然后是更大的问题，下一步实际上是，如何处理其余的关系？”
The India-China relationship is key to the future of Asia and it will influence not just the continent but the entire world, External Affairs Minister S Jaishankar said, noting that the "parallel rises" of the two countries present a "very unique problem" in today's global politics.
Jaishankar said currently the relationship between the two countries is "significantly disturbed".
Jaishankar had recently said that roughly 75 per cent of the disengagement problems with China have been sorted out, a remark that was alluded to during the Asia Society interaction.
Referring to those remarks, the minister said: "When I said 75 per cent of it has been sorted out - I was asked in a way to quantify - it's only of the disengagement. So that's one part of the problem. The main issue right now is the patrolling. You know, how do we, both of us, patrol up to the Line of Actual Control."
Jaishankar said the patrolling arrangements after 2020 have been disturbed. "So we've been able to sort out much of the disengagement, the friction points, but some of the patrolling issues need to be resolved."
He said once we deal with the disengagement, "there is the larger issue as both of us have brought a very large number of troops up to the border. So there is what we call the de-escalation issue, and then there is the larger, the next step is really, how do you deal with the rest of the relationship?"
12.
据报道，印度和中国在解决拉达克东部实际控制线 (LAC) 沿线悬而未决的问题上取得了“重大进展”，这可能导致印度军队重新获得之前被禁止进入的沿线某些巡逻点的权限。
《印度快报》周四报道称，这一进程还包括讨论一个潜在解决方案，该解决方案既考虑到印度和中国 2020 年 4 月前的立场。
India and China are reported to have made "significant progress" in bridging their differences over unresolved issues along the Line of Actual Control (LAC) in eastern Ladakh, which could possibly result in Indian troops regaining access to certain patrolling points along the LAC that they were previously restricted from accessing.
The process also includes discussing a potential solution that considers both India and China's pre-April 2020 positions, reported the Indian Express on Thursday.
13.
新德里：印度执法局 (ED) 对一款在线游戏应用程序展开调查，发现一起涉及中国公民的 40 亿卢比欺诈案。执法局现已冻结与在线游戏应用程序 Fiewin 相关的部分中国公民的账户。约 2.5 亿卢比的资金已被冻结。此前，执法局官员在加尔各答逮捕了四名涉嫌支持中国公民进行欺诈的印度人。执法局在调查中得到了运营着全球最大加密货币交易所的币安的支持。
New Delhi:An investigation against an online gaming app has led the Enforcement Directorate (ED) to a ₹ 400-crore fraud involving Chinese nationals. The ED has now frozen the accounts of some Chinese nationals linked to the online gaming app, Fiewin. A sum of about ₹ 25 crore has been frozen. Earlier, four Indians who allegedly supported the Chinese nationals in the fraud were arrested by officials of ED in Kolkata. The ED was supported by Binance, which operates the world's largest cryptocurrency exchange, in its probe.
● 印度签证“一签难求”，中国公民签证审批延迟实际伤害了印度企业
● 印度政府要求中国智能手机制造商获得印度股权合作伙伴，任命印度高管担任关键职务
● 荣耀科技将在印度重新推出Honor品牌手机，投资100亿卢比，realme印度前首席执行官加入
● IT 硬件 PLI 2.0：32 家本地和全球参与者表现出兴趣
● 印度执法局逮捕了四名vivo高管，中国外交部表示密切关注
● 印度企业事务部可能会建议对 MG汽车和vivo的账簿展开详细调查
● 印度智能手机市场与去年同期持平，第三季度出货量为4400万
● 印度可穿戴设备市场在23年第三季度的出货量达到创纪录的4810万部，同比增长29.2%
● 印度正在考虑将电池、半导体和磁性部件排除在本地化条件之外
● 印度执法局对中国智能手机制造商 vivo 和其他一些公司提出了第一份与洗钱调查有关的指控单
● 塔塔集团计划在泰米尔纳德邦建设印度最大的 iPhone 组装厂之一
● 中国联想旗下摩托罗拉计划从明年开始将印度的出口量增加一倍
● vivo 印度临时首席执行官和另2名高管被执法局扣押，公司发表声明
● 印度的新减税政策可能是特斯拉及其竞争对手打开世界第三大汽车市场的关键
● 印度政府推动国内电动汽车制造可能会导致中国汽车公司大规模进入当地市场
● 根据印度钢铁部的报告，从中国进入印度的钢铁数量同比猛增 91%
● 中国超越美国成为印度第一大贸易伙伴 贸易额达1184亿美元
● 试产开始，一批印度制造的谷歌Pixel 8 预计将于 9 月上市
● 印度政府可能很快会允许中国和印度公司成立新的合资企业，前提是印度合作伙伴持有多数股权
