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01.
印度外交部长苏杰生博士周六表示，印度和中国的关系再次处于“十字路口”，只有当两国之间有“积极的动态”时，亚洲的崛起才能实现。
“今天，我们的关系再次处于十字路口。目前的局势不符合两国的利益。前进的道路是存在的。那就是恢复边境地区的和平与安宁，尊重实际控制线，不寻求改变现状。除此之外，三项互惠——相互尊重、相互敏感和共同利益——提供了一条可靠的道路，”苏杰生博士在
10 月 5 日举行的萨达尔·帕特尔纪念治理讲座上发表讲话时说道。
External Affairs Minister Dr S Jaishankar on Saturday said ties between India and China are at “cross-roads” again and that the rise of Asia can happen only when the two countries have a “positive dynamic,” between them.
“Today, our ties are again at cross-roads. The present situation does not serve the interests of either nation.There is a way forward. And that is by reinstating peace and tranquility in the border areas, respecting the LAC and not seeking to change the status quo. Beyond that, the three mutuals – mutual respect, mutual sensitivity, and mutual interests – offer a credible pathway,” EAM Dr Jaishankar said in his remarks at the Sardar Patel Memorial Lecture on governance on October 5.
02.
印度商务和工业部长皮尤什·戈亚尔和美国商务部长吉娜·雷蒙多周四签署了一份新的谅解备忘录 (MoU)，以扩大和多样化关键矿产供应链。官方声明称，此举旨在利用两国互补的优势，增强关键矿产行业的韧性。
India’s Minister of Commerce and Industry, Piyush Goyal, and US Secretary of Commerce, Gina Raimondo, signed a new memorandum of understanding (MoU) Thursday to expand and diversify critical mineral supply chains. The aim is to leverage the two countries’ complementary strengths to enhance resilience in the critical minerals sector, according to an official statement.
03.
上周中国股市大幅上涨，促使外国证券投资者 (FPI) 在 10 月份采取“买入中国，卖出印度”策略，导致仅在三个交易日内就抛售了 3071.8 亿卢比的印度股票。存管机构的数据显示，FPI 在 10 月 1 日至 4 日期间净卖出了价值 2714.2 亿卢比的印度股票，与 2024 年 9 月流入 5772.4 亿卢比形成鲜明对比——这是今年最高的月度流入量。
A sharp rally in Chinese equities last week has prompted Foreign Portfolio Investors (FPIs) to adopt a ‘Buy China, Sell India’ strategy in October, leading to the offloading of ₹30,718 crore in Indian equities over just three trading sessions. Data from depositories showed FPIs net sold ₹27,142 crore worth of Indian stocks between October 1-4, a stark contrast to the inflow of ₹57,724 crore in September 2024—the highest monthly inflows this year.
04.
受北京全面刺激措施推动，中国股市强劲反弹，香港市值已超过印度。香港市值本周一度超过 6 万亿美元，较 9 月份的 4.75 万亿美元低点飙升 25%。
与此同时，印度市值周四达到创纪录的 5.71 万亿美元，此后随着基准指数从峰值下跌近 5%，跌至 5.5 万亿美元以下。这一转变扭转了 9 月中旬印度保持的优势，当时其市值比香港高出 17%。现在，香港的市值比印度高出 8%。
Hong Kong's market capitalisation (mcap) has surpassed India's, driven by a strong rebound in Chinese equities fuelled by Beijing’s sweeping stimulus measures. Hong Kong’s mcap briefly exceeded $6 trillion this week, after a 25 per cent surge from September’s low of $4.75 trillion.
Meanwhile, India's mcap, which reached a record $5.71 trillion on Thursday, has since dropped below $5.5 trillion amid a near 5 per cent drop in benchmark indices from their peak. This shift reverses the mid-September advantage India held, with its market cap 17 per cent higher than Hong Kong’s. Now, Hong Kong’s market cap exceeds India’s by 8 per cent.
05.
EPFR Global 研究总监 Cameron Brandt 指出，短短一周内，中国专项基金的资金流入量就超过 130 亿美元，而印度专项基金的资金流入量仅为 1.07 亿美元，不到中国资金流入量的 1%。
In just a week, China-dedicated funds have seen staggering inflows worth over $13 billion while India-dedicated funds received just $107 million, less than 1 percent of the China inflows, pointed out Cameron Brandt, Director of Research at EPFR Global.
06.
班加罗尔，10 月 1 日（路透社）——一位行业观察人士和消息人士称，塔塔集团位于印度南部的苹果 iPhone 零部件工厂发生火灾，造成严重损失，可能会影响节日销售旺季前的生产，迫使这家美国公司的供应商从中国或其他地方安排关键零部件。
周末的大火导致塔塔位于泰米尔纳德邦的霍苏尔工厂无限期停产，该工厂是印度唯一的 iPhone 后面板和其他一些零部件供应商，为该国的合约制造商富士康及其在另一家工厂的 iPhone 组装提供零部件。
BENGALURU, Oct 1 (Reuters) - Extensive damage from a fire at Tata Group's Apple iPhone component plant in southern India could hamper production ahead of a festive season sales surge, an industry watcher and a source said, forcing the U.S. firm's suppliers to arrange critical parts from China or elsewhere.
The weekend blaze has caused an indefinite production halt at Tata's Hosur plant in Tamil Nadu, the only Indian supplier of iPhone back panels and some other parts for both contract manufacturer Foxconn in the country and its own iPhone assembly at another plant.
07.
塔塔电子周四宣布，将重启其泰米尔纳德邦工厂的部分运营，该工厂上周末遭遇火灾。该工厂是生产苹果 iPhone 零部件的关键工厂，周六凌晨，其六个生产单元中的一个发生火灾。消防官员和当地政府表示，火灾起源于储存化学品的区域。
“我们计划今天重启工厂许多区域的工作，”该公司发言人表示，并补充说，在公司努力恢复全面运营的同时，所有团队成员将继续获得全额工资。地区当局和公司尚未确定火灾原因。
Tata Electronics announced on Thursday that it will restart certain operations at its Tamil Nadu plant, which was affected by a fire last weekend. The plant, crucial for producing components for Apple’s iPhone, experienced a fire in one of its six units during the early hours of Saturday. Fire officials and local authorities have indicated that the fire originated in an area where chemicals were stored.
"We plan to restart work in many areas of the facility today," a company spokesperson said, adding that all team members will continue to receive full pay as the company works toward resuming full operations. The cause of the fire has yet to be determined by both district authorities and the company.
08.
中国制造商远景能源向印度市场推出了一款 5MW 陆上风力涡轮机，转子直径为 182 米。
Chinese manufacturer Envision Energy has unveiled a 5MW onshore wind turbine with a 182-metre rotor diameter for the Indian market.
09.
在国内企业分别提出投诉后，印度已对多达六种从中国进口的产品涉嫌倾销展开调查，这些产品包括某些化学品、冷轧电工钢和黑色碳粉盒。印度商务部下属的调查机构贸易救济总局 (DGTR) 正在调查来自中国的 1,1,1,2-四氟乙烷或 R-134a、丙烯腈丁二烯橡胶、某些抗氧化剂、聚四氟乙烯、黑色碳粉盒和冷轧无取向电工钢的倾销行为。
India has initiated a probe into alleged dumping of as many as six products, including certain chemicals, and cold rolled electrical steel and black toner powder cartridge, imported from China following separate complaints from domestic players. The commerce ministry's investigation arm Directorate General of Trade Remedies (DGTR) is probing the dumping of 1,1,1,2-Tetrafluoroethane or R-134a; Acrylonitrile Butadiene Rubber; certain Antioxidants; polytetrafluoroethylene; black toner powder cartridge; and colled rolled non-oriented electrical steel from China.
10.
印度钢铁部正在寻求将进口钢铁的基本关税从目前的 7.5% 提高 100%，至 15%。钢铁部承认从中国进口的钢铁数量激增，占钢铁进口总量的三分之一（约 33%），并引用了自己的内部评估，并建议财政部考虑采取类似于欧盟其他一些国家、美国和其他国家实施的保障措施。
这是钢铁部首次承认从中国进口的成品钢铁数量激增，业内通常将此称为倾销，并声称这扭曲了国内市场动态。
Steel Ministry is seeking a 100 per cent increase in basic customs duty on the import of the metal, raising it to 15 per cent, from the existing 7.5 per cent. Acknowledging that there is a surge in imports from China, to one-third (33 per cent approx) of steel imports, the Ministry has cited its own internal assessment, and recommended to the Finance Ministry that safeguards, Similar to those implemented by some other nations in the European Union, the USA and others, should be considered.
This is the first time that the Steel Ministry is acknowledging the surge in the import of finished steel from China, which the industry often refers to as dumping and claims is distorting domestic market dynamics.
11.
新德里：据印度时报 10 月 2 日报道，印度正考虑将目前适用于闭路电视的“可信来源”规定扩大到其他电子领域，这意味着对中国制造的智能电表或个人电脑进行更多安全检查。该报告（由 Sidhartha 撰写）称，这一举措旨在减少对中国进口产品的依赖，并解决与智能电表、停车传感器、无人机零件、笔记本电脑和台式机相关的安全问题。
主要从中国进口的闭路电视将于本月开始执行这一规定。此后，印度政府计划将其他类别的电子设备纳入类似的监管范围。商务部已将笔记本电脑和电脑的进口监控系统延长至 12 月，并可能在稍后引入更多限制。
NEW DELHI: India is considering expanding its "trusted source" mandate, currently applied to CCTVs, to other electronic segments, which will essentially mean more security checks for China-made smart meters or PCs, ToI reported on October 2. This initiative aims to reduce dependency on Chinese imports and address security concerns related to smart meters, parking sensors, drone parts, laptops, and desktops, the report (by Sidhartha) said.
The mandate for CCTVs, mainly imported from China, will start this month. Following this, the government plans to bring other categories of electronic devices under similar regulation. The commerce department has already extended the import monitoring system for laptops and computers until December and may introduce additional restrictions later.
12.
据《经济时报》援引匿名消息人士的话称，三星印度公司告诉泰米尔纳德邦政府，在抗议频发的金奈工厂，其长期制造工人的平均月薪是电子行业类似岗位工人平均工资的 1.8 倍。《印度斯坦时报》 无法独立核实该信息。
报道援引该公司的话称，三星印度工人在工作 10 多年后仅能获得 23,000 卢比的工资，这是“严重歪曲事实”。
报道补充说，只有一名工人在工作 10 年后每月工资为 24,000 卢比，这还不包括其他福利。
报道援引一位不愿透露姓名的人士的话称：“三星已通知罢工工人，根据‘不工作不付薪’政策，在非法罢工期间，他们将不会获得工资。” “公司致力于通过直接与工人谈判而不是与第三方来解决所有问题，包括工资、福利和工作条件。”
Samsung India has told the Tamil Nadu government that the average monthly salary of its permanent manufacturing workers at the protest-laced Chennai plant is 1.8 times the average salary workers in similar jobs in the electronics sector get, the Economic Times reported, citing unnamed sources. HT couldn't independently verify the information.
The allegation that Samsung India's workers earn only ₹23,000 after over 10 years of service is "a gross misrepresentation of facts," the report quoted the company as saying.
There was only one worker who had a salary of ₹24,000 per month after 10 years of service, before other perks, the report added.
"Samsung has informed the striking workers that they will not be paid for the duration of the illegal strike, in accordance with the 'No Work, No Pay' policy," the report quoted one of the persons who did not wish to be named. "The company is committed to resolving all issues, including wages, benefits and working conditions, by negotiating with its workers directly, not with a third party."
● 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
