2 1 Shi Ji Jing Ji Bao Dao·2025-07-18 12:16Core Insights - The third Chain Expo showcased a shift in global supply chain dynamics, with Nvidia replacing Apple as a key player, highlighting China's evolving role in international cooperation [1] - The number of exhibitors exceeded 1,200, with a notable 15% increase in American companies participating, indicating a strengthening of global trade ties despite geopolitical tensions [1][8] - Guangdong province emerged as a significant hub for global supply chains, showcasing advanced technologies and fostering collaborative partnerships among exhibitors [1][9] Group 1: Event Overview - The Chain Expo featured over 1,200 exhibitors from 75 countries, with foreign exhibitors accounting for 35% of the total, marking a 3% increase from the previous year [8] - Major tech companies like Nvidia, Apple, and Tesla participated, emphasizing the importance of collaboration over competition in the current economic landscape [1][8] - The event highlighted China's complex supply chain as a "miracle," with a focus on innovation and shared growth among participants [1][6] Group 2: Supplier Dynamics - Apple showcased three suppliers, including XINWANGDA, which took over a decade to become a core battery supplier, reflecting the deepening relationships between Chinese suppliers and global brands [3][4] - Over 80% of Apple's top 200 suppliers have manufacturing facilities in China, underscoring the country's critical role in the production of high-tech products [4] - The relationship between Chinese suppliers and Apple has evolved from a transactional nature to a collaborative partnership, with shared innovations in technology and production processes [6] Group 3: Regional Focus - Guangdong province served as the guest province for the expo, presenting cutting-edge products in AI and robotics, and positioning itself as a key player in the global supply chain [9][10] - Companies like XPeng are leveraging the expo to find international partners and enhance their global presence, with XPeng's overseas sales increasing by 217% year-on-year [10] - The collaboration between Guangdong and international businesses is expanding beyond exports, focusing on joint ventures and technology sharing, particularly in clean energy and healthcare [10][11] Group 4: Future Trends - The Chain Expo signaled a shift in China's role from merely a manufacturing hub to an active participant in shaping global supply chain rules [9][12] - The emphasis on innovation, sustainability, and collaboration among small and medium enterprises (SMEs) was highlighted as essential for future economic growth [7][12] - The ongoing development of international trade agreements and economic rules is increasingly influenced by developing countries, promoting inclusivity and innovation [6][7]