全球化2.0时代，中国企业如何迎战供应链“攻防战”

Group 1: Trade and Economic Developments - The 137th Canton Fair attracted over 280,000 foreign buyers from 219 countries and regions, marking a 17.3% increase compared to the previous year, setting a historical record [1][3] - Following high-level Sino-U.S. economic talks, a joint statement was released, providing temporary relief to global markets, but challenges in global supply chain restructuring remain [2][3] - Since joining the WTO in 2001, China's total import and export value has surged from $500 billion to $6.1 trillion in 2024, with GDP rising from the sixth to the second largest globally [3][4] Group 2: Globalization and Supply Chain Dynamics - The logic of globalization shifted around 2015, with supply chain security becoming a priority over cost efficiency, leading to a complex landscape of competition and cooperation among economies [5][6] - The U.S. economy has significantly benefited from China's supply chain, with major companies like Apple and Tesla relying heavily on Chinese manufacturing [6][7] - The Chinese government has emphasized enhancing the resilience and security of supply chains as part of its strategic planning [6][10] Group 3: Corporate Strategies and Innovations - Chinese companies are adapting to supply chain challenges by enhancing connectivity and control, with examples like BYD's vertical integration model and Huawei's collaboration with New Kylin to overcome technology barriers [8][9] - The "three forces model" proposed for supply chain management emphasizes the importance of connectivity, control, and design capabilities [7][8] - Companies are encouraged to adopt a proactive "going out" strategy to explore untapped international markets, moving from traditional export models to a broader "big outbound" approach [11][12] Group 4: Case Study - Yiwu International Trade City - Yiwu International Trade City serves as a global barometer for small commodity trade, with a diverse product range and competitive pricing, leading to significant growth in cross-border e-commerce [12][13] - In the first quarter of this year, Yiwu's cross-border e-commerce platform reported an import and export value of 7.88 billion yuan, a 30.8% increase [12] - The integration of AI, RMB, and brand exports is emerging as new highlights in Yiwu's market strategy, showcasing the importance of collective efforts among businesses [12][13]