C&D INC.(SH:600153) Xin Hua She·2025-09-16 09:58Core Viewpoint - The global trade order is undergoing profound restructuring due to the acceleration of de-globalization and the need for supply chain security and resilience, with Xiamen emerging as a key node in the new development pattern and a global supply chain innovation center [1] Group 1: External Challenges - The global economic and trade landscape is experiencing significant adjustments due to multiple complex factors, leading to increased uncertainty in both domestic and international trade development [2] - Key challenges for enterprises include rising trade protectionism, unilateralism, intensified Sino-U.S. trade friction, and compliance risks associated with tariffs and sanctions [2] Group 2: Internationalization Strategy - The company aims to become a leading international supply chain operator, positioning itself as "China-style trading company, globalized Xiamen" and continuously improving its global supply chain service system [2] - The company is transitioning from being a participant and service provider in global supply chains to an organizer, collaborating with partners to explore international markets and enhance competitive strength [2] Group 3: Supply Chain Security and Resilience - The company is building a multi-dimensional supply chain security system focusing on resource expansion, technological empowerment, logistics assurance, and talent development to enhance supply chain resilience [6] - It emphasizes establishing long-term partnerships with overseas suppliers and local grain merchants to secure stable agricultural product supplies and enhance global market reach [6][10] - The company is leveraging AI and big data to improve decision-making efficiency in supply chain management, integrating various data sources to capture market dynamics and risks [6][10] Group 4: Innovation in Supply Chains - The company is actively integrating resources and channels to ensure the supply security of critical resources, expanding its supply chain services to over 170 countries and regions [14] - It has established over 70 overseas companies and offices in more than 35 countries, enhancing its global supply chain network and logistics capabilities [11][14] - The company is focusing on the development of key mineral resources and agricultural products in South America, Africa, and other regions to diversify supply sources and enhance resource allocation capabilities [14]